CPE Webinars

Recent Compilation and Review Issues (August 10, 2021, 12:00 - 1:40 PM CST)

The recent updates to Statements on Standards for Accounting and Review (SSARs) have changed how SSARs engagements are conducted. In addition to compilation and review services, practicioners can now offer preparation services that allow them to offer financial statement services in streamlined and more flexible procedures. This program addresses these issues, as well as introduces SSARS 25.


 Designed For...

 Practitioners who perform preparations, compilations, and reviews for non-public clients

Learning Objectives:

Participants will be able to:

 Identify the changes that have taken place in compilation and review engagements

•Perform the services related to SSARs standards


Prerequisites/Advanced Preparation:


Speaker / Author:

James J. Newhard, CPA, licensed as a CPA in Pennsylvania, is a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute, and also contributes to Kaplan Financial Education, powered by SmartPros courses. He is an established CPA practitioner with 38 years of practice in public accounting. Jim spent over 7 years of public practice with a regional and national CPA firm in their A&A departments. Subsequent to that, Jim established his own firm, James J. Newhard, CPA, in December 1986, committed to a focus on small business entrepreneurs, individuals, and not-for-profit organizations, and providing a variety of tax (preparation, planning, and controversy), accounting (review, compilation, and QuickBooks Pro-Advisor), business analytics and attestations, and advisory services to individuals, small-to-medium sized businesses, not-for-profit entities, estates, and trusts.
Jim is a member of the AICPA (including PCPS and Tax Section) and serves on the FRF for SMEs task force. He is also a long-time, very active and involved member of the PICPA, including many years of leadership in the Greater Philadelphia Chapter, including serving as Chapter President (2006–2007). He was the recipient of the Volunteer Service Award (2009) and the Champion Service Award (2012). Jim serves on several PICPA statewide committees, including the Committee on Accounting and Auditing Procedures, CPA Image Enhancement, Member Services, State & Local Taxation (as well as the Act 32 Task Force), and Legislation. At the Philadelphia Chapter level, Jim serves on the Committee on Local Taxation & Legislation Committee, Federal Tax, Member Services, and the Accounting & Assurance Committee. Jim serves as a member of PICPA Council (2015-2017), and serves on the Future of Education task force. Additionally, he now serves as the editor of the Accounting & Auditing column for the Pennsylvania CPA Journal (previously editor for practitioner’s column), has authored several columns and features, and has provided PICPA webinars on both PA local taxation and A&A update.
With a career-long focus on practitioner services and the essential client services, Jim serves as discussion leader for Kaplan Financial Education, powered by Loscalzo Institute, in compilation and review, practitioner financial reporting and standards issues and updates (including revenue and leasing), tax matters programs, professional ethics (financial statement and circular 230 tax), special purpose framework financial reporting, financial reporting framework for SMEs, FASB and AICPA update, and workpaper considerations and issues.

Software & Hardware Requirements:

  • 56k or Greater Internet Connection

Event Dates


Course Code : ACE-19093_LZ

Expire Date : 08/11/2021
Credits :
CPE 2.00

Length : 1hr 40min
Course Level : Basic
Course Type : Group Internet-Based
Format Type : Webinar
Field Of Study : Auditing

Event Date : 08/10/2021 12:00 PM

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