Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for...
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned...
In this course, tax advisors will be fully updated on the most important aspects of recent legislation, including the SECURE Act, CARES Act, and TCJA, as well as major trends on...
Enterprise Risk Management Toolkit - the participant isintroduced to 17 risk assessment/management techniques and the roles they can fill in an enterprise risk management (ERM)...
This session will use concepts from New York Times best-selling author Kelly McGonigal, PhD and her book, The Upside of Stress, to serve as a "mindset intervention." Stress is not...
How Culture Affects Risks - defining and understanding the importance of an organization's culture, and its impact on risk management, is essential to improve and maintain a...
This course provides participants with critical Federal tax law updates resulting from current laws, regulations and court cases impacting all business entity types including S...
Keep current on ethical requirements imposed by standards-setting organizations and legislative action. Discuss regulatory, legal and ethical requirements affecting the profession...
Federal Gift Tax and Generation-Skipping Transfer Tax Returns (Form 709) are both extensively filed and often times incorrectly through insufficient disclosures, reporting gifts on...
Many tax practitioners with partnership clients have suddenly realized that they are responsible for presenting partner capital accounts on the tax basis for the first time on 2020...
Roles and Responsibilities in Risk Management - identifiesthe skills/traits of an anticipatory leader and the vital role they play in anorganization. These leaders are strategic...
Linking Risk Management to Strategy and Strategic Planning -integrating risk management into your strategic planning is essential for its success. However, as showed by the...