Fiduciary Accounting for Estates and Trusts Webinar
Jun 14 1:00 - 3:00 p.m.
Online
2-A&A CPE Credits
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.
Registration
PICPA Member: $79 Nonmember: $104
More Information
Course No. VTVFAET2Level: Intermediate
Prerequisites:
None
Speaker(s)
Douglas VanDerAA
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.