This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or...
How good are you with the technology you use daily? What new technology tools are available that could save you time and make you more effective? Technology continues to...
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most...
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand...
A significant amount of information is electronically initiated, recorded, processed, or reported and information to be used as audit evidence may be available only in electronic...
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 (M365) deployment...
Analytical procedures (APs) are utilized for different purposes and can be the most cost efficient of accounting procedures. Interestingly, they are the least utilized and...
During part 3, of this 4-part series, we'll focus on the accounting and taxation of Complex Trusts. Using a series of calculations, determine whether the fiduciary or the...
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a...
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...
You've probably been there. You have a client in your office with excess baggage. That's right, they're in field collection with a Revenue Officer. Now what are you going to do...
Substantive Analytic Procedures - Strengthening Evidence to Satisfy Audit Objectives will provide the tips and best practice techniques for strengthening substantive analytic...