The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners...
Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of, and familiarity with, charitable giving concepts. In addition, the course looks at a number of advanced planning strategies in the area of charitable...
Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster,...
The Yellow Book has been revised! This course will equip you with a comprehensive knowledge of the new Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over...
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff avoid costly mistakes by addressing advanced preparation issues when dealing with flow-through...
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating...
There are as many ways to commit Travel & Entertainment fraud as there are employees. And now employees can commit fraud with Purchasing Cards - no paper needed. T&E fraud is usually not material individually. However, it does often take a material bite out of your bottom line in aggregate. ...
Organizations that use primitive costing methods make predictable mistakes. They allocate too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" products. This puts the organization with inferior information at a significant disadvantage against a...
Estate and trust administration is a growing part of a CPA's practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA's role as a key member of the administration team. **Please Note: If you need credit reported to...
With much of our personal information collected and stored by others - sometimes without us even knowing about it - what can we do to help protect our privacy? Personal privacy is one of the biggest concerns of many individuals and organizations. Therefore, we should consider the implications...
* This course is #8 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface,...
The Greater Washington Society of CPAs has partnered with the COCPA and CalCPA to bring you the 2020 National Cannabis Business Symposium. Learn about the tax, legal and accounting information relevant to the cannabis industry. A significant increase in cannabis industry activity is...
In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This webcast explores a practical "real world" planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility,...
The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Having a thorough knowledge of tax law as well as non tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and...
*Qualifies for Yellow Book CPE credit* How do you make sure bad things don't happen? Controls! In this webinar, learn how to define risks and apply controls to mitigate the risks - without creating a burdensome bureaucracy. The GAO's 2014 Green Book (Standards for Internal Control in the...
This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take...
With more women in higher levels of authority, women have more opportunities to steal ever larger amounts. A Pew Research Center study found that 40% of women are primary breadwinners. But the unintended consequence is women have access to more money to embezzle. In a 10-year period,...
Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and...
The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. These changes have a significant impact of state specific issues. This course takes a look at how the new tax act impacts specific state issues. **Please Note: If you need credit reported to the...
Do you have a plan in place if the IRS notifies your client of an audit? If not, this is the course to take. This extremely profitable area of tax accounting is one you do not want to watch walk out the door to another tax professional. You may have a client or a potential client visit your...
