If you use Outlook to process your email, you are likely spending a substantial part of your day processing incoming email messages. This course is designed to show you a multitude...
Your client just informed you of their terminal illness. What do you do from a tax, financial, insurance, investment, retirement, and estate planning point of view? Decisions you...
Numerous fraud cases point out that it doesn't take a sophisticated level of complexity to steal from an organization. Fraud is intended to be hidden and thus can very easily meet...
It's essential to stay current on Form 5500 filing rules and requirements. Get a practical review of Form 5500, including 5500SF and 5500EZ. We'll discuss the changes for 2022 and...
Master the key tax accounting method rules and concepts. Timing rules are crucial knowledge for computing taxable income, tax planning and accounting for income tax. Discover...
You don’t need an accounting degree to harness the power of Microsoft Excel. This course shows how Excel makes sense beyond dollars and cents. We will focus on fundamental concepts...
Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.
Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to...
Accounting standards affecting not-for-profit (NPF) organizations have become increasingly complex, and, as a result, a great deal of confusing exists as to how to properly account...
In this course, we will explore the psychological and behavioral factors that contribute to irrational and biased money decision-making. We will examine the role of cognitive...
Fraud is constantly in the news. Whether its employee retention credit mills, FTX, the City of Dixon, it appears like fraud is everywhere. We'll start this session with a review of...
We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals and examine some recent...