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Instructions regardingFinancial Statement Form 4

hi this session I'd like to talk aboutthe place we usually go to get the rawdata that we need to invest which isaccounting statements not a great fan ofaccountants but at the same time much ofwhat I need for investing comes fromaccounting statements so I'd like tofocus on what you can extract fromaccounting statements and perhaps take afinancial perspective of exactly thosesame same statements here are the broadquestions you need to have answered whenyou sit down to us as a company when youlook at a company you need to know whatare the investments they've already madeand how valuable are those investmentswhat are the growth what growthpotential do do they have and howvaluable is that growth on the otherside of the balance sheet you like toknow how much they owe and what theequity in the company is was sogenerically when you sit down to afinancial statement there are lots ofquestions you have you need to answer sobut broadly speaking those answers canbe boiled down to how profitable are youwhat do you own what do you oweso let's start with the three basicfinancial statements that you'reprobably going to find pretty muchanywhere in the world and a company thefirst is a balance sheet whichsummarizes at a point in time what acompany owns what it owes and what itsequity is worth then you've got theincome statement that reports for aperiod a year or a quarter what thecompany made what did what were itsprofits what were its revenues expensesand profits for that period and finallythis is a statement of cash flows wherethe accountants tell you first what thecash flows will from operations whatthey were from investing and what theywere from financials from the from fromfinancial activities and the net effecton the cash balance so what I'd like todo is take each of these financialstatements talk a little bit about theaccounting perspective on thesestatements and give you an alternateview of what I'd like these statementsto provide me let's start of the balancesheet we all seen accounting balancesheets of course they are classifiedinto assets on one side and libraries onthe other assets okay classified usuallyinto fixed assets land buildingequipment machinery with the heavyemphasis on the tangible part of theseassets the second is current assetswhich would include things likeinventory and accounts receivablemaybe cash and maybe other currentassets then you've got financialinvestments which are investments andother companies that you might have madeand finally you have intangible eyessounds fancy but in an accountingbalance sheet the most common intangibleasset is usually goodwill goodwill isreally not an asset it's a plug variableand the reason I am so cynical aboutgoodwill is for good word to show up ina balance sheet a company has to go outand acquire another company in otherwords if you're the greatest company inthe face of the earth you've never donean acquisition you will not havegoodwill on your balance sheet whichcasas a lie the notion that goodwillactually measure something significantso goodwill is often the intangibleasset you see on the balance sheet butthat's you're counting view of assets onthe liability side of the balance sheetyou got current library's accountspayable supplier credit deferred taxesdeferred salaries other currentliabilities you also have short termdebt and short term portion of long termdebt under current liabilities you havelong term libraries which would includebank debt corporate bonds you have otherlong term libraries which can includeunderfunded pension obligationshealthcare obligations the list thatgets longer each year with new1accounting rules and finally you have1the share of the accounting measure what1the equities what shareholders equity so1that's really again in a plug variable1that makes the balance sheet balance so1with that perspective let's look at some1of the principles that underlie how1accountants think about putting numbers1in a balance sheet again this is my1perspective on accounting so feel free1to disagree with me accountants at least1the traditional from an account from1traditional accounting seem to have an1abiding belief in Book value historical1cost as opposed to a current value so if1you look at the recorded value of a1building or land or a fixed asset and a1company's balance sheet it doesn't1usually reflect what that asset is worth1today but what the company originally1invested with and that acid and what its1invested in its sense but it's not an1updated number1the second is accountants seem to1distrust market value even though we we1have a cent and we have a movement1towards fair value accountants to1fundamentally just seem to distrust1markets they'd much rather come up with1an estimate of an asset value on their1own rather than you1good valium which actually makes it very1difficult for accountants to truly shift1a fair value accounting and the third is1and this again might be my my me my me1be my bias but accounting has this bias1towards being conservative they'd rather1underestimate the value of an asset1rather than overestimated they'd rather1overestimate the value of a liability1rather than underestimated so they want1to make a mistake there and say let's1make it in the direction of being too1conservative I might not be fair to1accountants in the in that in the way of1characterized by cheats but that's the1way I see accounting so when you look at1a balance sheet for a company especially1an older company you have to be very1clear about what you're seeing you're1not seeing what that company is worth1today but you're seeing what that1company is