MATERIALSThis conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more...
The 2025 tax law introduced significant changes that will affect 2026 tax return preparation. Tax practitioners need practical guidance to help their clients navigate what comes next, which this course will provide. Designed with sole...
MATERIALSThis conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more...
Customer service is moving to customer experience, and modern firms must keep upwith their clients, or fail at sustainability. Competition is no longer just down the street,clients are demanding more value, and a shift from reactive reporting to...
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities, and...
Entities subject to Yellow Book and compliance audits have a high degree of public accountability. This course will focus on the critical fraud risk management and internal control concepts necessary to achieve that objective.
Receive the knowledge to help your clients plan for retirement by evaluating how much retirement income they will require and plan for how to reach their retirement goals.
Frequent changes in legislation make it difficult to keep track of the opportunities for individuals to save on their taxes. Materials explain the latest tax law changes and the individual and business planning opportunities they provide. Explore...
One of the major transactions CPA clients enter into is purchasing or disposing of a business. Explore a comprehensive analysis of the business and tax aspects of buying and selling a business. Practical guidance will help practitioners and...
Specifically tailored for practitioners who perform audits and provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting and SSARS standards and...
