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How to Read and Understand a Financial Statement and Tax

How to Read and Understand a Financial Statement and Tax Return (OnDemand)
Originally held on Monday, November 20, 2023 | 9:30 am – 12:40 pm
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

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

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 2021-2023), In-House/Corporate Counsel, Judges, and attorneys who practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

Please Note: Newly admitted NY attorneys cannot fulfill ethics or skills credits through our OnDemand programs under OCA rules. For more information on this, please see

Program Co-Instructors:
Howard H. Fine
Partner, Citrin Cooperman Advisors LLC
Partner, Citrin Cooperman & Company, LLP

Dean L. Surkin
Director, Citrin Cooperman Advisors LLC

Information about our Financial Aid Policy and Application can be found here

Online Event

Monday, 20 November 2023


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