Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust...
A project doesn't just happen, it takes a dedicated person to help a team create something from nothing. The best project managers incorporate the art of people management and...
Auditing Investments - Understanding Risks and Procedures for the Most Common Investments will provide an overview for evaluating the proper recognition, measurement and disclosure...
How much can you contribute to a Roth IRA, Roth 401(k), SEP Roth IRA, or SIMPLE Roth IRA? How will a Roth distribution qualify to be tax-free? How did SECURE Act 1.0 and SECURE Act...
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...
We all are busy, pressed for time and we strive to do as much as we can – as fast as we can. This is our world. However, there are times when we should stop and think. When we do...
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...
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning...
The TCJA made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of these changes. This course will address the revised rules...
A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a...
You don’t need an accounting degree to harness the power of Microsoft Excel. This course shows how Excel makes sense beyond dollars and cents. We will focus on fundamental concepts...
Why do for profit organizations exist??? To make money!!!!! What a great concept. But if the organization does not have the proper collections and credit procedures in place, they...