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This program is designed to provide a foundational knowledge of alternative investments. The program is meant to help wealth management professionals better understand alternative investments' role in ...

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The administrative rules for federal grants cover a lot of ground and can be notoriously difficult to decipher. Yet for all parties in the federal grant community understanding the set of authoritativ ...

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This course covers the uniform cost principles for state and local governments and for nonprofit organizations contained in Subpart E of the Uniform Administrative Requirements, Cost Principles, and A ...

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The Uniform Guidance for federal awards had resulted in sweeping changes to the grants compliance landscape. But with change, comes challenge: The Uniform Guidance emphasizes transparency, performance ...

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Most organizations have a disjointed planning process with some executives doing the strategic planning and others carrying out the budgeting activity. Often, the end result is that the processes are ...

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Most organizations have a disjointed planning process with some executives doing the strategic planning and others carrying out the budgeting activity. Often, the end result is that the processes are ...

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Most organizations have a disjointed planning process with some executives doing the strategic planning and others carrying out the budgeting activity. Often, the end result is that the processes are ...

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In this practical webinar, you will learn about the unique tax challenges facing clients in the marijuana industry. Among other things, you will learn about strategies to use to mitigate the adverse t ...

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A two-day, intermediate seminar covering individual and small business issues, including the latest changes to both the Federal and State tax laws

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A mentor provides professional advice and support. He or she willingly shares knowledge, experience and often personal and professional network contacts. Successful mentoring can help less experienced ...

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Your Board of Directors shouldn’t just check a governance box—it should be a strategic advantage that helps your company stay ahead. When engaged effectively, the right Board can accelerate growth, sh ...

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Tired of not getting the results you need from your AI interactions? Ready to unlock the full potential of AI-driven tools? Discover the essential skills and strategies to transform your AI experience ...

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This engaging course is designed for entrepreneurs and business owners who seek to understand and master the critical aspects of cash flow management to drive business sustainability and growth. The c ...

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Welcome to a session that can transform your finance department! Digital Transformation in Finance is essential for creating an innovative and efficient future. Join us to learn about a simple path to ...

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This session will teach attendees how to raise the idea of philanthropy with their clients and help clients identify their philanthropic capacity.  A case study will highlight several charitable givin ...

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Social Security is an essential component to the retirement planning process and understanding how to address a handful of key questions can go a long way towards helping clients make informed decisio ...

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This course provides an overview of fraud risks and responsibilities, focusing on the conditions that enable fraud, management's role, and the ethical and legal considerations auditors face. Participa ...

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This course provides an understanding the FX Gain or Loss Line, and insights to improve the results of your hedge program.

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This course provides an understanding the FX Gain or Loss Line, and insights to improve the results of your hedge program.

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This course provides an understanding the FX Gain or Loss Line, and insights to improve the results of your hedge program.

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This course provides an understanding the FX Gain or Loss Line, and insights to improve the results of your hedge program.

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In this practical webinar, you will receive a detail overview of  the changes that have been triggered within the Unrelated Business Income Tax (UBIT) following the implementation of the Tax Cuts and ...

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We are on the verge of a broad, positive transformation of our economy and society. The old idea of “retirement” is gone and the boomer generation, poised to live longer in better health than any befo ...

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"The U.S. Census Bureau predicts that by 2035, people over 65 will outnumber children under 18 for the first time in U.S. history. The number of workers 65 and older has quadrupled since the mid-1980s ...

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The 10-year rule created a major shift in how financial advisors plan for the transfer of assets. Over the past five years, the IRS has provided multiple notices and deadlines for how the 10-year rule ...

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The 10-year rule created a major shift in how financial advisors plan for the transfer of assets. Over the past five years, the IRS has provided multiple notices and deadlines for how the 10-year rule ...

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In this session, learners will take a deep dive into the IRS’s Finalized Regulations through an article written by Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA, and Ben Henry-Moreland. In this session, ...

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  Estate planning documents are often executed and then untouched for years, as clients may consider their estate planning complete. However, changes in life circumstances, tax law, technology, and ev ...

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Estate planning documents are often executed and then untouched for years, as clients may consider their estate planning complete. However, changes in life circumstances, tax law, technology, and even ...

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This course will focus on the financial analysis of a government's audited financial statements as a means to provide information on the entity's financial health to the governing body, and effective ...

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In this practical webinar, you will analyze the details surrounding updates to 179 and bonus depreciation under the Tax Cuts and Jobs Act. You will explore the status of QIP and other transitional iss ...

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To provide accountants and tax professionals serving multinational businesses with an in-depth examination of legislation changes in international taxation that impact cross-border tax planning.

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To provide accountants and tax professionals with an in-depth examination of legislation changes in international taxation related to Customs laws and issues.

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This webinar will address the key requirements and updates from possible tax reform on section 1031 like-kind exchanges. Upon completion of the course, you’ll be able to: Describe the technical qualif ...

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With tax season over, you will look at the most common mistakes relating to the new tax law, including IRC 199A issues. In this practical webinar, you will explore strategies that you can provide clie ...

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In this two-hour LIVE Webcast, a panel of distinguished professionals and thought leaders assembled by The Knowledge Group will help executives, investors, and compensation lawyers understand the impo ...

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Description This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effect ...