Description
This course explains the nuts and bolts of how to achieve personal financial security. Also, participants 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 enables practitioners to add a huge value to their tax preparation services and has significantly changed for the better the lives of many practitioners and their clients.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this class include:
- Preparing a personal financial statement following U.S. GAAP
- Recasting U.S. GAAP personal financial statements into powerful management tools
- Creating an effective personal financial plan that will be used "religiously"
- Effective communication strategies of personal financial information
- Identifying the key factors that must be managed in order to achieve financial self-sufficiency
- Effective financial management techniques
- How to create "goal" statements that achieve results
Objectives
After attending the presentation, you will be able to...
- Fully comprehend how to prepare personal financial statement preparation
- Identify key factors for becoming or remaining financially self sufficient
- Recast U.S. GAAP personal financial statements into powerful management tools
Designed For
Practitioners involved in personal financial statement preparation
Registration for this course has passed.
Course Pricing
WYOCPA Member Fee
$229.00
Non-Member Fee
$298.00
Your Price
$298.00
Upcoming Courses
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Staff Tax Training: S Corporations (Form 1120S) 25-26
July 9, 2025
-
Surgent's 2025 Tax Update for Client Advisory Services
July 10, 2025
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More Money: Strategic Ways to Improve Cash Flow
July 10, 2025
View all upcoming courses