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How to employ The Annual Fiduciary Form ?

hello and welcome to this session in.which we would look at the last type of.bonds that we haven't covered yet which.is the fiduciary funds in the prior.session and prior session look at.governmental fund and we said.governmental fund they used modified.approval we looked at GAAP proprietary.funds and they use full accrual which is.the irregular accrual now we're gonna.look at the fiduciary funds I'm going to.tell you upfront they use also for the.cruel and under the fiduciary funds.we're going to have agency funds and.we're going to have a trust fund and.guess what we're going to look at both.of them separately let's start with the.agency fund if you really think about.the agency think about the word agent.what does the asian do the agent.represents someone else so it acts on.behalf of someone else so in this.situation what's happening the.government it's going to be acting on.someone else's behalf so it's not really.the government money they're going to.hold it and they're going to pass it.through to someone else because it's not.really good money so it counts to agency.funds accounts for financial resources.in which the government is acting in an.agency capacity so the agency the.government could be an agent hope asset.on behalf of other government or on.behalf of other individuals well I'll.give you an example to show you how it.works.will will work an example shortly okay.accounting is simple assets equal to.liabilities okay now let me give you an.example to see how it works let's assume.you have a domestic relation domestic.relation division in the county okay.domestic relation division and what does.that do well what what happened when.people get divorce you might have child.support involved so what happened is.this so the one of the spouse one of the.spouse they will need to pay child.support so what happen is this the.spouse whoever needs to pay the child.support they will pay the money to the.government to the county or to the state.or whatever it is let's say the county.that's they pay let's assume they paid.$1000.then the counties is going to help this.money but that money need to be sent to.the child of the other spouse child of.other spouse so what's happening the.county is holding $1,000 or whatever 1.million or whatever the amount is for a.period of time maybe a day maybe a 2.maybe a week then sending this money to.the child okay so this is what an agency.is basically the government is working.is as it is working in that capacity.another example would be on for example.the city of Philadelphia if you go to if.you live in the city of Philadelphia the.sales tax is 8% the sales cycle 8% in.the city of Philadelphia that's the city.but the state tax is only 6% so simply.put said Adelphia charges people 8% but.the state tax is 6% what does that mean.well the reason the reason Philadelphia.charge is more because Philadelphia add.2% more on the tax so what's going to.happen when the Philadelphia the when.the state city of Philadelphia collect.the taxes let's assume they had a.million dollar and one day just for the.sake of the example $1,000,000 what's.going to happen they're going to collect.8 percent of this they're going to.collect $80,000 that day they're going.to send the $80,000 to the Harrisburg.which is the word the state like the.state capital so they will send the.whole 80 thousand to the state okay then.the state what's the state going to do.the state's going to say well of this.eighty thousand I need to only keep six.feet because the sales tax is six.percent and what's going to happen they.will hold this twenty thousand and they.will send it back to the city of.Philadelphia okay so when they hold this.twenty thousand they hold this twenty.thousand in an agency fund account so.basically they're acting on behalf of.someone else that's why we have assets.equal to liabilities there's no revenues.and no expenses basically you're holding.something then you're going to pass it.to someone else and obviously if asked.equal to liabilities.there is no fund equity there's no net.position okay examples I showed you some.examples.our tax agency funds surfing special.assessment fund and pass-through agency.like the domestic relation example okay.or tax agency fund as I showed you.between the city of Philadelphia in the.state of Pennsylvania overview about.both funds both trust and agency fund.held account for assets held by the city.and a trustee capacity so there the.trustee you are being trusted with that.asset that's not really your asset.that's not the government okay.hold as in or as an agent for individual.as you saw under the mass circulation.section or some private organization or.some other organization or some other.fund simply put the government is.holding money and that money is not.really the government if someone else.either an individual another government.government entity and other private.organization therefore what we need to.know the government cannot include those.funds when they publish their.governmental wide financial statements.again we did not talk about what's.included in the governmental wide but.know that they cannot basically we are.kind of touching upon the governmental.wide financial statement bit by bit.we'll talk about them later so they they.don't include it because it's not really.the government fund the government uses.full accrual for those type of funds it.means they use the measurement economic.resource that means they account for all.assets you guessed it and all.liabilities they account for all so use.all the required financial position they.have a statement as fiduciaries of that.position basically aka like something.like the balance sheet and statement of.changes in finish fiduciary net position.only funds may be may have a change in.that position okay only to answer only.trust fund trust fund only will have the.change and you're going to see why okay.trust fund trust funds are what each.classify for accounting measurement.purposes either governmental fund or.proprietary fund funds okay so the trust.could be government or propriety and can.be either expandable or not expandable.let's spend extended means we can spend.it non expandable we cannot spend it.okay let's look at the three type of.trust fund we could have a pension fund.we could have an investment fund and we.can have a private /.let's look let's take a look at each one.of them separately starting with the.pension funds and hopefully we all know.what a pension is pension is when the.government when the government pays pays.retiree money benefits one day after.they've done working for the government.so what happened the government will.start to put money away now for them and.a trust fund okay it's called the.pension trust fund so the government put.money away and a pension trust fund and.that money is not really the government.anymore once you put it in that once the.government transferred this money to the.pension trust fund that's not really the.government money anymore so but they.have to account for it account for.financial resources in which the.government is acting an atrocity.capacity for the employees so this money.so that's assumed they submit it 1.million dollars to this pension this 1.million dollar the government will keep.track of it but it's not really the.government money the 1 million dollar.now is technically belong to the.employees ok users business type.accounting practices now remember this.$1,000,000 might earn interest remember.a fund pension funder then invest this.money is not it might third interest at.might burn dividend it might earn.capital gains so all these are owed may.incur losses too but all these.activities are accounted for as a.business site like we have interest.revenue dividend travel all within that.fund but the government act as a trustee.it's not really the guy it's not part of.the government but the government is.responsible for it because those.employees were working for the.government when before they retired.another type of fund so again this is.not spent this is not spendable by the.government of course investment trust.fund what is an investment trust fund.investment trust fund is when various.governments pull their resources pull.the resources and let's pull the.resources they say ok let's let's let's.let's collect all our money the money.that we can use for investments and put.it all in one investment so we have a.large pool of money in that investment.so they pull the resources together to.make investments accounts for excess.investment will in which the assets are.held for others so for example you will.have a trust investment trust to be more.specific and various government they.contribute to it various government they.contribute to it so this trust basically.is for other government for other.government but what they do they pull.older money together okay so what.happened you report assets liabilities.and net asset and changes and answered.corresponding to the equity of the.external participant so basically you.account for it using the folder well.basically it's an investment and you're.accounting for that investment you can.have a balance sheet you're going to.have basically some revenues and some.expenses private purpose trusts a.private purpose trust private purpose.trusts encompass all trust funds other.than pension and investments of anything.other than pension or investments it's.considered private purpose trusts what.could be a private purpose trust.basically someone gave money away for a.private purpose okay account for.financial resources in which the.government is acting in a trustee.capacity for the benefit of individual.or other organization or other.government basically it's an endowment.what's an endowment basically someone.let's assume a rich individual passes.pass away in the community and that.individual wants to build an athletic.field the stadium a small stadium for.the for the town or for the city or.whatever so what's going to happen that.individual contribute a ten million.dollar that ten million dollar will go.into a private purpose trust and what.happened the government would act as as.an agent on behalf of that individual to.do what to build that athletic field.okay.accounting is virtually identical to.that of an enterprise fund it means what.it means you're going to have assets for.all the assets all the liabilities.you're going to have revenues you can.have expenditure so on and so forth.you're going to have to prepare.financial statements based on accrual.and all these users basically accrual.accounting all these either whatever.they are agency fund or trust fund so it.fiduciary funds they use.the crew up they are not part of.government-wide they're not part of.government-wide financial statements.because it's not really the government.that's not really the government money.the money is holding the government on.behalf of of someone of someone else.we have of someone else okay so that's.basically we we did we cover all the.funds so far that we need to cover and.maybe we need to work an example maybe.in the next session I'll work an example.differentiating between what activities.goes under which fund if you have any.questions any comments by all means.email me study hard and good luck.

