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3 events,
Seeing Beyond the Numbers...
Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers (LIOT13/25)
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user.
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3 events,
PUB 4557 Safeguarding Tax...
PUB 4557 Safeguarding Taxpayer Data (LITX04/25)
Your tax files contain all the information an "evildoer" would need to steal your client's identity and wreak havoc in the client's life. IRS Publication 4557 explains that you are expected to preserve and protect the confidentiality and privacy o...
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Annual Update for Account...
Annual Update for Accountants & Auditors (LIAA03/25)
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then switch our attention to the items coming down the pike, including a look at the projects identified by the...
1 event,
Form 706 Preparation and ...
Form 706 Preparation and Portability (LITX05/25)
Join our essential tax course on Form 706 and learn how to navigate the upcoming changes from the Tax Cuts and Jobs Act, set to expire in 2026. With the lifetime exclusion poised to halve, understanding how to file for Portability of the Dece...
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Accounting & Auditing...
Accounting & Auditing Update (LIAA04/25)
The course will start off with a look at the Accounting Standard Updates (ASUs) issued by the FASB that will be effective in 2024 as well as those that may be great for early adoption. The course will also review year 2 issues in lease accounting inc...
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Reasonable Compensation a...
Reasonable Compensation and Entity Choice (LITX37/25)
Business choice of entity for tax purposes can have a significant impact on business tax liability, and a reasonable compensation determination is essential for optimizing the entity choice tax outcomes.
This course will describe how re...
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More Money at the End of ...
More Money at the End of the Month – Strategic Ways to Improve Cash Flow (LIOT15/25)
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether oneworks in start-ups or established companies, non-profit orfor-profit entities, cash flow makes our organizations run.Have you ever wondered...
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Common Yellow Book & ...
Common Yellow Book & Single Audit Deficiencies (LIAA05/25)
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence...
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Emotional Intelligence; L...
Emotional Intelligence; Leadership Styles (LIOT03/25)
9-Session Leadership ProgramÂ
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership...
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Reasonable Compensation H...
Reasonable Compensation Horror Stories (LITX38/25)
Reasonable compensation is one of the most misunderstood topics in the tax realm, and it can have very real and impactful implications on your clients and your firm. If you work with S Corps, you have a duty of care to ensure that your clients are...
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2 events,
Avoiding Peer Review Defi...
Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting (LIAA30/25)
Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants.