How well do you understand your company's cash flows? Good cash management techniques can provide a competitive advantage! This session will show you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization,...
Learn to decode the IRC's complex set of provisions affecting individual taxpayers so you can provide your clients with the most current tax planning and tax-saving strategies for their tax plans. Update your understanding of critical tax issues including the impact of the latest tax...
Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses...
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS...
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of...
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The...
Project Management is more than being a taskmaster and tracking data. Leading a team and managing client engagements requires a great deal of organization and planning. Some team members are naturally organized, but how many have learned the skills to manage projects? Successfully launching a...
Demystifying Artificial Intelligence (AI) is the first webcast in the AI series and will provide a practical overview of artificial intelligence, machine learning (ML) and deep learning (DL); introducing key concepts, capabilities and the fundamental knowledge needed to understand the AI...
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting...
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to...
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be...
With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve...
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...
Tax compliance issues in estate and gift taxation are sometimes confusing to practitioners because many lack experiences in this area. This course, is a the entire 2-part series (6 CPE hours in total). It provides the practitioner with a practical understanding of Federal...
Do you often hear people complaining about coworkers or other departments? Do you have talented people with the right skills who struggle to collaborate and cooperate as a team? You’re not alone. This can be a common situation when people’s values, beliefs and their approach to...
Businesses depend on adequate capital and cash flow. While someone else may handle day-to-day cash management procedures, the CFO must take the lead in strategic cash management decisions. When a company goes into a growth mode, boards often replace those who can't manage cash strategically. ...
Do you ever get tired of other people's complaining and negativity? How can you stay calm, upbeat, and motivated despite other people’s grumpiness, rudeness, or pessimism? This program is all about helping you be your best. Even though you may not be able to change your colleagues,...
Key factors and considerations for organizations seeking to implement a cryptocurrency-based payment system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS or “Yellow Book”) requires additional reporting, ethics, and performance requirements. This course will identify and review the guidance found in the Yellow Book and analyze the...
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement...
