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...
Looking for an idea that will help recruit and retain employees, engage customers, and invite investors? Sustainability is the solution! Sustainability is no longer just a "nice...
This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot but applicable to Power BI Desktop. Designed for...
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of...
Your client just informed you of their terminal illness. What do you do from a tax, financial, insurance, investment, retirement, and estate planning point of view? Decisions you...
Any corporation or individual can be vulnerable to scams and hoaxes. Learn how to break down the deception into the psychology of the con. We'll review best practices to avoid...
To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax...
This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting all business entity types...
Participants will review how to maintain a heightened awareness of fraud with clients and gain a better understanding of how to detect fraud. This interactive workshop, designed...
This course is an overview of control creation methods and strategies to implement policies and procedures successfully. Many organizations successfully create internal control...
A chain is only as strong as its weakest link. The same theory applies to departmental performance—the overall result is only as strong as its weakest contributor. Leave our...
This course explores the latest tax provisions impacting non-profit entities, including charities, hospitals, and universities, with a focus on common issues CPAs may face when...