invested overtime you're1seeing the consequences of history and1that's true not just for the assets but1what do you see as a recorded value of1the equity in a company that's why for1all the companies what you see as the1equity might bear little or no1resemblance to the true value of equity1in the company the true value of the1assets but as I know that there is this1trend towards fair value accounting1that's moving across the world and if it1in fact does succeed there is at least1this belief that accounting balance1sheets will start reflecting values1closer to what those assets are worth1right now I won't hold my breath for it1but that's basically the accounting1balance sheet I actually have a1different balance sheet in mind when I1think about a company and this is a1financial balance sheet in a financial1balance sheet notice they're only two1items in the asset side investments1you've already made as a company and1investments I expect you to make in the1future investments you've already made1as a company not a problem but basically1I'm going to think of them in terms of1what that what are they worth today1rather than what you invested in them1growth assets are tougher because this1is what I expected to do next year two1years out five years or ten years out1forever1and I'm attaching a value to things you1haven't even done yet but when you buy1growth companies you do that all the1time and in a financial balance sheet1I'm essentially bringing them onto the1balance sheet on the liability side of1the balance sheet notice that only two1items debt and equity there are only two1ways you can fund a business you can1either borrow the money or use your own1money you can slice this and dice this1as much as you want but everything you1do has to go into one of those two2buckets this simplifies my view of the2world so often what I what I will do is2take an accounting balance sheet which2comes right out of the financial2statements and try to convert it as best2as I can to a financial balance sheet2because this fits my perspective on2investing in valuation2a lot better than an accounting balance2she does we'll return to this theme as2we go through different investment2philosophies but you're going to see a2financial balance sheet show up often as2my vehicle to talk about different2investment philosophies now let's talk2about the income saving the income2statement is for a period the balance2sheet is for a point in time so income2statement can be for a year for a2quarter but here's how accounting income2statements are broken down you start2with revenues you subtract out operating2expenses you come up with operating2income you subtract out financial2expenses then you subtract our taxes you2come up with net income before2extraordinary item then you have2extraordinary items which can be losses2or profits you can have accounting2changes causing income changes and2preferred dividends and you end up with2net income to common stock holders so2revenues minus operating expenses2operating income minus financial2expenses minus taxes is net income2before extraordinary items then you have2everything that comes below it now if2you take a look at what drives2accounting income statements it's two2base principles one is the notion of2accrual accounting an accrual accounting2you have to record transactions as they2happen so if you sell something on2December 30th you have to show that it's2revenues this year the that in that2calendar year even if you haven't been2paid yet as opposed to cash accounting2we record things based on when you get2paid and when you pay them in a cruel2accounting you record transactions you2record revenues when the transaction2happens and you try to record all those2expenses associated with those revenues2even if you haven't paid for them yet so2accrual accounting is the required form2of accounting for most publicly traded2companies the second is accountants do2make a big deal about how they2categorize expenses as you saw in the2previous page operating expenses are2what you subtract out from revenues to2get to operating income and operating2expenses are supposed at least in theory2only those expenses associated with this2year's revenues so it will include2things like labor materials things that2go directly into producing benefits only2the current period financial expense our2expenses associate with the use of debt2so if you borrow money interest expenses2or financial expenses we can argue that2there might be other financial expenses2as well like leases and then you have2capital expenses capital expenses2defined generically expenses designed to2create benefits over many years land2building equipment machinery and here's2what accountants do operating expenses2go on to the income statement right2below revenues financial expenses go2below the operating income to get from2operating income to net income capital2expenses go on to the balance sheet as2assets but then get depreciated or2amortized over time and that2depreciation or amortization is treated2as an operating expense these boxes do2matter because what you see as operating2income and net income for a company can2be very heavily influenced by which box2and expenses put into so when you think2about measuring how profitable a company2is using accounting statements here are2some of the things you can do you can2measure how big the profit is looking at2the absolute profit itself is kind of2meaningless because big companies are2going to make more money that's that's2kind of a given so what you're going to2do is you're going to scale the profit3to something so you're the theory3choices you can scale the profits to how3much you've invested in an asset so if I3take my net