Fiduciary Accounting: Fundamentals and Rules
Tuesday, April 22, 2025
6-8 p.m. Central
2 CPE (2 technical)
Course code: 25WA-0643
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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.
Major subjects
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Fundamentals of fiduciary accounting
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Uniform Principal and Income Act
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Mandatory and discretionary allocations and adjustments
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Address the trustees ability to override the fallback rules
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Review the contents of a proper set of trust accounting statements
Learning objectives
-
Apply a working knowledge of the financial accounting rules for estates and trusts
-
Identify planning and potential pitfalls
Who should take this program?
- Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting of estate and trusts issues
Pricing
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Instructor
Douglas Van Der Aa, CPA, JD
Location
Online
Area
of study
Accounting & audit
Field(s)
of study
Accounting - Technical (2.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Basic working knowledge of accounting for estates and trusts
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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