Elevate Your Practice: Decoding Tax Returns for Matrimonial Attorneys – Part 2

12:00 p.m. – 12:05 p.m.

Welcome and Program Introduction

12:05 p.m. – 12:55 p.m.

Basics of Reading Corporate Tax Returns (Forms 1120S and 1120) – Part 1

Speakers will walk through the pages of an S-Corporation (Form 1120S) and C-Corporation (Form 1120) Tax Return to explain exactly what is presented on corporate tax returns and how to most efficiently read the tax return and understand the key information that is presented.

Speakers: 

Katie Stott, CPA/ABV and Steven Caiazza, CVA, CFF

BST & Co. CPAs, LLP

1.0 Credit in Areas of Professional Practice 

12:55 p.m. – 1:45 p.m.

Basics of Reading Partnership and LLC Tax Returns (Form 1065) – Part 2

Speakers will walk through the pages of a Partnership and LLC Income Tax Return (Form 1065) to explain exactly what is presented on a personal tax and how to most efficiently read the tax return and understand the key information that is presented.

Speakers: 

Marissa Turrell, ASA, CVA and Scott Loesch, CPA/ABV, CFE

CBIZ

1.0 Credit in Areas of Professional Practice 

1:45 p.m. – 2:00 p.m.

Break

2:00 p.m. – 2:50 p.m.

Diving Deep into Corporate and Partnership/LLC tax returns to understand the differences and assessing income and cash flow from tax returns

Speakers will walk through the key differences between corporate and partnership/LLC tax returns, K-1s for owners/partners/members. They will also highlight the differences between tax return income and cash flow distributed and available to be distributed to owners/partners/members .

Speakers: 

Luke Kustra, ABV and Ryan White, CPA/ABV

Stout

1.0 Credit in Areas of Professional Practice 

2:50 p.m. – 3:00 p.m.

Q&A