income and divided by the3equity invest in the asset I come up3with return equity if I take the net3income and divided by the total I'm3sorry the operating income and divided3by the capital invested in a project3which includes equity and debt then I3come up with a return on capital but but3both measures I'm scaling my profits to3what I've invest in a project with what3I've invested being defined in3accounting terms I can also scale my3profits to revenues I can divide net3income by revenues which gives me net3margin I can divide operating income by3revenues which gives me operating margin3and just to add another layer of3complexity I can compute my operating3income after taxes or before taxes which3can give me different numbers I know3there are other measures of scaling as3well I've seen people scale profit to3assets profit to employees you can3divide profit by pretty much any number3to come up with a scaled version now if3you look at measuring leverage using3accounting numbers you can look at the3debt that you have as a company relative3to either just the equity or to the3overall capital which is dead plus3equity you can use book values or you3can use market values basically you can3get very different numbers but that3tells me how much I borrowed relative to3the total equity of capital I can also3look at how much my debt obligations are3relative to my capacity to service those3debt obligations I can divide the debt3by my earnings before interest taxes3depreciation and amortization basically3if I have a lot of Abbott Dubb I can3carry a lot more debt I can also look at3what my operating income is as a3multiple of interest expenses that's the3interest coverage ratio again coming3come by combining what the information I3have in an income statement a balance3sheet I can look to see how levered my3company is but one of my problems of3accounting earnings is that3classification we talked about of3expenses and blue operating financial3and capital expenses is not always3consistent accounting as we know it was3designed for the old-time manufacturing3company if you bought some land you3built a factory you sold goods and3services accountants are happiest hogs3but you start a technology company3they're not quite sure what to do with3you so your biggest capex which is R&D3is often treated as an operating expense3you start a retail company and you lease3the store they treat that as an3operating space rather than a financial3expense so I'm going to argue that to3get a true a measure of true financial3earnings as opposed to accounting3earnings we have to fix some of these3mistakes in fact I'm going to focus on3leases and R&D because they are by far3the most common mistakes but much of3what I say about these two items can be3extrapolated to other items just like3them so let's start with leases here's3our leases work if your retail firm and3you want to open a store you go to3somebody your owns a mall and you say3look I'd like to lease a store for the3next 12 years my guy says sure you have3to pay million you have to pay me a3million dollars every year for the next3five years that Chili's commitment3when you sign that contract you agreed3to contractually make that payment every3year for the next 12 years right that3payment is tax deductible and if you3fail to make that payment you will lose3that in that lease old or store if you3fail and if you fail on a bunch of3payments you might go bankrupt well that3looks to me like that so I've never3understood why there is even a debate3about where the least commitments are3dead the question is what kind of debt3is it so if you give me a company with3least commitments even though4accountants right now treat least4expenses of operating expenses here's4what I'm going to do I'm going to treat4the least commitments you've entered4into as equivalent of debt commitments4I'm going to take the present value of4those least commitments and discount4them back to today using your pre-tax4cost of borrowing today so it cost you4four percent to borrow money today I'm4going to take the present value beliefs4commitments incidentally for US4companies you should see these4commitments in a footnote to the balance4sheet even if you have a non-us company4you'll often see the equivalent4information these are the commitments4these companies have entered into and4you have to discount them back to today4once you discount them you essentially4have the debt value of leases you're4going to add that onto your conventional4debt and that's going to be a total debt4in the company but you're not quite done4because you converted lease expenses4from operating to financial expenses you4have to redo your operating income what4do I mean by that the stated operating4income right now is after lease expenses4and since these expenses are no longer4operating spencer's I'm going to add the4lease expense back and I'm going to4subtract out the depreciation on the4leased asset because basically if I have4an ass if I convert lease commitments4into debt I'm creating an asset which I4now have to depreciate so I'm going to4subtract out the depreciation which4means when I capitalize leases here's4some of the things that are going to4happen my debt will go up if you take4retail firms and you look at the4conventional debt on the balance sheet4you're getting a small slice of the true4debt capitalizing leases will quadruple4triple not make the debt go up tenfold4second your operating income will4generally go up when you capitalize4leases for a retail firm it will have4higher operating income than it did4before so let more debt more operating4income the net income should be4unaffected because all you've done is4moved and expense from above