Discuss how to integrate the planning process entirely and how it can move from long-range thinking through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. Learn how to avoid many political pitfalls that...
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...
Partnership tax law is one of the most complex provisions in the Internal Revenue Code. To effectively serve your business and individual partner clients, you must have an excellent working knowledge of the Internal Revenue Code’s sophisticated...
Even though the current transfer tax exemption is exceptionally high, few decedents have a federal estate tax liability, and administering an estate is a burden for many family members. In many cases, family members will look to their...
Receive a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many essential changes relating to IRAs and qualified plans. This...
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...
Understand the intricacies of the ever-popular S corporation form of business and consider the tax effect that various types of S corporation distributions will have on the corporation’s shareholders. Updated for the latest guidance on recently...
How do you raise your skills to the next level to master the Controller or CFO role? Receive insights that align with the CGMA Competency Framework. Examine each of the areas - technical, business, leadership, and people, to increase your...
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere...
The majority of peer review deficiencies and malpractice claims result from nonaudit services. Examine best practices for avoiding legal liability and quality control concerns.
