With the propensity of younger clients to give back and the desire of older clients to leave a legacy, the interest in charitable giving is at an all-time high. There are many ways...
Learn how to navigate the Peer Review process using real life examples. This interactive workshop is for small and medium CPA firms with generous time for questions and case...
Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with...
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite...
Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and...
This course provides a complete framework for transforming the culture in your organization. Key topics covered include: - What is organizational culture - A self assessment -...
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes...
Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving...
This course will dive into the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or...
This is a continuing part of our series on forensic accounting. Within this segment we discuss the concepts that are part of computer forensics known as cryptology. The term...
This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits as well as the changes to the Uniform Guidance. We will also review common...
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...