TaxSpeaker

Compilation & Review

Live Seminar

Credit Hours: 8

By: Bill Leonard, CPA, CFFA

Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

Phone: 412-833-3450
Website: https://www.pstap.org/professional-education-events/cpe-catalog/?eventid=836

Event Description:

Our 2017 compilation and review course is just the guide you need to understand and implement SSARS 21. Our small firm oriented manual walks your firm through all of the new rules and provides the SSARS-21 compliant engagement letters, report letters and statement disclaimers you need in a busy practice. Combine the letters with clear explanation and guidance of the nuances of the new preparation standard and the changes to the compilation rules and you will have a new understanding of what rules apply and what rules do not apply when working with clients for bookkeeping, reporting and financial statement needs.

The review chapter includes the new report and engagement letters provided by SSARS 21 as well as guidance on analytical review, inquiry and new management representation letters

Sponsor Details

State Sponsor: PSTAP Western PA chapter

Phone: 412-833-3450

Email: PSPAWPAChapter@aol.com

Sponsor Details

Sponsor: PSTAP Western PA chapter

If you have a small accounting and/or tax practice, you can’t afford to NOT belong to the PSTAP. The Pennsylvania Society of Tax & Accounting Professionals is a professional member-driven organization that provides education, information, tools and resources to more than 1,900 members around the state. With its inception in 1946, PSTAP, then PSPA (Pennsylvania Society of Public Accountants) was originally created to serve the needs of Public Accountants. Today, however, our membership is composed of certified public accountants (70%), public accountants, enrolled agents and tax practitioners. The PSTAP represents the interests of sole practitioners and smaller sized accounting firms. If you would like information about how to join the PSTAP, or the many benefits associated with membership in the PSTAP they are available here, or you can contact our Executive Office at info@pspa-state.org or by calling toll free 1-800-270-3352. If you want an application to join, click here.

Attendee Requirements

Call society/sponsor for location and hotel information as needed.

All policies and registration and fees are established by society/sponsor.

Dress warmly in layers as the room may be cool.

Event Details
Seating:
LIMITED
Cost:
$0.00
Hours:
8
Event Dates and Times

TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

Date:   June 20, 2017
Time:   8:00 AM    Add to Outlook
 
Event Location
Venue:
Regional Learning Alliance
Address: 850 Cranberry Wood Drive Pittsburgh-Cranberry Twp, PA 16066
Contact Information
Speaker Bio(s)
Res bill square
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, individual...

Contact:
George Belles
Email:
PSPAWPAChapter@aol.com
Phone:
412-833-3450
Testimonials

Testimonial

Event Objective

Objective:

Upon completion of this course, you will be able to:

  • Summarize and apply the changes brought about by new regulations;
  • Avoid common errors found during the Peer Review process;
  • Make distinctions between the requirements for compilations, reviews, and audits;
  • Determine the appropriate course of action for subsequent events, departures from GAAP/OCBOA, changes in the level of engagement;
  • Prepare review reports that are compliant with the new SSARS 19 literature;
  • Perform all requirements necessary to produce a complete review engagement;
  • Prepare compliant Statements of Cash Flows;
  • Prepare compliant compilation and review reports;
  • And more.

  • Field of Study
    Accounting

    Prerequisites
    None

    Event Level
    Basic

    NASBA Category
    Accounting