Accounting Tools

JULY 28, 2023

Related Courses Fiduciary Accounting What is a Decedent? Related Articles Estate Planning Settlor Testator A decedent is a person who has died, usually recently. The term is typically used in relation to the estate of the deceased person. At the point of death, a decedent’s possessions become part of his or her estate.

Accounting 40

Accounting Accounting 40

Accounting Tools

JULY 27, 2023

Related Courses Fiduciary Accounting What is a Testator? Related Articles Settlor Testamentary Trust A testator is a person who has created a last will and testament. More specifically, the will must be in force at the time of the person’s death.

Accounting 40

Accounting Accounting 40

Accounting Tools

JULY 26, 2023

Related Courses Estate Planning Fundamentals Fiduciary Accounting What is a Testamentary Trust? Related Articles Estate Planning A testamentary trust is a trust contained in a last will and testament that is triggered by the death of a settlor.

Accounting 40

Accounting Accounting 40

Accounting Tools

JULY 28, 2023

Related Courses Fiduciary Accounting What is Equitable Title? Related Articles Estate Estate Planning Trust Fund Equitable title is the right to the use and enjoyment of assets. The concept often refers to having a financial interest in a property, even if title to it is held by another party.

Accounting 40

Accounting Accounting 40

Accounting Tools

DECEMBER 30, 2023

Related AccountingTools Course Fiduciary Accounting Related Article Income Beneficiary There can also be conflicts over how receipts and disbursements are allocated between the income and principal portions of a trust. Depending on how these matters are settled, the amounts received by residual beneficiaries can vary greatly.

Accounting 40

Accounting Accounting 40

Accounting Tools

OCTOBER 5, 2023

Investment advisors must prioritize the interests of their clients, since an advisor has a fiduciary duty to serve them. The investment advisor position is unique in the accounting and finance field, in that success is determined to a significant extent by interpersonal skills. Related Articles Financial Planner

Accounting 40

Accounting Accounting 40

IMA's Count Me

OCTOBER 3, 2021

Contact Michael Schmit: [link] Michael's Profile Magazine Article: [link] FULL EPISODE TRANSCRIPT Adam: (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. Today's conversation features Michael Schmit, the corporate controller and chief accounting officer of SWM.

AP 40

AP Account Reconciliation Computation Accounting 40

IMA's Count Me

JANUARY 23, 2022

Contact Liv: [link] Contact David: [link] Visit Adviseers website: : www.adviseers.com Visit David's website: [link] FULL EPISODE TRANSCRIPT: Adam: (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson. And this is episode 166 of our series.

Auditing 40

Auditing Collections Management Accounting Accounting 40

IMA's Count Me

AUGUST 2, 2020

Contact Michael High: linkedin.com/in/michaelhigh Michael High in the Media: [link] [link] Michael High Articles: [link] [link] [link] FULL EPISODE TRANSCRIPT Adam: (00:05) Welcome back for episode 80 of Count Me In I'm your host, Adam Larson, and this is IMA's podcast about all things affecting the accounting and finance world.

Accounting 40

Accounting Accounting 40

IMA's Count Me

JULY 1, 2020

Contact Linda Devonish-Mills: [link] Contact Derek Fuzzell: [link] IMA's D&I Toolkit: [link] FULL EPISODE TRANSCRIPT Mitch: (00:04) Welcome back to Count Me In IMA's podcast about all things affecting the accounting and finance world. So I approached organizations like the National Association of Black Accountants.

Accounting 40

Accounting Accounting Management Accounting Tax 40

Cloud Accounting Podcast

AUGUST 17, 2020

Interested in sponsoring the Cloud Accounting Podcast? DIAL (202) 695-1040 Need Accounting Conference Info? Head over to cloudaccountingpodcast.promo/clockshark. __ This episode of The Cloud Accounting Podcast is sponsored by BQE Core. We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

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Payroll Tax Accounting Accounting 40