This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is...
Practitioners who provide non-audit services must balance complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. Examine many case...
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by...
This course offers an in-depth look at issues that practitioners have been having in implementing preparation, compilation and review engagements. This course is presented from the perspective of a local firm practitioner. Several new...
This course covers the significant provisions of the most recent pronouncements and proposed pronouncements from the FASB, the Private Company Council, and the Auditing Standards Board. The course is presented from the perspective of...
Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an estate or trust...
Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and...
Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement. This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet...
The basis and distribution concepts are the most difficult to master when dealing with flow-through business entities. If the CPA does not fully understand the impact of these rules, significant errors and malpractice issues can occur. Focus on...
Our goal is to reduce the overall risk of fraud. We will focus on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity, ethics, and how people may react in certain situations. We will also touch...
