Skip to main content

2024 Fiduciary Accounting: Fundamentals and Rules

Monday, December 16
 4:00pm - 6:00pm

(Check-In )

Add to Calendar

Online

2.00 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

This course will dive into the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. 

Objectives

  • Apply a working knowledge of the financial accounting rules for estates and trusts
  • Identify planning and potential pitfalls

Highlights

  • Fundamentals of fiduciary accounting
  • Uniform Principal and Income Act
  • Mandatory and discretionary allocations and adjustments
  • Address the trustees ability to override the fallback rules
  • Review the contents of a proper set of trust accounting statements

Designed For

Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting of estate and trusts issues

Prerequisites

Basic working knowledge of accounting for estates and trusts

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Non-Member Price $109.00

Member Price $79.00