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PBI Seminar
May 6, 2014 @ 9:00 am - 4:30 pm
PBI Group Cast Seminar
“How to Prepare Fiduciary Accounts and Avoid Common Traps”
At this seminar you will learn what duties are required to prepare fiduciary accounts and how to get and identify the records that you need. You will learn how to set up an accounting system for an estate or trust and receive precise instructions on judicial accounting and record keeping for fiduciary accounting. Hear about traps and issues with fiduciary accounting and review balancing, capital changes, unusual assets and performance accounting.
Registration and Breakfast: 8:30 AM
Seminar: 9:00 AM – 4:30 PM
Early tuition: $???.00; 6 Substantive Credits
Standard tuition: $???.00 (for reg. after 4-30-14)
To Register Call PBI @ 1.800.932.4637