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Accounting for Lawyers

Accounting for Lawyers
Tuesday, August 01, 2023 | 9:00 am – 12:15 pm
Online registration is now closed. Please call Customer relations at 212 382 6663 to register or for assistance.

Whether you’re a transactional attorney or a litigator, when financial and accounting records emerge in the legal matter you’re handling, it helps to know some accounting basics. The numbers always tell a story—one that may support your legal position.

This basic level program will provide an overview for the non-accountant attorney of key accounting principles including:
  • Introduction of Financial Statements
    •  Types of Financial Statements
    • Users of Financial Statements
  • Overview of Generally Accepted Accounting Principles (GAAP)
  • How to read:
    • Level of Accountant’s Reports
    • The Balance Sheet
    • The Income Statement
    • The Statement of Cash Flows
    • The Notes to the Financial Statements
  • Examples of financial statements by different industries
  • How to analyze financial statements for key indicators and financial statement ratios
  • Effect of COVID-19 issues on financial statements
  • Current developments
  • Fraud issues on financial statements
  • How to read a tax return
    • Tax forms associated with different entities
    • Identifying sources of income
    • Tax deductions that do no equal economic outlay
    • Differences between financial accounting and tax accounting
  • Discoverability of tax returns
    • Federal Statutes
    • Case Law
    • Will a tax return answer your questions
Attendees of this program will be able to recognize the relevant accounting principles at work and how they may impact the outcome of legal matters.

Click Here to View Program Agenda & Faculty

CLE Credit:
New York: 3.5 Skills
New Jersey: 3.8 General
California: 3.5 General
Pennsylvania: 3.0 General
Connecticut: Available to Licensed Attorneys

Program Fee:

$229 Member | $329 Nonmember

This program is free to Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in 2021-2023), In-House Counsel, Judges, or Attorneys  in  Government, Academic or Not-for-Profit sectors.

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, 2023 per recent guidance of the CLE Board – for more information, click here).  

Program Co-Instructors:
Howard H. Fine, Partner-in-Charge of the Accounting & Auditing Group, Gettry Marcus CPA, P.C.
Dean L. Surkin, Tax Director, Gettry Marcus CPA, P.C.

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


Online Event

Tuesday, 01 August 2023


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