Preparation of Article 81 Accounting & Surviving the Examination
Thursday, June 11 2015
3 MCLE Credits
Member $90 | Non-Member $150 | Law Student $15 | Non-Attorney $75
+$20 for payment received less than 24 hours before program
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.
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Enter CLE attendee name in the appropriate box below (Member, Non-Member, Non-Attorney or Law Student) and click “Add To Cart.”
For more information, contact Danielle A. Levine, CLE Director, at 718-624-0675, ext. 206 or email@example.com.