Total Credits: 4 including 4 Accounting - Technical
Financial accounting for trusts and estates is one of the least understood branches of accounting. Fiduciary accounting is not particularly concerned with recording income and expenses, but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. Only after that is known can the Trustee begin to make their required and discretionary distributions to beneficiaries. However, very few non-corporate trustees have any idea of what is required for proper trust accounting and reports. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.
Upon completion of this course, you will be able to:
Important CPE Credit Information_READ BEFORE WEBCAST (484.4 KB) | 2 Pages | Available after Purchase |
Slides Handout (4 MB) | 58 Pages | Available after Purchase |
Fiduciary Accounting for Estates and Trusts QandA (12.8 KB) | Available after Purchase |
Fiduciary Accounting for Estates and Trusts_Addendum. (649.1 KB) | Available after Purchase |
Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.
Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.
Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.
Basic understanding of fiduciary accounting
None
Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting of estate and trusts issues.
5/19/20
No
MICPA
4/24/20
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Group Internet Based
Online Registration
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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