Understanding & Analyzing Financial Statements

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Understanding & Analyzing Financial Statements May   1 1 pm - 2:15 pm ET Presenter: Carl Young, Owner of Carl Young Consulting Credits: CPE, HRCI, SHRM (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Course Reviews: View Testimonials Can't wait? View previously recorded version now Learn More Register Today Course Description   The financial health of a company is indicated in the three required financial statements: Balance Sheet Income Statement Cash Flow Statement This webinar provides an interactive look at these statements and provides simple tools and techniques for understanding & analyzing these statements as the foundation for making key business decisions.  Upon completion of this course, you will be able to: List the core components of financial statements Differentiate between cash and accrual basis accounting Define key accounting concepts, including: Working Capital Cash Management Free Cash Flow Analyze financial statements Identify simple financial statement terminology Recognize signs of business financial health and red flags Utilize relevant ratios to improve profits and productivity Explain the role of ratios, trends, comparisons and cash in business analysis and decisions Essential categories of ratios, including: Profitability Efficiency Liquidity Solvency Cash Course Reviews from Past Attendees 100% of attendees said they would recommend this course to others. "Very easy to understand. Good use of visuals, examples." "I liked the presenter's clarity, public speaking skills, and his ability to distill complex concepts down to useful and usable knowledge." "Carl used great real life examples to help understand the financial statements better and also explained the differently terminologies which he said all mean the same but it always threw me off prior to this session. Thank you." "The presenter was very thorough on the topics." Learn More Register Today About The Presenter   Carl Young is the owner of Carl Young Consulting, where he works as a Speaker, Trainer, Consultant and Business Coach. Mr. Young is the former CFO of a $275M high growth technology company and the CEO of a machine parts manufacturing company Mr. Young has published numerous books on finance and accounting, Carl Young's Rules of the Business Game, Finance and Accounting Made Simple, Rules and Tools for Thriving in Chaotic Times, and a handbook on Small Business Management Made Simple. Mr. Young earned his MBA and completed graduate studies in Accounting & Taxation. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,000 on-demand courses Learn More Upcoming Webinars Crank Up Excel (2-part series) May 3 and 4 at 1 pm ET Learn More Fraud and Internal Controls for Not-For-Profits May 3 at 3 pm ET Learn More Creating an Effective Accounts Payable Policy and Procedures Manual May 9 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.

What is Income in Respect of a Decedent (IRD)?

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser What is Income in Respect of a Decedent (IRD)? May   10 1 pm - 2:40 pm ET Presenter: Monica Haven, IRS Enrolled Agent Credits: CPE, IRS EA, CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   In this webinar, you'll navigate the rules regarding Income in Respect of a Decedent (IRD) and learn how to comply with reporting requirements and minimize the tax impact. You'll learn about the sources of IRD, offsetting deductions, how and where to report each, and how to calculate a tax deduction for any estate tax that may result. Upon completion of this course, you will be able to: Describe the dual nature of IRD that is reportable as income but counted as an asset Identify items of income that must be reported as IRD and corresponding expenses that may be deducted as IRD Manage special circumstances such as receivables and partnership income Recognize planning opportunities to minimize the tax impact of IRD Correctly calculate and allocate the §691(c) IRD deduction from the estate tax return Learn More Register Today About The Presenter   Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.) and is also a graduate fellow and former faculty member of the National Tax Practice Institute®, a nationally recognized academic program designed to develop and hone the skills necessary for effective taxpayer representation. Ms. Haven is an Enrolled Agent, an Accredited Tax Advisor®, and an Accredited Tax Preparer®. She regularly advises clients on a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow, and keep them on track toward achieving their financial goals. Ms. Haven is a graduate of Loyola Law School. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,000 on-demand courses Learn More Upcoming Webinars Crank Up Excel (2-part series) May 3 and 4 at 1 pm ET Learn More Fraud and Internal Controls for Not-For-Profits May 3 at 3 pm ET Learn More Creating an Effective Accounts Payable Policy and Procedures Manual May 9 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.