This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial...
Navigating the challenges of estate and gift taxation can be overwhelming for practitioners, especially those lacking extensive experience in this field. In this comprehensive...
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your...
Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee...
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard...
The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains...
In this course, we will explore the various types of data - both structured and unstructured - used in conducting fraud risk investigations and proactive monitoring. We will...
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the...
Crypto lending and borrowing [bold]As you or your clients start to explore new ways to transact with crypto assets, one of the many possibilities is through involvement with crypto...
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large...
Organizations that use primitive costing methods make predictable mistakes. They allocate too much cost to easy, high-volume "gravy" products and too little cost to difficult, low...
Following on Part 1 of this course, in Part 2 you will learn advanced ways to solve problems without bruising egos, how to create profound trust quickly, and how to motivate...