For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most...
Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization? What are the key factors and behaviors to be...
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...
SSARS #21 codified and clarified all previous SSARS standards and was effective for financial statements ending on or after December 15, 2015. It revised existing standards...
The War for Talent is bad, and it's getting worse. In their efforts to win the war for talent, smart organizations have recognized the importance of fostering a great work culture...
Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions provides guidance for effectively adapting to various personality...
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New...
Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This CPE course will help you to understand the tax...
This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more)...
You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause...
The ethical challenge of trustworthy leadership has never been harder than right now.We’re living in a time of major social change, generational transition, and troubling...
The Department of Justice updated guidance regarding their evaluations of Corporate Compliance Programs in March 2023: “Prosecutors should assess whether the company’s complaint...