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Program Description There are many decisions that each of us confront as we build a practice, but the ultimate questions are whom do you wish to serve and in what way. The best answers align your valu ...

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Federal and state inheritance taxes affect high net-worth individuals that advisors want as clients, making this a mandatory topic for investment advisors and financial planners to know about. At this ...

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Join us as we shed light on the often vague process of granting long-term incentives. We will tackle the tough issues, such as knowing how many SARs to grant to hit the targeted award value, how to ex ...

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Properly identifying, assessing, and responding to risk through a detailed audit plan is critical to an effective and efficient financial statement audit. This module will emphasize the key concepts a ...

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Properly identifying, assessing, and responding to risk through a detailed audit plan is critical to an effective and efficient financial statement audit. This module will emphasize the key concepts a ...

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The need for companies’ financial statements to be audited by an independent external auditor has been a cornerstone of confidence in the world’s financial systems.For an efficient and effective audit ...

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Best practices for the invoice handling function are critical for those organizations concerned about their profitability. Poor practices result in excess costs, duplicate payments, increased processi ...

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This course discusses what is often considered the most critical component of communication: listening.

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Learn the importance of implementing successful compliance & ethics programs & performing periodic risk assessments in order to protect your business.

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Learn the importance of implementing successful compliance and ethics programs and performing periodic risk assessments in order to protect your business.

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Personal technology is something most professionals today want and need to use. And yet, the devices we depend on can hamper performance and divert us away from our most important priorities – if we a ...

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Many companies who do business in more than one State do not understand how to determine which State they must pay taxes to.  They also do not understand that each State has different laws regarding r ...

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Many companies who do business in more than one State do not understand how to determine which State they must pay taxes to.  They also do not understand that each State has different laws regarding r ...

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This course will cover key initiatives that firms should understand to better prepare for the succession of their current set of owners. This session will take a deeper dive into the areas of greatest ...

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The most effective way to prevent fraud is a strong set of internal controls--controllers, CFOs, external auditors, and internal auditors are constantly involved in examining internal controls to find ...

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This presentation will provide guidance on best practices for your sales and use tax systems. You’ll learn how to better manage the process, avoid traps, and minimize audit risks. Upon completion of t ...

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This presentation will provide guidance on best practices for your sales and use tax systems. You’ll learn how to better manage the process, avoid traps, and minimize audit risks. Upon completion of t ...

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Many board members join a board without a clear understanding of what membership in a board requires. In this practical webinar, you will learn the most important considerations for board members to f ...

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Best practices in accounting result in better overall functionality of your organization. This conference will cover a number of key areas where you’ll be challenged to increase your level of efficien ...

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Best practices in accounting result in better overall functionality of your organization. This conference will cover a number of key areas where you’ll be challenged to increase your level of efficien ...

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Facing another year where economic growth seems like a dream, outlook and attitude will be important. With capital sources still restricted and consumer confidence still in recovery, new avenues for s ...

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To arm accounting & finance professionals with an arsenal of best practices now being applied by today's leading organizations. You'll discover many practices you can employ immediately with little or ...

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To arm accounting and finance professionals with an arsenal of best practices now being applied by today's leading organizations. You'll discover many practices you can employ immediately with little ...

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This course discusses the critical components necessary to communicating effectively with top executives.

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Companies must follow various rules for paying their employees when they grow and expand to new states. Failure to navigate differing rules and regulations in different states can result in penalties, ...

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Companies must follow various rules for paying their employees when they grow and expand to new states. Failure to navigate differing rules and regulations in different states can result in penalties, ...

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The close of a year often results in rote tasks that are completed only once a year.  Unfortunately, this lack of frequency and standardization can result in missed procedures, delays, waste and avoid ...

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Creating a budget isn't everyone's idea of fun, but creating a repeatable and annual budget process that involves department and hospital leadership is essential for understanding your current positio ...

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Upon completion of this course, you will be able to: Recognize the importance of using engagement agreements. Evaluate the proper use of engagement agreements. Select recommended clauses that should b ...

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Guided discussion with the attendees to share tips, tricks and hacks to build an efficient practice, leverage human capital, and add value to your firm and clients. Learning Objectives: Identify cost- ...

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The IRS October 25 released draft 2022 partnership instructions for Form 1065 Schedules K-2 and K-3 that, among other changes, include a new exception to filing and furnishing to partners Schedules K- ...

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The IRS October 25 released draft 2022 partnership instructions for Form 1065 Schedules K-2 and K-3 that, among other changes, include a new exception to filing and furnishing to partners Schedules K- ...

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The IRS October 25 released draft 2022 partnership instructions for Form 1065 Schedules K-2 and K-3 that, among other changes, include a new exception to filing and furnishing to partners Schedules K- ...

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This case-driven online continuing education course is designed to quickly get the inexperienced accountant up to speed in the most common areas of S-corporation taxation. This course's cornerstone is ...

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This case-driven online continuing education course is designed to quickly get the inexperienced accountant up to speed in the most common areas of S-corporation taxation. The cornerstone of this cour ...

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This case-driven online continuing education course is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this cour ...

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Have you ever pondered the secrets behind long-lasting financial legacies? What if you could navigate the intricate world of trusts and estates with confidence?This CPE Session delves into the intrica ...

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Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they of ...

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If you want to increase your chances for getting donations from businesses, know how much support you can ask for from the business community, get the most amount of donations as you can, and keep get ...

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Budgeting consumes a massive amount of time and resources. It's a stressful and busy time. Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make bett ...

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Budgeting consumes a massive amount of time and resources. It's a stressful and busy time. Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make bett ...

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Being able to write clearly and persuasively is an essential requirement for succeeding in business. In the Better Business Writing course, we explore each step in the writing process, as well as how ...

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Introduction. How do You Define Success? Establishing Purpose, Vision, Mission and Goals that Will Lead to Success. Communication Basics – What are Communication Skills and Why are they So Important? ...

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Introduction. How do You Define Success? Establishing Purpose, Vision, Mission and Goals that Will Lead to Success. Communication Basics – What are Communication Skills and Why are they So Important? ...

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