Fiduciary Accounting Answer Book

Includes Detailed Treatment Of:

• Distributions from IRAs and retirement plans
• Income from oil, natural gas, minerals and natural resources
• Distributions from pass through entities (partnerships, S-corporations, LLC’s & LLP’s) and the income tax allocation issues associated with them
• Distributions from regulated investment companies (mutual funds) and
• Various types of disbursements, including federal and state income tax

Ease Of Use:

• The questions and answers are designed to narrow research and to assist in finding just the answer one is looking for. The subject matter and key word index will further narrow the search.
• A complete state appendix allows the practitioner to determine how each state has amended the Uniform Act and where he might wish to establish situs.

A Necessity To Anyone Who:

• Serves as a fiduciary
• Is considering serving as a fiduciary
• Serves an important role in the administration of an estate or trust including the preparation of fiduciary accountings.
• Prepares federal income tax returns (Form 1041) for estates or trusts or
• Drafts wills and trusts