This material will deal with the fundamentals of opening, maintaining and managing fiduciary accounts. It will focus on the need for and benefits of collaboration among the various professionals involved including: CPAs, CFPs, bankers, investment advisors, attorneys and trustees. Each of these professional advisors have their own unique roles, responsibilities and perspectives.
The topics will include a description and identification of the various types of fiduciary accounts their differences and commonalities. One such commonality is they are all controlled by some form of documentation. Obtaining a clear understanding of the document’s pertinent provisions is an essential first step for all parties involved. This material will teach you how to analyze, understand and quickly recognize the controlling document’s most important provisions and relevance.
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Ronald A. Friedman, CPA, CFP, PFS is a founding partner of Friedman Brannen LLP. In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry. Mr. Friedman is a member of the Personal Financial Planning Section of the AICPA and is certified as a Personal Financial Specialist.
Agenda
Faculty
Ronald A. Friedman, CPA, CFP, PFS
Friedman Brannen LLP
- Founding partner of Friedman Brannen LLP
- In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry
- Member of the Personal Financial Planning Section of the AICPA and is certified as a Personal Financial Specialist
- Unique CPA practice focuses almost exclusively on estate and gift tax and related issues, which include lifetime estate tax planning, tax compliance, post-mortem trust administration, representation before the Internal Revenue Service, and complex fiduciary accounting
- Frequent speaker for professional organizations, including the San Diego Estate Planning Council, the California CPA Society, The North County Bar Association, The La Jolla Estate Planning Trust and Probate Section and the Institute of Management Accountants (IMA) Annual Conference and Exposition Tax Panel; has been a featured guest on a number of local radio shows and has published many articles in national professional journals
- Bachelor's and Master's degrees, University of Connecticut
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