Settled and Approved II: Handling Disputes to Fiduciary Accountings Webcast | 4203518A

Course Details


Tuesday, August 18, 2020

11:00am – 1:00pm (Registration: 10:30am)



Field of Study


CPE Credit

2 hours CPE credit

Level of Knowledge





A basic understanding of fiduciary accountings, their preparation and applicable law, is required. The course FDAF Settled and Approved: Fiduciary Accounting from Start to Finish is recommended.


The submission of a fiduciary accounting to a client, attorney, or court often does not mean the end, and instead marks only the beginning of the process. CPAs, attorneys, and trustees may have to defend or challenge the fiduciary accounting.
This course will explore what happens when disputes arise as to an accounting; discuss real world situations involving defense of or challenge to an account; demystify the dispute process; and inform CPAs and others of challenges of serving as the fiduciary and/or account preparer.


Resolving fiduciary accountings that do not balance
Addressing questions about a fiduciary accounting
Reviewing other party's fiduciary accounting
Preparing for a deposition or trial on your fiduciary accounting


Determine how to recognize and correct errors in a fiduciary accounting.
Recognize when the fiduciary's records reveal a breach of trust.
Determine how to prepare for challenges to your fiduciary accounting.
Recognize what an accounting shows and does not show.

Designed For

CPAs, attorneys, trustees, and trust administrators.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

View All Professional Development Courses