Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs working with middle-income clients...
Unlock the potential of generative AI to streamline accounting, auditing, tax compliance, and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into...
Our goal is to reduce the overall risk of fraud. We will focus on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity, ethics, and how people may react in certain situations. We will also touch...
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? New and seasoned reviewers will receive additional advanced procedures via many checklists to review S corporation and...
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...
AI continues to grow by leaps and bounds. One AI platform leading the way for businesses is Microsoft’s Copilot. Copilot’s strong data privacy and security foundation, coupled with its deep integration with Microsoft Office apps and services...
Join us for Don Farmer's 2025 Individual Income Tax Workshop to make sure you're fully prepared for the upcoming tax season. In this course, we'll dive into the latest individual income tax developments, recurring issues and planning ideas, all...
Accounting and financial reporting for construction contractors may be the most challenging to comply with the various standards. Construction engagements are, in many instances, more “dangerous” than most lines of business due to the many users...
Join us for Don Farmer's 2025 Corporate/Business Income Tax Workshop — an engaging and insightful look at the latest in corporate and business income taxation. This workshop dives deep into current year developments, recurring challenges and...