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Oct 21

Clients for Life: Retain Your Top Clients to Maximize Business Growth

Most services are short-term transactions. Neither you nor your ideal clients achieve massive results with short-term planning. The lifetime value of the best client relationships is typically 10 to 25 times more valuable than other clients on...

Oct 21

Advanced Form 1041 Practice Workshop


The use of trusts must be re-evaluated in a post-tax reform world, with higher income tax rates for both the trust and its beneficiaries. Practitioners who understand the basics of Subchapter J and Form 1041 compliance soon encounter complex...

Oct 21

Technology for CPAs - Don't Get Left Behind


How good are you with the technology you use daily* What new technology tools are available that could save you time and make you more effective* Technology continues to accelerate rapidly, and CPAs need to keep pace. This course is designed for...

Oct 21

Closing Best Practices - Shortening Month End

According to the Journal of Accountancy, the average company now performs their month-end closing in 5 days. Some companies perform their closing in a single day as a few organizations perform a "virtual close," performing no closing tasks after...

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