WEBINAR: SSARS Update & Review: Practical Considerations
4 Hours A&A
This A&A program will not only look at the professional guidance and standards for Preparation, Compilation, and Review engagements (including the professional trends, practical considerations, and methodologies in preparing client financial statements), we will also look at two new SSARS statements that are incredibly impactful: SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services, and SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement.
These new SSARS statements present a juxtaposition regarding responding and complying with peer review and the Code of Professional Conduct. No. 26 mandates that the all-out assessment and establishment of a comprehensive quality management system to identify and assess engagement risks, and to adopt safeguard procedures to mitigate those engagement risk – which must be adopted, customized, and implemented by December 15, 2025. Conversely, No. 27 recognizes the high and significant focus of client advisory services, including out-sourced CFO or controllership services, that would allow financial statement preparations performed as a by-product of these consulting services, to be scoped out of the SSARS guidance of AR-C Section 70, Preparation services
Join us in discussing how a small practitioner/firm can successfully navigate and compete in providing accounting (and review) services to small business clients.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 5/20/25 at 12:30 PM EDT
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4.00 (A&A) | $145.00 |
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Non-Member
Registration Ends 5/20/25 at 12:30 PM EDT
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4.00 (A&A) | $195.00 |
James J. Newhard, CPA
Jim has over 41 years servicing small businesses/entrepreneurs, individual, non-profit organizations, and estates & trusts.
His goal is to serve as a catalyst (ideas and options) and problem-solver - roviding traditional, yet extraordinary, tax, accounting and financial reporting compliance, and non-traditional analysis and ideas, planning, strategic guidance, small business advisory, and GAAP & Tax Basis Accounting (Frameworks and Disclosures) Support along and/or Quality Review services to CPA practitioners to help his clients to (1) define their success and goals, (2) identify the strategic action steps towards building success, and (3) implement the plan to achieve success/meet the goals.
Jim's specialties are tax strategies, compliance, preparation, planning & controversy for small business entrepreneurs (federal, state & PA local tax expert), business advisory & strategic planning, financial reporting (Compilation, Review & Attest/agreed-upon procedures), internal accounting (QuickBooks).
Individual services: tax preparation and planning, financial planning & compliance, controversy with taxing authorities (eg: IRS, Dept. of Revenue, Philadelphia, local tax collectors), college and retirement planning.
If you don't receive a confirmation e-mail after you complete your registration, be sure to check your spam/junk folders.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352