The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions, combined with the potential for input error when utilizing the array of income...
Discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen reviewer skills by examining case studies and discussing issues where additional information from the client...
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...
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,...
Advanced auditors need to be prepared for complicated issues that can occur during single audits. They also need to understand the responsibilities of planning, directing, and reporting on single audits conducted under the Uniform Guidance. This...
The complexity of S corporation tax law creates a formidable challenge for the tax practitioner to accurately comply with and report their client's S corporation activities. Discuss the common errors practitioners make on S corporation tax...
Taxation of homebuilding contractors has been subject to IRS scrutiny, particularly in complying with cost capitalization issues and revenue recognition and costing out units sold. Discuss precise approaches to comply with the costing rules,...
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...
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...
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...
