As tax busy season seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity back to their work. Attend this session to get updates about the technologies and other options available to help streamline tax return preparation, optimize client collaboration, and maximize firm profitability. … Read More
In this on demand course, learn about the tax implications of common cryptocurrency-related transactions and how to successfully service clients dealing in digital assets. We will also cover current developments surrounding this topic, such as the updated version of the digital assets question on Form 1040, funds locked in insolvent exchanges, the tax treatment for digital assets which have substantially … Read More
The Center for Accounting Transformation and CPA Trendlines have come together as advocates for the profession to research an important issue impacting the profession: staffing. With articles seen almost daily mentioning staffing concerns, wouldn’t you like to know how others are managing staffing shortages? By addressing the current talent crisis in accounting firms and finance departments, we can shed light … Read More
As accounting professionals, we are taught to be professional skeptics because “it’s what is expected” as advisors – to protect your organization or clients from unnecessary risk. But often this mindset gets carried over into our personal lives and how we feel daily.
Innovations in audit are constantly evolving in the areas of automation technologies, artificial intelligence, blockchain, data analytics, and data visualization. This course provides an overview into the current and upcoming capabilities in each of these areas. This course was designed for auditors and people supporting the audit process to enable them to identify opportunities to leverage these technologies and techniques … Read More
It’s hard to stay abreast of all the things going on in the cybersecurity realm, so this update is for non-techie tax practitioners who want to understand current compliance requirements, cybersecurity program best practices, cyber liability insurance trends, and cost-effective options for mitigating their risks.
Blockchain technology and cryptocurrencies such as bitcoin and ether are two trending topics in the fin-tech world. In this self-study course gain a high-level, non-technological understanding of the history of cryptocurrencies and the taxation of common cryptocurrency related transactions.
Let’s face it, intent matters, and if you don’t have a good business culture or are taking care of your team, it’s not just your people feeling the impact, it’s also your organization’s overall performance that takes the hit. Personal sustainability is important not only for the business professional, but for the organization as well. Come learn the impact positive leadership styles can have on an organization from its people to the bottom line and how to establish clearer boundaries for better time prioritization and work-life balance.
Be prepared to roll up your sleeves and apply your brainpower to some new, more effective ways of thinking about how your business creates value for your clients and dive into the many different ways to set new rates which reflect your value.
Maybe you’ve considered advisory services but are unsure how to shift from compliance services. Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of time prevents you from moving in this direction. We’ll share proven tips to lighten your workload. Imagine increasing your monthly client revenues by 50% with minimal extra effort. If that interests you, consider adding advisory services to your list of client services.
