Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional...

Be prepared before the tax season starts! Find out about the latest federal tax law changes, court decisions, and IRS pronouncements related to partnerships, LLCs, and C and S Corporations. Our discussion leaders will identify ways to integrate the latest tax law changes into planning and...

Surprisingly, in an era dubbed the "communication age," many executives consider inadequate and ineffective information exchange between managers and employees a primary concern. In fact, in a survey produced by Robert Half Management Resources, they found that 61% of CFOs said the biggest...

Recent auditing standards have emphasized the initial information gathered and important conclusions reached during risk assessment procedures to identify and evaluate risk of material misstatement in a financial statement audit. These important procedures provide the basis for determining how...

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 Social Security with other retirement and estate...

The Form 990's non-financial disclosures are a three-legged stool that includes the two Parts covered in this session. Stakeholders, donors, and competitors use both Program Service Accomplishments disclosures and answers to the "Governance" inquiries to assess the organization's credibility and...

The IRS recently issued final regulations giving investors more guidance regarding Qualified Opportunity Funds. Qualified Opportunity Funds are complex investment vehicles that provide tax incentives to investors. Taxpayers investing in a Qualified Opportunity Fund can defer capital gains,...

Are you getting the most from your staff? Are you paying top-dollar and still not getting high performance? New research gives us the insights to effectively motivate your people. This session discusses proven people motivation tactics. Many `old' methods really did not motivate in the past...

Conflict can cause a negative impact on you and your relationships. It can often escalate throughout an entire team or with a client. Learn the skills you need to resolve conflict quickly before it gets the best of you and those around you. Don't let it take up your time which can be spent...

Have you heard about blockchain? It is a new technology being used to drive corporate transparency in many different industry sectors across the globe. At its core, blockchain is a ledger technology that allows multiple parties to have copies of all transactions, which can easily be verified...