CPE

Accountancy Laws, Ethics, Taxes & Financial Reporting Review: Ethics & Regulatory Review - 5/21/2013 -: This program is an abbreviated version of the 8 hour Accountancy Laws, Ethics and Financial...
Excel: Improving the Presentation of Your Spreadsheets - 5/21/2013 -: This course will provide an overview of all the functionality supporting formatting and printing...
How to Build the Best Spreadsheets with Excel - 5/21/2013 -: This intermediate Excel course will provide you with a variety of tips and techniques for...
SOX 404 Internal Controls: Best Practices - 5/21/2013 -: The Sarbanes-Oxley Act of 2002 makes company executives of publicly traded U.S. companies...
Issues & Answers in Setting Up & Administering a Qualified Personal Residence Trust - 5/21/2013 -: A qualified personal residence trust (QPRT) is a planning strategy that is used to remove the...

Tax Topics in Family Law Matters - 5/24/2013 - Madison: Join Scott and Nina for an interactive presentation discussing the tax issues that crop up in...
Market & Economic Outlook: Tips to Better Advise Your Clients - 9/9/2013 - Brookfield: CPAs will gain a better understanding of the dynamics affecting the markets and the economy. The...
Patient Protection & Affordable Care Act - 9/13/2013 - Madison: This presentation will explore key changes to health care choices and the tax impact to...
Tax Smart Retirement Strategies - 9/13/2013 - Wauwatosa: Baby boomers are living longer, and given the demise of traditional pension plans and a hit to...

235 N. Executive Dr. Suite 200 • Brookfield, WI 53005

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Fax (262) 785-0838