This course provides a complete framework for transforming the culture in your organization. Key topics covered include: - What is organizational culture - A self assessment -...
Tactics and strategies for entrepreneurship (bold)In this webcast, we'll discuss an alternative approach to building your business plan, along with a candid discussion of the "dark...
This course will cover advanced techniques related to income, gift and estate tax planning using trusts, especially the use of irrevocable trusts. Topics include creating...
Unlike technologies we use every day, many currently emerging technologies can change how we work in the future. This session covers various technologies nearing mainstream...
S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For...
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...
This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics...
This course will provide a general understanding of the new reporting and disclosure requirements for employee benefit plans under the now effective SAS 136, the AICPA's new...
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial...
In this session we focus on the early stages of a fraud investigation, including: who should be on the team, how to create an investigation plan, and the evidence that should be...
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a...
Reviewing Workpapers - Embracing Responsibilities for Quality Control will provide the tips and tools for satisfying important workpaper reviewer responsibilities. Audit...