FAQ - Accounting and Auditing

Monday, May 17 8:45am - 4:30pm

(Check-In 8:30am)

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8.00 Credits

Member Price $304.00

Non-Member Price $429.00

Overview

This program hits the mark by reviewing real issues and questions asked prior to the session by accountants who are past attendees of our seminars. The course covers “live” issues dealing with accounting and disclosures, preparation services, compilations, reviews, and audits. This course lends practical solutions to issues that may confront those in practice.

Highlights

  • Accounting and disclosure issues 
  • SSARS and SSAE issues 
  • Auditing and reporting issues

Prerequisites

Basic audting and accounting experience

Designed For

Practitioners in public practice who need to keep on top of changing needs and current issues in the profession.

Objectives

  • Identify common disclosure deficiencies noted in practice 
  • Describe recent changes in accounting and auditing guidance 
  • Define risks and uncertainties 
  • Determine appropriate accounting policies

Notice

By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Section on auditing standards qualifies for the 24-hour Yellow Book requirement. Section on specific accounting standards qualifies for the 24-hour Yellow Book requirement if an auditor has FASB Yellow Book clients. Determination as to the qualification of certain courses for the Yellow Book 24-hour requirement should be made on an auditor-specific basis depending on that auditor's Yellow Book clients. Note that the determination of course qualification is a matter of an auditor's professional judgment in consultation with appropriate individuals in the audit firm. The 24 hours are a subset of the 80-hour requirement.

Leader(s):

Leaders

James Newhard

James J. Newhard, CPA, licensed as a CPA in Pennsylvania, is a discussion leader for Loscalzo Associates Ltd. and an established CPA practitioner with 37 years of practice in public accounting. Jim spent over 7 years of public practice with a regional and national CPA firm in their A&A departments. Subsequent to that, Jim established his own firm, James J. Newhard, CPA, in December 1986, committed to a focus on small business entrepreneurs, individuals, and not-for-profit organizations, and providing a variety of tax (preparation, planning, and controversy), accounting (review, compilation, and QuickBooks Pro-Advisor), business analytics and attestations, and advisory services to individuals, small-to-medium sized businesses, not-for-profit entities, estates, and trusts.

Jim is a member of the AICPA (including PCPS and Tax Section) and serves on the FRF for SMEs task force. He is also a long-time, very active and involved member of the PICPA, including many years of leadership in the Greater Philadelphia Chapter, including serving as Chapter President (2006–2007). He was the recipient of the Volunteer Service Award (2009) and the Champion Service Award (2012). Jim serves on several PICPA statewide committees, including the Committee on Accounting and Auditing Procedures, CPA Image Enhancement, Member Services, State & Local Taxation (as well as the Act 32 Task Force), and Legislation. At the Philadelphia Chapter level, Jim serves on the Committee on Local Taxation & Legislation Committee, Federal Tax, Member Services, and the Accounting & Assurance Committee. Jim serves as a member of PICPA Council (2015-2017), and serves on the Future of Education task force. Additionally, he now serves as the editor of the Accounting & Auditing column for the Pennsylvania CPA Journal (previously editor for practitioner’s column), has authored several columns and features, and has provided PICPA webinars on both PA local taxation and A&A update.

With a career-long focus on practitioner services and the essential client services, Jim serves as discussion leader for Loscalzo Associates in compilation and review, practitioner financial reporting and standards issues and updates (including revenue and leasing), tax matters programs, professional ethics (financial statement and circular 230 tax), Special Purpose Framework Financial Reporting, Financial Reporting Framework for SMEs, FASB and AICPA Update, and workpaper considerations and issues.

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Non-Member Price $429.00

Member Price $304.00