What you need to have to prepare for accounting. Know about all assets, income and expense items and sales of property. All the documents you will need to submit to the person preparing your accounting. Including accounting for the investment portfolio.
PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
Preparing for an Accounting
Menu
- Home
- Fiduciary Academy Courses
- Courses
- Preparing for an Accounting
About the Course
Member Price: $75.00
Non-Member Price: $105.00
CE Awarded:
1.5
Presented Date: October 28, 2020
Susan Brooksbank is a fiduciary who provides accounting support for attorneys and fiduciaries. She is a retired mechanical/electrical engineer who worked in the vibration test industry for 30 years, with a BS in mechanical engineering, MS in electrical engineering, and an MBA. After retiring from the corporate world, a CLPF acquaintance suggested that Susan help with her accounting, since Susan has a knack for numbers and is a happy camper with spreadsheets. The fiduciary taught Susan the basics of probate accounting and handed her one of the fiduciary’s most complicated cases. That was about 3 ½ years ago and Susan has been doing accountings since.