Cost: $75.00 PFAC Member – $105.00 Non Member
Speaker: Martin Harris
CEU Awarded: 1.5 Practice Management
Presented Date: 8/23/2020
Court Accountings are easy! Yes, that’s right. That’s what you’ll come out of this dynamic and informative session realizing. Part 1 is a quick review of the basics: banking basics; how best to keep the records you’ll need (particularly real estate-related transactions); reconciling bank (and brokerage?) statements; software; basic nuts & bolts of accountings; and what you need to plan ahead for. Part 2 will focus on more complex aspects of accountings such as securities, and brokerage accounts for example. Wouldn’t it be nice to have one less area to worry about? (Particularly since you and your attorney may not get paid until an accounting is filed with the court and approved!) Led by the Bay Area’s probate accounting expert – back by popular demand.
Martin Harris has spent two decades preparing court and non-court accountings for professional and non-professional fiduciaries and their attorneys throughout the Bay Area and beyond. He is highly regarded by Bay Area fiduciaries, probate attorneys and court staff. Martin is a popular speaker on fiduciary accountings, and regularly speaks to and advises legal, tax, accounting and other professionals regarding court accountings.