Webcast: Settled and Approved: Fiduciary Accounting & Auditing from

Typically, trustees and executors must account annually while conservators and guardians account every two years. Few attorneys and CPAs who represent fiduciaries understand how to prepare and present fiduciary Accounting & Auditings. Explore differences between fiduciary Accounting & Auditing and tax and financial Accounting & Auditing.

Real-world examples will be used to move from basic concepts of fiduciary Accounting & Auditing to more complicated aspects of the Uniform Principal and Income Act; and discuss techniques for highlighting the fiduciary's good deeds while mitigating the bad. Also, explore fiduciary fees and the challenges CPAs face when they serve as trustees.