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Courses/Accounting & Tax/Accounting

Fiduciary Accounting for Estates and Trusts 2023

Gain a working knowledge of the financial accounting rules for estates and trusts.

Created byDouglas Van Der Aa
5.0
(6 reviews)
IntermediateUpdated Oct 8, 2020
Fiduciary Accounting for Estates and Trusts 2023

What You'll Learn

check_circleExamine provisions of the Uniform Principal and Income Act
check_circleMandatory and discretionary allocations and adjustments
check_circleTrustees ability to override the fallback rules
check_circleReview the contents of a proper set of trust accounting statements

About This Course

Fiduciary accounting for trusts and estates is one of the least understood branches of accounting. Fiduciary accounting is not particularly concerned with recording income and expenses but is obsessed with determining when 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.

Your Instructor

Douglas Van Der Aa
Douglas Van Der Aa

CPE Developer and Presenter

menu_book7 courses
star76 reviews

Douglas J. Van Der Aa, CPA, JD - 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 18 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.

Credit Information

What Students Are Saying

5.0
Student's Choice
6 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.