Course Library

With just six weeks left for year-end tax planning, this presentation will highlight opportunities for identifying, discussing and implementing tax savings ideas for individual clients and their busin ...

Our monthly CPE program, “Continuing Your CTC Education” (CYCE), available exclusively to CTC members, features hands-on, practical instruction designed to keep you on top of industry trends, new legi ...

While Congress is debating how the government will tax the top 1%, advisors must help the other 99% with year-end planning, knowing the President’s promise not to raise taxes on families with less tha ...

Year-End Clean Up in QBO Taxes Course Description Tax time approaches! We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close ...

This 8-hour seminar includes ethics and professional standards updates for tax practitioners. It covers Federal Circular 230, revised CPA and Enrolled Agent rules, and ABA Model Rules. Attendees compl ...

This 8-hour seminar covers key federal tax law changes, IRS rulings, and updates to major tax concepts. It reviews new legislation, regulatory guidance, and topics affecting individuals and businesses ...

The first half of 2020 was an unbelievable time we will long remember. The unusual events make year-end planning more than routine. However, the second half of the year may hold even more significance ...

The first-half of 2020 was an unbelievable time we will long remember. The unusual events make year-end planning more than routine. However, the second-half of the year may hold even more significance ...

Year-end tax planning is more complex, important and deadline-driven than ever in 2020, due to the tax and financial tumult of the Covid crisis, and the stakes are raised by the November election, whi ...

This class teaches strategies practitioners must implement before the year ends to minimize client tax liabilities. Learning objectives include: ● pending and new tax law and its strategic financial p ...

With market volatility high across asset classes as the fourth quarter approaches, tax-managed rebalancing of portfolios grows more important and opportunities for savings arise more often. At this se ...

Presentation Description: Coming into 2020, the year looked to include routine consideration of individual and business tax issues.   Individual tax provisions had been tweaked by retirement provision ...

This course covers reasons a GAGAS audit is performed and discusses GAGAS ethical principles.

This course covers General Standards found in generally accepted government auditing standards (GAGAS or Yellow Book)

This course covers the additional requirements of GAGAS as it relates to performing and reporting on a financial audit.

This course covers the additional requirements of GAGAS as it relates to performing and reporting on an attestation engagement.

This course covers the additional requirements of GAGAS as it relates to performance audits.

This course covers the additional GAGAS reporting requirements as it relates to performance audits.

This course covers the proposed Yellow Book Updates and actual Uniform Guidance updates as it relates to governmental auditors.

Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others.  This course will discuss the ...

This course is based on the 2018 Yellow Book, which is effective for financial audits, attestation engagements, and reviews of financial statements, and for performance audits for periods beginning be ...

This course covers sampling techniques in conjunction with performing a compliance audit based on the Uniform Guidance.

This course covers the latest information regarding the Uniform Guidance Procurement rules.

This course covers the current Uniform Guidance as it relates to governmental auditors.

This course covers the importance of the Schedule of Expenditures of Federal Awards or SEFA as it relates to governmental auditors.

This course covers the steps required to determine Major Programs for audit under the Single Audit rules as it relates to governmental auditors.

This course covers the current Uniform Guidance as it relates to the responsibilities governmental auditors and auditees have regarding reporting reqs

This course covers the current Uniform Guidance in performing a compliance audit based on AU-C935

In Yellow Book: What Can Go Wrong¸ James Woy reviews the general standards covered under GAS. Special attention will be given to chapters 1-3, focusing on ethics, recent revisions to independence rule ...

In finance, yield quantifies the relationship between present value and future value in terms of a rate per year. This course explores the nature of yield and its relevance to basic financial concepts ...

In finance, yield quantifies the relationship between present value and future value in terms of a rate per year. This course explores the nature of yield and its relevance to basic financial concepts ...

This course profiles numerous tools used to determine how present value will respond to changes in yield.

This course profiles numerous tools used to determine how present value will respond to changes in yield.

Summary: This presentation will evaluate the effectiveness of the yield curve control mechanism for transmitting monetary policy actions to the broader economy by evaluating against the merits and dem ...

  Join us for an interactive discussion as we tackle US Blocker Corporations. Morgan Klinzing (Troutman Pepper) will quarterback the program, with Joe Scalio (KPMG) at center and Noah Becker (LLR) loo ...

When you start your practice from absolutely nothing, it’s hard to imagine having more business than you need. But that’s where many solos find themselves eventually. This session will discuss a myria ...

Let’s be honest… You’re about to kick off another budget season filled with revision cycles, disengaged department heads, sandbagged numbers, and a final plan that gets ignored after approval. Sound f ...

Learn key strategies that can flip tax season at your firm from the most stressful time of year to just another date in the calendar. Accountability Services’ COO & Owner Lera Kooper shares how they t ...

Long-Term Care Insurance (LTCI) has been available to consumers for less than 50 years. With little historical data to draw from in pricing policies, insurers over the last several decades often made ...

If you're an accounting, tax, or bookkeeping firm owner who knows you're great at what you do but still finds yourself stuck financially— working harder without seeing the return—you likely have money ...

This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.

This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.

This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.

This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.

In this course we are going to look at getting started in a new CFO role. Whether this is your first appointment as CFO or perhaps you are transitioning to a new CFO role at another organization, we w ...