With the TCJA expiring in 2026, there is a lot of buzz and rules of thumb about Roth strategies, but very little discussion on what the fiduciary-level analysis methodology should...
This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and...
Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions provides guidance for effectively adapting to various personality...
Bitcoin and other cryptocurrencies have created a new generation of millionaires, with the benefit of anonymity. Whether the cryptocurrency is being used for criminal activity or...
Does your firm have interest in expanding its’ services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course...
Conflict is inevitable whenever you have more than one person working together. But conflict doesn't have to be a bad thing. In fact, it's through conflict that some of the most...
Performance targets and incentives can drive breathtakingly positive results: the moon landings, the eradication of smallpox, or the repair of the ozone layer, for example. They...
This discussion outlines situations where ‘legal’ and ‘ethical’ are not necessarily in alignment. How should you handle these issues? We will detail a better thought process to...
In 2020, 96% of the world’s largest 250 companies published reports on their sustainability performance in accordance with national and international standards. Now many more...
In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to...
Learn the five-step revenue recognition process in ASC 606 through real-world examples that illustrate the impact on revenue recognition practices.
This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is...