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Personal Financial Statements 4172483C
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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 clients with their personal financial planning needs including using statements for clients, their creditors and other advisers. Become a valuable resource to clients by guiding them through the maze of available financial opportunities and helping them understand the tax consequences of their choices.

 Export to Your Calendar 12/11/2017
When: 7:30 AM to 3:00 PM
Where: Webinar/Webcast
United States
Presenter: Alisa Lee Hunt
Contact: April Deneault
801-466-10698


Online registration is available until: 12/11/2017
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Curriculums:   Finance, Financial Management. and Controllership,Accounting and Financial Statements,Financial Leadership Forum

NASBA Credit Category:  Finance

CPE Hours:  8

Description

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

Materials are provided as an ebook.



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.

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.

Level:  Beginning

Designed For

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

Advanced Prep:

None.

Prerequisite

None.

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