April 20, 2026


Vendor Webinar


2 CPE

Fiduciary Accounting: Fundamentals & Rules

April 20, 2026
Vendor Webinar
2 CPE

Fiduciary Accounting: Fundamentals & Rules

Learning Objectives

  • Apply a working knowledge of the financial accounting rules for estates and trusts
  • Identify planning and potential pitfalls

Major Topics

  • 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

CPE Credits Available

2 CPE
2
Accounting&Auditing

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic working knowledge of accounting for estates and trusts

Advanced Preparation

None

Intended Audience

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

Provider

ACPEN

Register For This Event

  • MSCPA Member

    $ 79 79
    Join
  • MSCPA Non-Member

    $ 109 109
    Your Price

Please login to register.