Individuals are leaving the workforce in droves due to retirement or resignation, and many are choosing to start their own businesses. This course explores the planning...
This course approaches financial statement preparation and review from a tax practitioner's perspective. Often tax motivated clients have different needs concerning financial...
Clients believe that estate planning is only for the wealthy. This isn't the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners...
Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn...
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...
This program is designed to help individuals from first time buyers to veteran entrepreneurs navigate the acquisition process. It discusses practical ideas on finding potential...
Excel can do so many things but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to do just that....
In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult...
Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. This session will examine and define what ethics is and what it...
What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by...
Over the years, Excel has added MANY new features and functionality, yet most people still use it the same way they first learned it. Many of the features were added to Excel to...
Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires...