Professional Education (CPE)

Succession Planning for the Sole Practitioner
Choose the right successor and jointly develop a plan to transition client relationships. Capture the value of your practice...

CPAs need to prepare for International Financial Reporting Standards
Acceptance of a single set of high-quality accounting standards for worldwide use has been gaining momentum for the past few years. “It’s no longer a matter of if but when – and that time is sooner rather than later...”

How to Measure Financial Success
Engage in discussions and examples on the pros and cons of different measurement techniques. Learn how to strategically use ROA, ROIC and EVA. Bring a laptop for hands-on activities.

Taxation of LLCs, LLPs, LPs and Other Partnerships: August 6
Get details on the recently issued IRS revised final regulations that may affect allocations made to look-through entities, members of consolidated groups and controlled foreign corporations.

SEC Reporting: Aug 13 and 14
Make sure you're in compliance with the latest SEC reporting and disclosure requirements by attending this comprehensive two-day training.

Practice Management Conference: August 18
Your practice is your livelihood. Keep it going strong as you discover the importance of investing in your firm, how to stand out in a competitive marketplace, when to start preparing for retirement and much more. Register by July 25 and save $50!

How to Measure Financial Success: Aug 18
Explore the many ways of determining financial success and find out when one method is better than the other.

Recordkeeping / Wage and Hour Law: Aug 14
Are you involved in the HR funciton of your organization? Get the scoop on what employee records you must keep, how to organize them and more. Take a proactive approach to understanding your responsibilities as an employer.