Registration: 8:00 AM EST
The course approaches financial statement preparation and review from the perspective of a tax practitioner. Often tax motivated clients have different needs with regard to financial statements. With this program you will be able to compare and contrast tax returns and tax basis financial statements and know U.S. GAAP versus tax differences and disclosure requirements. Learn about recent changes to GAAP that affect closely held businesses and reporting requirements for SSARS engagements. In this course, you will discuss tax and other special purpose financial statement frameworks and frequently encountered reporting and performance issues by tax practitioners.
Tax practitioners who are associated with compiled or reviewed GAAP and tax basis financial statements
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services’ 2019 NextGen Financial Services Professional Award. He holds four master’s degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.
Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.
$289.00 - Member
$439.00 - Nonmember
Note: Online pre-registration will close on January 12 at 8:30 AM.
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