CPE Course Tax Practitioner's Guide for Accouting and Reporting Issues

December 4, 2018

8:30am — 4:15pm

Location Manchester

Member Price $259.00Register after November 13 and pay $279.00
Non-member Price $359.00Register after November 13 and pay $379.00

Curriculum Accounting & Audit

Field of Interest Accounting (General), Accounting and Auditing, Auditing

Level Beginning

Designed For

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


The 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 

• 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



• Reporting issues for tax practitioners issuing compilation and review reports
• Book vs. tax differences
• Important financial statement presentation issues for tax and other special purpose frameworks
• Disclosure requirements for tax and other special purpose frameworks
• Non-disclosure financial statements
• Overview of recent relevant accounting standards updates


Rebecca Lee, CPA

REBECCA M. LEE, CPA is a discussion leader for LOSCALZO ASSOCIATES LTD. She was a principal organizer of Brooke, Freeman & Lee, Birmingham, Alabama, in 1982. As the Firm’s audit partner, she is responsible for the Firm’s audit practice and serves as a quality control reviewer for other firms. She has served on numerous AICPA and state society committees including the AICPA Management Consulting Service Professional Practice Subcommittee and Small Business Consulting Practices Subcommittee and is a past member of the Institute’s MAS Executive Committee and Personal Financial Planning Executive Committee. She has chaired both the Management Advisory Committee and the Personal Financial Planning Committee of the Alabama Society of CPAs. She currently serves as Chairman of the South Carolina Association of CPAs’ Continuing Professional Education Committee. She holds a BS degree in Accounting from Jacksonville State University, Jacksonville, Alabama, along with a Masters Degree in Accounting from Birmingham Southern College, Birmingham, Alabama. Ms. Lee is a discussion leader for all staff level audit training programs as well as, other accounting and auditing technical courses. She is a frequent speaker at CPA conferences, and has lectured extensively in the area of management advisory services at professional meetings and seminars for state societies and the American Institute of CPAs. Ms. Lee has served as professor of management accounting in the graduate studies (Master in Public and Private Management) program at Birmingham-Southern College. She is a member of the Alabama Society of CPAs, the South Carolina Association of CPAs and the AICPA.close




Loscalzo Associates, Ltd.

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