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Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
ITP102WEBDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This QAS Self Study program is designed for tax professionals of all levels of experience and for people in the accounting and legal professions. This program begins with a review of the basics of the ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
When an allegation of fraud is made, the first steps you take are critical to the investigation. Are you ready to respond? This course explores the first steps that you should take when an allegation ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Section 1031 like-kind exchanges can be intimidating. This course helps make them more accessible by covering all aspects of like-kind exchanges, including what property qualifies, transaction require ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
OAR710WEBDelivery Method:
- Group Internet Based
-
Planning for Adoption; IRS Notice 2023-54; 'Legacy IRA' Rollover To A Charitable Gift Annuity
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course discusses the issues of concern for an aging population. The need for a well-considered estate plan is addressed. We examine the complexity of the social security system, particularly as i ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
To address the many planning challenges and opportunities from the perspective of tax, estate and public benefit planning that confront persons as they reach their senior years. This course discusses ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- NJ
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Part I of this course is designed as a comprehensive discussion of business entities--proprietorships, general and limited partnerships, LLCs, S corporations, and C corporations. It addresses issues o ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Finance
- Specialized Knowledge
Description:
This course will give the insurance/financial professional an understanding of the importance of planning for rising health care costs for individuals in their retirement.Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Finance
Description:
Delivery Method:
- Group Internet Based
- Group Live
Location:
- RI
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Distinct planning situations are needed when planning for persons with special needs. This course will address several of those planning situations for persons with special needs, as well as trust pla ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Qualified savings opportunities are tremendous means of wealth accumulation. The unique ability to save pre-tax dollars and allow that money to accumulate without tax on gains is a great way to save f ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- 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
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Planning for Retirement Benefits in a Post-SECURE World
28-Oct-2020 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
This session gives an overview of the new problems of estate planning for retirement benefits created by SECURE, focusing on the death of the "stretch IRA," the new certainties and uncertainties, what ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Organizations must deal with a dizzying level of uncertainty about the future. Volatile commodity prices, natural and man-made disasters, and the world's overall economic health are a few of the many ...Delivery Method:
- QAS Self Study
-
Planning for Success: Short-Term and Long-Term Cash Flow Planning Going Into the Initial Transaction
26-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Planning for the Big Four Financial Challenges of Aging
21-Jul-2020 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Description:
Presentation Description: Aging presents many challenges. Transitioning financial decision making, changes in living situations, when to quit driving, and how to make health care decisions are the fou ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Tax Cuts and Jobs Act will be the most significant tax reform in 30 years. This course will provide updates on the current status of the legislation and discuss related year-end planning opportuni ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Professionals have to be confident when presenting to a buying team, executive decision makers, cross functional or intact teams, peers and subordinates. Planning elements include understanding the fo ...Program Level:
NoviceDelivery Method:
- Group Live
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- 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
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The 20% Small Business Deduction and Qualified Business Income Deduction are some of the most confusing aspects of the new tax law. Many questions remain, and practitioners are struggling to incorpora ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
- Finance
Credit Hours:
- 21 + credits
Description:
- Get platform-specific education on SAP® Business Planning and Consolidation version for SAP NetWeaver®, version for Microsoft, and BPC on SAP HANA® - More efficiently run SAP Business Planning and C ...Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Auditors of broker-dealers are required to perform their audits in accordance with Public Company Accounting Oversight Board (“PCAOB”) auditing standards. To perform your broker-dealer audits appropri ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery 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:
- 1 - 4 credits
Description:
Health care planning is a significant unknown for financial planners and their clients. Organizations such as Fidelity and Employee Benefit Research Institute offer averages, and we know there is rare ...Delivery Method:
- Group Live
Location:
- NM
-
Field of Study:
- Finance
Description:
The objective of this course is to provide the financial/insurance professional with a comprehensive review of Medicare and Medicare Supplemental lnsurance (Medigap) policies. The course will describe ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Description:
The Old-Age, Survivor and Disability Insurance (OASDI),which for most Americans means Social Security, is the largest income-maintenance program in the United States. Based on social insurance princi ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Finance
- Specialized Knowledge
Description:
This course is designed to give the financial advisor/insurance professional a clear understanding of the importance of Social Security and Medicare planning as part of their clients’ overall retireme ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 21 + credits
Description:
Budgeting is a must competency for all professionals in the supervisory and managerial levels. Understanding budgeting types, planning a budget, executing and monitoring budgets are covered in this co ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 21 + credits
Description:
Budgeting is a must competency for all professionals in the supervisory and managerial levels. Understanding budgeting types, planning a budget, executing and monitoring budgets are covered in this co ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 21 + credits
Description:
Budgeting is a must competency for all professionals in the supervisory and managerial levels. Understanding budgeting types, planning a budget, executing and monitoring budgets are covered in this co ...Delivery Method:
- Group Live
27731 Results