Course Library

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Tis is the fourth 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 qualified ...

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This is the second of five courses designed to provide a comprehensive study of Life Insurance Retirement Plans, strategies and benefits.  Attendees will gain an in-depth knowledge of the attributes o ...

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This is the fifth of five courses designed to provide a comprehensive study of Life Insurance Retirement Plans, strategies and benefits. Attendees will participate in a discussion encompassing all asp ...

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This is one of five courses designed to provide a comprehensive study of Life Insurance Retirement Plans, strategies and benefits.  This course will focus on the tax advantages of using life insurance ...

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This 2-day study group will take an in-depth look at Life Insurance Retirement Plans, strategies and benefits.  

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Life Insurance is often integral to planning for its tax preferences, and is increasingly promoted as an investment asset. But it has been opaque and difficult to understand because it hasn’t conforme ...

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This course provides an overview of the life of an international trade including the key players and processes that distinguish global trading from domestic trading. Organized chronologically from tra ...

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This course provides an overview of each step in the life of a trade from the perspective of the broker/dealer at the heart of the process. Organized chronologically, from trade initiation through fin ...

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Author, speaker, meditation teacher, and father of the Life Planning movement in financial advice, George Kinder will describe how Life Planning delivers an exhilarating and meaningful experience for ...

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This course is designed to open the Principle-Based Reserve (PBR) "black box" to illuminate for non-actuaries what PBR is intended to accomplish and how it works. It will also identify the PBR implica ...

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This course introduces you to the Risk-Based Capital (RBC) concept and the application of the RBC requirement to life insurance companies. This self-study module starts with a review of the RBC report ...

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From Gross to Net Estimates to IPR&D and intanglible assets to Revenue Recognition examples, M&A Trends, Complex Debt and Equity Structures in Life Sciences, Tax News, ESG, Regulatory Updates, Joint V ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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Join our expert faculty of life sciences practitioners, in-house counsel, government regulators, and prosecutors as we examine the current state of life sciences law and what the future might hold for ...

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Join our expert faculty of life sciences practitioners, in-house counsel, government regulators, and prosecutors as we examine the current state of life sciences law and what the future might hold for ...

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Join our expert faculty of life sciences practitioners, in-house counsel, government regulators, and prosecutors as we examine the current state of life sciences law and what the future might hold for ...

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Join our expert faculty of life sciences practitioners, in-house counsel, government regulators, and prosecutors as we examine the current state of life sciences law and what the future might hold for ...

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Life settlements can be a useful solution to specific financial problems, but they are illiquid, opaque, and complex instruments. Glenn Daily, a fee-only insurance advisor since the mid-1980s, leads t ...

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This course examines the statutory income tax guidance in SSAP 101, including the deferred tax asset admissibility test, and identifies the required note disclosures with illustrations. Upon successfu ...

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This course examines the Statutory income tax guidance in SSAP 101, including the deferred tax asset admissibility test, and identifies the required note disclosures. Upon successful completion of thi ...

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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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This course explores the fundamental concepts of Interest Maintenance and Asset Valuation Reserves and Capital Gains and Losses. Learning Objectives: Identify the characteristics of IMR and AVR Distin ...

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This course focuses on the investment accounting concepts of book value and fair value and describes the Statutory valuation of invested assets in good standing. Also, it explains the concept of hedge ...

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This course describes the the basic economics of life insurance and the accounting systems (Statutory and GAAP) used by insurance companies. Upon successful completion of this course, you will be able ...

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This course familiarizes you with Statutory revenue recognition and reporting in the Life and Accident and Health Annual Statement. Learning Objectives Identify and apply Statutory policyholder revenu ...

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This course focuses on the types of risks life insurance companies face in their role as financial intermediaries, and how policyholders may participate in sharing these risks. We identify the types o ...

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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 Statut ...

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This course familiarizes the learner with Statutory reserves, claim and dividend liability recognition and reporting in the Life and Accident and Health Annual Statement. Learning Objectives: Recogniz ...

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This course discusses the concept and application of the Risk-Based Capital (RBC) requirement for life insurance companies. Learning Objectives Identify the purpose and impact of the RBC requirement D ...

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

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Stock options can be a valuable portion of a client’s compensation. However, Incentive Stock Options (ISOs) can require a significant amount of planning to maximize the benefits of this compensation t ...

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Stock options can be a valuable portion of a client’s compensation. However, Incentive Stock Options (ISOs) can require a significant amount of planning to maximize the benefits of this compensation t ...

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While tax reform visions have changed the tax on profits realized from the dispo-sition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the ...

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Content includes information about computing the basis of property acquired in a like-kind exchange, applying default depreciation rules, and the option to elect out of the default rules for computing ...

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Many practitioners advise their clients on the purchases and sales of property, but would like the opportunity to up their game and be able to handle more complex transactions and tax positions. In th ...

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Section 1031, like-kind exchanges, are the most commonly encountered form of tax deferred transactions. Practitioners with real estate clients will encounter numerous like-kind exchange transactions d ...

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Today's financial planning software for professionals improves on the advice you can give instead of relying on Excel spreadsheets and heuristics like the "4% rule," but even these highly sophisticate ...

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A three-hour review of the rules that may impact our dealings with those that our institution has a relationship.  Regulation O: Given the influence that a director, executive officer, and principal s ...

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Rusten O’Neil will be the presenter.  The course objective is to help facilitate an open conversation on personal and professional limitations, and to provide a vehicle for everyone to cultivate long- ...

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Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area.  This course provides you with a practical understanding of the issues involved in pr ...

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Unlock the true potential of LinkedIn to elevate your solo or small accounting firm's growth and reputation. This specialized course is tailored to empower accounting professionals with the skills and ...

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Unlock the true potential of LinkedIn to elevate your solo or small accounting firm's growth and reputation. This specialized course is tailored to empower accounting professionals with the skills and ...

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