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Discover strategies and solutions for minimizing distractions, maximizing your effectiveness and making it all work. This high-energy program will give you and your coworkers the skills needed to mana ...

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Successful leaders in today's highly competitive workplace are a lot like the coaches of winning teams. They may lack the whistle and the playbook, but it's their job to inspire people to give their a ...

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The Tax Cuts and Jobs Act of 2017 (TCJA) affects the tax planning and income tax liability for many taxpayers. Among those for whom the TCJA will have a more significant effect are business owners of ...

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The Tax Cuts and Jobs Act of 2017 (TCJA), signed into law during the closing days of 2017, affects the tax planning and income tax liability for many taxpayers. Among those for whom the TCJA will have ...

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The SECURE Act is intended to make it easier for Americans to save money in retirement, by allowing them to invest more money in tax-advantaged accounts and to withdraw that money later. Registered in ...

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The SECURE Act is intended to make it easier for Americans to save money in retirement, by allowing them to invest more money in tax-advantaged accounts and to withdraw that money later. Registered in ...

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J. Scott Colesanti offers a detailed and comprehensive history of the SEC, starting with its inception in 1934 through the Securities Exchange Act, and continuing onward through the Joseph Kennedy era ...

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Did you know there's a tax advantage that allows self-employed individuals to turn their health insurance premiums into a valuable deduction, unlike most people who can't?The Self-Employed Health Insu ...

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For financial fiduciaries, this class covers one of the most pivotal points in years. The shape of the recovery is now in clear focus. The "V" came me and went. Now what? With the Covid and election r ...

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The phrase “Cash is King” is a commonly used expression when discussing business, but what does it really mean? Modern economic theory recognizes cash flow as being the key driver of business and shar ...

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Three related Finance & Accounting topics are presented in this Webinar Making of Financial Statements: Transforming transactions to statements Interactive exercises to illustrate the accounting proce ...

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When it comes down to it, a lender has to recommend a business loan based on limited information. Lenders have three questions: Will the borrower pay if he or she can?, Does it look like he or she can ...

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Presentation Description:  How many times have you been told that you need to offer great client service?  Here's how to define it, measure it, and improve your service capabilities systematically. Le ...

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This course covers learning about challenges for small business growth and how to best meet them using strategic thinking.

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Are you ready to tackle the social implications of Artificial Intelligence (AI)? Our latest CPE course delves into the ethical challenges surrounding job displacement, inequality, and broader societal ...

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Are you ready to tackle the social implications of Artificial Intelligence (AI)? Our latest CPE course delves into the ethical challenges surrounding job displacement, inequality, and broader societal ...

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Previously offered as a one-day, two-track event, this seminar is now offered in a two-day format so you get the benefit of accessing all the content offered. This conference was designed to help you ...

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This course describes the normal closing steps that can be eliminated or altered in order to achieve a simpler 'soft' close. It also describes the risks associated with using a soft close, and the sit ...

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This course was updated on 7/31/2018. This course shows how the accountant can minimize the time needed to close the books and issue financial statements. This involves the elimination of some closing ...

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Closing the books is one of the more detailed and complicated procedures that a company must deal with. This comprehensive hard close must be completed in order to generate sufficiently accurate finan ...

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Simultaneous with convincing signs in the January LEI that a recession is coming, unemployment hit a 50-year low and new-job creation boomed at a pace rarely in decades. A collapse in the Index of U.S ...

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This course covers how to deal with the need for the recorded statement as part of the thorough investigation of a liability insurance claim.

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This course describes the objectives of the statement of cash flows, the different presentation methods that can be used, and how to prepare it. The course also notes the presentation treatment of man ...

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Grantor trusts are ubiquitous in estate planning. But what are the “right” powers to make the trust a grantor trust for income tax purposes? In this 60-minute class, L. Paul Hood, Jr., analyzes the po ...

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The AICPA’s Private Companies Practice Section (PCPS) and Succession Institute (SI) conduct a quadrennial survey of its members/clients to determine current succession planning challenges and practice ...

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Nonprofit organizations play a vital role in building healthy communities by providing critical services that contribute to economic stability and mobility. They also strengthen communities in other i ...

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This discussion aims to delve into the core economic values governing our financial world, examining the intricate relationships between growth-dependent economies, shareholder values, and the limitat ...

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DAY 1: THE TACTICAL CFO Effective CFOs drive continuous improvements in their departments and beyond. Come share ideas with experienced CFOs that will allow you to improve your department’s performanc ...

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In today's competitive business landscape, finding and keeping top talent has become increasingly challenging. In the CPE webinar titled "The Talent Imperative: Staffing Strategies for Building Strong ...

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We will review the top tax savings moves our clients can make, especially in context with the Tax Cuts and Jobs Act. Our focus will be on tax savings that may not be immediately felt short term but ca ...

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A taxpayer's method of accounting must clearly reflect income and be used consistently from year to year. Once adopted, a method of accounting cannot be changed without approval from the IRS; conseque ...

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You understand tax planning strategies, but do your prospects and clients? Do you know how to educate them in a clear, concise manner so they will in return pay you planning fees? By adding tax planni ...

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Cryptocurrency can be a very tricky and tedious monster if you don't know all the rules and regulations that come with it. In this course, Amy Wall really takes a deep dive in all things Cryptocurrenc ...

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Did you know your clients have powerful rights to stand up to the IRS? Many taxpayers—and even some professionals—are unaware of the Taxpayer Bill of Rights, a critical shield against unfair practices ...

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Did you know your clients have powerful rights to stand up to the IRS? Many taxpayers—and even some professionals—are unaware of the Taxpayer Bill of Rights, a critical shield against unfair practices ...

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NeuGroup for Technology Treasurers: Members will gather at the Ritz-Carlton Half Moon Bay for the H1 2025 meeting on May 14th and 15th . Members will discuss challenges, exchange knowledge, gain insig ...

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