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Fiduciary Accounting for Estates and Trusts - 6091
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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.

11/7/2016
When: 12:00 PM - 2:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault

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Acronym TVFAE2
CPE 2 hours
Category
Accounting
Level Intermediate
Vendor Federal Tax Workshops, Inc.
Who should attend Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting of estate and trusts issues.
Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$79
Non-Member: N/A
$79

Description 


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.



Specific topics include:

  • 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

Objectives

  • To provide a working knowledge of the financial accounting rules for estates and trusts.
  • Discuss planning and potential pitfalls.

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