Accounting and Auditing for Trusts and Estates
The definitive Fiduciary Accounting Seminar by one of the most renowned experts in the United States. Designed for CPAs, attorneys, trust officers, estate administrators, attorneys who serve as trustees, executors, administrators, conservators and guardians.
More than 150 DVD Chapter markers you can instantly access with your remote control. Complete Table of Contents. 15 Menu screens.
Hundreds of charts of accounts and visual summaries as VIDEO OVERLAYS throughout the program. No need to read the book while watching the DVD video. Includes a 200 page eBook with many sample accounts and complete reports.
Total Running Time: 255 Minutes (one DVD Disc)
MAJOR TOPICS: The UNIFORM PRINCIPAL AND INCOME ACT, as adopted by most states. Trust and estate accounting vs. GAAP Trust and estate accounting vs. tax accounting Accountants responsibilities with respect to preparing accountings for trusts and estates Where to start Accounting entries Duties of trustees, executors and their accountants Depreciation and depletion in trust and estate accounting Treatment of environmental expenses Options Derivatives Out-of-court accountings
EXTENSIVE SAMPLES OF ACCOUNTING METHODS MANY HANDY CHECKLISTS SAMPLE ACCOUNTS FOR ESTATES AND TRUSTS WITH BACKUP SCHEDULES PREPARE FOR PROBATE
From the Contributor
In this course you will learn, not only how to prepare the summary of account and all supporting schedules, but also how to prepare a complete report, to go along with the summary and supporting schedules. You will know how to prepare a complete package, ready for Court filing and for presentation to the beneficiaries of a trust or estate. This course is essential for well-rounded knowledge for CPAs, because, in recent years, the use of trusts in estate planning has become widespread. Also, CPAs are being called upon, more and more, to prepare estate accountings in Probate Court
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Top Customer Reviews
I don't know where else I could have got this instruction this cost-effectively and without reading a big book, for which my time is limited. This does the job for me.
The technical material in this course is excellent. Specific subjects that were of interest to me were well covered in the course, including "accounting income;" depreciation and depletion; and the difference between income and principal. The course book is an excellent reference guide. The DVD itself is well organized with a table of contents and therefore can also serve as a reference tool.
I highly recommend this DVD and accompanying course book.
Steele E. Benson, C.P.A.