Tuesday, August 22, 2017

Tomorrow: Preparing And Reporting On Personal Financial Statements

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Preparing And Reporting On Personal Financial Statements
August
 
23
1 pm - 2:40 pm ET
Presenter: Candace Leuck, CPA, President of Athena Finance Group
Credits: CPE (Credit Details)
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Course Description
 
Personal financial statements are generally prepared for individuals to formally organize and plan their financial affairs. In some instances, personal financial statements are prepared for specific purposes such as obtaining credit, income tax planning, retirement planning, gift and estate planning, or public disclosure of their financial affairs. In this webinar, you will learn about authoritative guidance related to personal financial statements and how to interpret the guidance. Upon completion of the course, you'll be able to:
  • Identify the source of authoritative guidance for personal financial statements
  • Describe how to prepare personal financial statements
  • Determine the proper disclosures for personal financial statements
  • Describe the concept of "estimated current value"
  • Describe the reporting requirements related to personal financial statements
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The Presenter
About The Presenter
 
Candace Leuck, CPA, is the President of Athena Finance Group and a member of the AICPA. Ms. Leuck is also a lecturer at Clemson University's School of Accountancy and Legal Studies. Ms. Leuck earned her Master of Professional Accountancy (Audit Emphasis) from Clemson University.
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