VIRTUAL OPTION: Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

Description

Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22 and 23 by the ARSC of the AICPA. The course will perform a detailed review of the key provisions of the recently issued SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018, including reporting in a review when going concern considerations exist. Lastly, we will review what accountants must do differently in 2021 with the effective date of SSARS No. 25. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-25 services in compliance with professional, ethical, and technical requirements.

Highlights

Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits

Objectives

Understand, apply SSARS No. 21, Clarification and Recodification Be familiar with changes due to the issuance of SSARS Nos. 22-25 Be familiar with compilation and review program examples and disclosure illustrations Identify and apply compilation, preparation, and review procedures Be aware of the most recent compilation and review reports and other communications Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Designed For

Accounting practitioners & their staff performing and managing compilation, preparation, and review engagement services



Leaders

Curtis Quickel

Curtis is an individual practitioner in Fayetteville, Arkansas. Since 1998, he has traveled the US teaching Continuing Professional Education courses for the AICPA and others. Before establishing his own practice, he worked several years in industry as a Corporate Controller. After 9/11 Curtis spent 9 years on Active Duty with the US Army completing three combat tours to Afghanistan, Iraq and Kuwait. Curt retired as a Lieutenant Colonel in 2013 with a total of 33 years of Active and Reserve service. He is a Past President of the Central Chapter of the Arkansas Society of CPAs and Past Chairman of the Industry and Commerce Committee. Curt is a past recipient of the Arkansas Society of CPAs Outstanding CPA in Government Award.