(LITX18/26) IRS Audits & Dispute Resolution: Defending Your Clients
Gain confidence in navigating IRS examinations and tax disputes.
$180
Loading view.
(LITX19/26) Lifecycle Financial Planning – Assessing Client Needs & Building a Plan
True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual's financial life. However, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client's...
$63
(LITE07/26) Mastering Microsoft 365 Copilot for CPAs
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team.This course is one of a four-part series on AI technology for CPAs. We recommend...
$90