CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Step By Step Preparing Personal Financial Statements

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Accounting

Course Description

Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the tough topic of preparing personal financial statements.

Many practitioners are unaware of the both the risks and requirements related to preparing personal financial statements. In this course, Jeff takes you step by step through the process to insure that you understand both the professional as well as the practical requirements. He will cover not only the accounting and presentation, but potential reporting requirements as well.

In addition, Jeff will include his unique perspective and humor, including his signature video parodies, which are designed to keep you awake and reinforce the material.

Learning Objectives

  • Upon successful completion of this course, the participant should be able to:
  • Identify professional accounting standards related to personal financial statements
  • Identify professional reporting standards related to personal financial statements
  • Describe the purposes for personal financial statements
  • Describe the alternatives available
  • Apply the GAAP and alternative methods of preparation
  • Apply the applicable reporting standards

Course Specifics

Course ID
WC11206944
Revision Date
May 29, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Jeff Sailor Headshot
Jeff Sailor, CPA

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …

Jeff Sailor, CPA Read More »

Step By Step Preparing Personal Financial Statements

Expert Instructors
CPE CREDITS
2 Credits: Accounting

$98.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Accounting

Course Description

Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the tough topic of preparing personal financial statements.

Many practitioners are unaware of the both the risks and requirements related to preparing personal financial statements. In this course, Jeff takes you step by step through the process to insure that you understand both the professional as well as the practical requirements. He will cover not only the accounting and presentation, but potential reporting requirements as well.

In addition, Jeff will include his unique perspective and humor, including his signature video parodies, which are designed to keep you awake and reinforce the material.

Learning Objectives

  • Upon successful completion of this course, the participant should be able to:
  • Identify professional accounting standards related to personal financial statements
  • Identify professional reporting standards related to personal financial statements
  • Describe the purposes for personal financial statements
  • Describe the alternatives available
  • Apply the GAAP and alternative methods of preparation
  • Apply the applicable reporting standards

Course Specifics

Course ID
WC11206944
Revision Date
May 29, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Jeff Sailor Headshot
Jeff Sailor, CPA

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …

Jeff Sailor, CPA Read More »

Step By Step Preparing Personal Financial Statements

Expert Instructors
CPE CREDITS
2 Credits: Accounting

$98.00