Product Description

Accounting terms and concepts, financial statements, and basic finance are often misunderstood and confusing. The panelists explain the terms and jargon, basic accounting concepts, generally accepted accounting standards, and nuts and bolts of financial statements. You receive a complete pro forma set of financial statements, including a detailed explanation of the components and how they relate. The faculty teaches you how to recognize “red flags” in financial statements—and avoid mistakes often made by attorneys when advising clients. Get clear explanations and answers to common accounting questions that your clients ask—so you can advise clients with confidence.

Business lawyers, corporate lawyers, family law practitioners, and litigators often find themselves challenged to confidently explain financial statements to clients, or to use accounting information to prove a liability or damages, or even to impeach a witness. While engaging an accounting expert is useful, a lawyer must know the basics of accounting to effectively choose and utilize an expert. Whatever your specialty, you must understand financial concepts to understand your client’s goals, and the interests of other parties to the deal.

Agenda & Materials

• 9:00 - 9:25 am

  Accounting & Finance Basics

  on demand video Add to Cart

  Pamela E. Fuentes, Esq., Fragomen, Del Rey, Bernsen & Loewy LLP , Boston
  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  
• 9:25 - 10:50 am

  Unlocking the Mysteries of Accounting

  on demand video Add to Cart

  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  
• 9:35am - 10:30am

  Overview of Family-Based Immigration
• 10:50 - 11:20 am

  Accounting & Finance: Bank Financing

  on demand video Add to Cart

  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  
• 11:20 - 11:40 am

  Accounting & Finance: Taxation

  on demand video Add to Cart

  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  
• 11:40 - 11:50 am

  Accounting & Finance: Business Valuation

  on demand video Add to Cart

  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  
• 10:30am - 11:25am

  Introduction to Asylum
• 11:50 - 12:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  
• 11:50 - 12:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  
• 11:25am - 12:10pm

  Representing Unaccompanied Minors

  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  
• 12:10pm - 12:55pm

  Lunch (on your own)

  Joel I. Rothenberg, CPA, JD, LLM, PKF O'Connor Davies , Boston
  Kimberley A. Train, PKF O'Connor Davies , Boston
  
• 12:55pm - 1:45pm

  Immigration Consequences of Criminal Conduct
• 1:45pm - 2:35pm

  Inadmissibility Waivers
• 2:35pm - 3:25pm

  Immigration Court Procedure and Relief from Removal
• 3:25pm - 4:25pm

  Introduction to Naturalization
• 4:25pm - 4:30pm

  "Ask the Experts" Q&A Session and Key Takeaways
• Day Two: Employment-Based Immigration
• 9:30am - 9:35am

  Welcome and Introduction
• 9:35am - 10:15am

  Overview of Visitor Visa, B-1 and the Visa Waiver Program
• 10:15am - 11:00am

  NAFTA TN Classifications for Canadians and Mexicans
• 11:00am - 12:00pm

  H-1B and LCA Compliance
• 12:00pm - 12:45pm

  Lunch (on your own)
• 12:45pm - 1:30pm

  L-1 Visas: Intra-Company Transfers
• 1:30pm - 2:15pm

  O Visas: Persons with Extraordinary Ability in the Arts, Sciences and Business
• 2:15pm - 3:15pm

  The Nuts and Bolts of PERM Labor Certification
• 3:15pm - 3:25pm

  Break
• 3:25pm - 3:55pm

  Employment-Based Green Cards Without Labor Certification/NIWs
• 3:55pm - 4:25pm

  Employment-Based Immigration Ethics
• 4:25pm - 4:30pm

  "Ask the Experts" Q&A Session and Key Takeaways

Chair

Faculty