Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phase-outs and other rules apply to current...
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal controls system can...
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas...
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...
Are your budgeting and forecasting processes working as well for you as they should? Probably not, as many organizations report that budgeting and forecasting activities consume...
Small and growing businesses do not have the funds to hire a CFO, but still need advice on strategic, financial, and operational matters. In many cases, these businesses are...
Focus on improving audit quality while discussing the AICPA's six-point plan to improve audit performance and audit quality indicators. Learn how practitioners can implement...
The financial planning process is the gateway towards building successful client relationships. In fact, the planning process ties back to everything client-related that we do and...
Federal and California tax developments affecting C and S corporations, partnerships, estates, trusts and exempt organizations are covered. Federal and California legislative...
The role of cash and credit within a business. Highlights the importance of credit analysis, financial statement analysis, cash management, collection techniques, and management of...
Are your budgeting and forecasting processes working as well for you as they should? Probably not, as many organizations report that budgeting and forecasting activities consume...
While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition...