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)

Course #2015-22
3 MCLE Credits (3 Skills)

Member $90 | Non-Mem $150  | Student $15 | Non-Atty $75

Program Coordinator:
Robin Goeman, Esq.

Faculty:
Peggy Barnabel, Esq.
Laura Messiana, Esq.
Marc B. Freedman, CPA

Sponsor:
BBA Elder Law Committee

Description:

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:
Enter attendee name in the appropriate box below (Member, Non-Member, Student or Non-Atty) and click “Add To Cart.” In the notes section, please indicate whether you would like a CD or DVD copy.

$90.00