The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans...
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities...
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...
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing...
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to...
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...
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...
A team member is not performing satisfactorily. Tried several corrective actions – none worked. We must dig to determine the root causes. We will review a 15-step process to...
Professional Athletes have multiple coaches - business people rarely utilize coaches. This course will focus on creating the coaching skills that are required to raise the...
American businesses report losing $400 billion a year to unclear writing that wastes time, kills contracts and turns off customers. Optimize your time spent in communications as a...
This course is a continuation of our series on preparing to become a forensic accountant. Within this segment we focus on elements of computer forensics. This session is designed...
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your...