Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital...
How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA. Even if you believe...
Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can...
Isn’t it time you learned about PivotTables – Excel’s best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool...
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension...
This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts. **Please Note: If...
This program provides an update to the latest tax developments, rules and regulations affecting individual taxpayers, including a review and integration of late 2023 -24...
This course aims to reveal many examples of companies, leaders and industries who are building new talent models. The world of work is less certain than ever before and this world...
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision...
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter...
Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and...
Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today's business climate. Increasingly, organizations of all sizes seek to take advantage of...