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Settled and Approved II: Handling Disputes to Fiduciary Accountings Webinar

Dec 11
1:00 - 3:00 p.m.

Online

2-Tax
CPE Credits

  • Determine how to recognize and correct errors in a fiduciary accounting.
  • Recognize when the fiduciary's records reveal a breach of trust.
  • Determine how to prepare for challenges to your fiduciary accounting.
  • Recognize what an accounting shows and does not show.

Highlights
  • Resolving fiduciary accountings that do not balance
  • Addressing questions about a fiduciary accounting
  • Reviewing other party's fiduciary accounting
  • Preparing for a deposition or trial on your fiduciary accounting

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. 4183518B Level: Advanced

Prerequisites:

A basic understanding of fiduciary accountings, their preparation and applicable law, is required. The course FDAF Settled and Approved: Fiduciary Accounting from Start to Finish is recommended.

Notes

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.

Speaker(s)

Michael Gerson