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Personal Financial Statements (4091386C)

 
REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

During these challenging economic times, clients are looking to their CPA for assistance with personal financial planning and other personal finance matters. Discover the benefits of offering such services to your clients, including developing personal financial statements for use by clients, creditors, advisers and others.

Build your practice by adding personal financial planning engagements to complement your traditional tax and accounting work.

Date:Wednesday, November 11, 2009
Time:8:30 AM - 4:30 PM (Registration at 7:30 AM)
Facility:Crowne Plaza Foster City, Foster City
Area:San Francisco Peninsula
CPE Credit:8.0 Accounting & Auditing
8.0 CFP-General Principles of Financial Planning
8.0 CPE (Continuing Professional Education)
Instructor: Gary G. Capata , CPA, MBA
Developer:Capata & Co
NASBA Subject Area:Accounting
Delivery:Group Live
Course Level:Beginning
Fee:$315 CalCPA Members, $415 Nonmembers
Coupon Fee:$0
VP Fee:$0

Objectives:
  • Develop and analyze personal financial statements.
  • Outline the usefulness of personal financial statement.
    • s
  • Review the relevant professional standards that deal with personal financial statements.
  • Identify approaches to determine the fair market value of a client's assets and liabilities.
  • Outline CPA firm reporting responsibilities.
    •

    Major Topics:
  • SOP No. 82-1, GAAP for personal financial statements
  • AICPA guide to compiling and reviewing personal financial statements
  • Application of SSARS No.1 to personal financial statement engagements
  • SSARS No. 3 covering personal financial statements included on prescribed forms
  • SSARS No. 6 covering reporting on financial statements included in written personal financial plans
  • Analyzing personal financial statements
  • Using personal financial statements in financial planning and retirement planning
    •

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

    Prerequisite:
    None

    Advanced Preparation:
    None


    Note:

    To ensure that CFP credit is properly recorded with the CFP Board of Standards, please update your personal profile and provide your CFP number.


     
     
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