CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.
CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.
1.5 CPE credit of Business Management & Organization for all CPAs
1.5 CPD credit (Verifiable) for Canadian CPAs
1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants
ppp loans- forgiven, but not forgotten
retirement plan beneficiary disasters and how to avoid & fix them
practical guide for understanding critical concepts of trusts and estates
the secure act is now law: are you fully prepared? the ten-year rule – everyone needs to reconsider everything! a new presentation filled with fresh ideas
the efficacy and application of 30 common trusts
basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)
introduction to financial & estate planning for iras
how to accurately prepare the 709 gift tax return
passive activity loss limitations: working with the complex pal rules & real estate tax issues.
pooled income funds: the best kept secret in planning from the shallow end to the deep end
not your grandma’s crt: using charitable planning tools to solve business problems
estate tax planning for a lower estate tax exemption
qualified business income deduction - everything you need to know
caseview fundamentals
ethics: 7 questions you must ask of every job candidate
Aside from professional or technical skills, I believe that facilitation is one of the most important skills you can possess in business.
Facilitation is fun and empowering. It is a skill that will really boost your self-confidence and give you internal strength that will help you in many areas from interviews to presentations to working with teams.
This course will help you.
In business, facilitation is about being an intermediary through whom discussions and actions can be coordinated more easily; and decisions reached more efficiently.
Business facilitation comprises two elements:
1. Providing a structure for the session that encourages a breadth of thinking, and engages everyone in the group
2. Creating a safe environment for people to air views and work together in a spirit of cooperation and trust
This course, Facilitating High Performing Meetings, will cover everything you need to develop effective facilitation skills including the principles of good facilitation; planning a facilitation session; generating and refining ideas; action planning; and giving feedback.
It takes skill, patience and emotional intelligence to be a good facilitator. The most important part of the role is to balance the personalities and agendas of the participants to ensure everyone can contribute in an environment of openness and support.
