Course Library

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Is your organization experiencing the talent management shift? Are the people in your company being challenged by new ways of doing business, different values, and changes in behavior? Are your leader ...

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To provide financial executives with important insights on how Artificial Intelligence can be used to improve finance functions, solve problems, upgrade processes, account for payables, and minimize f ...

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You've heard the buzz.  You're reading articles about robots and AI.  But what does it really mean for you and your practice? Answer: Tremendous Opportunity!   Most of us are a part of this profession ...

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You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it ampl ...

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You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it ampl ...

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Is your organization experiencing the talent management shift? Are the generations in your company being challenged by new ways of doing business, different values and changes in behavior? Are your le ...

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Elderly homeowners own more than $10 trillion in home equity, and many are struggling with a financial plan that fully funds their lifetime expenses. Yet financial advisors often overlook this hidden ...

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This webinar will provide tax advisers with a thorough and practical guide to navigating the real estate professional rules of IRC 469(c)(7). The panel will discuss the general passive loss limitation ...

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This course covers a variety of techniques for handling objections or resistance and a menu of closing techniques to help you gain commitment.

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The real estate market has recovered significantly since its collapse in the recession of 2008, but the future is still unclear. Congress continues tweaking tax rules surrounding ownership and sales o ...

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The real estate market has bounced back some since the major collapse in the recession, but its future is still unclear. Congress keeps tweaking tax rules surrounding ownership and sales of real prope ...

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The real estate market has bounced back some since the major collapse in the recession, but its future is still unclear. Congress keeps tweaking tax rules surrounding ownership and sales of real prope ...

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This session will equip you with the knowledge and tools necessary to effectively represent and leverage the Padgett brand. The Padgett Marketing Team will review the importance of brand equity and th ...

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Section 199A provides the opportunity for beneficial owners of pass-through businesses and owners of many other trades or businesses to take a deduction for up to 20% of Qualified Business Income, plu ...

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While there are many aspects to maximizing vendor relationships, one of the most important goals is to ensure the overall contracting process with the vendor affords the customer flexibility and prote ...

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Have your clients received notices from the IRS & the State Department telling them their passports may be revoked? Have your clients received letters from the IRS letting them know they have taken mo ...

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This one-hour course provides a focused overview on supporting LGBTQ inclusion in the accounting and tax profession. Aimed at professionals in this field, the session will cover key aspects of underst ...

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In this panel, three experts in accounting firm malpractice issues discuss the latest trends in client lawsuits, new areas of exposure, and what you can do to protect your practice.

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Libraries are typically formed as special purpose governments focused on providing access to information for citizens. As such, the approach to the financial management requires a different perspectiv ...

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Libraries are typically formed as special purpose governments focused on providing access to information for citizens. As such, the approach to the financial management requires a different perspectiv ...

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Libraries are typically formed as special purpose governments focused on providing access to information for citizens. As such, the approach to the financial management requires a different perspectiv ...

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Libraries are typically formed as special purpose governments focused on providing access to information for citizens. As such, the approach to the financial management requires a different perspectiv ...

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This course provides a high-level overview of certain non-traditional product guarantees such as guaranteed minimum death benefits (GMDB), guaranteed minimum income benefits (GMIB), guaranteed minimum ...

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This course explores the fundamental Federal income tax concepts applicable to life insurance companies. Learning Objectives Identify the criteria for qualifying as a Life insurance company for Federa ...

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Explore the fundamental concepts of Interest Maintenance and Asset Valuation Reserves and capital gains and losses in this course. Learning Objectives Identify the characteristics of IMR and AVR Disti ...

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This course, derived from our Life Financial Reporting public seminar content, describes the basic economics of life insurance and the accounting systems (statutory and GAAP) used by insurance compani ...

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This course is a comprehensive discussion of the concept of reinsurance and how reinsurance is used in the life insurance industry, as well as accounting and reporting for life reinsurance on a GAAP a ...

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This course provides an overview of the GAAP and Statutory accounting and financial reporting for life insurance company reserves and claim obligations. Learning Objectives Recognize why life insuranc ...

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Learn about the types of risks life insurance companies face in their role as financial intermediaries, and how policyholders may participate in sharing these risks from material taken from our public ...

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This course provides an overview of GAAP accounting and financial reporting for life insurance company deferred acquisition costs (DAC). Learning Objectives Recognize how the deferral and amortization ...

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Learning Objectives To identify and compare statutory and GAAP revenue recognition rules for the various product classifications: Short-duration contracts Traditional long-duration and mutual particip ...

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Derived from our Life Financial Reporting public seminar, this course is a discussion of the concept and application of the Risk-Based Capital requirement for Life Insurance Companies. Learning Object ...

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This course focuses on the Separate Account concept and the types of products that use Separate Accounts. We identify the role of the Blue Book and Green Book in reporting for Separate Accounts and il ...

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This course focuses on the investment accounting concepts of book value and fair value and describes the Statutory and GAAP valuation of invested assets in good standing. We explain the concept of hed ...

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Why You Should Attend Register now for the premier event of the year for legal, compliance, and other professionals involved with the life insurance company product industry. This course delivers unpa ...

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this is the third of five courses designed to provide a comprehensive study of Life Insurance Retirement Plans, strategies and benefits. Attendees will participate in an in-depth review of a non-quali ...