The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Estate planning has been significantly affected by this Act. This course is designed to provide the practitioner with practical solutions to adjusting a client's estate plan in these changing times.
*Qualifies for Yellow Book CPE credit* Have you ever wanted to say something in your audit report but couldn't support with evidence? Or have you ever wasted a significant amount of time on a test that you didn't need to perform? We will design audit methodologies that get you where you want...
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. This, in turn, has created a need to make changes in a client's planning needs. Clients now need to take a more serious look at where they are domiciled for tax and planning purposes. This course...
Whether you are relatively new to the accounting industry or have been around for a number of years, there is a good chance that you are developing your Excel spreadsheets the hard way and leaving them susceptible to errors and omissions of important data. This course is designed to teach you...
Join us for a Firm Partner networking and peer discussion group. This is an open forum for GWSCPA members in finance to discuss hot topics of the day and to gain new perspectives, ideas and resources from their peers. This session is only open to those in Firm Partner...
You have heard of the Dark Web, but have you experienced it? If not, buckle in for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience...
Recent auditing standards have emphasized the initial information gathered and important conclusions reached during risk assessment procedures to identify and evaluate risk of material misstatement in a financial statement audit. These important procedures provide the basis for determining how...
LLC and partnership taxation are considered by many one of the most complex areas of our Internal Revenue Code. If you are new to the subject, or if you have worked in this area for years but need a quick review, this course will provide a firm grasp of the fundamental concepts, help you to...
The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these...
Our industry is going through tremendous change and rising challenges. Learn what these changes mean for your firm and how to transition your firm into an advisory powerhouse in 2018. In this dynamic session you will understand the different approach and tools to market, price, and deliver these...
This is a refreshingly different take on how to solve the problems you face as a CPA. You'll learn four simple steps you can use to arrive at the best solution to every problem that comes your way. You'll also learn how to overcome the most common challenges that prevent you from making the...
Few areas have been affected by tax reform more than real estate, and few areas have more unresolved questions after tax reform. From the proper application of the 199A rules to commercial rental real estate to complex rules on the interest expense limitation to changes in the rules for...
Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to...
Excel is the de facto budgeting and forecasting tool for most professionals, yet many who use Excel for these tasks do not take advantage of the numerous built-in tools available. Among other topics in this session, you will learn how to work with Excel features such as FORECAST, FORECAST.ETS,...
Data governance and privacy are concerns of everyone in the wake of the massive data breaches and hacks which have affected many companies. Many global companies are required to comply with the European Union's General Data Protection Regulation (GDPR), which is law as of May 25, 2018, and...
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. ...
With the advent of the #MeToo movement and the rise of high profile sexual harassment incidents, workplace harassment has taken on an even more critical role in the HR. Learn how to navigate this role and help your organization create and maintain a harassment-free workplace.
Negotiating Unmasked is intended to provide participants with a practical approach to negotiating. Negotiating should not be thought of as hidden knowledge, nor should there be any mythology surrounding it. This program will analyze the components embedded in negotiating and will provide tips...
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane...
