Course Library

Are business suits ever a valid deduction? How does branded apparel factor into the equation? Deductions for work attire frequently raise concerns for tax experts and employees, especially with the su ...

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 ...

Are tax problems keeping your clients awake at night? Are your clients afraid that they could lose their homes, businesses, or other assets?Delinquent returns are often more closely examined and scrut ...

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 ...

Almost all employers are eligible for union organization—there is no minimum size or type of industry required for a union to represent employees. However, there are strategies employers can use to mi ...

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 ...

Craft the company’s story!Stepping into the CFO role requires a transition from being a truth-teller in the organization to becoming a storyteller.In this online continuing education course, we are go ...

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 ...

There are all sorts of characteristics and attributes that shape us and our interactions with others. One of the interesting aspects is your unique human wiring. When you tap into your human wiring tr ...

Traditionally, couples retire using the 4% rule and that is each year they would withdraw 4% per year from their savings.  With more and more couples living beyond the age of 95, this rule doesn't hel ...

Part of planning for retirement is to determine what you want to do during retirement.  A good chunk of time is spent on saving, investing, and coming up with a budget to suit your retirement needs. F ...

Is 40 x 40 a sure way?  That is, you work 40 hours per week for 40 years.We all work right from graduating till retirement for five days a week -- sometimes six days -- only to spend what we have earn ...

Embark on a journey to unlock ChatGPT's full potential in your consulting practice. This CPE Course prepares you to harness AI as a powerful tool, transforming your approach to consulting and driving ...

Embark on a journey to unlock ChatGPT's full potential in your consulting practice. This CPE Course prepares you to harness AI as a powerful tool, transforming your approach to consulting and driving ...

The Auditing Standards Board has recently changed the standards for quality in accounting firms by replacing the old SQCS 8 with a brand new set of standards: SQMS 1, SQMS 2, SAS 146 and SSARS 26 (iss ...

Thomas will share everything he's learned about making financial content on YouTube and how to convert viewers to clients.   Learning Objectives: 1.) Why YouTube is an attractive medium for content cr ...