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Settled and Approved II: Handling Disputes to Fiduciary Accountings Webinar

CPE

When
Aug. 15
1:00 - 3:00 p.m.

CPE Credits
2-Tax

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
4193518A
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.

Description

  • 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

The submission of a fiduciary accounting to a client, attorney, or court often does not mean the end, and instead marks only the beginning of the process. CPAs, attorneys, and trustees may have to defend or challenge the fiduciary accounting.

This course will explore what happens when disputes arise as to an accounting; discuss real world situations involving defense of or challenge to an account; demystify the dispute process; and inform CPAs and others of challenges of serving as the fiduciary and/or account preparer.



Speaker(s)


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