The Excel for Accounting Professionals webcast series concludes by applying many of the items covered at the same time. We start by discussing dynamic headers, and how important...
If you...- Produce or revise dashboards and reports- Find your current reports and dashboards confusing- Are frustrated by the length, complexity and structure of your existing...
Financial managers and executives need to create cash projections that are relevant, current, and accurate. Too often cash planning is reactive, leading to inefficient, chaotic...
We know that effective communication is essential to growing a career and a business. But we often don't take time to think through, concsiously, about how we communicate and how...
The AICPA has determined than 1 in 10 firms are not compliant with the risk assessment standards. This course will discuss how to properly identify risks and assess risks under AU...
This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax...
Understanding the complexities of estate and gift taxation can be challenging for many financial professionals, especially those who lack direct experience in this area. In this...
More and more entities need Yellow Book engagements, including a growing number of for-profit entities. In this course, we will review the unique independence requirements in GAGAS...
Up-to-the-minute guidanceHear the latest updates on the CARES Act and progress of the Paycheck Protection Program (PPP) from AICPA executive leads Susan Coffey, EVP - Public...
The 2019 SECURE Act changed the rules regarding distributions to beneficiaries from retirement plans in a negative way. Trusts are often named as beneficiaries for IRAs and other...
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...
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...