Virtual
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 25-26
Date: Aug. 5, 2025
Time: 10 a.m. – 12 p.m. PT
Member
$99.00
Nonmember
$129.00
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Overview
To properly account for estates and non-grantor trusts, an advisor must understand the statutory requirements to account, the proper classification of revenue and expenses in a chart of account and the importance of provisions in the estate planning document. Additionally, the differences and similarities to fiduciary taxation must be understood.
Be sure to register for all four parts:
Product Code
1000003929-132679
Credit Type
CPE: 2CFP: 2CPE-AA: 2CPE-Technical: 2MCLE LS-EP: 1.5Accessibility
Closed Captioning Available
Intended Audience
CPAs and financial professionals.
NASBA Field of Study
Accounting
Level of Difficulty
Intermediate
Prerequisites
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority
Advance Preparation
None
Learning Objectives
Major Subjects
- Setting up a chart of accounts
- Reviewing the estate plan
- Distinguishing between "income" and "principal"
- Understanding the relationship of fiduciary accounting to fiduciary taxation
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.