The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications used by small businesses. Yet, many of these organizations struggle because...
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your...
Quality management will have a big impact on CPA firms. This course will cover both SQMS 1 and 2 as well as the related engagement level standards (SAS 146 and SSARS 26). The new...
This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and...
This course will explore significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose...
Personal financial planning issues evolve in an increasingly challenging environment where it's harder to keep up with important and timely changes. And since changes seem to be...
We know that effective communication is essential to growing a career and a business. But we often don't take time to think through, concsiously, about how we communicate and how...
In this session, participants will delve into a comprehensive exploration of what Diversity, Equity, and Inclusion (DEI) truly entails. Often met with resistance due to its...
The adage, “what gets measured, gets managed,” has never been more true than it is today. Organizations of all kinds and sizes are creating systems and processes to categorize...
This course explores the latest tax provisions impacting non-profit entities, including charities, hospitals, and universities, with a focus on common issues CPAs may face when...
More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of...
This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics...