From CCH: To My Tax and Accounting Professionals, Accounting Research Manager has recently updated the Personal Financial Statement Disclosure Checklist. This Personal Financial Statement Disclosures Checklist is intended to be used as a guide for determining whether the financial statements of individuals include the disclosures required by U.S. generally accepted accounting principles. This checklist is part of our Accounting Library and provided in a Microsoft Word document that can be downloaded, manually completed, and printed for review. The checklist is organized by accounting topic, consistent with the Codification's broad structure, and provides authoritative references. The checklist also provides columns to allow checklist users to document whether or not the disclosure requirements are applicable and have been included in the financial statements. Once completed, the checklist can be placed in annual or quarterly work papers to provide support for review and compliance procedures. If you would like to learn more about Accounting Research Manager and other checklists, please contact me. Tom PS. Below is more about the very popular new IRS Registration Certification Program with a special promotional discount that will be expiring at the end of the day tomorrow so let me know if it looks helpful or useful and I will get you on board. I also wanted to quickly follow up on my email to you this week on the new IRS Registration Certification Program, as many of the CPA and EA firms in the area are picking this up. Some more detail on the course follows The local response has been really strong with many CPAs, EAs and Attorneys signing up. This course is the brainchild of one of our frequent seminar speakers and editors, Eric Green, who is a partner at a firm that specializes in practice and procedure before the IRS. While the industry standard acceptance rate of Offers in Compromise is 37% (just 24,000 OICs were accepted last year by the IRS, out of 64,000 written), Eric’s firm’s rate is 95%. He has noticed a serious lack of good information on this subject (except from the IRS, which of course isn’t much good if your plan is to fight them), and has designed this course as an A-Z explanation of how the process works, ways to improve your success rate, how to set up an IRS Representation based revenue stream at your firm, how to find prospects, market to them, win for them, and turn them into actual clients. Mr. Green is a regular speaker at the CCH User Conference each year and his classes are the first to fill up, so if you haven’t heard him speak, you will be impressed!! Please let me know if you would like to discuss this CCH IRS Registration Certification Program. The program is very reasonable and you get a 15% discount if you contact me and get on board by the end of the day tomorrow August 16th. Let me know if you would like to get started on this program. I have personally spoke to local CPA’s that have been at an Eric Green Class and the feedback is very positive! Below are some links that show how comprehensive the program is. Website: www.cchgroup.com/IRSrep Brochure: http://www.cchgroup.com/opencms/opencms/web/TAA/LP/all/IRS-Cert/IRS_Rep_Program.pdf Brainshark: https://www.brainshark.com/cch/vu?pi=zGNzxXM61z1JYkz0&text=cchgroup (this is a brief video summary) Clip of actual course: https://www.brainshark.com/cch/vu?pi=zHfz1AUEZmz1JYkz0&text=cchgroup Thanks…Tom PPS. I have included an the second attachment brochure that shows what you get with the program. Tom Evans, JD, MBA Account Manager representing Nassau County, Queens, Brooklyn, Westchester, Upstate New York, Manhattan & Western Connecticut Advising Professionals for over 14 years CCH Tax and Accounting North America 877 745 5393 phone and fax tom.evans@wolterskluwer.com