As long as LLCs, partnerships, and S corporations form the backbone of many CPA practices, in-depth knowledge of all tax aspects of these entities will be essential. Focus on planning issues in creating, operating and liquidating S corporations,...
Experienced Excel users seeking to elevate their skills will benefit from over twenty-five years of experience delivering Excel training to accountants and other business professionals. As a result, this session's content will be both timely and...
Learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Explore how to incorporate tools such as Key Performance Indicators,...
Review current year developments and planning ideas affecting individual, corporate and business income taxation using a combination of humor and examples. Emphasis will focus on all major new tax legislation and other significant tax...
Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and...
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...
