The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. Review...
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made, or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited...
We all aspire to be great leaders, improve organizational effectiveness, learn new skills, and deliver reports that truly are effective. We will discuss how, and specifically what, you can do to improve your management skills, how to uncover...
Quality control is essential. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. Receive tips on avoiding common quality control deficiencies in all services subject to peer review.
This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching &...
Unlock the potential of Excel for advanced data analytics in this four-hour course, "Introduction to Excel Data Analytics Accelerated by ChatGPT." This training program dives into Excel data tools and features like Power Query, Power Pivot, and...
Excel is the accountant’s tool for analyzing and reporting financial data. Unfortunately, many use time-consuming and error-prone processes to complete everyday tasks. Learn more efficient and effective ways to work with Excel. Instruction will...
The use of trusts will continue to change in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Receive insights...
MATERIALS:This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more...
