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
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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
Date / Time: May 22, 2025
- 2:00 pm – 4:10 pm Eastern
- 1:00 pm – 3:10 pm Central
- 12:00 pm – 2:10 pm Mountain
- 11:00 am – 1:10 pm Pacific
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
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