Financial Literacy for Lawyers: Understanding Financial Statements, Tax Returns and Valuation Reports
The State Bar of Arizona has put together a panel of speakers – including three Tax and Valuation experts from REDW LLC – to provide key insights to help attorneys spot issues and engage allied professionals to collaborate in advising their clients on key financial matters. All levels of practice are welcome.
| What: | Webinar: Financial Literacy for Lawyers |
| When: | November 12, 2020 | 1:30 – 4:45 PM (Arizona) 3 hours, 15 minutes |
| Cost: | $139* |
| CLE: | 3.0 |
| Register: | Click Here |
Topics include:
- Key documents to request for review;
- Overview and purpose of financial statements;
- Overview of accounting concepts and terminology;
- Types and structure of financial statements;
- Overview of tax returns of various business entities;
- Common differences between financial statements and tax return reporting; and
- Overview of business appraisals and valuation reports -Discussion of the “5 D’sâ€: Death; Divorce; Disputes; Disruptions; and Deals.
Program Chair
Jim O’Sullivan, Tiffany & Bosco
Faculty
- Brian Foltyn, REDW LLC
- Todd Lenczycki, Tiffany & Bosco
- Christina Roderick, REDW LLC
- Mark Young, CKS Advisors
- Craig Neumann, REDW LLC
