Fiduciary Accounting for Florida (In-Person)

Overview

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Learn to handle fiduciary accounting engagements, including consideration of Florida law with respect to fiduciary accounting.

Highlights

Topics of interest will include, but not limited to the following:

Is there GAAP for estates and trusts?
Basic Estate and Trust Administration
Setting up accounting system
Florida's Principal and Income Act: Florida Statute 738 will be explored in-depth and applied in computing fiduciary accounting income
Relationship between taxable income and Fiduciary Accounting will be explored in-depth

Prerequisites

None

Designed For

Anyone with an interest in accounting and reporting for estates and trusts and anyone who needs to be familiar with Florida's Principal and Income Act.

Objectives

Participants will be able to handle fiduciary accounting engagements, including consideration of Florida law with respect to fiduciary accounting.

Preparation

None

Notice

FICPA EZMaterials! Paper manuals will not be provided at this session, you’ll need to download the EZMaterials as searchable PDFs to your laptop, tablet or other device before the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197 or 850-224-2727.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Jolyon Acosta, Bush Ross, PA

Leader Bios

Jolyon Acosta, Bush Ross, PA

Jolyon Acosta is a Board Certified Wills, Trusts and Estates lawyer at Bush Ross, P.A. in Tampa, Florida. His practice focuses on private client services including taxation, wills, trusts, estate planning, estate administration, corporate law, partnership law and related matters. Mr. Acosta is a Certified Public Accountant and, prior to entering the legal profession, he practiced as a CPA with PricewaterhouseCoopers in Tampa, Florida and as a consultant with Accenture out of the Washington D.C. and Atlanta, Georgia offices. He graduated from the University of Florida with his LL.M. in taxation in 2007, his J.D., magna cum laude, in 2006 and participated in the University of Florida Law Review. He earned his M.S. in Accounting from Virginia Tech and his B.S. in Accounting, magna cum laude, from Florida State University.

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