Trusts: The Playground for Shenanigans Ashley Francis, CPA
Webcast - 1 Credits - Taxes
This course was recorded live at the 2023 New Money Summit.
Everyone is selling trusts now, but should your clients be buying? In this session we’ll discuss some common types of trusts with some real-life examples about how they can go wrong. We’ll also discuss trusts your clients may be hearing about from financial advisors and insurance agents. And finally we’ll discuss what your role is in setting up and maintaining trusts as a tax professional. Before you advise clients to set up a trust, join me to hear horror stories and best practices.
$ 49.00Original price was: $49.00. $ 34.00Current price is: $34.00.
Trusts: The Playground for Shenanigans quantity
LGBTQ+ Accounting Brian Streig, CPA, Josh Youngblood, EA, CTRS, NTPI
Webcast - 1 Credits - Personnel/Human Resources
This course was recorded live at the 2023 New Money Summit.
This one-hour course provides a focused overview on supporting LGBTQ inclusion in the accounting and tax profession. Aimed at professionals in this field, the session will cover key aspects of understanding and supporting LGBTQ colleagues and clients. The course begins with an introduction to LGBTQ terminology and the unique challenges this community faces professionally. It then offers practical strategies for creating an inclusive workplace, emphasizing effective communication and understanding legal rights. A brief period is allocated for interactive discussion to enhance the learning experience.
$ 49.00Original price was: $49.00. $ 34.00Current price is: $34.00.
LGBTQ+ Accounting quantity
Brand Brilliance Nicole Davis, CPA, MBA
Webcast - 1 Credits - Management Services
This course was recorded live at the 2023 New Money Summit.
Step into the world of “Brand Brilliance” where personal branding moves beyond theory to an art form. This session is your guide to developing a dazzling personal brand that echoes your unique professional story. Learn the art of expressing your individual strengths and values with poise and clarity, making you stand out in any professional setting. Dive into strategies for amplifying your brand on digital platforms, creating an impactful and lasting impression. Ideal for professionals eager to transform their brand into a beacon of excellence and influence.
$ 49.00Original price was: $49.00. $ 34.00Current price is: $34.00.
Brand Brilliance quantity
Incorporating Diversity Orumé Hays, CPA, CGMA, MST, Ashley Francis, CPA, Illyasha Peete
Webcast - 1 Credits - Personnel/Human Resources
This course was recorded live at the 2023 New Money Summit.
In today’s rapidly evolving business landscape, diversity has become a crucial element in the success of any organization, including the field of CPAs. This course aims to explore the significance of diversity and its impact on the CPA profession.
$ 49.00Original price was: $49.00. $ 34.00Current price is: $34.00.
Incorporating Diversity quantity
Getting Started in Financial Planning Alicyn McLeod, CPA, CFP, Jeremiah B. Pagano, Esq., LL.M., CEPA, PC, Cecily VM Welch, CPA, PFS, CFP
Webcast - 1 Credits - Business Management & Organization
This course was recorded live at the 2023 New Money Summit.
Looking for ways to create high-value, high-fee relationships? Make your work less seasonal? Or maybe you’re a personal finance junkie? Financial planning could be your next step. Join a diverse panel of tax and accounting professionals for a candid and encouraging conversation. Learn from those who’ve navigated different routes to incorporate financial planning into their firms.
$ 49.00Original price was: $49.00. $ 34.00Current price is: $34.00.
Getting Started in Financial Planning quantity
Amplify Your Opportunities: From 9-to-5 to 24/7 Renown Kelly Phillips Erb, J.D., LL.M, Orumé Hays, CPA, CGMA, MST, Logan Graf, CPA
Webcast - 1 Credits - Management Services
This course was recorded live at the 2023 New Money Summit.
Kelly Erb will be joined in conversation by Orumé Agbeyegbe Hays and Logan Graf to discuss taking your professional profile to the next level. They’ll share insights for developing new professional projects related to your field of expertise—things like speaking, writing, education, video content creation, and more. You’ll not only learn how to elevate your profile, but how to use that to create new opportunities with clients, customers, and yourself.
$ 49.00Original price was: $49.00. $ 34.00Current price is: $34.00.
Amplify Your Opportunities: From 9-to-5 to 24/7 Renown quantity
Redefining Work-Life Balance Nicole Davis, CPA, MBA, Kelly Phillips Erb, J.D., LL.M, Sabrina P. Cook, CPA
Webcast - 1 Credits - Personal Development
This course was recorded live at the 2023 New Money Summit.
Join our dynamic and inspiring panel of working moms as they share their stories, insights, and strategies for balancing career and motherhood. Gain valuable advice, practical tips, and a supportive community in this empowering course designed to help you thrive both personally and professionally.
$ 49.00Original price was: $49.00. $ 34.00Current price is: $34.00.
Redefining Work-Life Balance quantity
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