the4operating income line to below so4instead of having a lease expense you're4now going to have an imputed interest4expense and a depreciation expense4attached4add up to roughly the amount of the4least-expensive net income should be4unaffected and your return on capital4will generally decrease because if4you're a retail firm and I capitalize4leases the debt will go up substantially4which means your denominator will go up4and sin even though I adjust your4operating income up it's not going to go4up by as much as the denominator go up4so for most retail firms and restaurants4which have big lease commitments the4return on capital will become lower when4I capitalize leases and that's part of4the reason I'm doing that to get a4better measure of whether this companies4in fact taking good projects4what about R&D I mean let me give you my4rationale for why R&D the capex my4definition of capex is it's an expense4designed to create benefits over many4years R&D is an expense designed to4create benefits over many years again4accountants might say it's so r24uncertain that's that doesn't fly with4me just because the capital expenses4uncertain doesn't make an operating4expense so I think we need to capitalize4R&D and to do so we need to take three4steps first you need to specify a period4over which you're going to capitalize4the R&D in other words how long does it4take between the time you do our and4Dean and a commercial product emerges so4if you're a pharmaceutical company that4might be ten years once you've specified4that life I'm going to go back and4collect the R&D expenses every year for4that life so if you have given me a4five-year life I'm going to get the R&D4expenses every year for the last five5years why you might ask5you've already has a five-year life I've5got to write it off over five years5right so my R&D expense from five years5ago I'm writing off the last one fifth5this year R&D from four years ago I'm5writing off one fifth I have one fifth5left over I keep track of both those5numbers how much I'm writing off this5year that's going to be my depreciation5for the year and how much I haven't5written off that's going to show up in5my balance sheet as an asset so you're5the consequences when you capitalize R&D5your operating income will generally5increase unless your R&D is not growing5at all if your R&D is growing fast your5operating income and you capitalize R&D5is going to go up because you're going5to add back the R&D expense now which is5subtracted out and subtract out the5depreciation which is going to be lower5than the expense because you're growing5if you're a stable company in your R&D5expenses not growing you're operating5come will not change very much your net5income will also change because R&D5expense is a5expects it's not on your income5statement so it's taking it out of the5income statement your book value of5equity will go up because that5capitalized research asset is now going5to become part of your book value of5equity and for most companies5pharmaceutical companies and technology5companies which are big are Indies the5return on capital and equity will5generally go down when you capitalize5Hardy that again is the reason you want5to capitalize R&D because you want truth5in advertising you want to make sure5that when a company tells you it's5return on capital is 15%5it's truly 15% which brings me to the5final accounting statement is the5statement of cash flows and if you look5at statements of cash flows they have5three parts to them first are operating5cash flows there you're going to find5net income and you're going to find the5changes in working capital second will5be capital will be the will be the cash5flows from investing that's where you're5going to find investments you make and5in land building equipment your capital5expenditures you're also going to see5acquisitions there and you might also5see some messy items that don't quite5fit into neither into either capex or5acquisitions and if you have if you go5to the third piece you're going to see5cash flows from financing what is that5that's going to include cash flows from5debt which means of your borrow money5cash comes into the company cash flows5to debt which is repayments of that5short-term as well as long-term and cash5flows to and from equity what am I5talking about I'm talking about5dividends and buybacks as cash flows to5equity and new stock issues as cash5flows from equity so statement of cash5flows counts all cash flows in and out5you're just keeping track of how much5cash is left in the till so the5objective the statement of cash flows5becomes explaining why the cash balance5of the company changed from last year to5this year that might be interesting but5from a valuation perspective the5statement of cash flows is a useful5place for me to go but I'm not5interested in explaining changes in the5cash balance I want to look at the cash5flows I had available either as an5equity investor or as a business which5means dividends and buybacks are not5cash outflows to me the cash inflows to5me so that's the basis for why you might5want to adjust the cash flows for those5flows so what you see in the accounting5statements might not be a good5reflection5what you would like to see as cash flows5so in summary look at the accounting5statements a balance sheet the income5statement statement of cash flows but5then use the information in a way that5is relevant to you as an investor you6learn accounting statements by just6using them there is no reading about6them doesn't quite help so pick up 106financial statements go through them6it's amazing how much you learn each6time you take a financial statement6that's about it thank you very much

