This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax...
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identify internal controls...
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the...
This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables and various ways to summarize information. Then we...
Tax rates, personal liability, operations – these are all factors to be weighed when advising clients about their choice of entity decision. This session provides a comparison of...
Cloud computing has become a source of cyber-crime. “Cloud forensics is the application of digital forensics in cloud computing as a subset of network forensics to gather and...
The term “automate” has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies...
Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in...
For many business professionals, accessing and managing data in Excel is one of the biggest stumbling blocks when creating reports and analyses. Common practices include far too...
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what...
For HR and Business professionals, navigating the intricate dynamics of executive decision-making can often be a daunting task. Despite the meticulous hours invested in research...
Loans, rental agreements, business combinations – what do these all have in common? They all have the potential of creating a related party transaction. This program presents a...