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  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    A review of 2023 filing requirements for Forms 709 and 706. We review 2023 rules for estate and gift tax including exemptions, 709 & 706 filing requirements, gift splitting and the unused exemption de ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based

    Location:

    • MD
  • Field of Study:

    • Taxes

    Credit Hours:

    • 5 - 8 credits

    Description:

    This no-frills course has been designed to review all changes affecting for-profit taxpayers, combining the individual update with the business update without all of the planning and compliance discus ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • MD
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    We cover all tax updates and provide combination guidance of planning and implementing the new laws and our in-depth coverage of the laws into 8 hours of Bob Jennings’ high energy and incredibly infor ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based

    Location:

    • MD
  • Field of Study:

    • Accounting

    Credit Hours:

    • 5 - 8 credits

    Description:

    Introducing the most useful accounting course you’ll ever attend: Preparations, Compilations, and Reviews! This ultra-practical course is full of up-to-date SSARS 26 material in addition to SSARS 21. ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • MD
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Lecture presentation plus accompany power point slides. This course explains what passive income entails and when the passive income tax applies to an S Corporation  

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based

    Location:

    • MD
  • Field of Study:

    • Taxes

    Credit Hours:

    • 5 - 8 credits

    Description:

    Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will b ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based

    Location:

    • MD
  • Field of Study:

    • Accounting
    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    How to compensate employees for the hours spent traveling on business is becoming one of the major concerns of the payroll department today.  Many recent changes in federal and state wage and hour rul ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The American Dream runs on debt. Debt can be a great blessing for the entrepreneur trying to achieve the American Dream. But the American Dream turns into the American Nightmare as debt is paid month ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based

    Location:

    • MD
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The Tax Cuts and Jobs Act of 2018 contained a provision that required the amortization of Section 174 expenses beginning in tax year 2022.  This provision has caused headaches for business owners and ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • AK
    • AL
    • AR
    • AS
    • AZ
    • CA
    • CT
    • CO
    • DC
    • DE
    • FL
    • GA
    • GU
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WI
    • WV
    • WY
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 5 - 8 credits

    Description:

    Join us on March 16, 2023, for the Women in Banking Forum! This full-day virtual event brings women together to network, gain valuable insights from seasoned banking veterans, and inspire them to grow ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for compilations an ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
  • Credit Hours:

    • 1 - 4 credits

    Description:

    The amount of change in the accounting profession is staggering, making it tough for the average CPA to keep up. This course will get you up to date with the latest information coming from the FASB. I ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Auditing

    Credit Hours:

    • 1 - 4 credits

    Description:

    Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for audits. This co ...

    Program Level:

    Update

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Auditing (Govmnt)

    Credit Hours:

    • 1 - 4 credits

    Description:

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Auditing (Govmnt)

    Credit Hours:

    • 1 - 4 credits

    Description:

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 5 - 8 credits

    Description:

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 5 - 8 credits

    Description:

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Taxes

    Credit Hours:

    • 9 - 12 credits

    Description:

    This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on ...

    Program Level:

    Overview

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    This highly interactive work session is based on Franklin Covey’s 5 Choices. Using insights from the latest neuroscience, this work session arms participants with the tools to master attention and ene ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Members of National Medicare Finance will explain the American Competitiveness & Corporate Accountability Act of 2002, commonly known as the Sarbanes Oxley Act (SOX), as well as deliver an overview of ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Collaborating empowers team to connect with others to gain diverse perspectives and build a cohesive team.    Courses held on 4/26/24 & 11/12/24

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    In this class, participants will have the opportunity to examine their leadership style using a new model and some new lenses. Examine leadership styles using a new lens. •Consider making adjustments ...

