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AI is the hot topic in 2024, and tax and financial service professionals are actively trying to leverage this new-found technology. Yes, there is a lot of power and capability with AI, but we do need to understand the underlying principles.
$61
Managing growth is one of the many challenges a single-firm owner faces and those challenges are multiplied when the decision is made to add the first employee, essentially growing from one staff member to two or more. Inc. security-related concerns.
$61
Traveling internationally increases risk, so knowing what precautions to take while away from home and enjoying foreign travel is important to safeguard client data. In this session, we will focus on understanding the risks and protective measures.
$61
With the need for more complex password policies, across systems & websites, a strategy is required to manage both. We will discuss policies & applications to assist with document & password management.
$61
Technology continually changes, and it can be difficult to stay up-to-date on what has changed and what is new. Tech 101 is a collection of brief videos explaining specific topics in a non-techy way.
Free
This course discusses IRC § 7216 “Disclosure or use of information by preparers of returns” as it relates to disclosures and use of information to and between all of the software that we use to run our tax and accounting practices.
$61