Interpreting Financial Statements: What Attorneys Need to Know
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.
2 hour CLE
Tuition: $195.00
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Program Summary
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:
- Why understanding financial statements is important
- Synopsis of key accounting terms, principles and concepts
- In-depth discussion of the three key financial statements (balance sheet, income statement and statement of cash flows)
- Using financial statement ratios to determine the financial “health” of an entity
Closed-captioning available
Speakers
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.
Agenda
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
Credits
Alaska
Approved for CLE Credits
2 General
Alabama
Approved for Self-Study Credits
2 General
Arkansas
Approved for CLE Credits
2 General
Arizona
Approved for CLE Credits
2 General
California
Approved for CLE Credits
2 General
Colorado
Pending CLE Approval
2 General
Connecticut
Approved for CLE Credits
2 General
District of Columbia
No MCLE Required
2 CLE Hour(s)
Delaware
Pending CLE Approval
2 General
Florida
Approved via Attorney Submission
2.5 General Hours
Georgia
Approved for CLE Credits
2 General
Hawaii
Approved for CLE Credits
2.4 General
Iowa
Pending CLE Approval
2 General
Idaho
Pending CLE Approval
2 General
Illinois
Approved for Self-Study Credits
2 General
Indiana
Approved for Self-Study Credits
2 General
Kansas
Approved for Self-Study Credits
2 Substantive
Kentucky
Pending CLE Approval
2 General
Louisiana
Pending CLE Approval
2 General
Massachusetts
No MCLE Required
2 CLE Hour(s)
Maryland
No MCLE Required
2 CLE Hour(s)
Maine
Pending CLE Approval
2 General
Michigan
No MCLE Required
2 CLE Hour(s)
Minnesota
Approved for Self-Study Credits
2 General
Missouri
Approved for CLE Credits
2.4 General
Mississippi
Pending CLE Approval
2 General
Montana
Approved for Self-Study Credits
2 General
North Carolina
Approved for Self-Study Credits
2 General
North Dakota
Approved for CLE Credits
2 General
Nebraska
Pending CLE Approval
2 General
New Hampshire
Approved for CLE Credits
120 General minutes
New Jersey
Approved for CLE Credits
2.4 General
New Mexico
Approved for Self-Study Credits
2 General
Nevada
Pending CLE Approval
2 General
New York
Approved for CLE Credits
2.4 General
Ohio
Approved for Self-Study Credits
2 General
Oklahoma
Pending CLE Approval
2.5 General
Oregon
Pending CLE Approval
2 General
Pennsylvania
Approved for Self-Study Credits
2 General
Rhode Island
Pending CLE Approval
2.5 General
South Carolina
Pending CLE Approval
2 General
South Dakota
No MCLE Required
2 CLE Hour(s)
Tennessee
Approved for Self-Study Credits
2 General
Texas
Approved for CLE Credits
2 General
Utah
Approved for Self-Study Credits
2 General
Virginia
Pending CLE Approval
2 General
Vermont
Approved for CLE Credits
2 General
Washington
Approved via Attorney Submission
2 Law & Legal Hours
Wisconsin
Approved for Self-Study Credits
2 General
West Virginia
Pending CLE Approval
2.4 General
Wyoming
Approved for Self-Study Credits
2 General
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- Over 1,000 Live CLE Webinars each year
- All CLE webinars broadcasted in last 12 months
- Programs covering over 35 practice areas
- Hot topics & changes in the law
- All formats: Live, Replay, and On-demand
- Accreditation in every state
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