The Business of Law – Financial Statements that Work

Category: On Demand

Member Price: $184

Non-Member Price: $230

Product Code: ON062525

Areas of Law: Law Office Management, Solo & Small Firm

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.4 hours of total CLE credit (Full Credits Available: NJ General: 2.4).
NY CLE (t&nt):NY Professional Practice Transitional: 2.0
PA CLE:PA Substantive Credit: 2.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.
Faculty

Keynote

Moderator

Presenters

Michelle Altieri, Esq
Charny Karpousis Altieri & Donoian, Marlton
Michael Saccomanno, CPA, ABV, CFF, CVA, CDFA
CBIZ, Marlton

Join us for a seminar exploring a crucial part of firm management: law firm accounting. One of the most important, yet daunting tasks for your law practice is maintaining accurate financial records for your accountant and tax preparer. Experienced presenters will provide valuable instructions on how to keep your office finances organized, maintain compliance with attorney accounting regulations and tax obligations, and make your accountant’s job more efficient. Our presenters will offer vital examples and cautionary tales to help you save time, money, and stress. This seminar will give you the necessary skills to ensure your law office financial statements are in order. Register today!

Program Agenda:

  • 10:00 | Financial Statements that Work for a Law Practice
    • Calculating and interpreting the numbers
    • Liquidity analysis
    • Profitability analysis
    • Activity analysis
    • Capital structure
    • Capital market
    • Q&A
  • 11:00 | Tax Returns - What to Look for
    • Personal and sole proprietor
    • Business
    • Gift tax
    • Statute of limitations
    • Q&A
  • 12:00 | Adjourn