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How to Review Financial Statements, Tax Returns and Business Valuations

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.

2:01        How to Review Financial Statements, Tax Returns and Business Valuations (cont'd)

3:01        Break

3:11        How to Review Financial Statements, Tax Returns and Business Valuations (cont'd)

4:12        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.

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If paying by check, click here for a printable registration form. Please reference the live webcast program code 207RW3.

May 9, 2023
Tue 12:55 PM EDT

Duration 3H 17M

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