This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This...
Session 9 of Borenstein's Form 990 Foundational Series: This session focuses first (and primarily) on Part V, providing explanation of each inquiry from two perspectives - the...
It takes a while for advisors to gain an in-depth understanding of all the changes made to the tax laws that govern IRAs. This course focuses on the top 20 advisor questions about...
In the modern corporate landscape, the challenge for lean HR departments isn't just managing administrative tasks—it's about curating a meaningful and enriching employee journey...
Get familiar with SAS No. 145 (bold)In October 2021, the AICPA Auditing Standards Board issued Statement on Auditing Standards (SAS) No. 145, Understanding the Entity and Its...
Performance Management is about getting the best out of everyone. It's about setting the stage so staff can excel as an individual and as a team member. It's about knowing what to...
This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right...
This course is designed to provide learners with an understanding of the Internal Revenue Service (IRS) Cybersecurity Checklist and how it can be used to protect taxpayer data. The...
Are you familiar with the five workbook design principles that help us build reliable recurring-use workbooks? This session covers them, as well as workbook and worksheet...
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional...
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need theirteams to not be busy, but...
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical...