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How to Read and Understand a Financial Statement (Web)

How to Read and Understand a Financial Statement and Tax Return
Friday, October 30, 2020 | 9:00 am - 12:00 pm

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 January 31, 2021 per recent guidance of the CLE Board – for more information, click here).

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 2018-2020), In-House/Corporate Counsel, Judges, or 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
  • Levels of Accountant’s Report
  • Contents of 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.

New York City Bar 42 West 44th St New York, NY 10036

Friday, 30 October 2020


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