X
Home   |  News & Events   |  Settled and Approved: Fiduciary Accounting from Start to Finish

Settled and Approved: Fiduciary Accounting from Start to Finish

Jun 29, 2016
   |   
Margaret M. Hand
   |   

Settled and Approved: Fiduciary Accounting from Start to Finish

July 12, 2016
8:30 A.M.

CalCPA Education Foundation
San Diego, CA
Speaker: Margaret M. Hand[/vc_column_text][/vc_column][/vc_row]

  • Determine how to produce the summary of account and each supporting schedule.
  • Recognize California’s Uniform Principal and Income Act.
  • Recognize when the fiduciary’s records reveal a breach of trust.
  • Determine how to get the records you need to do the job you were hired to do.

Related Posts

The Federal Government assesses a tax on assets that are gratuitously transferred to another person. Assets transferred during the donor's lifetime are subject to gift tax.

The 2017 Tax Cuts and Jobs Act became law on December 22, 2017, with most provisions becoming effective on January 1, 2018. Some provisions are permanent, while others expire. Most significant for gift and estate tax purposes is the temporary doubling of several exemptions.

Settled and Approved: Fiduciary Accounting from Start to Finish July 12, 2016 8:30 A.M. CalCPA Ed[..]