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Fiduciary Accounting for Estates and Trusts - Webinar

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Fiduciary Accounting for Estates and Trusts - Webinar

When
14 Aug 2023
9:00 AM - 12:45 PM
Location
Webinar
Spaces left
33

Registration is closed

Fiduciary Accounting for Estates and Trusts - Webinar

Monday, August 14 – 9:00 am – 12:45 pm (HST)
HAPA Members - $100
Nonmembers $130
Deadline to register – August 4, 2023

Download Registration Form PDF for mail-in registration

Recommended CPE Credit: 4 hours

Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.

Learning Objectives:

Upon completion of this course, you will be able to apply a working knowledge of the financial accounting rules for estates and trusts; Identify planning and potential pitfalls.

Major Subjects:

10 Principles of Tax Accounting for Trust Income
Allocations between principal and income
Entity accounting income and Form 1041
Uniform Principal and Income Act
Discretionary Power to Adjust

Designed for:

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

Level:

Intermediate

Field of Study:

Accounting

Discussion Leader:

Douglas J. Van Der Aa, CPA, JD – President, Van Der Aa Tax Ed, LLC

Format:

Group internet/online

Prerequisite:

A basic working knowledge of Form 1041 and estates and trusts.

Advanced Preparation:

None

MAIL YOUR CHECK PAYABLE TO HAPA, ALONG WITH YOUR REGISTRATION FORM TO:

Eric Matsuda, CPA
1481 S. King St., Ste. 540
Honolulu, HI 96814

Download Registration Form PDF for mail-in registration

Hawaii Association of Public Accountants is a 501(c)6 non-profit organization. P.O. Box 61043, Honolulu HI 96839