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
CPE Credit: Participants can earn up to 2.0 CPE credits in the Accounting field of study. Please note that CPE credit is only available for viewing the live program.
100% Money-Back Cancellation and Refund Policies: If you can’t make the live webinar, you may cancel at any time before the webinar begins for a full refund. If you are not satisfied with the webinar, we will provide you a full refund. For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.
Program Level: Intermediate
Advanced Preparation: None
Instructional Method: Group-Internet Based
National Registry of CPE Sponsors: Clear Law Institute 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 the 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 through its website: www.learningmarket.org.