1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: October 22, 2020
Time: 08:00 am - 04:30 pm
Cost: $150 to $220
Event Category: Accounting
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Holiday Inn - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
+ Google Map
Phone:
503-682-2211
Website:
Visit Venue Website
Speaker

Bill Leonard, CPA, CFFA
Bill
Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individuals and fiduciaries. A graduate of Bentley University and Babson College, Bill has been in practice since 1981. He has over twenty years of college and seminar teaching experience.

2020 Preparations, Compilations & Reviews


HURRY - EARLY PRICE ENDS SOON !!

Early price for members : $150 / After July 16, 2020 : $ 175
Early price for non-members : $220 / After July 16, 2020 : $ 245

Event Description

Updated through and including SSARS 24, this course and manual is written and taught by actual practitioners.  With dozens of example report letters, engagement lettes, client letters and unofficial checklists, this course has been described by attendees as the most useful accounting course they have ever attended.  The instructors begin with  a rapid review of the latest SSARS and alerts and then discuss the requirements for prepared financial statements, including disclaimers and engagement letter examples.  The course then moves into in-depth review of the requirements of compilations, again with engagement letters and example report letters.  The instructors also discuss real-life implementation of tax basis reporting under the SPRF requirements.  The course concludes with practical real-life review reporting requirements, engagement letters and report letters.

Additional Information

CPE Hours : 8
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes

Price for members : $150
Price for nonmembers : $220


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