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Webinar(CA): Settled and Approved II: Handling Disputes to Fiduciary Accountings

Description

The submission of a fiduciary accounting to a client, attorney, or court often does not mean the end, and instead marks only the beginning of the process. CPAs, attorneys, and trustees may have to defend or challenge the fiduciary accounting.
This course will explore what happens when disputes arise as to an accounting; discuss real world situations involving defense of or challenge to an account; demystify the dispute process; and inform CPAs and others of challenges of serving as the fiduciary and/or account preparer.

Learning Objectives

Determine how to recognize and correct errors in a fiduciary accounting.
Recognize when the fiduciary’s records reveal a breach of trust.
Determine how to prepare for challenges to your fiduciary accounting.
Recognize what an accounting shows and does not show.

Major Topics

Resolving fiduciary accountings that do not balance
Addressing questions about a fiduciary accounting
Reviewing other party’s fiduciary accounting
Preparing for a deposition or trial on your fiduciary accounting

Provider
California CPA Education Foundation
Course Level
Advanced
CPE Field of Study
Tax
2
Who Should Attend

CPAs, attorneys, trustees, and trust administrators.

Instructor(s)
Ryan Szczepanik
Prerequisites

A basic understanding of fiduciary accountings, their preparation and applicable law, is required. The courseFDAF Settled and Approved: Fiduciary Accounting from Start to Finish is recommended.

Advanced Preparation

None

Location
Webinar
Register Now
When
Dec 15, 2020
11:00 am - 1:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$75.00

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$101.00
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Webinar(CA): Settled and Approved II: Handling Disputes to Fiduciary Accountings


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