E2 – Court Accountings Are Easy!

Court Accountings are easy! Yes, that’s right. That’s what you’ll come out of this dynamic and
informative session realizing. An initial focus on the basics (banking basics; how best to keep the records
you’ll need; reconciling bank and brokerage statements; software; and what you need to plan ahead for)
leads into the basics of accountings, plus many of the more complex situations commonly encountered.
Wouldn’t it be nice to have one less area to worry about? (Particularly since you and your attorney may not get paid until an accounting is filed with the court and approved!) Led by the Bay Area’s fiduciary
accounting expert – back by popular demand.


Martin Harris

Martin Harris

Harris Fiduciary Accounting

Martin Harris has spent over two decades preparing court and non-court accountings for professional and non-professional fiduciaries and their attorneys throughout the Bay Area and beyond. Now a firm of seven, Harris Fiduciary Accounting’s work is highly regarded by Bay Area fiduciaries, probate/trust/elder law attorneys, and court staff. Martin is a popular speaker on fiduciary accountings, having presented at numerous PFAC annual conferences and Chapter gatherings. Along with his work, he now trains, and advises legal, tax, accounting and other professionals on the subject regularly, and has acted as an expert witness in litigation. Martin may be reached at (415) 595-6797 or martin@harris-sf.com.