Major legislative changes and recurring compliance challenges make preparation essential for the 2026 filing season. In this workshop, you'll get a comprehensive review of the latest developments affecting individual taxpayers, along with...
There is little doubt that we are in the midst of unpresented transformation in the services we provide as CPAs and CFOs and the way we deliver them. Technology, of course, is at the core of this transformation. Therefore, it is imperative that...
Significant legislative changes and ongoing technical challenges will shape 2026 business tax return preparation. In this workshop, you’ll review the latest developments affecting corporations and non-corporate businesses, along with key...
In today’s world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to...
Unlock the potential of Excel for advanced data analytics in this four-hour course,“Introduction to Excel Data Analytics Accelerated by ChatGPT.” This training programdives into Excel data tools and features like Power Query, Power Pivot, and...
Deepen your understanding of the complex considerations and strategies individuals must navigate in acquiring, operating and selling real estate. Gain the ability to navigate critical issues associated with the relevant returns and plan...
This comprehensive case-driven training is designed to quickly get the accountant up to speed on basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability...
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful...
The world has changed, but has your finance department changed with it or are they doing the same things the same way they always have? Being technically competent is no longer enough; you have to be able to connect with people throughout your...
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an...
