Group Fiduciary Accounting Presentation

Submitted by Brooke Pollard on June 22, 2010

Mark Doyle and Monica Goel will be giving a presentation to Orange County CPA’s on Wednesday, June 23, 2010 at the Hotel Hanford in Costa Mesa through the CalCPA Education Foundation. The presentation topics are fiduciary account principles, including review of a simplified, comprehensive form of account for use in estates and trusts, as well as a review of the court format and requirements for accounting approval by courts. The objective of the presentation is to teach accountants about the simplified form of fiduciary account in the proper court form, in order to get court approval in a timely and cost effective manner for their clients.

Click here for more seminar information.

Celebrities Die Just Like the Rest of Us

Submitted by Jennifer Sawday on June 25, 2009

Three very notable celebrities have died. Ed McMahon, Farrah Fawcett and now Michael Jackson. Each had families. Each had loved ones. Each had assets. And each had potential contestants to their estate. Did each have an estate plan in place that was updated and reflected their wishes?

Time will soon find out. The media will report if their estate administration turns out to be a mess like Anna Nicole Smith’s was.