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Fiduciary Accounting for Estates and Trusts Webinar

CPE

When
May 22
11:30 a.m. - 1:30 p.m.

CPE Credits
2-A&A

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
VTVFAET2
Level
Intermediate
Prerequisites
None

Description

Fiduciary accounting for trusts and estates is one of the least understood branches of accounting. Fiduciary accounting is not particularly concerned with recording income and expenses, but is obsessed with determining when receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting. This event may be a rebroadcast of a live event, with the instructor available to answer your questions either during or after the event.

Highlights

  • 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.


Speaker(s)

Douglas J. Van Der Aa, CPA, JD

Doug is a lively and energetic speaker - even on the subject of taxes!
 
Doug’s professional practice is focused on serving the needs of closely held businesses and their owners, including their pass-through entities, estates and trusts. Doug’s 20+ years of experience includes both tax practice in CPA firms and the practice of transactional business and real estate law as an attorney.  He earned his Bachelor of Arts degree with a major in accounting from Dordt College and his Juris Doctor from the University of Illinois College of Law. Doug has taught as an Adjunct and recently completed a year as a Visiting Professor in the School of Accounting at Grand Valley State University’s Seidman College of Business in Grand Rapids, Michigan, where he taught in both the undergraduate and MST programs.

 

 


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