Instructor
Tony Cuozzo
Instructor
Tony is a member and former chair of Coastal Peer Review, an entity formed January 1, 2021 by the Maryland Association of CPAs and the North Carolina Society of CPAs to administer peer reviews of CPA firms in Maryland and North Carolina. Prior to the creation of Coastal Peer Review and as then Chair of the Maryland Association of CPAs Peer Review Committee, he testified annually before the Maryland State Board of Public Accountancy about the effectiveness of the AICPA peer review program then administered in Maryland by the Maryland Association of CPAs.
A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all
of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). A
practice-oriented review of the latest developments, cases, and lively discussion among the experienced participants make this class informative and practical.
• Identify the professional standards and risk factors relevant to the
planning and performance of preparation, compilation, and review
engagements, including engagements on pro forma and prospective
financial information.
• Identify responses to preparation, compilation, and review
engagement practice issues that comply with all applicable
professional standards.
• Overview of preparation, compilation, and review guidance
• Accounting and reporting issues
• Current practice issues
• Common deficiencies in peer reviews
• Current and future standard setting projects
• International reporting issues in SSARS engagements
• Special Purpose Framework financial statement issues
• Case studies
• Latest developments
Experience with engagements
performed in accordance with
SSARSs
CPA firm seniors (and above)
managing engagements
performed in accordance with
SSARSs