WLS04126: S Corporation Taxation: Advanced Issues (SCA4)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
WLS04026: Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (1041)
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference…
WLS03926: The Complete Guide to Payroll Taxes and 1099 Issues (CGPT)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a…
WLS03826: CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (PLFB)
Has recent economic turbulence shown us that planning doesn’t work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated…
WLS03726: Best Practices in Not-for-Profit Accounting and Reporting (BPN4)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused…
WLS03626: The Most Critical Challenges in Not-for Profit Accounting Today (CNA4)
Understanding not-for-profit GAAP is one thing—effectively applying it is another. Preparing accurate and reliable financial statements requires more than familiarity; it demands a solid working knowledge of today’s most complex accounting and reporting issues. This course provides clear, practical guidance on key challenges, including core note disclosures, contributions, and the presentation of an operating measure.
WLS03526: Buying and Selling a Business: Critical Tax and Structuring Issues (SELL)
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand…
WLS03426: Key Partnership and S Corporation Tax Planning Strategies (BTS4)
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.
WLS03326: This Year’s Top Tax & Financial-Planning Ideas
With tax rates for individuals, estates, and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking…
WLS03226: Generative AI and Cybersecurity: Opportunities and Threats (CYG2)
This course explores how generative AI is revolutionizing cybersecurity. It highlights opportunities, such as enhanced threat detection, and risks, including AI-driven phishing and malware, particularly in financial contexts.