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Wednesday, October 21, 2020 Webcast

Disclosure - The Key to Financial Statements (E2010161)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT


8.0 CPE Credits in AA


Keep your professional reputation stellar by making sure your financial statements are up-to-speed. This course will explain and illustrate disclosure requirements; clear up misconceptions on practice problems; correct disclosure deficiencies most frequently cited by peer reviewers.


Practitioners in public practice and CPAs in industry who prepare nonpublic financial statements. This program is a must for those practitioners who will undergo peer review.


Participants will be able to prepare disclosures necessary for both public and non-public entities.


  • Common disclosure deficiencies noted in practice
  • Recent changes in revenue, leases, subsequent events, going concern, loss contingencies, financial instruments, and fair value
  • Risks and uncertainties and accounting policies
  • Liabilities – how debt violations impact classification
  • Uncertain tax positions
  • Accounting changes, error corrections and other categories in the income statement
  • Cash flows statement




Participants should be familiar with the accounting issues.




  • This program does not discuss SEC requirements.
  • Qualifies for Yellow Book.

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.


James Newhard

James J. Newhard, CPA

Kaplan Financial Education, Powered by Loscalzo

James J. Newhard, CPA James J. Newhard is a Discussion Leader of continuing professional education (CPE), teaching practitioner A&A and tax, professional and tax ethics, and small firm best practices. Jim has authored and provides technical review of several programs for Kaplan Financial Education. Jim is a sole practitioner, licensed as a CPA in Pennsylvania, providing tax (preparation and planning), accounting and reporting (review, compilation, preparation, agreed-upon procedures, U.S. GAAP adoption, implementation, and application advisory and consulting), and advisory services to individuals, entrepreneurs, small- and medium-size businesses, not-for-profit entities, estates, and trusts. James J. Newhard, CPA has been a long-time peer reviewed practice (quality review certification) and consults for and assists small CPA firms/practitioners in “pre” (preparing for) and “post” (evaluation and remediation) peer review matters for financial statements and SSAE attest engagements, as well as assists as a Quality Review service for preissuance reviews. Jim is a member of the AICPA (PCPS and Taxation Member) and the PICPA. He is a Greater Philadelphia Chapter past-president (2006-07) and recipient of both the Volunteer Service Award (2009) and the Champion Service Award (2012), and serves on several PICPA committees.


$289.00 - Member

$389.00 - Nonmember

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Qualifies For

  • Yellow Book