Retirement accounts may be the largest financial asset your client has. Learn to provide retirement planning input more than mere calculations. Beneficiary rules have changed...
One of the most cost-effective methods for storing your files safely and economically in the cloud is with the Microsoft 365 OneDrive and SharePoint apps. If you use either or both...
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that...
In today’s real estate market, IRC §1031 tax-deferred exchanges can be one of the most important planning tools available to the real estate investor. The use of this technique is...
Employee Turnover is at an all-time high, and what use to work isn't working anymore. We explore a call to action with a new way of thinking.
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program...
Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its...
Derivatives, embedded derivatives and mining (Bold)Complexities with digital assets increase when you move away from the fundamentals and start evaluating contracts to determine if...
How do you raise your skills to the next level to master the Controller or CFO role? Welcome to a course that provides insights that align the CGMA Competency Framework. The...
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...
This section of the 4-part series will cover fundamentals of Form 706 with numerous examples of how to properly report deductions on the estate tax return, including the marital...
This course is an extension of the Power BI series of courses that specifically explores using OLAP formulas and advanced time intelligent functions. OLAP formulas provide the...