Course Library
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Field of Study:
- Personal Development
Description:
Learn strategies and best practices for building the best career network possible.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course covers strategies and best practices for building the best career network possible.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Learn strategies and best practices for building the best career network possible.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course covers strategies and best practices for building the best career network possible.Delivery Method:
- QAS Self Study
-
Expanding Your Value as a Retirement Coach
20-Feb-2018 The Financial Planning Association of MinnesotaCredit Hours:
- 1 - 4 credits
Description:
Presentation Description: This introductory course by Mitch Anthony will explore the knowledge required to become expert in the modern retirement conversation. Mitch’s presentation will teach the tool ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Learn even more about expatriate taxation in this informational webinar. By the end of this session, you will be able to conquer any expatriate tax issue that comes your way! During this session we wi ...Program Level:
BasicDelivery Method:
- Group Internet Based
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EXPATRIATION - DOS, USCIS Forms and Form 8854 GIVING UP A GREEN CARD (LTR) OR US CITIZENSHIP
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Expatriation - DOS, USCIS Forms And Form 8854 Giving Up A Green Card (LTR) Or US Citizenship
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Expatriation - DOS, USCIS Forms And Form 8854 Giving Up A Green Card (LTR) Or US Citizenship
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
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Expatriation Tax Planning for U.S. Retirees: Filing Obligations, Exit Tax, U.S. Pension and Retirement Income
25-Jul-2019 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
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Expatriation: Top Ten International Tax Topics for people renouncing US citizenship or transferred / seconded to foreign affiliates
Illumeo, IncField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course discusses the specific US rules on expatriating.Delivery Method:
- QAS Self Study
-
Expatriation: Top Ten International Tax Topics for people renouncing US citizenship or transferred / seconded to foreign affiliates
Illumeo, IncField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course discusses the specific US rules on expatriating.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Finance
Description:
Once your revenues are set, the second vital aspect of the operating budget is predicting expenses. In this practical webinar, you will be provided with numerous tools and tactics to ensure your cost ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Once your revenues are set, the second vital aspect of the operating budget is predicting expenses. In this practical webinar, you will be provided with numerous tools and tactics to ensure your cost ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
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Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Expense Management in QBO Course Description When it comes to managing employee credit cards and approval workflows in QuickBooks Online (QBO) and other expense management workflows, there are severa ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- OR
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Expense Reimbursement Issues New and Old: How Best Practice Organizations Address Them
14-Nov-2017 TraliantField of Study:
- Management Services
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
In AP Now’s recent Travel & Entertainment survey, respondents identified their most pressing problems regarding employee expense report handling. Two clear factors emerged. First, the traditional expe ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The processing of expense reports is the bane of many accounts payable departments. They are difficult to review, may contain multiple errors, and are subject to fraud. In the Expense Report Best Prac ...Delivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In 75.6% of expense reimbursement schemes, the perpetrator also undertakes at least one other form of occupational fraud. This startling fact comes from the Report to the Nations, one of the most resp ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Game playing with expense reports is a widespread problem which many organizations choose to ignore. This is unfortunate, for if ignored, it will only grow. Creativity when preparing an expense reimbu ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Expiring Tax Provisions and how to use them to sell Plans
American Institute of Certified Tax Planners, Inc.Field of Study:
- Accounting
- Business Management and Organization
- Personal Development
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Our monthly CPE program, Continuing Your CTC Education (CYCE), available exclusively to CTC members, features hands-on, practical instruction designed to keep you on top of industry trends, new legi ...Delivery Method:
- Group Internet Based
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Explaining ESOP Diversification to Participants
30-Mar-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
This course explores ways to communicate effectively with non-financial managers and staff.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course explores ways to communicate effectively with non-financial managers and staff.Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
This course explores ways to communicate effectively with non-financial managers and staff.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Through this course, split into six accessible, bite-sized lessons, learners will gain a high-level view of the geology of oil and gas, and technical steps involved in the exploration and production o ...Program Level:
IntroductionDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Explore and Experience Microsoft Office 2010 (OF7)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCCredit Hours:
- 1 - 4 credits
Description:
With the adoption of Office 2007/2010, many Microsoft users want to learn how to use this software more efficiently. How do versions 2007/2010 differ from previous versions? What features are new to t ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session will cover the financing implications of partial ESOPs, S Corporation distributions and administrative issues including considerations about balancing ownership interests and managing fut ...Program Level:
All Levels are WelcomeDelivery Method:
- Group Internet Based
-
Exploring Current and Future Tax Law Changes to Retirement Accounts to Strategically Plan for Client Needs - LIVE
03-Sep-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Managing and strategically planning for retirement accounts is an ever-present concern of financial advisors and their clients. In the last few years, there have been several tax changes that have imp ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Exploring Current and Future Tax Law Changes to Retirement Accounts to Strategically Plan for Client Needs - RECORDED
04-Sep-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Managing and strategically planning for retirement accounts is an ever-present concern of financial advisors and their clients. In the last few years, there have been several tax changes that have imp ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Exploring the A-B-C-D of the Digital Age and their Impact on Accounting
22-Oct-2024 Center for Accounting TransformationField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and f ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Exploring the A-B-C-D of the Digital Age and their Impact on Accounting
18-Dec-2024 Center for Accounting TransformationField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and f ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Exploring Unique Alternatives to a Traditional ESOP Structure
04-May-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This webinar will discuss the accounting treatment and other implications of often-overlooked alternatives to a traditional leveraged ESOP deal structure.Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Research suggest that most clients report that they leave a financial professional relationship because communication breaks down and fails. This Exquisite Listening® workshop focuses on practicing t ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Extended Anti-Money Laundering Requirements for Private Equity: The Collaboration Between the SEC and FinCEN LIVE Webcast
02-Jun-2016 The Knowledge Group, LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this two-hour LIVE Webcast, a panel of key thought leaders and professionals assembled by The Knowledge Group will provide the audience with an overview of the significant issues as well as recent ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Many free and low-cost Excel add-ins are available to enhance the already-robust functionality found in Excel. Included are Microsoft's Fuzzy Lookup add-in along with countless Excel add-ins from the ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
External Factors and Their Impact on Valuations
14-Mar-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Given the economic volatility that has arisen since the onset of the pandemic there are many factors that impact valuations that are outside the control of management. Let's explore how inflation, sup ...Delivery Method:
- Group Internet Based
- Group Live
-
External Factors and Their Impact on Valuations
14-Feb-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Internet Based
-
External vs Internal Diversification: The Key to Retirement Asset Allocation, Craig Israelsen, September 2022
14-Sep-2022 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Single ticker asset allocation mutual funds and ETFs are convenient, but they have serious drawbacks—particularly for retirees. This webinar explores the concept of “external vs internal” diversifica ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
27718 Results