Join your fellow WWEPC members virtually to hear Dan McAran discuss “Estate Accounting Methods”. (Note: this presentation was cancelled earlier this year because of COVID-19.)
Dan has more than 20 years of estate accounting experience. He was central to the development of the estate-a-base, estate accounting product. Through his interactions with estate-a-base clients over the years, he developed profound insight into the estate accounting. He was also exposed to many of the unique and complicated situations that can occur in the financial matters related to estates and methods that can be used to represent these in the fiduciary accounts.
Following the presentation, there will be some announcements and participants on the Zoom meeting will be divided into breakout rooms so you can socialize in a smaller group.
If you are interested in attending, please email Val at firstname.lastname@example.org to have the Zoom link sent to you.