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Trusts can be used to accomplish many goals, including tax planning, estate planning, providing income to a spouse or disabled child, and charitable giving, among others. But, living trusts also have ...

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Mastering the intricacies of Limited Liability Company (LLC) classifications is essential for entrepreneurs and tax practitioners. Choosing among a partnership, corporation, or disregarded entity (DRE ...

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Limited liability Companies (LLCs), while a more flexible entity than corporations for legal requirements, can be quite complex for tax purposes. As your LLC clients’ business operations and classific ...

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This course covers all aspects of the choice of entity decision, including personal liability concerns, money issues, concerns of doing business out-of-state, converting a partnership or a sole propri ...

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Limited Liability Companies (LLCs) are frequently the preferred business structure due to their flexibility and tax advantages. However, when foreign owners are involved, navigating the intricate land ...

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Limited Liability Companies (LLCs) are frequently the preferred business structure due to their flexibility and tax advantages. However, when foreign owners are involved, navigating the intricate land ...

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This course covers the following areas Understanding an individual’s tax burden Learn the tax benefits of donating to a 501c3 Understand how a LLC and DAF can increase control over donated funds Learn ...

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LNG Bunkers is an online training course that will provide insight into the rapidly evolving global LNG bunker market. Since the end of the coal era, marine vessels have historically used various type ...

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Liquefied Natural Gas (LNG) is an increasingly important fuel in the global energy marketplace. You will be introduced to LNG’s characteristics, industry operations, and the concept of the LNG value c ...

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The commercial arrangements across the LNG value chain provide the structure that links together the stakeholders involved, their roles and responsibilities, the commercial structures and the risk and ...

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Liquefied natural gas (LNG) is an increasingly important fuel in the global energy marketplace. You will learn about the potential supplies and their characteristics and their uses in the different ma ...

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The advent of the CGMA (Chartered Global Management Accountant) certification has increased the awareness of the critical skills needed by the industry financial professional. This course will explore ...

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A two-hour webinar discussing the law, frequently misunderstood concepts, and compliance tips on how to deal with it all. Whether an institution has received an application for federal lending complia ...

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Loan information reported in the Call Report plays a critical role for both institution management and regulators. Join us for a comprehensive session on Schedule RC-C, including the classification pr ...

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In this Loan Covenants course, we will demonstrate how the loan covenants are used in the lending process.  We will start this course by defining covenants and discussing how they benefit both the len ...

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Machine Learning is about making predictions using data. In this course, you’ll learn to use basic Machine Learning skills to predict which customers are likely to default on their loans. Once your mo ...

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This course is intended to provide a high-level overview of our business model, our customer profile, and how loans are originated and serviced. In addition, specific loan accounting treatments and op ...

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Loan Pricing Course Overview This Loan Pricing course looks at the fundamentals and factors that banks consider when pricing a loan. We will look at how interest rates, loan structures, and different ...

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A one-day seminar that presents a high-level review of basic loan products and the rules that apply to them.

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This loan security course will teach you how to manage the risk of a loan by using security.  We will discuss different types of security including General Security Agreement (GSA), guarantees, fixed ...

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This course will introduce you to the elements of structuring a loan from both the borrower's and the lender's point of view. You will learn about the features of several typical loan products in comm ...

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This course will introduce you to the elements of structuring a loan from both the borrower's and the lender's point of view. You will learn about the features of several typical loan products in comm ...

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As of January 30, 2017, no sessions have been scheduled in the US. Please contact T&CAmer@moodys.com for further updates. Program Level: Basic; Prerequisites: Basic understanding of credit. This 1-day ...

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This course covers the concept of loan syndication and how it works, along with its various types and participants. The course also provides insight into the loan market including reasons why a lender ...

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This course covers the concept of loan syndication and how it works, along with its various types and participants. The course also provides insight into the loan market including reasons why a lender ...

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This course is designed to provide an overview of the debt administration process within a government. The course will focus on the reasons governments borrow money, short-term versus long-term debt, ...

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This module will take a look at leveraging investment dollars, Regulation T and maintenance requirements, as well as buying power and withdrawals, same day substitutions, the offsetting purchase and s ...

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After completing this course, participants will understand exactly what long-term care is and why addressing it is so important. They will also understand the need for long-term care insurance and the ...

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The risk of needing long term care—a name given to a broad range of services designed to meet an individual’s mental, emotional or physical health and personal needs and which are often provided over ...

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The risk of needing long term care—a designation given to a broad range of services designed to meet an individual’s mental, emotional or physical health and personal needs and which are often provide ...

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This course examines the definition of long term care, when benefits applies, types of care given, sources for care and insurance that may be bought to pay for the care. It also explains the related t ...

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Chapter 1 considers the nature of long term care, including the typical conditions requiring long term care, the differences between skilled and custodial care, and the settings in which long term car ...

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Aging impacts our clients’ finances and lives: healthcare, housing, risk management, investment and withdrawal strategies, estate planning, and more. Financial advisors know it’s important to offer lo ...

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This course helps you understand the alternatives to nursing facilities and shows you how to find the best care you can afford. Covers: evaluating long-term care insurance, arranging home care, explor ...

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The risk of needing long-term care—a designation given to a broad range of services designed to meet an individual’s mental, emotional, physical, and personal needs—is present at all ages. However, as ...

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In the evolving world of long-term care (LTC) insurance, individuals, brokers, and businesses alike face complex decisions regarding coverage options, tax implications, and rate management. Whether yo ...

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In the evolving world of long-term care (LTC) insurance, individuals, brokers, and businesses alike face complex decisions regarding coverage options, tax implications, and rate management. Whether yo ...

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This practical webinar will teach you how to discuss and explain long-term planning with clients who seek your advice and assistance. Topics include Veterans Benefits and proposed changes in eligibili ...

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Avoiding uncomfortable conversations is natural, but talking about long-term care (LTC) shouldn't be one of them. A delay in talking and planning for LTC can place your clients in a position they'd ra ...