With few exceptions, trustees and executors are required to account annually, but for conservators and guardians, the accounting requirement is every two years. Yet very few 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 some of the more complicated aspects of the Uniform Principal and Income Act. You'll focus on the reports that accompany typical fiduciary accounting and the methods to highlight a fiduciary's good deeds while mitigating the bad.
Arizona Society of CPAs410 N. 44th St. Ste 205 Phoenix, AZ 85008
(602) 252-4144
membership@ascpa.com
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