Personal Financial Statements Webinar
Feb 13
9:30 - 5:00 p.m.
Online
8-A&A
CPE Credits
- Identify the usefulness of personal financial statements for clients, creditors and other advisers.
- Determine how to uncover the fair market value of a client's assets and liabilities.
- Identify reporting responsibilities.
Highlights
- GAAP for personal financial statements (SOP No. 82-1).
- AICPA guide to compiling and reviewing personal financial statements.
- Checklists for preparing and analyzing personal financial statements.
- Application of SSARS No.1 to personal financial statement engagements.
- Personal financial statements included on prescribed forms (SSARS No. 3).
- Reporting on financial statements included in written personal financial plans (SSARS No. 6).
- Using personal financial statements in financial planning and retirement planning.
Registration
PICPA Member: $245
Nonmember: $345
More Information
Course No.
4182483B
Level:
Basic
Prerequisites:
None.
Notes
This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.
Speaker(s)
Alisa Hunt
Course No. 4182483B
Level: Basic
Prerequisites:
None.
Notes
This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.
Alisa Hunt
