Understanding the complexities of estate and gift taxation can be challenging for many financial professionals, especially those who lack direct experience in this area. In this...
Regardless of size, most public accounting firms are mandated to have a written security plan in place. Failing to have such a plan in place can lead to substantial fines. Join us...
This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax...
The Uniform Guidance identifies COSO and Green Book as best practices in internal control. This course will cover the background on COSO and its 2013 update. We’ll also review the...
Join our course on Multistate Taxation – Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable...
Hacks, attacks, ransomware, malware – where does it end? Unfortunately, tech crimes continue to plague businesses of all sizes. Participate in this session to learn how you can...
With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course...
In this session, participants will delve into the differences and similarities that coexist between the Baby Boomers, Gen X, Millennials, and Gen Z in the workplace. Guided by...
Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session...
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...
How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and...
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas and how to...