New technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed how business is conducted. It should go without saying that changes in...
Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an estate or trust...
Take an in-depth look at issues that practitioners have been having in implementing preparation, compilation and review engagements. Review 15-20 new cases for 2024 covering all aspects of the SSARS application, including accounting, disclosure...
Due to IRS issue-focused examinations, accounting and finance professionals need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. Discuss the high audit risk...
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to understand of the complex legal, tax, and health care issues associated with all aspects of employment. Receive...
This course covers the significant provisions of the most recent pronouncements and proposed pronouncements from the FASB, the Private Company Council, the Auditing Standards Board and the Accounting and Review Services Committee. The...
Social Security seems poised for changes in benefits and eligibility age. 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...
Accountants and other business professionals working extensively in Excel become very strong with many aspects of the ubiquitous spreadsheet application. Discuss many of the powerful tools in Excel and details on how they are beneficial and used....
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by...
This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is...
