Webcast: Settled and Approved: Fiduciary Accounting from Start to

Typically, trustees and executors must account annually and conservators and guardians must account every two years. Yet very few of the attorneys and CPAs who represent fiduciaries understand how to prepare and present fiduciary accountings. Their ignorance is your opportunity.

During this course you will gain a clear understanding of the differences between fiduciary accounting and tax and financial accounting. Building upon simple, real-world examples, you will progress from the basic concepts of fiduciary accounting through the more complicated aspects of the Uniform Principal and Income Act. Through updated material that fully integrates the Act into each of the required accounting schedules, learn techniques for highlighting the fiduciary's good deeds while mitigating the bad. You'll also explore fiduciary fees and the challenges CPAs face when they themselves serve as trustees.