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The purpose of this course is selling deposit products effectively. The course covers how to conduct sales interactions with clients, prepare for effective cross-selling to maximize sales of deposit p ...

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This course is based on two recent financial statement fraud cases; Dewey & LeBouef and ContinuityX.  Dewey & LeBouef was a high-profile law firm that, at its peak, had over 3,000 employees and over 1 ...

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This course is based on two recent financial statement fraud cases; Dewey & LeBouef and ContinuityX.

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This course examines the financial statement fraud that took place in two recent cases: high-profile law firm Dewey & LeBoeuf, LLP and Internet services reseller ContinuityX Solutions, Inc.  Both thes ...

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Crowdfunding involves fundraising for a project from a large number of people, usually via the Internet. The request for funds is not targeted at a specific person, but rather is an open call for anyo ...

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As today’s financial ecosystem shifts, crowdfunding has revolutionized how small businesses and startups secure capital beyond the conventional bank route. This nano-learning course will unpack four p ...

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This course discusses how to obtain funds through crowdfunding, which may be a ready source of cash when other alternatives are not available. It addresses the types of crowdfunding, the risks involve ...

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With the increasing volatility of the financial markets today, more and more business owners and entrepreneurs are exploring the potential of crowdfunding. It's no secret that, over the years, alterna ...

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Over the years, crowdfunding has gained popularity in business investments, especially to those who couldn’t get traditional financing. Active global crowdfunding platforms have generated billions of ...

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At the heart of healthy and high-performance organizations are people willing and able to hold crucial conversations. The award-winning Crucial Conversations® for Mastering Dialogue course gives peopl ...

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Your clients and you face a growing risk: bad luck. When newly retired clients suffer a plunge in their portfolios for two or three years in row (aka a bear), it can break an investor's spirit, making ...

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As clients age, their needs change. They go from the accumulation phase of saving for retirement into the distribution phase of spending their retirement savings. It’s time to make sure those savings ...

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The high transfer tax exclusions would seem to make sophisticated estate planning unnecessary for many clients whose estates will not exceed the taxation thresholds. But there are many other considera ...

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The American Taxpayer Relief Act of 2012 made permanent the exclusion of a transfer tax of over $5 million for every individual, thereby alleviating the concerns of a vast majority of Americans about ...

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This course provides an overview of oil production in South America, Central America, Mexico and the Caribbean. You’ll learn about the Latin American countries that produce and export crude oil, the t ...

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Speaking in public can be a challenge! This course will help you answer that challenge by reviewing some of the best practices, watching some of the best presentations, practicing your own skills, and ...

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Is crypto finally growing up? With governments around the world tightening their grip and big names like Warren Buffett investing in emerging markets, digital assets are no longer fringe finance—they’ ...

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A 7-week cohort-based course to learn the practical knowledge of running a business using crypto.

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Cryptocurrencies are reshaping finance, and understanding their accounting and tax implications is crucial. This CPE Course equips participants with knowledge and tools to navigate cryptocurrency oper ...

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Cryptocurrencies are reshaping finance, and understanding their accounting and tax implications is crucial. This CPE Course equips participants with knowledge and tools to navigate cryptocurrency oper ...

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An insiders look into what blockchain and cryptocurrencies are.  How their markets will affect our client’s daily life and the investment questions our clients are asking.  Our first hour will give us ...

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This presentation will provide the audience with an overview of the current trends in cryptocurrency fraud that the IRS-CI is encountering.  Agents will discuss common fraud typologies such as pig but ...

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In today’s digital landscape, cryptocurrency is transforming how we invest, transact, and build financial systems—but it’s also opening new doors for fraudsters. With the rapid rise of crypto assets, ...

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This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of Bitcoin and other crypto assets. Even with price volatility and ...

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This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of Bitcoin and other crypto assets. Even with price volatility and ...

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This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of Bitcoin and other crypto assets. Even with price volatility and ...

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To help accountants and financial professionals gain a strong understanding of cryptocurrencies, the new blockchain technology supporting them, and the role they'll play in our capital markets.

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There are several unique accounting issues associated with cryptocurrency. In the Accounting for Cryptocurrency course, we provide background information about the nature of cryptocurrency, blockchain ...

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Learners will be able to discuss cryptocurrency and its status as an investment, and they will be able to describe its attribubes as part of an estate plan. Learners will be able to explain advantages ...

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As the field of cryptocurrencies and decentralized finance continues to develop rapidly, this course looks to explain other critical digital assets in great detail with specific case studies and deep ...

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Bitcoin Explained takes learners on a deeper dive into the world of Bitcoin and explores its history, architecture, and limitations through the lens of an institutional investor. Following upon the fo ...

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This course explains one of the most important cryptocurrency networks, Ethereum, and how it is poised to lead the charge for decentralized finance (DeFi). In this course, we will examine the origins ...

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Cryptocurrency has taken the world by storm, revolutionizing finance and challenging traditional notions of currency. But with great innovation comes great responsibility, especially when it comes to ...

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Cryptocurrency has taken the world by storm, revolutionizing finance and challenging traditional notions of currency. But with great innovation comes great responsibility, especially when it comes to ...

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Shehan Chandrasekera, CPA, Forbes Contributor, and Head of Tax Strategy at Cointracker, examines and explains why cryptocurrencies and blockchain technologies are no longer a fad but here to stay. Bui ...

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With over 40% of Americans owning digital assets and a single Bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But few tax professionals understand how to help individual ...

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With over 40% of Americans owning digital assets and a single Bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But few tax professionals understand how to help individual ...

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  With over 40% of Americans owning digital assets and a single Bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But few tax professionals understand how to help individu ...

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With over 40% of Americans owning digital assets and a single Bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But few tax professionals understand how to help individual ...

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So much has changed and continues to change when it comes to cryptocurrency reconciliation, reporting, bookkeeping, accounting and taxation. What applied back in 2010, 2014, 2017 is now different in 2 ...

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In this podcast, Christopher Rivera, Director of Client relations, Entigrity Offshore Staffing, takes the conversation forward on Building Kickass Offshore Team with Dr. Sean Stein Smith, DBA, CPA.The ...