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Financial Statement Form 4 FAQs

Here are the answers to some common queries regarding Financial Statement Form 4. Let us know if you have any other questions.

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How do I fill out a W-4 form?

The IRS rolled out a new version of Form W-4 in 2020. It is the first major revamp of the form since the Tax Cuts and Jobs Act (TCAJ) was signed in Dec. 2017. TCAJ made major changes to withholding for employees. In fact, the W-4 revamp and the tax changes since the TCAJ may be a reason to look again at the W-4 you filed back when you first came to your employer and see if you need to make changes. Another reason to relook at your W-4: What you learn when you file your current income tax forms, especially if you discover that you didn't have enough withheld and you owe money to the IRS. The 202 Continue Reading

How do I fill out the SS-4 form for a new Delaware C-Corp to get an EIN?

You indicate this is a Delaware C Corp so check corporation and you will file Form 1120. Check that you are starting a new corporation. Date business started is the date you actually started the business. Typically you would look on the paperwork from Delaware and put the date of incorporation. December is the standard closing month for most corporations. Unless you have a significant business reason to pick a different month use Dec. If you plan to pay yourself wages put one. If you don't know put zero. Unless you are fairly sure you will owe payroll taxes the first year check that you will not have payroll or check that your liability will be less than $1,000. Anything else and the IRS will expect you to file quarterly payroll tax returns. Indicate the type of SaaS services you will offer.

How do I fill up the ITR 4 form?

ITR-4 form is for persons doing business. If you know about provisions of Income-tax Act, you can easily fill form ITR-4, generate xml and upload on the efiling cite. If your income is below Rs. 5 lac and there is no refund claimed, you can file ITR-4 in paper form also.

How should I fill out my w-2 or w-4 form?

Your employer fills out your W-2 form. Regarding your W-4, you didn't provide enough information, such as your pay, your spouse's pay, spouse's deductions and any other deductions that you might already have such as mortgage interest, charitable donations, child tax credits, etc. I'd recommend visiting a CPA if you'd like to find a way to adjust your withholdings so that you are in the "sweet spot".

How much do accountants charge for helping you fill out a W-4 form?

A W-4 is a very simple form to instruct your employer to withhold the proper tax. It's written in very plain English and is fairly easy to follow. I honestly do not know of a CPA that will do one of these. If you're having trouble and cannot find a tutorial you like on line see if you can schedule a probing meeting. It should take an accounting student about 10 minutes to walk you through. There is even a worksheet on the back. If you have mitigating factors such as complex investments, partnership income, lies or garnishments, talk to your CPA about those, and then ask their advice regarding t Continue Reading

How do I fill out tax form 4972?

The Indian Income-Tax department has made the process of filing of income tax returns simplified and easy to understand. However, that is applicable only in case where you don’t have incomes under different heads. Let’s say, you are earning salary from a company in India, the company deducts TDS from your salary. In such a scenario, it’s very easy to file the return. Contrary to this is the scenario, where you have income from business and you need to see what all expenses you can claim as deduction while calculating the net taxable income. You can always reach out to a tax consultant for detailed review of your tax return.

Why did my employer give me a W-9 Form to fill out instead of a W-4 Form?

a w9 is a request for your social security number and usually is a sign you are being paid as an independent contractor. W4s are for your withholdings from a paycheck.

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