How to Read and Understand a Financial Statement and Tax Return (OnDemand)
Originally held on Friday, October 29, 2021 | 9:00 am - 12:00 pm
Program Fee:
$229 for Members | $329 for Nonmembers
Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2020-2022), In-House/Corporate Counsel, Judges, and attorneys who practice within the Government, Academic or Not-for-Profit sectors attend this program for free.
CLE Credit:
New York: 3.5 Skills
New Jersey: 3.5 General
California: 2.5 General
Pennsylvania: 2.5 General
Connecticut: Available to Licensed Attorneys
Please Note: Newly admitted NY attorneys cannot fulfill ethics or skills credits through our on-demand programs under OCA rules. For more information on this, please see http://www.nycourts.gov/attorneys/cle/changes_for_2016.shtml.
Description
A greater understanding of the client’s financial matters allows the
attorney to better service the client and to possibly generate
additional services for the client and billings for the law firm. This
comprehensive seminar is designed to familiarize the attorney with the
structure and contents of the client’s financial statements and tax
returns.
Items to be covered in this program include:
- Overview and Purposes of Financial Statements
- Types of Financial Statements
- Overview of Generally Accepted Accounting Principles (GAAP)
- Levels of Accountant’s Report
- Contents of Financial Statements
- Examples of Financial Statements by Different Industries
- Financial Statement Ratios and Key Indicators
- Recent Accounting Developments
- Fraud Issues on Financial Statements
- Overview of Tax Returns for Various Business Entities
- Common Differences between Financial Statement and Tax Return Reporting
Click Here to View Program Agenda & Faculty
Program Co-Instructors:
Howard H. Fine, CPA/ABV/CFF, CVA, Partner-in-Charge of the Accounting & Auditing Group
Dean L. Surkin, JD, LLM, Tax Director, Gettry Marcus CPA, P.C.