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...
Are you tired of struggling to create compelling charts and graphs? Join our session and transform your data into stunning visualizations that captivate and inform your audience. This isn't just another seminar on basic charts; it's a...
As more practitioners leave the traditional audit and review services, they have more time to spend on nonattest services that can be more enjoyable (less stressful) to do, more appreciated by your clients, and done at a profit! This class...
As emerging technologies such as artificial intelligence become more advanced, and their use proliferates, the threat of complex and technology-driven frauds only increases. The Association of Certified Fraud Examiners says that there is fraud...
As long as LLCs, partnerships, and S corporations form the backbone of many CPA practices, in-depth knowledge of all tax aspects of these entities will be essential. Focus on planning issues in creating, operating and liquidating S corporations,...
Recent auditing standards have significantly expanded auditors’ responsibilities related to audit evidence, documentation, risk assessment, and engagement quality. With the implementation of the AICPA’s new quality management standards, SQMS Nos....
Social Security seems poised for changes in benefits and eligibility age. 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...
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have...
Preparation, compilation and review engagements continue to be a hot topic for peer review even though SSARS 21 has been around for nearly a decade. Concentrate on the most common peer review findings, focusing on how to comply in an efficient...
