Fiduciary Accounting Update Webcast Replay

Printer Friendly
Text Size: A A A A
 

Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

Back Search

Overview

2 Credits
ONLINE

This course explores the intricacies of determining the fiduciary accounting of an estate or trust.  It also covers how the fiduciary accounting rules interact with computation of the federal income tax of an estate or trust.

Objectives

After viewing this presentation, participants will be able to:

  • Define the general types of estates and trusts
  • Describe how to compute the distribution deduction and the distributable net income and their relationship
  • Describe Florida's Uniform Principal and Income Act including accrued income, undistributed income, and entities
  • Describe how to use carrying value, unitrusts, income on pecuniary devises, distributions from entities, retirement plans, liquidating assets, and income tax allocations with a trust

Note this course is being broadcast as a webcast.

Designed For

CPAs with fiduciary responsibilities for clients, especially in Florida

Prerequisite

Some familiarity with administration of estates and trusts

Advanced Preparation

None
Register Here