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How to Read & Understand Financial Statements

How to Read and Understand a Financial Statement and Tax Return
Friday, October 29, 2021 | 9:00 am - 12:00 pm
Online registration is now closed. Please call Customer relations at 212 382 6663 to register or for assistance.

For New York Attorneys:
Newly admitted attorneys (those admitted to the New York State Bar for two years or less) may participate in Skills CLE courses in  live, nontraditional formats, where questions are allowed during the program (through June 30, 2022 per recent guidance of the CLE Board – for more information, click here).

Program Fee:

$229 for Members | $329 for Nonmembers
Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2019-2021), In-House/Corporate Counsel, Judges, and attorneys that 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: 3.5 General
Pennsylvania: 2.5 General
Connecticut: Available to Licensed Attorneys

This program provides transitional/non-transitional credit to all attorneys

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.

Online Event

Friday, 29 October 2021


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