Marketing and Empathy Psychology
Working With Personal Financial Statements

By - Dr. Robert K. Minniti

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Are you working with small business owners or high net worth clients? Have you been asked to prepare or review personal financial statements or to issue a comfort letter for a client?

Personal financial statements are prepared for individuals, or married couples, to formally organize, document, and plan their financial affairs in general or for specific purposes, such as obtaining credit, income tax planning, retirement planning, gift and estate planning, or public disclosure of their financial affairs. This webinar will discuss the authoritative guidance related to preparing and reporting on personal financial statements and how to interpret the guidance.

Attendees will benefit from this webinars guidance on preparing and reporting on personal financial statements.

Learning Objectives:

  • Recognize how to prepare personal financial statements
  • Determine the proper disclosures for personal financial statements
  • Understand the concept of “estimated current value”
  • Understand the reporting requirements related to personal financial statements

Who Should Attend:

This course would be appropriate for CPAs, CFEs, CMA, CIAs, CFFs, MAFF, CGMAs, CFOs, CEOs, EAs, and others who might prepare or review personal financial statements.

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Choose an option
Recording
$199.00
Transcript
$199.00
DVD
$249.00
Flashdrive
$249.00
Recording & Transcript
$299.00
Flashdrive & Transcript
$349.00
DVD & Transcript
$349.00

Speaker Detail

Dr. Robert K. Minniti

Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona.

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