Working With Personal Financial Statements

Working With Personal Financial StatementsThis program offers 2 CPE Credit (CPE Awaiting) Are you working with small business owners or high net worth clients? Have you been asked to prepare or review personal financial statements or to issue a comfort letter for a client? Personal financial statements are prepared for individuals, or married couples, to formally organize, document, and plan their financial affairs in general or for specific purposes, such as obtaining credit, income tax

to formally organize

Best Practices for administering a Tax equalization program

You can access a sneak peek of the new system that will help you get ahead of the PECOS 2

this webinar will discuss how to request the medical records and how to verify them as being provided for true and accurate copies from the health care provider – whether that verification be in a written attestation or a deposition of the health care provider

along with its impact on your billing processes

Key questions addressed in this webinar include:

This course would be appropriate for CPAs

Requirements for “Information blocking”

Practice Managers and Administrators

When diversion is allowed

Small Business Owners

and former peers