Webinar Details
Course Description

In this webinar, Doug Van Der Aa, CPA, JD will dive into the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. 

Key topics covered include: 

  • Fundamentals of fiduciary accounting
  • Uniform Principal and Income Act
  • Mandatory and discretionary allocations and adjustments
  • Address the trustees ability to override the fallback rules
  • Review the contents of a proper set of trust accounting statements.
Learning Objectives
  • Identify key estate planning techniques and potential pitfalls
  • Discover how to apply the financial accounting rules for estates and trusts
Prerequisites
  • Basic working knowledge of accounting for estates and trusts.
Who Should Attend

Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting of estate and trusts issues.

Advanced Preparation

None

Presenter Details
  • Douglas Van Der Aa
    • Instructor

    Doug is a lively and energetic speaker – especially on the subject of taxes and ethics. He has been a highly rated speaker and seminar leader for CPA Associations and other organizations throughout the country for more than 15 years.

    Doug has over 25 years of professional experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. As a CPA, Doug’s practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Friday, July 12, 2024

12:00 PM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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