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Events

Ethics and Unbilled Taxes: The Auditor's Untold Story - 8/10/2020 -
To your manifold benefit- you snag a new, well-known and locally influential client. However, in reviewing their audit work papers and tax status you discover unbilled taxes to the client. The accounts all seem to be in order but. what next?...
Real Estate Professionals, Passive Activity and Section 199A - 8/10/2020 -
When do they exist and how to report them? This program will provide a detailed analysis of the real estate passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business"...
Power BI: Analyze Your Data With Excel Pivot Tables - 8/10/2020 -
* This course is #3 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Excel is a popular tool for data analysis, yet most users have never learned the basics of data...
Financial Statements Disclosure: 990 Parts VIII, IX, X & XI - 8/10/2020 -
The Form 990's approach to reporting financial statements initially seems easy as it follows the filer's books with only a modest amount of "990 instructions"-required changes. Unfortunately, those changes reflect multiple conventions the IRS...
Roadmap to Microsoft's Office 365 Ecosystem (FREE) - 8/10/2020 -
For any organization that uses the Microsoft Office suite (Excel, Outlook, Word, etc.), it is not a question of "if" you should move to Office 365, rather it is "when" and "how." This free webinar is designed to introduce you to the Office 365...
Reporting Fundraising Activities: 990 Part VIII & On - 8/10/2020 -
Most exempt organizations undertake fundraising sales and events, but GAAP reporting of the underlying transactions and results is at odds with what the Form 990 demands! Preparers need know both how these activities are defined and the extent to...
QuickBooks at Tax Time: Compliance and Client Onboarding - 8/10/2020 -
Tax season can be the most grueling time of year for practitioners so having the ability to prepare a client tax return efficiently and accurately will help you minimize extra time during the busy season. Many business owners do not understand...
Dream Wide Awake: Overcoming What Limits You in Life! - 8/10/2020 -
With more than 30 years working with entrepreneurs and their employees, Sherr‚ has been able to identify five wishful thinking mindsets and six fearful thinking mindsets that hold individuals back from reaching their goals and achieving their...
Annual Update for Accountants and Auditors - 8/10/2020 -
Take a deeper dive into the fast-paced changes in accounting and auditing. Earn 8 CPE credits while we discuss relevant pronouncements, exposure drafts and other guidance recently issued in the accounting, auditing, review, compilation and...
Google Docs for Accountants - 8/10/2020 -
This course provides a concise overview of Google Docs, a cloud-based word processing application by Google. Similar to Microsoft Word, the tool allows users to create documents, add text, edit paragraphs, apply formatting, copy and paste...