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Personal Financial Statements (4152483B)
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"Personal financial planning nicely complements the traditional tax and accounting services that many CPAs provide to clients. Explore the benefits of helping your clients with their personal financial planning needs, including using statements for clients, their creditors and other advisers. Become even more valuable to your clients by guiding them through the maze of available financial opportunities and helping them understand the tax consequences of their choices. "

7/20/2015
When: 7/20/2015
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Alisa Lee Hunt
Contact: April Deneault
801-834-6634


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Personal financial planning nicely complements the traditional tax and accounting services that many CPAs provide to clients. Explore the benefits of helping your clients with their personal financial planning needs, including using statements for clients, their creditors and other advisers. Become even more valuable to your clients by guiding them through the maze of available financial opportunities and helping them understand the tax consequences of their choices.



Objectives:




    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.

 
        
   

Major Subjects:



    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.
 
           

Designed For:

CPAs and finance professionals who work with clients on the development. analysis and other aspects of personal financial statements.

Prerequisite:  None

Advanced Prep:  None

Speaker:  Alisa Lee Hunt

Vendor: CalCPA

Field of Study:    Management

Level:  Beginning

CPE Credit: 8 Hours

Acronym: PRSTS

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Alisa L. Hunt, CPA, is the president of Day 2 Day Business, Inc. a firm set up to assist clients with understanding financial information. After 15 years of practice in accounting where she discovered that a major problem was the communication of financial data and now she assists those in the financial world with communication of financial information to others. She has been teaching on the communication of financial information for the last several years and has spoken throughout the United States, in Canada and the United Kingdom. Alisa is a professor teaching accounting and business to undergraduate and graduate students in Connecticut. She teaches Finance, Accounting, Creativity, Diversity and Leadership classes.

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