As spreadsheets evolve, so must your creating, editing, and auditing practices. Gain an in-depth understanding of the best ways to work with Excel spreadsheets by learning best practices in creating and editing Excel workbooks, securing Excel...
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. Review...
In today’s world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to...
This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching &...
Excel is the accountant’s tool for analyzing and reporting financial data. Unfortunately, many use time-consuming and error-prone processes to complete everyday tasks. Learn more efficient and effective ways to work with Excel. Instruction will...
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...
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...
