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Forensic accounting and business valuation services continue to be a growing area for practitioners looking to specialize and expand their firm offerings. The learning resources are designed to help you understand the knowledge and skills necessary to support the needs of your clients in these areas.
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To my mentors and mentees: Thank you
This article offers insights on the value of mentors and key traits great mentors share.
Article Coaching & mentoring Foundational
Valuation of family-owned entities for estate and gift tax purposes under Sec. 2704
This article discusses the rules governing the effects of lapses and restrictions on voting or liquidation rights of owners on the valuation of family-held entities.
Article Tax valuation Intermediate
Q&A: Don’t believe these Millennial myths
Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.
Article Team building Intermediate
How firms can overcome challenges and develop a diverse workforce
Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.
Article Team building Advanced
The importance of killing projects
This article explores an often overlooked aspect of project management - ending the project.
Article Project management Intermediate
6 Ways to Up Your Networking Game
This blog post offers a few tips that will help you up your game, especially when meeting people at events or in large groups.
Article Communication Foundational
"Inconvenience Everybody Equally" and Other Management Tips
It takes special skills and practice to manage these global virtual interactions successfully. This blog post offers several tips to manage far-flung employees.
Article Team building Advanced
9 tips for being more responsive to clients
This article discusses the importance of being receptive, available, and approachable to clients.
Article Communication Foundational
How CPA firms are evolving to meet Millennials’ desires
Companies are looking at ways to recruit and retain Millennial employees and focusing on a number of criteria their employees are requesting. This article explores...
Article Talent recruitment Foundational
3 Pitfalls Valuation Professionals Should Avoid
This blog post discusses three common deficiencies that should be avoided in valuations.
Article Business & intangible assets Intermediate
Do you really know who you are paying?
This article shares seven steps small- and medium-size companies can take to identify fraud in the procurement process and prevent it.
Article Risk response & reporting Foundational
How to deal with dysfunctional people at work
Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.
Article Influence Intermediate
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