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Settled and Approved: Fiduciary Accounting from Start to Finish (4152186F)
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"Trustees and executors typically must account annually, while conservators and guardians must account every two years. Yet very few attorneys and CPAs who represent fiduciaries understand how to prepare and present fiduciary accountings. This course will explore the differences between fiduciary accounting and tax and financial accounting; use real-world examples to move from basic concepts of fiduciary accounting to more complicated aspects of the Uniform Principal and Income Act; and discuss

1/13/2016
When: 1/13/2016
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Margaret M. Hand, JD
Contact: April Deneault
801-834-6634


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Trustees and executors typically must account annually, while conservators and guardians must account every two years. Yet very few attorneys and CPAs who represent fiduciaries understand how to prepare and present fiduciary accountings. This course will explore the differences between fiduciary accounting and tax and financial accounting; use real-world examples to move from basic concepts of fiduciary accounting 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. You'll also explore fiduciary fees and the challenges CPAs face when they serve as trustees.

 

Objectives:



    Determine how to produce the summary of account and each supporting schedule.
    Recognize California's Uniform Principal and Income Act.
    Recognize when the fiduciary's records reveal a breach of trust.
    Determine how to get the records you need to do the job you were hired to do.

 

  
        
   

Major Subjects:




    Accountant's responsibility when preparing a fiduciary accounting
    Record keeping and accounting duties of executors, trustees, agents, etc.
    Depreciation and depletion in trust and estate accounting
    Weird assets: Options, derivatives, timber, IRAs
    Court vs. noncourt accountings


              

Designed For: CPAs, attorneys, trustees and trust administrators.
 

Prerequisite: None

Advanced Prep:  None

Speaker:  Margaret M. Hand, JD

Vendor: CalCPA

Field of Study:     Taxes

Level:  Beginning

CPE Credit: 8 Hours

Acronym:  FDAF

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Margaret M. Hand is a fellow of the American College of Trust and Estate Counsel (ACTEC) and a Certified Specialist in Estate Planning, Trust and Probate Law. She is a member of the Executive Committee of the State Bar's Trust and Estates Section and a past editor of its California Trusts and Estates Quarterly. Ms. Hand lectures at professional education programs throughout California and has published a variety of articles on estate planning, probate and trust law. Ms. Hand is an experienced mediator of probate, trust and conservatorship disputes. She also serves as a referee in disputes over fiduciary accounts. She is a graduate of U. C. Berkeley, Boalt Hall School of Law.

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