Accountant Telephone Seminars

Taxation and Accounting Conflicts of Interest ...Accountants working in various disciplines have been involved in litigation resulting from or exacerbated by a conflict of interest or the appearance of a conflict of interest. Failure to identify an actual or potential conflict of interest and to disclose or avoid it can lead to expensive legal fees, loss of a client or employment, a claim against malpractice insurance, bad publicity, or an  more...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do ...ng of the estate planning attorney, insurance consultant, accountant and wealth manager, can take practical and coordinated steps to best serve their clients through the uncertainty. How can document drafting be changed to deal with the uncertainty? Even if the estate tax is retroactively reinstated, it may take years to resolve issues that remain. What can be done with documents you are  more...

Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity ... the investment policy process from both a managerial and accountant perspective. This teleconference will provide you with the skills to develop policies to support and expand your current portfolio of funds. You will walk away from this event with the following knowledge: the impact of short-term and long-term goals on investments policies; endowment fund accounting best practices and  more...