Course Level: Intermediate

Tax Technology & Automation

Tax provision automation, data extraction, and AI in tax compliance and planning.
Real Estate Taxation

1031 exchanges, depreciation, QOZ funds, REIT taxation, and passive activity rules.
Investment Advisory Practice

Build an RIA practice. Fiduciary duty, portfolio construction, and client reporting.
Retirement Planning

401k, IRA, Roth conversions, Social Security optimization, and withdrawal strategies.
Estate Planning for Advisors

Wills, trusts, power of attorney, and wealth transfer strategies for client families.
External Audit Fundamentals

Audit planning, risk assessment, substantive testing, and issuing audit opinions.
Internal Audit Essentials

IIA Standards, risk-based audit plans, and adding value as an internal auditor.
SOX Compliance & Testing

Sarbanes-Oxley Section 404 compliance. ICFR testing, walkthroughs, and deficiency evaluation.
Audit Data Analytics

Use data analytics in audit procedures. Full population testing, visualization, and CAATs.
Operational Auditing

Audit business operations for efficiency and effectiveness. Beyond financial audits.