Settled and Approved: Fiduciary Accounting from Start to Finish
July 12, 2016
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.