Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in...
This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the...
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of...
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies...
The first course in a four-part series, fiduciary accounting and taxation field, has transitioned over the past several years with updated rules and the increased tax cost of...
In every audit, the auditor must identify and assess the risks of material misstatement in the financial statements, whether due to fraud or error. This process includes...
This course will provide participants with an overview of the national and California cannabis markets. In addition to discussing the industry's current state and key trends...
Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset...
The walking dead aren't the only threat to your business. So are several dangerous, even terrifying myths about what ethical leadership is and is not. This fun and distinctive...
Cybercrime is on the rise and CPAs that handle sensitive client data are often the target of cybercrimes. By attending this session you'll learn what the eight biggest threats are...
This session will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state-legal, regulated Cannabis industry.
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions...