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Discussion centered on the following topics of 401(k) Plans: Plan eligibility; Vesting/forfeitures; Highly Compensated Employees; Key employees; Top-Heavy; Automatic enrollment; Safe Harbor plan desig ...

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This course provides the financial professional with an in-depth overview of the 401(k) market, explaining the eligibility, types and designs of 401(k) plans, contributions/distributions, investment v ...

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Internal compliance audits for 401(k) plans ensure plan documents and amendments meet regulatory standards without reducing participant benefits. Challenges include document restatements, plan amendme ...

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Internal compliance audits for 401(k) plans ensure plan documents and amendments meet regulatory standards without reducing participant benefits. Challenges include document restatements, plan amendme ...

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In the intricate world of 401(k) plan administration, understanding the nuances of Form 5500 and the annual compliance requirements is crucial for maintaining regulatory adherence and protecting parti ...

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In the intricate world of 401(k) plan administration, understanding the nuances of Form 5500 and the annual compliance requirements is crucial for maintaining regulatory adherence and protecting parti ...

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Dive headfirst into the intense world of fiduciary responsibility for 401(k) and profit-sharing plans! As the fourth part of a riveting four-part series, this course shines a spotlight on the essentia ...

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This course covers 409A valuations -- why they’re necessary, how they’re performed, and more.

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This course covers 409A valuations -- why they’re necessary, how they’re performed, and more.

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Business leaders of small or closely held companies can reduce their taxes through accumulated earnings and deferred compensation. This course looks at the complexities of how to do that. First, we ex ...

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This course provides an overview of the 45L Energy Efficient Home Tax Credit, a valuable incentive for builders and developers of energy-efficient residential properties. Participants will explore the ...

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In this course you will learn the Qualifications, eligible properties, and legislative updates of the Energy Efficient Home Credit – IRC Section 45L.Topics will include history, project qualification ...

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For more than four decades, PLIs Annual Institute has been the premier conference on securities regulation and corporate governance for lawyers, from new associates to seasoned practitioners. This yea ...

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For more than four decades, PLIs Annual Institute has been the premier conference on securities regulation and corporate governance for lawyers, from new associates to seasoned practitioners. This yea ...

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This course teaches you how to use regression analyses in total rewards compensation programs. First you will gain a background in distributions, standard deviation, standard error and correlation. Th ...

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In this continuing education session, the learner will read two articles from the Nerd’s Eye View blog: “4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics” and “De ...

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In this continuing education session, the learner will read two articles from the Nerd’s Eye View blog: “4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics” and “De ...

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In this 5 Cs of Credit course,  we will explore the 5 characteristics that lenders use to assess the overall creditworthiness of potential borrowers: Character, Capacity, Capital, Collateral, and Cond ...

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This course shows you how to examine where your organization stands and offers opportunities for employees to contribute to a successful culture.

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This course shows how to examine where your organization stands and how to offer opportunities for employees to contribute to a successful culture.

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This course shows how to examine where your organization stands and how to offer opportunities for employees to contribute to a successful culture.

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This course helps you prepare and execute a memorable demo while avoiding costly mistakes.

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Companies have been focusing on what people do, and much less how they do it. 5 Dynamics is a method that honors individual differences and complementary strengths. Companies that use it as their "ope ...

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The Tax Cuts and Jobs Act sunset has put a spotlight on estate planning for the past few years. However, after the Republican sweep in the 2024 election, estate planning may become lower on the client ...

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The Tax Cuts and Jobs Act sunset has put a spotlight on estate planning for the past few years. However, after the Republican sweep in the 2024 election, estate planning may become lower on the client ...

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How do you manage a workforce that spans five distinct generations, each with unique traits, values, and work styles? In today's diverse workplace, bridging generational gaps isn't just a challenge—it ...

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Cross-functional teamwork is one of the most difficult aspects of high performance. Various elements enable effective collaboration across functional lines, such as conflicting priorities, different a ...

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Are you newly tasked with marketing responsibilities at your accounting firm? Are you wondering where to start and what you should do? In this webinar, you will learn the 5 key priorities to gain trac ...

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Are you newly tasked with marketing responsibilities at your accounting firm? Are you wondering where to start and what you should do? In this webinar, you will learn the 5 key priorities to gain trac ...

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As you grow your business, you are sure to encounter challenges, and myths of making it grow. In this course, we will examine 5 myths found in growing a tax practice, how to combat them, and give you ...

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You’ve built a successful CPA firm, perhaps reaching, nearing, or exceeding the $1M mark in revenue. You’ve managed the demands, dealt with the grind, and maintained your firm's momentum. But you know ...

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This potent webinar is for accounting firm partners. Join us for a dynamic webinar designed for CPAs who want to work less and earn more. In this session, attendees will discover the major key to maki ...

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1-on-1 meetings are crucial to the success of your company.Sound exaggerated?Think about it.1-on-1 meetings are a tool used to help your employees succeed, which directly impacts how well your company ...

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Improve employee retention, increase profits, reduce absenteeism and elevate customer satisfaction Employee engagement is key to the success of every business model. Companies with highly engaged empl ...

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Employee engagement is key to the success of every business model. Companies with highly engaged employees tend to experience reduced absenteeism, improved employee retention, increased profits, eleva ...

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Revolutionize your approach to client consultations with our transformative course designed to eliminate fee negotiations during initial meetings. Are you tired of the cycle where your fee structure b ...

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Revolutionize your approach to client consultations with our transformative course designed to eliminate fee negotiations during initial meetings. Are you tired of the cycle where your fee structure b ...

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In this course, you will learn the 5 critical steps needed to protect your firm and client data from malicious cyber attacks. These crucial steps will dramatically increase your overall security stanc ...

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This is a crash course on how to negotiate an office lease.

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Industry thought leaders Vincent Gaudiuso, Partner at Buchbinder Tunick & Co, and Cathy Rowe, Audit Product Manager at Wolters Kluwer, share proven tips for improving the level of quality your audits ...

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A commonly provided benefit in total rewards packages is life and disability insurance. This course presents a broad overview of individual and employer-provided life and disability insurance policies ...

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Your career is a journey rather than a destination. By developing the foundations of your career theme, you will be better suited to define your career mission statement and implement SMART personal c ...

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With 2021 in the history books now, 52 years of statistics for seven core asset classes are analyzed in this class. Risk, return, and correlations for large-cap, small-cap, and foreign stocks, as well ...

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With 2019 over, this continuing education webinar examines the latest 12-months of risk, style, return, and correlation coefficient statistics of a diversified portfolio over the last 50 years, includ ...

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Fifty years of statistical history on a diversified portfolio comprised of seven asset classes are analyzed in this annually updated class about how key components of a core portfolio behave.  Risk, r ...

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2020 is history and 51 years of statistics for seven core asset classes are analyzed in this class. Risk, return, and correlations for large-cap, small-cap, and foreign stocks, as well as real estate, ...

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The antique & collectible market is heating up. And, for whatever the reason, be it nostalgia or just getting your green on, the fact is, collectors are back at it. But just what are they collecting? ...