How to Reconcile an Investment Account

How to Reconcile an Investment Account

?2019 WithumSmith+Brown, PC

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?2019 WithumSmith+Brown, PC

Our Speaker

Jeremias Ramos, CPA Tax Supervisor

?2019 WithumSmith+Brown, PC

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Learning Objectives

Upon Completion of this course, participants will be able to:

? Be able to read a brokerage statement

? Reconcile a brokerage statement on a monthly and annual basis

? Reconcile K-1/PTP investments in a brokerage account

?2019 WithumSmith+Brown, PC

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?2019 WithumSmith+Brown, PC

Polling Question 1 4

?2019 WithumSmith+Brown, PC

What is a Brokerage Account?

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