This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts...
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data...
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This...
Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.
This session provides insight on the realities of internal audit management roles, and the elements needed to build a strong internal audit department to provide the most value for...
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be...
Successful accounting and finance leaders are in a highly competitive workplace environment. They are a lot like the coaches of winning teams. They may lack the whistle and the...
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid...
To many clients, CPA firms all look the same. While services and specialties may vary significantlyfrom one firm to another, it is hard for the average person to see this by simply...
This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments. This event...
The course helps the forensic accountant prepare to perform a fraud investigation. We discuss occupational fraud schemes and their characteristics, and how to spot a fraud in...
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer...