This insightful webinar is tailored for CPAs, attorneys, and wealth managers, where renowned trust and estate expert, Steven Baker, CPA, Esq., delves into trust accounting and administration, offering essential guidance on fiduciary accounting and advising clients on distributions to beneficiaries, ensuring comprehensive understanding and compliance with fiduciary responsibilities.

Steven Baker is the Director of Trust and Estate Services at The Innovative CPA Group. In addition to being a CPA for nearly 30 years, Steven is also a certified specialist in estate planning and probate with over two decades of experience. His excellence also includes extensive experience in estate tax, gift tax, GST tax, fiduciary income tax planning and compliance, and estate and trust administration.

Key Topics Include:

• Fundamentals of Fiduciary Accounting
• Tax Implications of Fiduciary Accounting and Distributions
• Advising Clients on Non-Tax Implications of Fiduciary Accounting & Distributions

Please reach out if you have any questions or need further information regarding this topic.

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