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  1. Courses
  2. How to Review Financial Sta...
  3. How to Review Financial Sta...

    How to Review Financial Statements, Tax Returns and Business Valuations

    • Agenda
    • Speakers
    • Forms and Policies

    12:55      Welcome and Introductions

    1:00        How to Review Financial Statements, Tax Returns and Business Valuations

    David Amiss, Carr Riggs & Ingram, Raleigh

    How do you review tax returns, financial statements and business valuation reports? This session explains the common forms and reports, highlights the important figures and statements, and gives you tips for getting the most out of your review of these documents to help your clients.

    This session includes two 10-minute breaks.

    4:20        Adjourn

    Thank you

    Thank you for joining us for How to Review Financial Statements, Tax Returns
    and Business Valuations
    .

    Description

    This session explains the common forms and reports, highlight the important figures and statements, and give you tips for getting the most out of your review of these documents to help your clients.

    Contributors

    • David Amiss

      David Amiss is a partner at Carr Riggs & Ingram CPAs and Advisors in Raleigh. He assists attorneys, business owners, and other professionals in determining the value of a company or interest. He focuses primarily on the areas of family law, gift and estate, and mergers and acquisitions.

      David earned his B.B.A in Accounting from Valdosta State University and his Masters of Accountancy from Georgia Southern University. He is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA).

      Click here for more information about David.

    Click here to view Forms and CLE Policies, Terms and Conditions.

    If paying by check, click here for a printable registration form. Please reference the live webcast program code 208FF3.

    February 22, 2023
    Wed 12:55 PM EST

    Duration 3H 25M

    This live web event has ended.

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