Personal Financial Statements Webcast | 4182483B STARTS AT 6:30 AM PDT


Date :
February 13, 2019 6:30 AM - 2:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
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Nonmember Price :
CPE Credits :
CPE 8.00, AA 8.00
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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.

Subjects covered will include 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.


  • 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.

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Designed For:

CPAs and finance professionals.


Dr Alisa Lee Hunt
Alisa Lee Hunt is the founder 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, she now assists those in the financial world with communication of financial information to others. She has been teaching the communication of financial information for the last several years and has spoken throughout the United States, in Canada and the United Kingdom. Hunt is a professor teaching accounting and business to undergraduate and graduate students in Connecticut. She teaches finance, accounting, creativity, diversity and leadership classes.

Hunt has been working with businesses and individuals for the past 20 years. She is experienced in management and what it takes to be a top-of-the-line manager and leader. She uses this experience to train others in management and leadership. She has also had experience in motivation and stress reduction, helping to motivate others to be the best they can be. Hunt has inspired others to evaluate what they are doing with their lives and to make positive improvements. Her personal mission statement is to “leave every situation/company/individual better than she found it. She does whatever it takes to make a positive difference in every situation she encounters. Training should be not only a learning experience, but a fun learning experience.”

Hunt adds fun to her training and her keynotes in an attempt to explain concepts and make the experience one to remember, and believes the little things make all the difference. With her help, you will gain a better understanding of what the financial reports mean, how to use them, and how to present your own financial information for management approval. Call her in and she will collaborate with you to design a program that will improve your financial expertise. Her programs include keynotes, full and half day trainings, consulting and team and individual coaching. She can help you to earn the keys to understanding your financial reports; presentation skills that will put you and your ideas at the top of everyone’s list; and the best way to use the financial information for success.

No Agenda or Materials posted.