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):

Thomas Bazley, Technical Practice Leader, Weaver and Tidwell, L.L.P.

Leader Bios

Thomas Bazley, Technical Practice Leader, Weaver and Tidwell, L.L.P.

Tom Bazley is a managing director with Weaver and Tidwell, LLP where he serves as the Private Client Services Technical Practice Leader. Tom's focus is on income and transfer tax planning for high net worth and high-income individuals and families. His experience includes income and estate planning for retirement benefits, including required minimum distribution rules, income tax effects of certain distributions, using retirement benefits for charitable planning and issues related to trusts as beneficiaries of retirement accounts.

Tom is a frequent speaker to state CPA societies and estate planning councils. He has appeared on radio shows to discuss issues related to income and estate tax planning, as well as published articles in the AICPA's The Tax Adviser. He has developed and presented content for Surgent McCoy, the largest provider of continuing educational material for CPAs.

Tom is a graduate of the University of North Florida in Jacksonville.

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