Tax Practitioner's Guide to Accounting and Reporting Issues

Course Details


Thursday, June 2, 2022

8:30am – 4:00pm
(Registration: 8:30am)

Course Number


CPE Credit

8.0 hours CPE credit


Level of Knowledge



Kaplan Financial Education




This course approaches financial statement preparation and review from the perspective of a tax practitioner. Often tax motivated clients have different needs with regard to financial statements. Topics in the program are:

  • Be able to compare and contrast tax returns and tax basis financial statements
  • Know U.S. GAAP versus tax differences and disclosure requirements
  • Tax and other special purpose financial statement frameworks
  • Reporting requirements for SSARS engagements
  • Recent changes to GAAP that affect closely held businesses
  • Frequently encountered reporting and performance issues by tax practitioners


  • SSARS review
  • FASB Update
  • SPF—measurement and reporting issues
  • Preparation, compilation and review engagements
  • Selected litigation issues and cases


Participants will be able to:

  • Identify differences between U.S. GAAP requirements and the tax return
  • Recognize problems in performance and documenting of preparations, compilations, and reviews
  • Apply accounting standard and appropriate disclosure

Designed For

Tax practitioners who are associated with prepared, compiled, or reviewed U.S. GAAP and/or tax basis financial statements.

Registration for this course has passed.

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by May 23, 2022.

Member Fee

Applicable if you are a HSCPA member in good standing.

Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by May 23, 2022.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $480.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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