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Annual Fiduciary Form FAQs

Here you can gather explainations to the most FAQs about Annual Fiduciary Form . If you have specific inquries, pick 'Contact Us' at the top of the page.

Need help? Contact support

I need to pay an $800 annual LLC tax for my LLC that formed a month ago, so I am looking to apply for an extension. It's a solely owned LLC, so I need to fill out a Form 7004. How do I fill this form out?

A2A. FTB extensions are discussed on the FTB website at Page on ca.gov . According to that site, extensions apply to filing but do not apply to making payments.

Do military members have to pay any fee for leave or fiancee forms?

First off there are no fees for leaves or requests for leave in any branch of the United States military. Second there is no such thing as a fiancée form in the U.S. military. There is however a form for applying for a fiancée visa (K-1 Visa)that is available from the Immigration and Customs Service (Fiancé(e) Visas ) which would be processed by the U.S. State Department at a U.S. Consulate or Embassy overseas. However these fiancée visas are for foreigners wishing to enter the United States for the purpose of marriage and are valid for 90 days. They have nothing to do with the military and are Continue Reading

Can anyone share a link on how to fill out the GST and GST annual return?

The deadline for filing GST Return for the year 17–18 is fast approaching . To file the GST annual return you need to reconcile the data appearing in your returns with the data in your financial books. You can watch the below video to have a basic idea about filing GST annual return English : Hindi :

How can I fill out Google's intern host matching form to optimize my chances of receiving a match?

I was selected for a summer internship 2016. I tried to be very open while filling the preference form: I choose many products as my favorite products and I said I'm open about the team I want to join. I even was very open in the location and start date to get host matching interviews (I negotiated the start date in the interview until both me and my host were happy.) You could ask your recruiter to review your form (there are very cool and could help you a lot since they have a bigger experience). Do a search on the potential team. Before the interviews, try to find smart question that you are Continue Reading

How do you tell if an advisor is a fiduciary?

1.Check whether he is simply giving only recommendations or he ensures the handholding through out the year 2. Check whether he is simply giving recommendations or he is genuinely intrested in educating you. 3.Check whether he is intrested to take responsibility for your portfolio 4.Check whether is he is ready to take responsible for returns. We at assettripler. Com care for these things.

How does a fiduciary get paid?

Subscription based investment advice companies are a huge scam. If you get messages like this, someone is trying to scam you. I can double my money in 2 days? Really? This is what happened to the stock after their recommendation (I received the message on July 14). There goes the chance of doubling my money in two days and buying that Cavalier Rockefeller suit I dream about. You're very likely to receive these if you have a Demat/trading account. You might also receive phone calls from “stock advisory company” most of whom are suspiciously based out of Indore in Madhya Pradesh. They'll try to ha Continue Reading

What is a fiduciary report?

No, it's not true for a lawyer (or a CPA for that matter). There's nothing illegal or even immoral about owing money. Declaring bankruptcy is not illegal either and has no effect on the law or CPA license.

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