Attention all CPAs! Are you ready to step into the future and unleash the power of AI? Join us for a one hour seminar on ChatGPT, the revolutionary tool that's taking the world by...
This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is...
This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal...
Yellow Book and Single Audit engagements are considered must select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required...
Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with...
This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including inflation increases and Section 179 and 168(k) deductions....
This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial...
To move beyond the HR realm it is essential for HR professionals to understand planning at the strategic and tactical level. This session is designed to help HR professionals...
HR Professionals are business leaders who, regardless of their level of experience, are responsible for maintaining a high level of interpersonal proficiency in their job function...
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We'll then focus on...
Form 709 is filed by many tax practitioners but are frequently filed incorrectly. Especially troublesome is reporting the gift correctly on Schedule A, making the correct GST...
Join us along with our friends from NAIFA- Tampa Bay for our June social at the lovely Cheeseology!Come and enjoy freshly baked pizza topped with amazing in house cheese along...