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Bert Whitehead demonstrates how he is able to keep wealth management clients with investment portfolios of $1 to $3 million in a 12% federal tax bracket. The interplay of the Cambridge Index, the bond ...

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Have you ever wondered if your clients' insurance policies are truly working in their favor? In a constantly evolving financial environment, the relevance and effectiveness of insurance coverage can s ...

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Have you ever wondered if your clients' insurance policies are truly working in their favor? In a constantly evolving financial environment, the relevance and effectiveness of insurance coverage can s ...

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Business owners often seek ways to reduce their tax bills while spending more time with their families. For many, the freedom to achieve both goals is a crucial reason they started their businesses. O ...

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This course explores the difference between data and information, as well as how to store and protect data.

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This course explores the difference between data and information, as well as how to store and protect data.

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This course explores the difference between data and information, as well as how to store and protect data.

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This course explores the difference between data and information, as well as how to store and protect data.

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The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is ...

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The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is likely to be in the trillions. Almost all of that c ...

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The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is ...

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In this course, tax preparers are introduced to the problem of cybercrime and its costs, offered methods that can be expected to reduce the chances of becoming a cybercrime victim, and informed of pro ...

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The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is ...

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Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. In this course, we will t ...

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Presentation Description: Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a financial advisor is keeping up with all of the changes in tax legislation ...

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We will explore best practices for effectively utilizing advisors throughout the lifecycle of an ESOP. From initial transition to an ESOP, through ongoing operations, and finally to the decision to se ...

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For most financial advisors, compliance is simply something you “have to do” to satisfy regulators while providing financial advice. But in practice, regulations are put in place to protect consumers, ...

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Most business involves working with important, personal, or confidential information. This course teaches you how to protect this information from potential threats.

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Most business involves working with important, personal, or confidential information. This course teaches you how to protect this information from potential threats.

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This course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The contents of Kentuc ...

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This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession.  The contents ...

Description:

This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs.

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This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession.  The contents ...

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Nonprofit organizations have a unique set of needs when it comes to operations, accounting, and reporting. In this course, instructor Larry Perry walks you through the qualifications of a nonprofit or ...

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Non-profit organizations have certain key accounting and reporting requirements, particularly around expense accounting. This webinar will focus on the principles of accounting for non-profit organiza ...

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ITM601WEB

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Economic damages represent a financial remedy that a party can recover if they have suffered a legal wrong due to the actions of another party. In order to recover economic damages, the Court must fin ...

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How much difference in performance is there between an aggressive portfolio and a conservative one in the long run? Perhaps less than you might think. How do you design portfolios for the long run kno ...

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For the past decade, not enough new homes were built to keep pace with population growth and now office vacancies are posing a crisis for landlords in 2024. For financial planning and investment profe ...

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This class teaches about the key determinants in retirement portfolio success and failure.   How money is withdrawn is the most important factor in portfolio survival, while asset allocation policy of ...

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Going “Digital” is no longer nice to have, it is needed to avoid falling behind. But that is not the only transformation Finance is or will be going through. We will explore the key elements for a suc ...

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Businesses see revenues as key to growing their companies, but for a business to grow, it must acquire the working capital and fixed assets needed to support the additional sales. Ideally, it generate ...

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This course sets out a step-by-step approach covering the fundamental steps required to identify, manage, and mitigate operational risks.

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This course sets out a step-by-step approach covering the fundamental steps required to identify, manage, and mitigate operational risks.

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A single misstep in employment law can bring severe repercussions. Recent incidents have shown that managers can find themselves entangled in legal complications due to a lack of foundational knowledg ...

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Presentation Description:   As we enter 2020, what does the estate planning landscape look like? What tried and true tax and non-tax concepts are still relevant for our clients? How have changes in th ...

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Broaden your Excel proficiency with this valuable and easy to understand course. You'll learn from Excel expert David Ringstrom as he walks you through many of keyboard, mouse, and menu shortcuts as w ...

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Small business owners understand that they are the ones responsible for saving for their retirement. Unlike many employees who work for large corporations that provide retirement benefits, small busin ...

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We've gone through a detailed look at Office 365 throughout the year; now it is time to take a look at a higher level and review the features that have changed and what’s on-tap in 2017. Office 365 is ...

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The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk ma ...

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This module covers how to read a balance sheet, an income statement, a statement of cash flow, and how to interpret notes to financial statements.

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This course covers a variety of issues related to GAAP, including the unusual reporting and disclosure issues that develop in practice, such as how to disclose life insurance, leases, catastrophes, an ...

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Revenue is probably the most important number in financial statements. After years of effort, a joint Financial Accounting Standards Board (FASB)/International Accounting Standards Board (IASB) standa ...

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The time for private entities to implement the FASB's latest standard on revenue recognition is quickly approaching. Revenue recognition (ASC 606) goes into effect for private entities for 2019. This ...

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Revenue is probably the most important number in financial statements. After years of effort, a joint Financial Accounting Standards Board (FASB)/International Accounting Standards Board (IASB) standa ...