How to Read and Understand a Financial Statement and Tax Return (OnDemand)
Originally held on Friday, November 2, 2018 | 9:00 a.m. - 12:00 p.m.
Program Fee:
OnDemand: $179 for Members | $279 for Nonmembers
Members who are Recent Law Graduates, Newly Admitted Lawyers (earliest
admission 2016-2018 in any state or country), In-House/Corporate
Counsel, Judges (and their staff), or attorneys that practice within the
Government, Academic or Not-for-Profit sectors attend this program for
free.
CLE Credit:
NY: 3.0 Skills
NJ: 3.4 General
CA: 2.5 General
PA: 2.5 General
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 program is a comprehensive seminar, 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
- Levels of Accountant's Report
- Contents of Financial Statements
- Overview of Tax Returns of Various Business Entities
- Common Differences Between Financial Statement and Tax Return Reporting
Click Here to View Program Agenda & Faculty
Program Co-Instructors:
Steven J. Eller, Tax Partner, Gettry Marcus CPA, P.C.
Howard H. Fine, Partner-in-Charge of the Accounting & Auditing Group, Gettry Marcus CPA, P.C.