Loans, rental agreements, business combinations – what do these all have in common? They all have the potential of creating a related party transaction. This program presents a...
Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset...
Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of...
You spent your life building retirement savings. Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation. Come hear a...
Social media has become a ubiquitous phenomenon in our business world. However, just because it exists is not a good reason to use it. This workshop is designed to give you an...
Our session will include a discussion regarding indirect rate strategies for cost recovery. We will cover negotiating indirect rates with pass-through entities and alternative...
This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions.**Please Note: If you...
In this course, we will share tips and tricks for working remotely. You will learn what to do/what not to do in a virtual working environment, strategies for leading teams...
Have you ever wanted to reduce the number of financial statement review points you receive? Are you curious about a reviewer’s thought process? This hands-on session will answer...
In this session, participants will delve into the differences and similarities that coexist between the Baby Boomers, Gen X, Millennials, and Gen Z in the workplace. Guided by...
With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course...
When do they exist and how to report them? This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples...