The use of trusts will continue to change in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Receive insights...
Unlock the potential of Excel for advanced data analytics in this four-hour course, "Introduction to Excel Data Analytics Accelerated by ChatGPT." This training program dives into Excel data tools and features like Power Query, Power Pivot, and...
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs working with middle-income clients...
Unlock the potential of generative AI to streamline accounting, auditing, tax compliance, and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into...
Learn how to use ChatGPT to streamline your workload, save time, and boost your overall efficiency. Say goodbye to tedious data entry and hello to lightning-fast responses and analysis. As with any new technology, there are also risks and...
Our goal is to reduce the overall risk of fraud. We will focus on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity, ethics, and how people may react in certain situations. We will also touch...
