Specifically tailored for practitioners who perform audits and provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting and SSARS standards and...
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...
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made, or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited...
We all aspire to be great leaders, improve organizational effectiveness, learn new skills, and deliver reports that truly are effective. We will discuss how, and specifically what, you can do to improve your management skills, how to uncover...
Quality control is essential. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. Receive tips on avoiding common quality control deficiencies in all services subject to peer review.
The use of trusts will continue to change in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Receive insights...
MATERIALS:This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more...
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...
Unlock the potential of Excel for advanced data analytics in this four-hour course, "Introduction to Excel Data Analytics Accelerated by ChatGPT." This training program dives into Excel data tools and features like Power Query, Power Pivot, and...
