This course, presented by business and tax law attorney Dr. Bart Basi, reviews the history and importance of accounting and proper record keeping for any business entity. These foundational skills are critical for any attorney representing business entities, in order to better advise clients on any related legal issues. The course will address balance sheets in detail, including how to develop a cash management perspective, and will provide an in-depth look at inventory on a balance sheet. Lastly, this program addresses the actual analysis of financial statements.
Identify items on a balance sheet
Recognize what the numbers on a balance sheet represent
Spot and discuss potential legal problems with clients
Conduct a simple ratio analysis and explain it to a client
Dr. Basi is a specialist in the areas of business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches on all of these areas. He has written five loose-leaf bound books, over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. Basi’s work include Money Matters, The American Journal of Small Business, the Journal of Family Law, The Journal of Estate Planning, The Tax Lawyer, Small Business Taxation, Taxation for Individuals, Taxation for Accountants, Taxation for Lawyers, The CPA Journal and The Tax Executive.
Dr. Basi is the author of “The Tax Report,” a bi-monthly report on income and estate tax matters for closely-held businesses, “Accounting and Taxes,” a monthly column distributed to individuals and trade journals, and the “Tax Tip,” a monthly tax advisory for the closely-held and family business.
Business Affiliations and Memberships
Former Awards, Honors and Recognitions
Bart is a great presenter.
This presenter is great! The information is very well presented, useful, and his way of explaining things is engaging and understandable. A great teacher!