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Description

Advanced Financial Analysis
IRS Program #: X9QQU-T00852-22-O/S
CE: 2 IRS credits
Speaker: David Ramirez, EA

Many times, it isn’t about what the client filled out on the financial statement -- it is about what they did not put on the financial statement. This session will help the representatives avoid unnecessary surprises and will provide tools to complete a more in-depth financial analysis.

Learning Objectives:

• Describe how the IRS values various assets (i.e. retirement accounts, assets out of reach of taxpayer, and dissipated assets).
• Complete a bank statement analysis identifying potential issues (i.e. transfers from an unknown account, deposits larger than stated income, excessive cash withdrawals, etc.).
• Understand how state community property laws affect the financial analysis.
• Determine how a non-liable party changes the financial analysis.