    Delivery Method:

    • Group Live

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    The Core Leadership Program, presented by Leadership & Co, is designed to develop key capabilities required for leadership success. You will build a diverse network and improve relationships in order ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    The Core Leadership Program, presented by Leadership & Co, is designed to develop key capabilities required for leadership success. You will build a diverse network and improve relationships in order ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    The Core Leadership Program, presented by Leadership & Co, is designed to develop key capabilities required for leadership success. You will build a diverse network and improve relationships in order ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Content:  - What is a dual - Duals at Kaiser Permanente - Polices Objective:  - Provide an overview and understanding of the pathway to Dual Status, what qualifies as disability, adn wht defference be ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    There are some schools of thought that believe that emotional intelligence is much more powerful that IQ in determining who emerges as a leader. IQ is a threshold competence, you need it but it doesn’ ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    The speaker will share her expertise in strategic planning and business development on enterprise data and analytics that her group is responsible for, including a wide range of different business int ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) updated Accounting guidelines on Business Labor Capitalization and Asset Useful Life as well as change management on certain Accounting hig ...

    Delivery Method:

    • Group Live

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) accounting recalss process. During this course we will review when, where, how and why we accrue for expenses. The course will take place o ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course provides an overview of Kaiser Permanente Information Technology (KPIT) accounting process for Year End. During this course we will review deadlines, thresholds, and requirements specific ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) on the Accounting Process for qualified implementation costs for Cloud Computing without software license. The course will take place on Ju ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) accounting accruals process. During this course we will review when, where, how and why we accrue for expenses. The course will take place ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) accounting process for Year End.  During this course we will review deadlines, thresholds, and requirements specific to year end. . The cou ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Training for Kaiser Permanente Information Technology (KPIT) on the Accounting Process for the capitalization process of Internally Developed Software, IDS. The course will take place on July 25th 

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Leaders are often told to ask the right questions and listen well. This program explores strategies to support leaders in putting that into action. Through virtual interactivity tools, this program is ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Objectives: - Understand new Statutory Accounting Principles adopted by the NAIC in Q1-24 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Stat ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    - Understand new Statutory Accounting Principles adopted by the NAIC in Q2-24 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Statement Change ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Objectives: - Understand new Statutory Accounting Principles adopted by the NAIC in Q3-24 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Stat ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    Objectives: - Understand how the NAIC instructions describe the statutory cash flow statement - Understand the difference between GAAP cash flow statement and a statutory cash flow statement (e.g. Dir ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Taxes

    Credit Hours:

    • 9 - 12 credits

    Description:

    The IRS has increased their emphasis on income reporting, Forms 1099 to counteract underreporting by taxpayers.  Other areas covered this year include impact of divorce on tax returns, the possible su ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    2024 has been a busy year for the IRS in publishing final regulations, announcements of treatment of credits, and further tax guidance.  Included are Home Energy Rebate Programs, digital asset transac ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The IRS has increased their emphasis on income reporting, Forms 1099 to counteract underreporting by taxpayers.  General issues with Form 1099-K, income recognition of crowdfunding, gambling, ticket r ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    The passage of the Tax Cuts and Jobs Act of 2017 (TCJA) brought widespread changes to the tax code, impacting tax provisions for individuals, businesses, and estates. Some of the TCJA changes are perm ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Regardless of the reason for their termination, partnerships nearing the end of their existence create numerous tax issues for both the entity and for the partners.  Most of these issues pass through ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Class participants will learn the foundations of 5Dynamics, the natural energy styles in which they operate. They will also learn about how their own natural energy style contributes to team dynamics ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    Participants explore how to achieve personal and interpersonal effectiveness, based on concepts from “The 7 Habits of Highly Effective People,” written by Stephen R. Covey. Participants not only learn ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Behavioral Ethics

    Credit Hours:

    • 1 - 4 credits

    Description:

    As a consequence of working with confidential and highly sensitive information, tax practitioners are responsible for conducting themselves and their practices in an ethical manner. Circular 230 lays ...

    Program Level:

    Intermediate Tax

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • FL
    • HI
    • KS
    • NC
    • OH
    • SC
    • WV
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    (4 Day Training) Learn to demonstrate influence behaviors, Acts of Service, Quality Time, Words of Affirmation, Tangible Gifts, connections. Research shows that increasing mindfulness in the workplace ...

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Tap into and leverage the creativity of diversity. Learn how to cultivate an organizational culture in which new ideas can flourish and innovation can take flight. Training on 4/12/24

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
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