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Live Webinar

100-minute live streaming program
  • August 26
  • 1:00 - 2:40 pm EST

Effectively Navigating the Impacts of Plain Paper Statements (SSARS No. 21-23)

August 26

Gain a better understanding of the rules and guidelines for effectively navigating the professional requirements of SSARS No. 21, and subsequent SSARS No. 22 and 23.

Creating financial statements for clients can be a rewarding – and lucrative – endeavor. Businesses can benefit by knowing they can receive lower cost financial statements. Financial statements can now, at times, be created, both historical and prospective ones, and delivered to clients, sometimes without the burden of reports. After nearly 40 years of complicated restrictions, plain paper statements can now be provided in a common sense, convenient, understandable, and simpler manner. Though more convenient rules are now in place, this topic will help you from running afoul of engagement and technical issues; it is definitely worth the time for both CPAs and businesses to be safe, know the rules, and benefit by utilizing these new services.

Learning Objectives

  • You will be able to discuss SSARS 21, SSARS 22 and SSARS 23.
  • You will be able to recognize key changes.
  • You will be able to review Pro Forma financial statements.
  • You will be able to identify new reports and changes to the old ones.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

SSARS 21
  • Plain Paper Statements
    • A New Low or I Have Friends in Low Places
  • Key Changes
    • Why the Change?
  • 4 Sections – Section 60, 70, 80, 90
  • Alphabet Soup
  • When Can It Be Implemented?
  • Times When It Is Not Applicable
  • What Do I Write on the Statements or Letter?
  • Engagement or Representation Letters
  • Revised Compilation Reports
  • Other Effects
  • Methods to Reduce the Risk
SSARS 22
  • Pro Forma Financial Statements
  • Procedure and Documentation
SSARS 23
  • Prospective Statements
    • New Freedom
    • Identify
    • Describe
Reports
  • New Ones and Changes to the Old
Get to It
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CPE 2.0 including Accounting 2
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Accounting for 2.0 hours. Prerequisite: basic knowledge of general accounting. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Accounting for 2.0 hours.
     

Who should attend?

This live webinar is designed for accountants, CPAs, CEOs, presidents, vice presidents, CFOs, controllers, tax preparers, business owners and managers, and bookkeepers.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Brian D. Levine, M.B.A., CPA

Brian D. Levine, M.B.A., CPA

Brian D. Levine, MBA, CPA Jersey Tax & Accounting, LLC

  • Founder of Brian D. Levine, MBA, CPA Jersey Tax & Accounting, LLC
  • Service clients nationally and locally regarding: accounting, taxes, investment planning, financial and economic analyses, litigation support, expert witness work and management counseling
  • Frequent speaker and has written several publications
  • Member of numerous professional organizations
  • M.B.A. degree, Rutgers Graduate School of Management; B.A. degree, Rutgers College
  • Can be contacted at 732-846-5454 or [email protected]
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 405504
Published 2019
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