Course Library

Retirement planning for high-net-worth clients comes with unique challenges and opportunities. These clients are often older, highly compensated, and face complex tax and distribution rules. While tra ...

The final stages of preparing a corporate return are critical for ensuring accuracy, IRS compliance, and timely submission. This course covers the entire process of drafting, reviewing, and e-filing 1 ...

Every organization relies on cash to keep its operations running smoothly, but few truly grasp how vulnerabilities can creep into the cash cycle. This CPE course takes a practical, hands-on look at th ...

Fraud investigation may sound glamorous and full of breakthroughs, but the reality is often far different from what you see in the movies. From navigating complex cases to managing clients expectation ...

Explore key compliance responsibilities under California nonprofit law, including fiduciary duties, self-dealing transactions, and board member obligations. Youll review who may approve such transacti ...

Accurate income and deduction reporting is vital to ensuring a partnerships tax return is compliant and free from IRS scrutiny. Incorrect reporting can result in delayed refunds, penalties, or even an ...

This course teaches you how to complete Schedule K, Form 1125-E, and configure e-filing for 1120 returns. These sections are essential for accurate corporate reporting and ensuring successful e-filing ...

How do sweeping tax reforms reshape employee benefits and business deductions in one bold move? This CE course unpacks the latest legislative shift that redefines how U.S. employers handle paid leave, ...

When clients ask about choosing between a C corporation and an S corporation, the decision goes far beyond legal paperwork. Each entity type carries distinct tax consequences, planning opportunities, ...

If youre running an accounting firm and your clients often push back on paying for anything more than basic compliance, seeing it as just feeding the tax collector, this course is built for you. The t ...

Ever wondered why AI sometimes makes your writing slower instead of faster? This course uncovers the secrets to using AI as a true writing accelerator, not a distraction. While many professionals turn ...

The One Big Beautiful Bill Act (OBBBA) has introduced changes that can significantly affect divorce settlements. For professionals involved in divorce negotiations, these updates carry direct conseque ...

Are you ready to hit reset and step into a new chapter with renewed energy? In this solo Thrivecast Episode, Jason Blumer takes the mic to reflect on fresh starts, new commitments, and why letting go ...

The rise of remote work has redefined how firms think about governance, risk, and compliance (GRC). When employees log in from kitchens, coffee shops, and co-working spaces, the old castle-and-moat mo ...

The accounting landscape for compilations and reviews has evolved significantly with the release of SSARS 25, 26, and 27. These updates have transformed how CPAs and accounting professionals assess ma ...

Filing capital gains, depreciation, and rental real estate income correctly is a critical part of partnership returns. Errors in these areas can trigger IRS audits or lead to missed deductions. This c ...

First impressions can set the tone, while final words can spark action. Think about the last time you sat through a meeting or presentation what stuck with you? Most likely, it was the way the speaker ...

In todays fast-moving threat landscape, no organization can afford to be reactive. From ransomware attacks to data breaches, incident response has become the make-or-break factor that determines how w ...

Planning for retirement is no longer a one-size-fits-all game. Between shifting tax brackets, new IRS limits, and the growing mix of traditional and Roth options, accountants must help clients strike ...

Being sued by an employee can feel like a nightmare for any organization, but HR professionals are the first line of defense.This CPE course will walk you through a practical survival guide for handli ...

Tired of chasing the wrong clients or pouring money into complex marketing strategies that don deliver? Its time to flip the script on how you attract advisory clients. This CPE course will break down ...

Blockchain and distributed ledger technology (DLT) are no longer buzzwords; theyre becoming essential for CPAs navigating todays digital asset economy. From cryptocurrencies to smart contracts, the fi ...

Segregation of Duties (SOD) is more than a compliance checkbox its a frontline defense against fraud, errors, and unauthorized activity in todays high-risk systems. With financial data and payroll pro ...

Revenue recognition remains one of the most scrutinized areas in financial reporting and auditing. As FASB standards evolve, auditors and accounting professionals must ensure that revenue is recognize ...

Small and mid-size CPA firms face the same talent, technology, and margin pressures as the Big 4but without the Big 4 budget. In this fast-paced masterclass we reverse-engineer how Deloitte, PwC, EY, ...

Disruptive thinking involves creating radical solutions that challenge traditional methods and introduce innovative approaches. This course provides a structured framework for reducing the risks assoc ...

Accurately reporting income and deductions is crucial for determining taxable income for S corporations. This course guides you through entering income, deductions, and cost of goods sold (COGS) in La ...

Setting up a 1065 partnership return correctly is the cornerstone of accurate tax preparation. Missing details, incorrect entries, or skipped forms can lead to errors that result in IRS penalties or r ...

Welcome to another Episode of W.T.F. with Saul; we sit down with Renata Serban, CPA, to unpack the fast-growing and complex world of cannabis accounting. This conversation dives into the challenges CP ...

Cyber risk is now a deal breaker in mergers and acquisitions. From data breaches to ransomware to compliance lapses, hidden cyber weaknesses can cost millions or derail entire transactions. This CPE c ...

Form 1099-K reporting has quickly become one of the trickiest areas in tax compliance. With so many payment channels credit cards, PayPal, Venmo, Zelle, Cash App, and other businesses are left wonderi ...

Running a cannabis business requires more than enthusiasm; it demands sharp financial discipline in one of the most complex industries today. With strict regulations, cash-heavy operations, and volati ...

Your next client may never visit your websiteand not because they didn search for you.As AI-powered tools like ChatGPT, Googles Search Generative Experience (SGE), and voice assistants become the firs ...

Government accounting plays a critical role in maintaining transparency and accountability within public institutions. But how exactly do government entities track their finances, manage multiple fund ...

Do the ultra-wealthy pay their fair share of taxes? This CE course reveals the tax strategies used by the wealthiest individuals in the U.S. and how they manage to minimize their tax bills. By diving ...

A strong foundation in financial statement analysis is critical for understanding a companys performance and long-term financial health. This course is designed for professionals ready to move beyond ...

If you are a small business consultant or tax professional advising cannabis retailers or manufacturers, you know the landscape is anything but simple. With more states legalizing cannabis for medical ...

Managing ownership details and securing the return before e-filing are critical tasks in preparing a 1065 partnership return. Mistakes in ownership information or e-filing setup can lead to rejected r ...

The Public Company Accounting Oversight Board (PCAOB) has consistently highlighted weaknesses in Information Technology General Controls (ITGCs) as one of the most common deficiencies in audit inspect ...

FedRoften referred to as the mother of all certsis one of the most complex and demanding certifications for cloud service providers aiming to work with U.S. federal agencies. So, who needs FedR, and h ...

This CPE course offers a clear overview of asset acquisition accounting and how it differs from business combinations. A business combination occurs when an acquirer obtains control of a business, whi ...

One of the least fun activities on the planet (for most people) is filing personal income tax returns. One of the worst parts about filing personal income tax returns is when an accountant or tax soft ...

The Automated Clearing House (ACH) Network powers billions of financial transactions every year, ensuring smooth electronic payments across businesses, consumers, and government entities. With evolvin ...

Ethical decision-making is fundamental to maintaining integrity and public trust in the accounting profession. For CPAs, ethics are not just about compliance; they shape professional judgment, strengt ...

In this eye-opening Episode, technology strategist Leroy Kerry dives into how artificial intelligence is redefining the future of tax and accounting. As automation accelerates and agentic AI gains tra ...

As technology reshapes the accounting profession, CPAs and finance professionals face a defining choice: stay rooted in compliance or step up to the role clients truly need, a strategic guide and inte ...

Are you curious about using Tableau in your line of work?Join us for an engaging 1-hour presentation that will give you a high-level overview of Tableau.In this CPE Course, well take you on a journey ...

Privileged access sits at the heart of every organization IT control environment. When improperly managed, these accounts can bypass safeguards, manipulate data, or compromise financial reporting syst ...

Federal grants keep many nonprofits afloat, but with that funding comes a heavy dose of compliance. If your organization receives federal dollars, you already know how complex the rules can be. Ever w ...

E-invoicing is no longer a futuristic idea its here, and its reshaping the way finance teams operate. With mandates rolling out in more than 70 countries by 2026, organizations can afford to ignore th ...