Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what...
When contemplating a divorce, financial, retirement and tax issues are critical. Many clients need to think through the problems that are about to unfold. As a result, they need...
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as...
In this course we will look at the highlights of what valuation is doing, how to go about it and what to look for in business valuation reports. Areas such as types of reports...
"Did you know that fraud is like a parasite, feeding on the lifeblood of the industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud...
Did you know that AI can now write your marketing copy? Create videos with your digital likeness? Provide subjective advice to your clients? Produce training for your employees...
Debt is a real problem for many clients, business owners, and the general public. It can be ever increasing and causes financial, emotional and physical challenges that seem to...
Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.
Automation and outsourcing offer viable options for addressing today’s labor issues. In this session, you will learn about the potential benefits and risks associated with...
The course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot...
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view...
Many practitioners dealing with government and not-for-profit issues are asked to serve as expert witnesses in courts of law or other adjudicatory venues. This session will...