One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a...
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social...
The realm of elder planning encompasses a wide array of challenges. This course offers a fresh perspective on the issues practitioners may confront in estate and financial planning...
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and...
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information...
SECURE 2.0 impacts on retirement plan operations and audits for those plans who are subject to ERISA, including new errors that may occur. Speaker:Mayo, Kelsey, and Holder, Samuel
Discusses updates to employer-sponsored student loan matching plans under the SECURE 2.0 Act. The webinar covers the scope of the new provisions, plan design opportunities, and...
This seminar reviews emergency savings plans and updates under the SECURE 2.0 Act. The webinar will cover pension-linked emergency savings accounts and new emergency expense...
There is simply no denying that a sufficiently designed and effectively operating system of internal controls over reliable financial reporting is more important than ever. The...
We tend to focus on fighting today’s fires without spending adequate time on bigger, more important risks inherent in today’s inter-connected, competitive world. This seminar...
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C...
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their...