Haig's Personal Financial Health Checkup
Thursday, October 24, 2024
8:00 AM - 3:30 PM (opens at 7:30 AM) EST
8Credits
Accounting and Auditing
Registration is Open
Members
$349.00 Regular Price
Non-Members
$474.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/3-713W
Level: Intermediate
Vendor: Virginia Society of CPAs
Field of Study: Auditing, Accounting
Overview:
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will 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.Delivery Method: Group internet-based
CPE Credit: Accounting, Auditing
Program Level: Intermediate
Objectives:
To enable practitioners to add a huge value to their tax preparation services.Presenters:
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Walter J Haig II
Read more about Walter J Haig II here
Major Topics:
• Preparing a personal financial statement following U.S. GAAP• Recasting U.S. GAAP personal financial statements into powerful management tools
• Identifying the key factors that must be managed in order to achieve financial self-sufficiency
• Key personal medical events planning documents including HIPAA documents, Living Wills, Medical POAs, and Letter of Instruction at Death
• How to create “goal” statements that achieve results
Major Topics:
• Preparing a personal financial statement following U.S. GAAP• Recasting U.S. GAAP personal financial statements into powerful management tools
• Identifying the key factors that must be managed in order to achieve financial self-sufficiency
• Key personal medical events planning documents including HIPAA documents, Living Wills, Medical POAs, and Letter of Instruction at Death
• How to create “goal” statements that achieve results