Tax compliance issues in estate and gift taxation are sometimes confusing to practitioners because many lack experiences in this area. This course, is a the entire 2-part series (6...
Tax compliance issues in estate and gift taxation are sometimes confusing to practitioners because many lack experiences in this area. This course, the second part of a 2-part...
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...
Participant data and contributions testing (bold)Employee benefit plan audits are quite different from corporate audits and require an understanding of the unique audit areas...
Customer Service is moving to Customer Experience, and modern firms must keep up with their clients, or fail at sustainability. Competition is no longer just down the street...
Excel tables are a fundamental feature that streamlines data organization, analysis, and visualization in Excel. Throughout this course, you will discover how to transform raw data...
Are you using Excel to keep track of progress and task completion for your engagements? Or, are you using a sophisticated engagement management app that takes too much time or...
Many businesses are being held back by legacy solutions. The old way of doing things just doesn’t work anymore. Instead, Software as a Service (SaaS) has transformed many mid...
The number of accounting applications available today can be staggering for businesses with up to $15 million in annual revenue! In addition, cloud-based solutions such as...
The Excel for Accounting Professionals webcast series concludes by applying many of the items covered at the same time. We start by discussing dynamic headers, and how important...
Audit Documentation - Creating Workpapers That Pass Review is an important foundational course. Proper documentation is essential to a high-quality audit and other assurance...
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas and how to...