Course Library
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Investing evokes the entire spectrum of human emotions, from positive to negative. In this first of two classes about investor emotions, you'll learn why the emotion that stands out as the most influe ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Knowing yourself is a key step in successful investing. Financial traumas or successes you and your family experienced predispose certain financial personality types to different investment and financ ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The most comprehensive component of Investor Identity is Investor Personality. Using the NEO Personality Inventory Five-Factor Model and referencing data from Market Psych Insights (MPI) Investor Per ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This class is the continuation of our explication of Investor Personality. In this module we will cover the remaining Four Factors and explore their implication for clients’ investment approach and th ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Geared towards new portfolio managers, this module focuses on the crucial first step of profiling a client in order to determine the appropriate investment approach for them.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
A public company should communicate with the investment community, to clarify how it creates value and to set expectations for its performance. The Investor Relations Guidebook is a valuable resource ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
The Investor Relations Guidebook covers every aspect of the investor relations function. It delves into the construction of a value proposition for a business and how to communicate it to investors, a ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Factoring can be a valuable financing tool for smaller, growing businesses. In the Invoice Factoring Essentials course, we discuss when this tool should be used, how to select a factor, the terms and ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Every organization has bills to pay. Paying bills can be a costly operation if handled poorly or if best practice procedures are not in place. What's more, many vendors now email invoices creating a w ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Management Services
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Automation was supposed to eliminate many of the headaches associated with invoice processing. Unfortunately, automation continues to allow duplicate and erroneous payments to slip through the cracks, ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This course examines means for Iowa CPAs to advise clients on means to plan for Medicaid and Medicare eligibility to ensure long-term health care while protecting financial assets. Topics include long ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- IA
- WI
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This 4-hour course is designed to meet the 4-hour ethics and professional conduct CPE requirement for Iowa CPAs. It provides an overview of ethical thought along with the core values of the CPA profe ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
IPOs and Reverse Mergers: Financial Reporting and Filing Requirements
The Center for Professional Education, Inc.Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This webinar is designed for accountants serving privately held companies that are contemplating going public. You'll gain an in-depth understanding of the accounting and financial reporting requireme ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
The program features content that emphasizes practical applications of theories, techniques, and procedures. The content covered during the sessions will help C&I professionals successfully navigate a ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- AZ
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
This is a comprehensive school that provides an in-depth investigation of personal property taxation focusing on topics such as tax, classification, valuation, audits and appeals. Successful completio ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This annual symposium is designed for experienced property tax professionals and features the latest developments in ad-valorem tax issues and best practices in tax management, compliance and valuatio ...Delivery Method:
- Group Live
Location:
- AZ
-
Field of Study:
- Information Technology
Description:
The SentinelOne IR Threat Hunting course is designed for analysts that may have a requirement or desire to learn advanced threat hunting techniques to effectively hunt for threats in an organization’s ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- AK
- AL
- AR
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Finance
- Specialized Knowledge
Description:
This course has been designed to give the financial/insurance professional a clear understanding of the various tax laws and planning opportunities pertaining to IRA beneficiary designation planning.Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
IRA Giving: The Next Big Wave of Philanthropy
16-May-2023 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
By 2030, all Baby Boomers will be over age 65! Charitable Giving directly from their retirement accounts (IRAs) is a powerful strategy, accessible and beneficiary no matter their net worth. In this ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Beneficiaries of stretch IRAs will get slammed by higher taxes under pending legislation that’s expected shortly to become federal law, triggering a need for urgent action to shield inherited and spou ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Description:
This course is designed to give the financial and insurance professional an in-depth review of individual retirement arrangements.Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Description:
IRA rollovers are the main driver of the IRA market. It has been projected that by 2017 IRA rollovers will total over $400 billion annually. This is a “goldmine” of opportunity for financial and ins ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The primary means of funding an IRA is by making regular contributions. And, while making a contribution seems like a simple enough process mistakes are often made that result in excess contributions, ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The primary means of funding an IRA is by making regular contributions. And, while making a contribution seems like a simple enough process mistakes are often made that result in excess contributions, ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Description:
In this practical webinar, you will learn about: Why you always want your IRA beneficiary to be a Trust The four legal requirements for trusts to be the designated beneficiary of IRA’s The Clark v. Ra ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Individuals have Individual Retirement Accounts that come to them in a number of possible ways: a Rollover IRA is created with funds from an employer plan (including a SEP or Simple Plan); a Tradition ...Program Level:
UpdateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Individuals have Individual Retirement Accounts that come to them in a number of possible ways: a Rollover IRA is created with funds from an employer plan (including a SEP or Simple Plan); an individu ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
IRS Number: TATHT-Q-00099-24-O Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 3-credit-hour IRA’s, Roths, and C ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth covera ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course examines several issues involving IRAs and retirement and estate planning. Topics include required minimum distributions, designated beneficiaries, trusts, inherited IRAs, and opportunitie ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Though most IRA planning focuses on maintaining and growing retirement funds, often little or no attention is paid to preserving retirement assets after death, when tax savings can benefit heirs for m ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Planning for post-mortem distributions in IRAs changed significantly with The U.S. Treasury Department release in April of proposed regulations implementing the SECURE Act. The long-anticipated propo ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
12 CPE Hours Full Course Price: $84.50 Formats: Hard Copy and PDF This course will make sense of the different rules for taking money out of IRAs, Roth IRAs, 401(k)s, Keoghs, and other retirement plan ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
IRAs and Roth IRAs are crucial vehicles in any investment advisors practice. At this session, Robert Keebler, one of the nation's leading educators of lawyers and accountants, offers an update on IRA ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
199A has been a wonderful opportunity to provide real value to your clients. This course includes the nuts and bolts of 199A as well as how the calculation works. It will cover how you can come in and ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
IRC 163(j) Interest Deduction Limits for Controlled Foreign Corporations: Planning & Calculations
22-Aug-2019 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Description:
IRC 199A, the new 20% of qualified business income deduction, is the best new tax deduction from the Tax Cuts and Jobs Act. The deduction has a lot of complexities to it, and without proper knowledge ...Delivery Method:
- Group Internet Based
- QAS Self Study
-
IRC 2513 Gift-Splitting Rules: Identifying Gifts Requiring Non-Pro Rata Allocations
13-Sep-2017 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar will provide tax advisers and compliance professionals with a practical, beyond the basics guide to the Section 2513 “gift-splitting rules.” The panel will offer practical and detailed gu ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Description:
New regulations that may be finalized by year-end will profoundly impact the way that certain estates are valued. This course will help you prepare for those massive changes. It will cover the brand ...Program Level:
BasicDelivery Method:
- Group Internet Based
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