The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications used by small businesses. Yet, many of these organizations struggle because...
This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts. **Please Note: If...
This updated course offers an in-depth look at the FASB leases standard (ASC 842), which requires organizations to recognize lease assets and liabilities on the balance sheet. This...
How good are you with the technology you use daily? What new technology tools are available that could save you time and make you more effective? Technology continues to...
This program provides an update to the latest tax developments, rules and regulations affecting individual taxpayers, including a review and integration of late 2023 -24...
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using...
Understand the basics of remote auditing and how it can be used in your engagementsRemote auditing has become increasingly popular in recent years. Learn how to apply auditing...
Leverage resources for optimal QM performance (bold)Managing a firm's resources to achieve the objectives of a quality management (QM) system involves planning, maintaining...
This course will cover advanced techniques related to income, gift and estate tax planning using trusts, especially the use of irrevocable trusts. Topics include creating...
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...
Many individuals make contributions to religious, educational, scientific, literary, or other 501(c)(3) charities. For the purposes of tax savings, some forms of giving are more...
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional...