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As you consider your retirement options, it's crucial to ask yourself: What are my financial goals for retirement, and how do Social Security and supplemental annuities align with these goals? Social ...

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As you consider your retirement options, it's crucial to ask yourself: What are my financial goals for retirement, and how do Social Security and supplemental annuities align with these goals? Social ...

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Financial risk and behavioral decision-making involve understanding various categories of risk and how human emotions and cognitive biases influence financial choices.Although we speak broadly about F ...

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Financial risk and behavioral decision-making involve understanding various categories of risk and how human emotions and cognitive biases influence financial choices.Although we speak broadly about F ...

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Fox Forensic Accounting will be providing a 1-hour CLE program (via Zoom) and CPA certified course for approved* states, titled "FFA’s Litigator’s Playbook for Quantifying Damages in Post-Acquisition ...

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Fox Forensic Accounting will be providing a 1-hour CLE program (via Zoom) for the states of IL, TX, MO, KS, IA, FL, and MN and CPA certified course for approved* states, titled "FFA's Perspective on D ...

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Key topics include: Cyber Security Assessment Tool (Assessment)- An Overview Inherent Risk Profile Evaluation of Cyber Security Maturity Five Risk Categories Technologies and Connection Types Delivery ...

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The 16th Annual FIBA AML Conference aims to provide participants with an in-depth and practical learning experience all while encouraging participation in frank dialogue with key parties from all segm ...

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The FIBA & FIU Cybersecurity Certificate program was developed in response to the growing industry need for professionally trained teams within financial institutions. Participants will study the prin ...

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This session will provide an overview of investment themes fro Q2 2024. 

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Fiduciaries need to properly account for an estate or trust, which can be a complex undertaking. It is governed by the rules of the applicable will or trust agreement, as well as the guidelines stated ...

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Fiduciaries need to properly account for an estate or trust, which can be a complex undertaking. It is governed by the rules of the applicable will or trust agreement, as well as the guidelines stated ...

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Financial accounting for trusts and estates is not necessarily concerned with keeping track of income and expenses. Usually, it is determining whether receipts and expenditures are related to income o ...

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The SBA owes a fiduciary duty the funds it manages and its beneficiaries.  This is the highest standard of care under the law.  Every decision, recommendation, and action we each take each day in mana ...

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Managing a retirement plan comes with significant responsibilities and potential personal liability. Are you fully aware of your fiduciary duties and the risks involved? Join Stonebridge Financial Gro ...

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To provide preparers with a working knowledge of applicable tax laws, and the ability to prepare complete and accurate fiduciary income tax returns.

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To provide preparers with a working knowledge of applicable tax laws, and the ability to prepare complete and accurate fiduciary income tax returns.

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Are you ready to navigate IRS field collections while protecting your clients' rights? Engaging with IRS revenue officers presents formidable challenges; however, possessing the requisite acumen enabl ...

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The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, co ...

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This is a two-day group live conference with 810 minutes of instruction. It will cover current IRS and US Treasury initiatives affecting nonprofits, unrelated business income issues, joint ventures fo ...

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Government entities fall victim to every conceivable kind of scheme, and everyone pays, directly or indirectly. This course focuses on strategies to prevent, detect and investigate government fraud sc ...

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“How is my long-term plan doing this week?” This old joke among planners points to a perennial problem planners face: how to deal with clients’ recency bias – giving undue weight to the most recent in ...

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In today's Episode, we're diving deep into the world of crypto accounting and taxation. Join me, your host Saul, alongside our insightful guest Taylor Zork, a seasoned CPA and MBA, as we unravel the m ...

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Welcome to another exciting Episode of W.T.F. with Saul, sitting with Sarah Dobek—an expert in accounting firm growth strategy. Business development is no longer confined to the C-suite. Today’s firms ...

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Dive into the future of accounting in this thrilling episode with Jody Padar, a trailblazer in integrating AI and groundbreaking pricing models into the accounting landscape. In this Episode 7 of the ...

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In today’s Episode of W.T.F with Saul, we have Roberto Valdez, Product Owner and Director of Business Intelligence for Novogradac, a national CPA firm, to share insights and reflections on this fascin ...

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In an era where technology drives nearly every aspect of business, CPA firms face unique challenges in maintaining efficient and secure IT environments. The need to optimize hardware and software, man ...

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Welcome to another exciting Episode of W.T.F. with Saul! This Episode features a fascinating conversation between Saul and Dr. Aaron Ahuvia, a pioneering researcher and author who has spent decades st ...

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Welcome to an insightful Episode, where we dive into the world of accounting & leadership with Scott Reams, CPA, as he shares 30+ years of experience and strategies for staying ahead. We delve into pi ...

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Welcome to an enlightening Episode, we explore how to combat burnout and reclaim balance in the tech-driven work environment. Our guest, Marcey Rader, a celebrated expert in digital wellness and produ ...

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Welcome to another exciting Episode of W.T.F. with Saul! In this Episode Saul sits down with Mike Manalac —a finance leader who’s worn many hats across the accounting spectrum—to unpack how creativity ...

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Welcome to an enlightening Episode Where we delve into one of the most intriguing intersections in today’s economy: cryptocurrency and the cannabis industry.Could digital currencies revolutionize how ...

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Imagine a world where manual processes and outdated data management systems no longer burden financial audits. How would your firm benefit from real-time data analysis and AI-driven automation?  In th ...

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Welcome to our podcast series, where we explore the ever-evolving world of cannabis markets.Embark on a profound exploration of the ever-changing cannabis markets with Aaron Pelley, a trailblazing leg ...

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Welcome to an enlightening Episode where we sit down with Paul Barnhurst, widely known as "The FP&A Guy," to navigate the transformative world of Financial Planning & Analysis (FP&A) in the age of Art ...

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Welcome to an In-Depth Exploration of Hiring Practices in Accounting: Hiring the right talent is more critical than ever in the fast-evolving accounting industry. But how do firms navigate the complex ...

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Welcome to another exciting Episode of W.T.F. with Saul! In this Episode, we dive into the world of fractional shares, a revolutionary investment tool that’s making the stock market more accessible th ...

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Welcome to another Episode of W.T.F. with Saul—where we explore the hidden forces that drive unethical decisions in the workplace. Most unethical behavior in the workplace doesn’t come from bad intent ...

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Welcome to our CPE Podcast. Today, we explore the evolving landscape of accounting, guided by the expertise of our distinguished guest, Aaron Berson.  As the accounting profession undergoes significan ...

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Welcome to another exciting Episode of W.T.F. with Saul! In this Episode, Saul sits down with Dana Neiger to explore a deeply relevant topic: how healing, empathy, and purposeful hiring can transform ...

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Welcome to a new episode! Is your accounting firm relying solely on referrals? While word-of-mouth remains valuable, it’s no longer enough to ensure steady growth in a competitive market. This Episode ...

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Tax compliance is no longer just a once-a-year concern—it’s a daily business function. With governments shifting to real-time reporting and AI-driven enforcement, businesses must stay ahead to avoid p ...

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As we age, financial security becomes paramount. But what if there was a way to tap into your home's equity without the burden of monthly mortgage payments? Enter the world of reverse mortgages—a fina ...

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Level up your business by strengthening your strategies through partnership.As a financial advisor, you play an essential role in helping clients reach their financial goals, but you may often face ch ...