Studies show that ethical lapses are more likely to happen if an organization's culture is uncivil. Workplace ethics and civility are powerfully connected because what we call "manners" are behaviors developed over millennia to avoid destructive acts and build trust. People treasure their...
Do you desire to not be tripped up and held back by the plethora of loss limitation rules that threaten deductibility of business losses? The new menacing 461(l) excess loss rules are poorly drafted and have no meaningful interpretation. The NOL rules have been turned by TCJA upside down on...
The average CFO's tenure is about three years, while the tenure for other financial positions may not be much better. One cause may be our responsibility to deliver BAD news. Sadly, sometimes the messenger gets shot. How can some people deliver the bad news and actually strengthen their...
Employee benefit plans are a unique entity, and the performance of audit procedures will involve testing items that are not typically tested in audits of other types of entities. Even experienced auditors may find it difficult to ascertain exactly what documentation is sufficient. We'll tackle...
Excel errors continue to plague organizations of all sizes - estimates peg the error rate at approximately 90%. As spreadsheets become ever-more common, testing and auditing Excel workbooks becomes more necessary than ever to mitigate the effects these errors could have on virtually every Excel...
This course reviews and discusses the latest items on the FASB agenda, focusing on recent updates to revenue recognition and lease accounting standards. A special purpose framework overview is provided, which may present salient alternatives to U.S. GAAP for certain entities. This event may...
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations,...
The "permanent" changes within the Tax Cuts and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing...
Be the go-to person on compilation and financial statement preparation engagements. Specifically designed for preparation and compilation practitioners and their staff, this course will provide you with a hands-on application for performing preparation and compilation engagements. You will learn...
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of...
In this course, the first in the series, practitioners will learn about Trust and Estate Planning. The purpose of this lecture is twofold: 1) to expand a practitioner's knowledge-base, promoting growth of business and 2) to educate practitioners on how to provide comprehensive financial advice...
If you plan to or currently use Office 365, learning how to leverage the full breadth of features and functions of the OneDrive app for storing your files in the cloud is imperative. Leveraging OneDrive and SharePoint for your file storage platform maximizes your ROI in Office 365 because of the...
What do you mean there's only one space after a period, and who changed the spelling of canceled - if these questions bother you, it's time to update your business writing skills through a practical, hands-on session aimed at giving you tips and tools to update your grammar and writing style for...
The Foreign Account Tax Compliance Act (FATCA), enacted to target noncompliance by U.S. taxpayers with certain foreign financial accounts and offshore assets, requires U.S. citizens and residents who own certain foreign financial accounts and offshore assets to report those accounts and assets...
You know you should keep up with the latest business books, but finding the time can be a challenge. This session provides 20 minute executive summaries of five fascinating business books that you probably have not had time to read. You will save hours of your very valuable time.
Circular 230 details the regulations governing tax practices. This course speaks to the ethical side of those practices. While most areas of your practice are cut and dry, there are many gray areas that if not handled properly, may cost a practitioner penalties or even the loss of a license. ...
Technology continues to revolutionize how we work; those who ignore this fact do so at their own peril. To remain successful, business professionals must stay on top of technology trends, implement the best solutions, and seize opportunities as they appear. In this session, you will learn about...
Small business owners need the expertise of educated professionals to assist in the navigation of the myriad details surrounding the payroll entity of their business. In this course, practitioners can learn how to provide guidance to clientele who may find understanding the financial details of...
Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social...
The return is complete but your client has a huge tax bill! What can you do to help? Or you have a new client and they have historical IRS debt. We'll outline the top ways for your client to manage the money they owe the IRS. Learn about how the collections system works and how you can be a hero...
