Understand the complex tax challenges created by today's mobile workforce and multi-state operations. This course provides practical guidance on residency determinations, state sourcing rules, and withholding obligations to help you manage compliance and reduce client risk.
There is simply no denying that a sufficiently designed and effectively operating system of internal controls over reliable financial reporting is more important than ever. The primary objective of this course is to give participants "hands-on" practice in designing, evaluating, and communicating conclusions related to design and operating effectiveness of internal controls over reliable financial...
The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity, too. How do you know if someone is a real estate professional? In this course, we will explore all these issues...
This course provides an in-depth exploration of AU-C 240, Consideration of Fraud in a Financial Statements Audit. Participants will gain practical insights into identifying, assessing, and responding to fraud risks within the context of financial statement audits. Through engaging lectures, real-world examples, and case studies, the course examines the nature and characteristics of fraud, including...
Build practical, hands-on insight into South Carolina nexus and apportionment challenges with real-world scenarios and common pitfalls. This tax clinic focuses on applying the rules correctly, addressing gray areas, and reducing risk for clients operating across jurisdictions.
This series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in "real-life" circumstances. Practical understanding of principles and standards can result in a high-quality, insightful, and profitable engagement.
In this session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom explores practical AI-powered features already built into Microsoft Excel that can help you clean up data, summarize information, and work more efficiently. Rather than focusing on AI for its own sake, David demonstrates reliable, everyday tools such as Flash Fill, Recommended...
Even though they have been around for several years, the tax laws pertaining to S-Corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S-Corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S-Corporation...
Creating a trust is only half the equation. Without proper funding, even the most carefully drafted trust document may fail to achieve its intended goals—leaving assets exposed to probate, creditors, family disputes or unintended disposition. This course provides a practical guide to funding revocable and irrevocable trusts, covering the mechanics of retitling property, common pitfalls that...
Taxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents. Participants will learn how IRS Publication 4557 guidance, the FTC Safeguards Rule requirements, and a...
The OBBBA's changes to Section 1202 are among the most significant updates to the QSBS framework since the exclusion was made permanent in 2015. The new tiered exclusion structure, enhanced dollar limitations, and inflation indexing create fresh planning opportunities—but also introduce new timing and structuring considerations that practitioners must account for. This course provides actionable guidance...
Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows no signs of slowing down. With the passage of the One Big Beautiful Bill Act (OBBBA) and the more recent guidance about it, there's even more for practitioners to keep up with. Now more...
Even the most capable professionals experience hidden mental patterns that affect confidence, clarity, and decision-making. This session equips CPAs with practical tools to understand unconscious bias, recognize imposter-syndrome triggers, reframe self-doubt, and give and receive feedback in ways that reduce threat and build trust.
This session breaks down how to use AI more effectively by moving beyond simple prompts to a structured, results driven approach. Attendees will learn practical techniques, including the CLEAR R framework, to produce more consistent, accurate, and actionable outputs. The course focuses on real world applications such as drafting communications, summarizing reports, and supporting decision...
Corporate taxation can be complex—but understanding it is essential for practitioners who advise business clients. This course provides a focused, practical review of three key areas that frequently arise in corporate tax planning and compliance: corporate tax credits, stock redemptions and dispositions, and the Corporate Alternative Minimum Tax (CAMT). In this course, we will examine the...
This course provides a comprehensive overview of SOC 1 reports in the context of employee benefit plan audits. The course covers the evaluation and documentation of SOC 1 reports, understanding control objectives, complementary user entity controls (CUECs), and best practices for efficient SOC 1 review processes. Special attention is given to practical tools and templates...
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