Most attorneys don’t know a cash flow statement from an income statement. This course will teach attorneys what they need to know in order to be knowledgeable of financial statements and the interpretations that can be made from such.
I. Grasp what constitutes a financial statement
II. Utilize financial statements effectively
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
Dr. Basi did an excellent job on presenting the material.
Great presentation. Very lively lecturer. He makes the subject entertaining.
Incredible amount of accounting insights offered in just an hour
This is an excellent course. Not sure if it is or is not part of a series that builds on itself. If not it ought to be!
Dr. Basi is amazing. Please get more seminars with him as the lecturer.
It may have been a beginners course, but it was very informative.
this was excellent but should have been 1.5 hours. Insufficient time to meet learning objectives. But speaker was engaging and effective.
Good basic overview of relevant financial and accounting concepts applicable to a business practice.
enjoyed it very much
He was a good speaker. His enthusiasm and examples made the material more interesting.
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