This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership...
It takes a while for advisors to gain an in-depth understanding of all the changes made to the tax laws that govern IRAs. This course focuses on the top 20 advisor questions about...
Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore...
Most ethics courses focus on unethical individuals and their terrible misdeeds. We don’t need another course on lessons from Enron or individuals committing fraud. Most unethical...
Audit Reporting Advanced Concepts - Understanding the Impact of General Audit Procedures on Disclosures and Audit Report Modifications will provide guidance for properly altering...
The AICPA has determined than 1 in 10 firms are not compliant with the risk assessment standards. This course will discuss how to properly identify risks and assess risks under AU...
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional...
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many...
In the world of work today, nothing is more critical than Culture. If people are your competitive advantage, then culture is the best way to help your people realize a great...
Generative AI tools such as ChatGPT, Bard, and Copilot are available to everyone and offer great promise for improved productivity. Learn how you can begin to take advantage of...
We see change every day, but we ignore it as a key risk. Even though change is natural, it is also natural for humans to fight it. Why do humans think we can control everything...
Our goal is to keep you current with the changing tax environment by focusing on recent legislative, administrative, and judicial decisions and examining topics addressed in the...