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Guardianship Accounting 101Florida State Guardianship Association Ann all C Annual Conference inference Palm Beach Gardens July 2010Todays Today s Presentation by Bonnie L. Mickey, y CPA, CSP Kevin,

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How to fill out guardianship accounting 101:

1. Start by gathering all the necessary financial documents related to the guardianship. This may include bank statements, investment account statements, receipts, and any other relevant financial records.
2. Begin by organizing these documents and creating a comprehensive list of all income and expenses related to the guardianship. This could include any income received from the ward's assets, as well as any expenses incurred for their care and support.
3. Next, categorize and record all the income and expenses in a ledger or accounting software. This will help you keep track of the financial activity and ensure accuracy when preparing the accounting report.
4. Prepare a balance sheet that shows the assets and liabilities of the guardianship. This should include any cash, investments, or property held by the ward, as well as any outstanding debts or obligations.
5. Generate an income statement that summarizes the income and expenses over a specific period. This will provide a clear overview of the financial performance of the guardianship, including any surplus or deficit.
6. It is crucial to maintain accurate and detailed records throughout the accounting process. Keep copies of all relevant documents, including receipts and invoices, as these will serve as evidence for the financial transactions included in the accounting report.

Who needs guardianship accounting 101:

1. Individuals appointed as guardians for minors or incapacitated adults may need guardianship accounting 101. This will help them fulfill their legal and financial responsibilities as guardians.
2. Attorneys or financial professionals who work with clients involved in guardianships may benefit from guardianship accounting 101. It will enable them to provide comprehensive and accurate guidance to their clients in managing the financial affairs of the ward.
3. Family members who are involved in the care and support of an incapacitated person and are responsible for handling their finances may find guardianship accounting 101 helpful. It will provide them with the necessary knowledge and skills to effectively manage the financial aspect of the guardianship.

In conclusion, filling out guardianship accounting 101 involves gathering and organizing financial documents, categorizing and recording income and expenses, preparing balance sheets and income statements, and maintaining detailed records. This knowledge is beneficial for guardians, attorneys, financial professionals, and family members who are involved in guardianships.

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