If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not...
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income...
The Teams app is designed to be the foundation for all that you do in Office 365. If you understand and embrace that tenet you will maximize the ROI of your Microsoft 365...
The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most...
We are now officially in the era of digital communications, collaboration and knowledge sharing. Is your organization prepared to embrace it? This course will show you how to do...
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a...
Learn how to employ systems thinking to disentangle complexities, recognize and interpret patterns and diagnose problems. Understand concepts such as interconnectedness, synthesis...
Just like competitive salaries, flexible work options are table stakes for top talent. With COVID-19, many teams have had to convert overnight to fully remote. But how do you lead...
There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons? How can we balance these opposing views? This...
This discussion outlines situations where ‘legal’ and ‘ethical’ are not necessarily in alignment. How should you handle these issues? We will detail a better thought process to...
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...
Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that...