Accounting Related Topics 
Nerd's Eye View
SEPTEMBER 11, 2024
Among all the different types of retirement account beneficiaries, those who are the surviving spouse of the original account owner receive the most preferential tax treatment when it comes to distributing the account's assets after the owner's death. But the SECURE 2.0
Abnormal Returns
APRIL 25, 2024
Markets The energy sector is still less than 4% of the S&P 500. allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. morningstar.com) Strategy Good luck trying to dial risk up and down at the right times. collabfund.com) Expect to see some overconfidence tonight in Detroit.
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Nerd's Eye View
AUGUST 9, 2023
The original SECURE Act, signed into law in December 2019, changed many of the long-standing rules governing IRAs and other retirement accounts, and no single measure in the legislation had a more seismic impact on planning than the changes to the post-death distribution rules for retirement accounts.
The Big Picture
DECEMBER 11, 2023
retailers retracted its claim that “organized retail crime” accounted for nearly half of all inventory losses in 2021 after finding that incorrect data was used for its analysis.” Senate committee that organized retail crime accounted for $45 billion in annual losses for retailers, according to estimates by the coalition.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets.
The Big Picture
AUGUST 26, 2022
My examples of overpriced, low-performing, abusive account management have been derided as outliers. As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets.
The Reformed Broker
SEPTEMBER 26, 2022
If you’re not yet in retirement and not finished putting money into your retirement accounts, every 5% the market falls is an increased opportunity for you to buy things that will be worth much more in the future when you eventually sell them. Creating value today that will be realized at some point tomorrow.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Field of Study: Accounting. Let’s rediscover the power of reconciling the balance sheet, the best way to approach the work, and the pitfalls to avoid when preparing or examining reconciliations. 1 CPE credit will be provided for qualifying participants. Recommended CPE: 1 CPE. Program Cost: $0. Program Knowledge Level: Overview.
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Digital transformation in account opening is the integration of streamlined processes to enhance the customer journey. Additionally, digital transformation reduces the amount of paperwork and manual labor involved in the account opening process.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? This session will cover critical best practices and process improvements tailored specifically for accounting professionals. Learn actionable strategies to enhance efficiency, reduce errors, and leverage technology for smarter workflows.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
In this webinar, Wayne Spivak will share techniques applicable to not only spend management and GAP analyses, but a wide range of accounting topics, to show you how to go from your company’s current state to the state of the future your company wants and needs. June 6th, 2023 at 9:30 am PDT, 12:30 pm EDT, 5:30 pm BST
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Field of Study: Accounting. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements. Recommended CPE: 1 CPE. Program Cost: $0. Due to this program being offered free of charge, there will be no refunds issued. Prerequisite: None.
Speaker: Rita Keller - President of Keller Advisors, LLC
You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough.
Expert insights. Personalized for you.
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