With the roll out of a new Form W-4 in late 2019, the IRS made significant changes to employers' withholding and payroll reporting requirements. In addition to the myriad of...
Adapting to the Engagement - Differentiating the Requirements of Preparations, Compilations, Reviews, and Audits is a critical foundational course. A CPA may perform various...
If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not...
Everyone enjoys a good story. Stories create mental pictures, stimulate critical thinking and provide concrete examples of theoretical concepts. Learn to become a memorable speaker...
Audit working papers provide the necessary evidence that the audit was planned and performed per US generally accepted auditing standards (GAAS) and meeting legal and regulatory...
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls...
This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial...
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return...
During this presentation, the most common mistakes made by employee benefit plan auditors, as well as plan sponsors will be identified. Best practices for handling specific issues...
Running or advising a small business? KPI Bootcamp can help you quickly find and deploy the right KPIs to achieve your, or your client's, goals. Delivered by Bernie Smith, KPI...
When you're working with clients, it's not always smooth sailing (though we wish it was). Often we need to have difficult conversations. Whether it's to overcome objections...
With many technologies now ready for “prime time,” it’s exciting to see some of the options for improved productivity in CPA firms. Learn more about these new tools in this session...