The R&D Credit Rulebook Riddle
Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.
CPE
This Is an Agent Problem Now
Learn how AI agents analyze financials, draft reports, and boost compliance.
CPE
Data First. AI Next.
Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
CPE
The Holy Grail of Tax Operations
Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
CPE
Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
CPE
AI Risks Every Firm Should Know
Pragmatic AI governance: strict on PII, grasp GDPR, tackle hallucinations/IP/bias. Use the ABC checks - Accuracy, Bias, Confidentiality.
CPE
Mission AI: The Rise of Tax Pros
Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
CPE
The Graceful Evolution of Leadership
Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
CPE
The Honest Truth about Dishonesty
This course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.
CPE
Client Onboarding: From Kickoff to Close
A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
CPE
The Big AI Mix-Up: Workflows vs Agents
Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.
CPE