Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling...
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 all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now...
Become a data analytics “rock star”! Audit technology and the use of data analytics to drive better business transparency is now a key component of an effective audits – both large and small. Auditors effectively deploying these analytics, particularly with the use of AI,...
Stay up-to-date on rapidly changing developments by participating in the 2022 Governmental Accounting and Auditing Update! Take advantage of this opportunity to find out about breaking government issues. This is your opportunity to hear about the latest challenges facing state and local...
This program will address the most recent updates on tax depreciation resulting from the TCJA, highlighting new capitalization and depreciation rules. Planning opportunities and potential pitfalls will also be addressed. **Please Note: If you need credit reported to the IRS...
A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets,...
You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and...
Having a podcast is a great inexpensive way to showcase your expertise. Whether your interest or expertise is about taxes, auditing, information technology, or accounting careers, a podcast can be a great avenue to market your firm. You are only limited by your imagination. ...
Who investigates tax crimes and how are tax crimes prosecuted? Considered the "World's Finest Financial Investigators", the IRS-Criminal Investigation (IRS-CI) has sole jurisdiction in tax crimes and boasts a greater than 90% conviction rate. This agency was responsible...
This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including 2022 inflation increases and Section 179 and 168(k) deductions. Planning and potential pitfalls will also be presented.
There is only one sure-fire way you will attract and keep the best clients. You must be the kind of CPA that others will like, trust, and want to do business with. This unique webinar will show you exactly how to do this. The secret to creating trust with clients is to...
Navigate individual income tax law Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information. The course covers Section 199A, the qualified...
Auditing standards require auditors to assess risk-including controls-and use that assessment as a foundation for performing the audit. Risk assessment is not just a technical GAAS requirement, it has a direct impact on realization. Audit teams that perform a thorough risk assessment are more...
This course considers the AICPA audit quality challenges related to audit risk assessment, including the risk assessment model, as well as identifying, assessing, and responding to audit risks. Take part in an in-depth review of the audit risk assessment process, with examples of potential risk...
Fall in review (bold) Start the New Year on the right foot and get a better understanding of how the final quarter of 2022 will affect 2023. Changes to U.S. federal tax law will certainly change how you approach the next tax season. In addition, the webcast will cover tax planning,...
Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates. Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts...
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look...
Become a data analytics “rock star”! Audit technology and the use of data analytics to drive better business transparency is now a key component of an effective audits – both large and small. Auditors effectively deploying these analytics, particularly with the use of AI,...
Stay up-to-date on rapidly changing developments by participating in the 2022 Governmental Accounting and Auditing Update! Take advantage of this opportunity to find out about breaking government issues. This is your opportunity to hear about the latest challenges facing state and local...
Conflict can cause a negative impact on you and your relationships. It can often escalate throughout an entire team or with a client. Learn the skills you need to resolve conflict quickly before it gets the best of you and those around you. Don't let it take up your time which can be spent...
