November 20, 2023


2 Total CPE Credits


Webinar (CA): Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 2023

  • Instructor

    Jacqueline Patterson

Learning Objectives

• Determine fiduciary accounting from the entity's financial records
• Recognize whether a receipt or disbursement is income or principal
• Identify the distribution provisions in the estate plan

Major Topics

• Setting up a Chart of Accounts
• Reviewing the Estate Plan
• Distinguishing between "Income" and "Principal"
• Understanding the Relationship of Fiduciary Accounting to Fiduciary Taxation

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Fiduciary Accounting - Part 1: Fiduciary Duty Basics & Authority - UPIA (UFIPA) 2023

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs and financial professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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