Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who...
Transparency is the goal for Form 990 and nowhere is this more important than in its emphasis on relationships. Two experienced nonprofit tax professionals will lead a discussion about wide variety of relationships that are required to be disclosed on Form 990: between board...
The annual budgeting process is often criticized as an accounting exercise that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not volume sensitive, and disconnected from the organization's strategy and risk management processes. You can resolve these deficiencies...
This course provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Let us help you sort through the maze of tax compliance and tax planning strategies to make sure you are taking advantage of present...
Some organizations create extraordinary success by broadly sharing financial information with team members at all levels. Others have tried and failed. This session discussed how real world organizations have transformed their cultures using open book management. You will gain insight into...
This fast-paced course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new...
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present...
This program explores the current economic trends and analyzes their impact on you as the financial executive in areas of professional skepticism, medical care costs, Social Security viability, the dollar as a world currency, the national infrastructure, and the "fate of the states" as well as...
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate...
Have you ever thought that entering transactions, reconciling accounts, and preparing tax returns was the definition of accounting? You have probably seen it in your practice but just didn't know what to do about it. We're talking about accounting fraud. The good news is you can fight against...
Generation Z is already in the workplace, and the experiences that they bring can be a major asset to any organization. However, generational differences-especially in communication-can cause frustration when there's a lack of understanding. In this program we'll discover new skills to manage...
American businesses report losing $400 billion a year* to unclear writing that wastes time, kills contracts and turns off customers. Optimize your time spent in communications as a writer and a reader. Prevent your readers from sending your documents to the circular file because they are too...
In the 1976 Academy Award-winning best picture, "Network", Peter Finch played a news anchor who was so upset with world events that he delivers a TV speech with the famous line "I'm mad as hell and I'm not going to take it anymore." More than four decades later, when we learn of foolish...
Two of the most important requirements under current auditing standards are (1) engagement team brainstorming and (2) expanded inquiries of auditee personnel. The skill with which these important requirements are carried out can mean the difference between discovering material fraud and . a...
People skills are the most significant skills that Professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn...
The United States Securities and Exchange Commission (SEC) is the prime regulator of capital markets in the United States. Whether your company is an SEC registrant, contemplating a securities offering or you are a CPA who provides services to an SEC client, you need to stay up to date on what...
This program focuses on key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on the recent legislative rulings and developments. Planning alternatives and potential risks associated with those strategies will also be discussed. This event...
Business ethics is not something "nice to do" but can mean the difference between success, failure and survival in today's competitive environment. Being trustworthy, having consistent business principles and an outstanding reputation may provide an organization's only long-term competitive...
The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take monthly. We'll show you what to do in your QuickBooks Pro, Premier, or Enterprise as well as learn what you can do monthly to ensure a tax...
With the cost of travel, the challenges of geographically dispersed workforces, and - let's be honest - the high volume of time commitment that training takes in any organization, it's no wonder that many companies are going virtual. Not everybody, though, knows where to start. In this session...
