Course Library

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Financial statement audits often involve audits of components of a larger entity.  This course will focus on the responsibilities for both the group auditor and component auditor, including implementa ...

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This course explores how to handle Group Decision Making and Problem Solving.

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This course explores how to handle Group Decision Making and Problem Solving.

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This course explores how to handle Group Decision Making and Problem Solving.

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Goals Visualization focuses on values driven planning and principles of communication and counseling. It includes an instructor and student role play of a goal setting appointment. Goals Visualization ...

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The Investment Strategy Appointment - This will include instruction and leading class discussion about developing strategic asset allocation plans for individual clients taking into account the client ...

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- Instruction and leading class discussion about personal use-asset management and investment theory and strategies and covers assessing what investments the client has and how they are allocated. Lea ...

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- Discussions about tax planning considerations, tax management techniques, tax pitfalls, miscellaneous tax via a close examination of the client’s last three years of taxes, plus a discussion of inco ...

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- instruction and leading class discussion about establishing client-planner relationships, gathering client data and determining goals and explanations, determining the client’s financial status and ...

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- instruction about covers developing and presenting a financial plan to the client and clarifying the responsibilities of the planner and the client. Learning Objectives: - Demonstrate your value and ...

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There are multiple tangible and intangible factors that can drive a CPA Firm’s long-term success.  Specifically, public accountants must place a priority on being both efficient and value-added busine ...

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See registration link for more information on this course.

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Grow your business with tax smart saving strategies- Looking for new strategies to help deliver more value to your clients by saving on taxes? Join RightCapital as we review tax-smart saving strategie ...

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Many small firm tax and accounting professionals are looking for ways to acquire new clients. Unfortunately, some of the larger accounting firms are now beginning to enter the marketplace historically ...

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Now, more than ever, is an exceptional time to achieve broader practice goals, create capacity and replace lost market action with true growth. This presentation leverages insights and thought leaders ...

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Business development can be the linchpin of change--or its first victim. While some firms are thrown off balance by change, others know how to use it to their advantage. This course provides a primer ...

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This five-part series on Growth and Exit Strategies that Maximize Company and Deal Value was developed by Generational Group’s investment bankers and advisors. This team has hundreds of years of combi ...

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Presentation Description: The benefits for the financial professionals are clear as well, beyond simply retaining clients. Senior Financial Professionals benefit through delegation, being able to focu ...

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This webinar will provide tax advisers and compliance professionals with a practical introduction to the fundamentals of generation-skipping transfer (GST) tax rules. The panel will offer useful guida ...

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This webinar will provide estate planning counsel and advisers with a thorough and practical exploration to the computation of the generation-skipping transfer tax inclusion ratio. Inadvertent seemed ...

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In this practical webinar, you will learn the five R-U-L-E-S guaranteed to help you achieve business success. Among other things, this webinar will provide a detailed overview of the items needed to s ...

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Analytical procedures can be a powerful tool for the examination of a client’s financial statements. They can highlight possible material misstatements, and even replace substantive tests that would r ...

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Auditors can save vast amounts of time by applying the concepts of audit sampling to their audit engagements. The Guide to Audit Sampling course explores the circumstances under which sampling can be ...

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The creation, organization, and review of audit working papers is one of the main tasks of the auditor, especially since an auditor can be legally liable if working papers are not prepared properly. I ...

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Auditors are routinely named in suits by disgruntled clients or third parties. Given the costs involved in defending against lawsuits, the auditor needs to be aware of the applicable legal liabilities ...

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This course reveals how to build a strong, successful career plan with guidance on team building and management of the multiple relationships that CFOs face on a daily basis, plus how to balance one's ...

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This  course is designed  to  train  both  working  CPAs  and financial personnel  to  develop  the  knowledge  and techniques required to review a variety of financing activities for businesses, comm ...

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This course is designed to help both working CPAs and financial personnel develop the knowledge and techniques required to review a variety of financing activities pertinent to businesses and commerci ...

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Designed to make the practitioner comfortable with 'high traffic' issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the ...

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Data analytics can be an exceedingly useful tool for investigating entire populations of data, rather than just engaging in audit sampling. An auditor can use data analytics in every phase of an audit ...

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Distributions from retirement accounts that occur before the account owner reaches age 59½ are subject to a 10% additional tax, unless an exception applies. Eligibility for any of these exceptions is ...

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Electronic payments can be more cost-effective than traditional check payments, but also have their own issues. In the Guide to Electronic Payments course, we explore the various electronic payment sy ...

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Electronic payments can be more cost-effective than traditional check payments, but also have their own issues. In the Guide to Electronic Payments course, we explore the various electronic payment sy ...

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Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the ...

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Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the ...

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Designed to help you become comfortable with 'high traffic' issues, the Guide to Federal Corporate and Individual Taxation will prepare you for handling personal and business tax essentials. This cour ...

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Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the ...

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This course is designed for accountants who must have financial knowledge but has not had formal training in finance. Topics include: The Sarbanes-Oxley Act financial reporting requirements, uses and ...

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Individual retirement accounts (IRAs) are used to defer the recognition of income. In the Guide to Individual Retirement Accounts course, we discuss the various types of IRAs, caps on contributions to ...

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Content describes the IRS collection process, including options for payment, installment agreements, progression from billing to collection activity, federal tax liens, and levies. Information about s ...