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Personal Development

Soft Skills – Leadership and Communication (SMOT02/20)

By |2019-04-25T12:58:09-04:00June 17th, 2020|

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 quality services. (Continually updated with the latest guidance).

Major Topics:
• More than 20 documents that should be reviewed that are neither a will nor trust
• Applicable rates, and tactics that may be used to minimize them
• Reducing the impact of ancillary administration
•  Provisions you need in a will
• When a trust is needed for children
• Durable powers of attorney, for financial matters and for healthcare asset protection strategies: upsides and downsides
• Management of insurance: liability, disability, and life 
• Dealing with marriage and divorce
• Titling assets effectively
• Avoiding the loss of capital and passive losses at death
• The latest information on the portability of the deceased spouse’s unused exemption amount 
• Developments relative to estate tax, and the implications for planning

Learning Objectives:
Understand estate planning issues unrelated to federal tax planning; inventory the documents relevant to estate preservation; and understand methods of providing for children and the spouse.

Soft Skills – Leadership and Communication (SMOT01/20)

By |2019-06-19T00:20:49-04:00December 12th, 2019|

Mindful Leadership: Embracing the Power of Communication

Effective communication, a powerful leadership must have.
All too often, we struggle to communicate effectively--particularly with others who are different from us in some way. In today’s workplace, it is not uncommon for there to be up to four generations working for the same company. As a leader, communications can become frustrating for you and your management team and employees, the recipients of the communications. To be an effective leader, one who inspires confidence in others and drives effective decision making and teamwork, you need to develop effective communication skills to bring out the best in yourself and the best in others. Before leading others, you need to identify and embrace your personal leadership style and understand the fundamental importance of emotional intelligence for successful leading in senior roles. Through research and real-world examples, you will examine your leadership style(s) and learn strategies to enhance your communication skills and approach. In this training, you will learn approaches to create opportunities for clear and authentic communication, where people across differences feel safe to speak up and share ideas. Discover or fine tune your own communication strengths to build effective teams and relationships.

Surgent’s The Art of Discipline and Getting Things Done (Audit Skills Training – Level 7) (A7M1) (SSOT03/19)

By |2019-06-19T00:24:03-04:00June 30th, 2019|

Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline, including project and time management.