With rapidly shifting demographics, the very nature of the Human Capital we depend on is shifting. Most "Generational" discussions focus on the differences of discrete groups...
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income...
Excel has over 500 functions that are built-in and ready to use. You just have to figure out which one to use and when. Integrating functions into each and every one of your...
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...
Performance targets and incentives can drive breathtakingly positive results: the moon landings, the eradication of smallpox, or the repair of the ozone layer, for example. They...
This course will review the Federal Trade Commission's proposed rule banning non-competes. It will also briefly go over the rule making process and timeline for the proposed rule...
This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will...
When a company has poor financial performance, the financial person is often the first to go. Proactive efforts by financial managers can prevent the need for a company to “catch...
Target setting can drive breathtaking positive results, the moonlandings, the eradication of smallpox or the repair of the ozone layer, for example. They can also have a dark side...
Business ethics is not something “nice to do” but can mean the difference between success, failure and survival in today’s competitive environment. Being trustworthy, having...
Many of us expect to use logic when it comes to how we allocate our investments. The adage of "buy low, sell high" is a saying that makes logical sense. So, why do we always seem...