Unlock the intricacies of personal financial statements in our upcoming webinar designed for professionals working with small business owners or high-net-worth clients. Whether you've been tasked with preparing or reviewing personal financial statements or issuing comfort letters, this webinar is tailored to equip you with the essential skills. Personal financial statements play a pivotal role in organizing, documenting, and planning financial affairs for individuals or couples, addressing various needs such as credit acquisition, income tax planning, retirement planning, and public disclosure of financial affairs.
Join us for a deep dive into authoritative guidance, interpretation, and practical application of preparing and reporting on personal financial statements. Throughout this CPE Accounting course, you will gain valuable insights into recognizing the nuances of personal financial statement preparation, ensuring you are well-versed in determining the appropriate disclosures. Understand the concept of "estimated current value" and its significance in the context of personal financial statements.
Major Topics Covered:
We will also explore reporting requirements related to personal financial statements, providing you with a comprehensive understanding to enhance your proficiency in this critical area. By the end of this course, attendees will be adept at preparing and reporting on personal financial statements, armed with the knowledge to navigate the complexities of this crucial financial documentation.
Don't miss this opportunity to elevate your skills and advance your expertise in working with personal financial statements. Join us for a webinar that promises practical guidance and actionable insights.
President, Minniti CPA LLC
Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix.
He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, financial forecasting, and Sarbanes-Oxley compliance work. Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, CPE Link/CCH . AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, Canopy CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, the Association of Certified Fraud Examiners, the Institute of Internal Auditors, and various state CPA Societies.
Course Level
Credits
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
TN
myCPE is an excellent resource to utlize for knowledge and fulilling CPE requirements. The lectures are interactive and the user interface is incredible easy to use and track. THanks CPE
PL
Dr. Minniti is extremely knowledgeable. I learnt so much new stuff just from this one webinar.
JG
Learned more than I expected. Always a great learning experience with Dr Minniti.
LA
The course provided relevant information I was wanting to understand. Thank you!
AW
This was very informative even though not all topics were covered
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