To properly account for estates and non-grantor trusts, an advisor must understand the statutory requirements to account, the proper classification...
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CPE Categories: Accounting (2 CPE)
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.
CPAs and financial professionals.
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority — UPIA (UFIPA) 2023
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