Preparation of Article 81 Accounting and Surviving the Examination | Pre-Recorded
Preparation of Article 81 Accounting and Surviving the Examination
Pre-Recorded (CD or DVD)
3 MCLE Credits (3 Skills)
Member $90 | Non-Mem $150 | Student $15 | Non-Atty $75
Robin Goeman, Esq.
Peggy Barnabel, Esq.
Laura Messiana, Esq.
Marc B. Freedman, CPA
BBA Elder Law Committee
This course will cover the basics of preparing an annual accounting for Article 81 guardianship cases. Areas covered include but are not limited to; record keeping to avoid math jitters, how to handle the individual schedules, pitfalls and tips on documenting transactions, the examination process (what to expect) and a separate presentation by an experienced accountant devoted to de-mystifying brokerage statements and how to report brokerage statement related items on the annual accounting.
To Purchase Online:
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