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Fiduciary Accounting for Estates and Trusts

03.27.18 2:00PM – 03.27.18 4:00PM





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General Info

Financial accounting for estates and trusts is one of the least understood branches of accounting. Fiduciary accounting is not particularly concerned with recording income and expenses, but more obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This webinar will dive into this tricky area and provide a reporting guide for fiduciary accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.
  • Examine provisions of the Uniform Principal and Income Act.
  • Mandatory and discretionary allocations and adjustments.
  • Trustees ability to override the fallback rules.
  • Review the contents of a proper set of trust accounting statements.
  • To provide a working knowledge of the financial accounting rules for estates and trusts.
  • Discuss planning and potential pitfalls.

Designed For
Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting of estate and trusts issues.
CPA Crossings, LLC
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