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This course has significantly changed for the better the lives of a significant number of practitioners and their clients.
Participants will learn how to prepare a personal financial statement following U.S. GAAP, how to recast a U.S. GAAP personal financial statement into a powerful management tool, and how and when to report on a personal financial statement including their own.
Troublesome areas centered on personal financial statements as identified in litigation will be covered.
Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course will enable practitioners to add a huge value to their tax preparation services.
