Knowing the basics of advanced estate planning strategies is essential in advising clients with significant wealth seeking assistance in developing succession plans to address...
Storytelling makes wisdom stick.
Congress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed...
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable...
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be...
In trying to achieve life balance, various internal and external obstacles arise. In this course we will look at these obstacles and provide specific ways to overcome them. In...
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identify internal controls...
SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. This audit standard amends AU-C 315, making many...
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We'll then focus on...
This course provides a comprehensive overview of the ELI5 (Explain Like I'm 5) approach and its application in the accounting profession using ChatGPT, an advanced language model...
How current are you on the most pressing ethical issues that impact your daily practice? A thorough understanding of the ethical principles as problems that could be encountered...
This is the second in a three-course series that concentrates on the Special Implementation Guide as covered in ASC Topic 606, Revenue from Contracts with Customers . Since ASC...