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Settled and Approved: Fiduciary Accounting from Start to Finish

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

  • 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.

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