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...
2018's filing season brought new questions about how the IRS audits Centralized Partnership returns. This course addresses those questions and provides direct and succinct answers, so the practitioner knows what to expect going forward. Additionally, this course will enable the practitioner to...
This course compares and contrasts the financial accounting for partnerships, LLCs, and S corporations, with the tax accounting aspects for these entities. The first part of the program will discuss the important differences between financial accounting and tax accounting for partnership...
Systematic saving and intelligent use of tax breaks is critical to being able to retire at all and retire well. This course locks down on building a future to count on. Updated in July 2018, the course takes a fresh look at the tax and asset protection aspects of individual retirement accounts...
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...
In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will learn how to take advantage of some of Power BI's advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with...
Are you contemplating using Office 365 for yourself, your organization, or firm? Taking this course provides important information to help you deploy it successfully. Too often, Office 365 is prematurely deployed with limited understanding of how to go about the process, or even where to...
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date...
The course provides a concise overview of the key ethical considerations and practical business opportunities for practitioners related to voice-enabled digital assistants. These technologies include Google Assistant, Amazon Alexa, Apple Siri, Microsoft Cortana, Samsung Bixby, and others. One...
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...
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...
This session demonstrates how to competently reduce employment tax liabilities, stay on top of continually changing IRS (and state) demands and avoid related calamities. Author instructor Bradley Burnett, who has practiced heavily in the employment tax arena for 34 years and counting, brings a...
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.
Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the...
Even a glance at newspaper headlines today reveals how prominent sexual harassment claims and issues have become. Business owners and their tax advisors wish to avoid sexual harassment claims and lawsuits at all costs. This program is a practical discussion of what sexual harassment consists of...
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...
Learn about Centralized Partnership IRS Audit Rules, one of the biggest changes in history of partnership taxation. Partnerships will be taxed like C Corps if we don't defend. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE...
This Course defines the most commonly used terminology related to accounting issues. It explains that primary setup decisions that an agency/brokerage management team must make in creating or revamping its reporting systems. It also discusses options in aggregating necessary financial...
Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the...
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...
