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Auditors, particularly auditors conducting governmental audits, frequently have poor relationships with the entities they are auditing. In some ways, this is predictable because government auditors ar ...

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Auditors, particularly auditors conducting governmental audits, frequently have poor relationships with the entities they are auditing. In some ways, this is predictable because government auditors ar ...

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Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, p ...

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This course will provide an overview of the project quality management knowledge area. This course will also describe the purpose of Kanban and describe why it is used by agile project teams and defin ...

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This course will illustrate the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods.  

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The responsibility of a CPAs is to provide professional services for their clients. The majority of these services require the practitioner to produce documents and other written works for a variety o ...

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In this podcast, Keely Leonard, Director of corporate communications at CPA Charge takes a conversation forward on Improving Your Client Communication Strategy: A Guide for Accounting Professionals wi ...

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Buying life insurance is much too hard. This class instructs advisors on a new approach to life insurance due diligence. Due diligence has been stagnant. Have you seen any peer-reviewed articles that ...

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OAR103WEB

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Today’s markets are being buffeted by rising rates, slower economic growth, and the “denominator effect” of falling equity and bond prices skewing portfolios – resulting in unintentionally overweighti ...

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Financial planning fiduciaries often design portfolios strategically for the long-run built on a core of low-expense passively managed index funds and ETFs. However, sometimes active beats passive in ...

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Once the 2016 elections are over, there will be a new President and, in several states, newly or re-elected Governors and other officials. Supporting inaugural and transaction activities for these off ...

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Though incapacity planning is often a heightened concern for seniors, the fact is anyone can sustain an illness or injury at any time. Irrespective at what stage you are in your life, the best way to ...

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Develop the critical skills necessary for effective incident response, from initial preparation and team formation to execution and post-incident analysis. This webinar will provide templates and real ...

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Join us on May 9 as our guests Fred Falker and Jayson Wells present “Inclusive Cultures in Law Firms and in the Practice of Law: Why Actions Matter”  In this presentation, Fred and Jayson will discuss ...

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The modern leadership job is not so much to delegate, evaluate, rate, rank, review, and differentiate. Rather, today’s leaders’ coach, chart the path, clear the path, and help people have awesome expe ...

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As a leader, what is your role in fostering inclusion in the workplace? This answer is easy - your role and goal is to create cultures of belonging where everyone can thrive. In a world where the tale ...

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Given the demographics of today’s workforce, managers’ who cannot manage a racially and culturally diverse workforce are simply not qualified to manage. This introductory course will explore the many ...

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Navigating the complexities of the U.S. tax system can feel overwhelming, but understanding key tax concepts is essential for both individuals and professionals.From determining taxable income to maxi ...

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Exclusive to subscribers of this four-class course, Class 2 explores strategies to take advantage of both transfer tax exclusions and that maximize opportunities for getting a new fair-market basis  i ...

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This course covers income sourcing rules for United States income tax purposes. Coverage begins with overview of why income sourcing rules dictate American tax requirements for nonresidents. It also c ...

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This course addresses income statement accounting and reporting. It discusses a variety of accounting issues surrounding income statement items and related information, the format of the income statem ...

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This course addresses income statement accounting and reporting. It discusses a variety of accounting issues surrounding income statement items and related information; the format of the income statem ...

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Learn about tax accounting standards convergence by the Financial Accounting Standards Board (FASB) and the Intl. Accounting Standards Board (IASB).

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This course discusses the tax accounting standards convergence by the FASB and the Intl. Accounting Standards Board (IASB).

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Learn about tax accounting standards convergence by the Financial Accounting Standards Board (FASB) and the Intl. Accounting Standards Board (IASB).

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The Cox tax department provides CPE classes where tax department employees are provided an opportunity to develop new tax skills and increase their current abilities in the income tax accounting arena ...

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This course provides a general overview of federal income tax laws for individuals. It explains who must file, which tax forms to use, when the return is due, and other general information. It will pr ...

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This course covers threshold-level considerations for nonresident tax standards under statutory rules. Initial coverage is of the effectively connected with a United States trade or business standard, ...

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This course covers threshold-level considerations for nonresident tax standards under income tax treaties. Brief review of statutory rues is provided for context, with an overview of the function of t ...

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This course addresses the issues that arise when an employer issues stock to an employee—but places restrictions on the employee's enjoyment and control of the transferred stock. It provides a practic ...

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Tax planning is a focal part of financial planning.Tax planning is a legitimate way of reducing your tax liabilities in any given financial year. It helps you utilize the tax exemptions, deductions, a ...

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Tax planning is a focal part of financial planning.Tax planning is a legitimate way of reducing your tax liabilities in any given financial year. It helps you utilize the tax exemptions, deductions, a ...

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Retirement distribution planning is often understood from an investment perspective. However, many do not fully understand the complex tax rules associated with this kind of planning. This course will ...

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Every year we must refresh our planning toolkit to accommodate changes and new opportunities. The 2021 to 2022 transition may be particularly sharp and therefore offer significant planning opportuniti ...

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2020 was an unbelievable time we will long remember and 2021 just began with a bang – The Democrats taking control of Congress and federal tax policy.  Although the crisis may abate in 2021, the rate ...