TaxSpeaker

Preparations, Compilations & Review

Live Seminar

Credit Hours: 8

By: Bill Leonard CPA, MAFF, CGMA

    Number of Attendees:

    $259.00
     
    IRS Number: NOT APPLICABLE**
    Event Description:

    Updated through and including SSARS 24, this course and manual is written and taught by actual practitioners. With dozens of example report letters, engagement letters, 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 example. The course then moves into in-depth review of the requirements for 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.

    Sponsor Details

    Sponsor: TaxSpeaker

    TaxSpeaker is a unique, practitioner-led seminar company known for providing practical, useful information presented by extremely energetic, interesting and knowledgeable speakers. Nobody falls asleep at these lively training classes! These industry-leading classes are presented for over 25 state societies as well as via online webcasts and on-demand internet based training.

    Attendees receive the most up-to-date guidance and value in the form of real practitioner speakers, free monthly newsletters for practitioners, lunch included at every full-day live class, free 2-hour ethics self-study class for all 1040 attendees. And all of this comes from a US-owned, practitioner-based seminar company. Speaker presentations use the most recent information available throughout the season to give our attendees the most up to date information.

    Knowledgeable speakers, passionate presentations and practicality-are the marks of a TaxSpeaker seminar.

    Attendee Requirements


    • Dress warmly in layers as the room may be cool.

    • The registration fee includes: light breakfast, highlighter pen, notepad, reference manual, lunch, and E-Book.

    Disclaimer

    Fees and Schedule All Jennings Sponsored Group-Live 8 hour seminars begin promptly at the stated time, break for 30 minute lunch, have 2-10 minute breaks and end promptly at the stated time.

    Cancellation, Transfer and Refund Policy
    For Individual Seminar Purchase (not in any Seminar Package)-Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee.

    For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. NO REFUNDS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs.

    Continuing Education
    Jennings Advisory Group, LLC 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 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.nasbaregistry.org. NASBA Sponsor #108251

    Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office,Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

    ALL OF OUR COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**

    Event Details
    Seating:
    LIMITED
    Cost:
    $259.00
    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:   May 30, 2019
    Time:   8:30 AM    Add to Outlook
     
    Event Location
    Venue:
    TaxSpeaker
    Address: 4403 Hamburg Pike, Suite B Jeffersonville, IN 47130
    Contact Information
    Speaker Bio(s)
    Res bill square
    Bill Leonard CPA, MAFF, CGMA

    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:
    Samantha Zarantonello
    Email:
    [email protected]
    Phone:
    812-288-1513 or 877-466-1040
    Testimonials

    Testimonial

    Field of Study
    Accounting

    Prerequisites
    None

    Event Level
    Basic

    NASBA Category
    Accounting