Registration: 8:00 AM EST
The course approaches financial statement preparation and review from the perspective of a tax practitioner. Often tax motivated clients have different needs with regard to financial statements. With this program you will be able to compare and contrast tax returns and tax basis financial statements and know U.S. GAAP versus tax differences and disclosure requirements. Learn about recent changes to GAAP that affect closely held businesses and reporting requirements for SSARS engagements. In this course, you will discuss tax and other special purpose financial statement frameworks and frequently encountered reporting and performance issues by tax practitioners.
Tax practitioners who are associated with compiled or reviewed GAAP and tax basis financial statements
David Peters is an independent tax preparer for Peters Tax Preparation & Consulting PC, a financial advisor for Peters Financial, LLC, and an outside representative for Carroll Financial Associates. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He also teaches regularly for Kaplan Test Preparation. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He is a recipient of the 2019 NextGen Financial Services Professional Award from The American College in Bryn Mawr, PA. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.
$289.00 - Member
$439.00 - Nonmember
Note: Online pre-registration will close on January 12 at 8:00 AM.
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