1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: October 22, 2020
Time: 08:00 am - 04:30 pm
Cost: $175.00 to $245.00
Event Category: Accounting
Phone: (503) 282-7247
Email: info@oaia.net
Live Streaming Webinar

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Bill Leonard, CPA, CFFA
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 Live Streaming Webinar

Event Description

Preparations, Compilations & Reviews Live Streaming Webinar

Due to the COVID-19 Pandemic, the OAIA Board has decided that it would be best for everyone to offer this course as a live-streaming webinar.  It will still be taught by TaxSpeaker, but you can maintain your social distancing and take it in the comfort of your own office or home via a webinar.  You will register and pay your fee to OAIA the same as an in person seminar and than a few days prior to the webinar, you will get links to the webinar, e-book, and the slides.  If you would like a printed manual directly shipped to you, select Printed Manual under the food options drop down.

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 : $175.00
Price for nonmembers : $245.00

Past Seminar.