Take a 'deep dive' into real estate tax-related for the mid-level practitioner moving into this complex area. Deepen your understanding of the complex considerations and strategies individuals must navigate in acquiring, holding, managing,...
Learn how to build PivotTables, group data inside PivotTables, and create user-defined calculations in your PivotTables. Review advanced PivotTable techniques, including consolidating data with PivotTables and linking data from...
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. Uncover the top issues with broad applicability and importance and explore the practical implications, potential pitfalls and planning...
Learn how to get up and running quickly in Teams, getting started and critical decisions affecting deployment. Discuss how to work in Teams, including taking advantage of the chat, voice and video call services and sharing documents securely with...
Learn about the latest tools and techniques for securing your data, including encryption, virus protection, secure communications, electronic signatures, secure authentication and more. Discuss how to implement a very practical, five-step...
Adherence to the AICPA Code of Professional Conduct is mandatory for AICPA members. Further, the code is the de facto standard for the accounting profession and is recognized by various courts and regulatory bodies. Therefore, maintaining...
The law can be your best friend as an accountant or your worst enemy. The difference between the two is knowledge - do you possess it or not? Discuss the basics of legal procedure, evidence, torts, employment law, constitutional law, criminal...
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...
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...
