Stephen J. Bigge, CPA – is a partner with Keebler & Associates, LLP whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques including FLP, GRATS, CRTs, ILITs and IDGTs. He specializes in estate, gift and retirement planning, charitable gift planning, as well as trust and estate administration.
Financial analysis is an important aspect associated with any endeavor. Without a good basic understanding of core financial accounting terms and financial statements, one cannot provide thorough legal advice for business and estate planning transactions.
During this webinar, we will cover key accounting terms and concepts. We will also cover the three primary financial statements used by businesses (balance sheet, income statement and statement of cash flows) and then cover various ratios that are used to determine the financial health of a business
Key topics to be discussed:
Closed-captioning available
Stephen J. Bigge | Keebler & Associates LLP
Stephen J. Bigge, CPA – is a partner with Keebler & Associates, LLP whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques including FLP, GRATS, CRTs, ILITs and IDGTs.
He specializes in estate, gift and retirement planning, charitable gift planning, as well as trust and estate administration. Stephen is experienced in providing tax planning for individuals, trusts and flow-through entities and prepares individual and fiduciary income tax returns. In addition, Stephen is a frequent writer for Taxes Magazine in his area of expertise.
Prior to joining Keebler & Associates, Stephen was a Senior Tax Manager with Baker Tilly Virchow Krause, LLP.
I. Why understanding financial statements is important | 2:00pm – 2:30pm
II. Synopsis of key accounting terms, principles and concepts | 2:30pm – 3:00pm
Break | 3:00pm – 3:10pm
III. In-depth discussion of the three key financial statements (balance sheet, income statement and statement of cash flows) | 3:10pm – 3:40pm
IV. Using financial statement ratios to determine the financial “health” of an entity | 3:40pm – 4:10pm
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved via Attorney Submission
2 General Hours
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved For On-Demand Credits
2 General
Approved for Self-Study Credits
2 Substantive
Pending CLE Approval
2 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Approved for Self-Study Credits
2 General
Approved for Self-Study Credits
2.4 General
Pending CLE Approval
2 General
Approved for Self-Study Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
120 General minutes
Approved for CLE Credits
2.4 General
Approved for Self-Study Credits
2 General
Approved for Self-Study Credits
2 General
Approved for CLE Credits
2 General
Approved for Self-Study Credits
2 General
Approved for Self-Study Credits
2 General
Pending CLE Approval
2 General
Approved for Self-Study Credits
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Not Eligible
2 General
Approved for CLE Credits
2 General
Approved via Attorney Submission
2 Law & Legal Hours
Approved for Self-Study Credits
2 General
Pending CLE Approval
2.4 General
Approved for Self-Study Credits
2 General
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
