Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate...
This course will allow you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash...
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs...
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing...
“How will I EVER get this all done?" It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words! Instead of helping us...
Learn how to employ systems thinking to disentangle complexities, recognize and interpret patterns and diagnose problems. Understand concepts such as interconnectedness, synthesis...
Professional Skepticism - Creating a Mindset for Finding Fraud and Error is a critical skill for audit and other attest services. The public places a high value on assurance...
Introductory Session of Borenstein's Form 990 Foundational Series: This "initiation and introduction to" the Form 990's mechanics and importance will prevent you from drowning...
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer...
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical...
Identify and eliminate risk Understand how risk affects all areas of business-from hiring and onboarding to customer fulfillment and customer support, and everything in between...
Business ethics is not something “nice to do” but can mean the difference between success, failure and survival in today’s competitive environment. Being trustworthy, having...