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CPE + Events Catalog

2026-27 OSCPA-Select™ CPE - 2 catalog options: 

1. Online Catalog - New Browsing Experience (see tabs below).

Browse CPE by Field of Study, and use the Format/Type filter to narrow by In-Person, Webcast, Bundles or On-Demand.

2. Download the Resource Catalog (pdf) - Click here (49 pages)

Showing 1-3 of 3 Results (Page 1 of 1)

Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 26-27 (2 hours)

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Online

2.0 Credits

Member Price: $99

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To properly account for estates and non-grantor trusts, an advisor must understand the statutory requirements to account, the proper classification of revenue and expenses in a chart of account and the importance of provisions in the estate planning document. Additionally, the differences and similarities to fiduciary taxation must be understood. Be sure to register for all four parts: Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax Fiduciary Accounting Part 3: Special Accounting Elections & Distributions from Entities Fiduciary Accounting Part 4: The New Frontier (Total Return Trusts)

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Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 26-27 (2 hours)

-

Online

2.0 Credits

Member Price: $99

See more dates

To properly account for estates and non-grantor trusts, an advisor must understand the statutory requirements to account, the proper classification of revenue and expenses in a chart of account and the importance of provisions in the estate planning document. Additionally, the differences and similarities to fiduciary taxation must be understood. Be sure to register for all four parts: Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax Fiduciary Accounting Part 3: Special Accounting Elections & Distributions from Entities Fiduciary Accounting Part 4: The New Frontier (Total Return Trusts)

More Dates

Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 26-27 (2 hours)

-

Online

2.0 Credits

Member Price: $99

See more dates

To properly account for estates and non-grantor trusts, an advisor must understand the statutory requirements to account, the proper classification of revenue and expenses in a chart of account and the importance of provisions in the estate planning document. Additionally, the differences and similarities to fiduciary taxation must be understood. Be sure to register for all four parts: Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax Fiduciary Accounting Part 3: Special Accounting Elections & Distributions from Entities Fiduciary Accounting Part 4: The New Frontier (Total Return Trusts)

More Dates