October 18, 2023

Webinar

8 CPE

Webinar (CPA Crossings): Walter Haig's Personal Financial Health Checkup

October 18, 2023
Webinar
8 CPE

Webinar (CPA Crossings): Walter Haig's Personal Financial Health Checkup

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    Instructor

    Walter
    Haig

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    Walter Haig

    Bio

    Walter J. Haig II, CPA, owns his own CPA firm in Creston, Wash. He has extensive experience in auditing, accounting and advisory services and family-owned businesses. He is also a highly regarded consultant in cases involving accountant's malpractice. Walter lectures nationally in the areas of auditing, accounting, compilation and review services, personal financial statements, forecasts and projections and personal financial planning. His skills as an instructor have won him the American Institute of CPAs (AICPA) "Outstanding Discussion Leader Award" five times and the Washington Society of CPAs (WSCPA) "Highest Rated Instructor Award" six times. The WSCPA "Discussion Leader of the Year Award" was named in his honor in 1990. Walter is the author of 10 highly rated continuing professional education courses that are being utilized on a national basis. He has served on various AICPA and WSCPA task forces and committees in the areas of auditing, personal financial planning and continuing education.

This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

Learning objectives include:

  • Be familiar with common roadblocks to becoming financially self-sufficient
  • Be familiar with the structure of a "management" personal financial statement
  • Be familiar with common mistakes in HIPAA Medical Disclosure Documents, Living Wills, Medical Durable Power of Attorneys, Financial Durable Power of Attorneys and Letters of Instruction at Death
  • Be familiar with the basic process in performing a "personal financial health checkup"
  • Understand the relationship of happiness and the management of financial affairs

Major Topics

The topics that will be covered in this course include:

  • Preparing a personal financial statement following U.S. GAAP
  • Recasting U.S. GAAP personal financial statements into powerful management tools
  • Identifying key financial factors that must be managed in order to achieve financial self-sufficiency
  • Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death
  • How to create "goal" statements that achieve results

CPE Credits Available

8 CPE
8
Accounting

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

This course is designed for practitioners who are involved in personal financial statement preparation engagements and personal financial planning and individuals who desire to become or remain financially self-sufficient.

Provider

CPA Crossings, LLC

This event has ended.