When you're working with clients, it's not always smooth sailing (though we wish it was). Often we need to have difficult conversations. Whether it's to overcome objections...
Running or advising a small business? KPI Bootcamp can help you quickly find and deploy the right KPIs to achieve your, or your client's, goals. Delivered by Bernie Smith, KPI...
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more...
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...
Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is...
This program addresses the many complex financial and tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls and the new AICPA...
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses...
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most...
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but...
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out...
Environmental, social, and governance (ESG) has become an area of increasing focus. ESG reporting includes a broad spectrum of quantitative and qualitative information. Interested...
Because fiduciary accounting has not kept up with the times in relation to finance and economics, it's often tricky for the fiduciary to provide a level of benefit to the income...