Course Library
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on changes for the tax treatment of alimony arrangements.Delivery Method:
- QAS Self Study
-
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:
To provide tax and other financial professionals with an update on the most recent stimulus bill, as well as guidance for dealing with the uncertainty of new tax provisions under the Biden Administrat ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course, presented by Paul Hood, provides an in-depth analysis of the potential tax law changes following the 2024 election and their impact on financial planning strategies. The session covers ke ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers many tax planning basics for reducing taxation of business profits, and avoiding a host of devastating tax traps. We will analyze abbreviated versions of some tax cases in which tax ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
20-Mar-2015 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With the stock market tripling in value since the global financial crisis, more and more clients find themselves owning a portfolio with a concentration in a single stock that has appreciated signific ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Business Management and Organization
- Personal Development
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Our monthly CPE program, Continuing Your CTC Education (CYCE), available exclusively to CTC members, features hands-on, practical instruction designed to keep you on top of industry trends, new legi ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Please go to our website for detailed description.Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- MO
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
4 CPE Hours Full Course Price: $34.50 Formats: Hard Copy and PDF The Tax Cuts and Jobs Act of 2017 (TCJA) directly affects high net worth individuals, their investment entities, and family offices. Th ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
To provide tax professionals with an update on important legislative, regulatory & judicial actions impacting individual taxpayers. You'll leave with a thorough underst&ing of the current laws, regula ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
To provide tax professionals with an update on important legislative, regulatory and judicial actions impacting individual taxpayers. You'll leave with a thorough understanding of the current laws, re ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax incentives for clients who own real estate are significant under the tax reform bill but can be easily overlooked, and there are also traps to watch out for. At this one credit class, financial pr ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
There are great tax incentives for clients with real estate, but there are also traps to watch out for and many overlooked opportunities. Estate or tax planning attorneys, CPAs and financial advisors ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Tax Planning for S Corporations: Benefits, Limitations, and Strategies - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Tax Planning for Sellers in ESOP Transactions Absent a 1042 Election
17-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Taxes are more complicated now than ever. With many recent changes in the tax law, it's easy for filers to get confused. In this practical webinar, you will ensure that you “start the year strong” by ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Business Management and Organization
- Personal Development
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
In Tax Planning for Sticky Situations, Danny Santucci examines issues that are often difficult for both the advisor and client. You'll get an in-depth look at problem areas in tax, bankruptcy, propert ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The sale of a business is the culmination of years, if not a lifetime, of hard work. Tax planning can make a major difference in a business owner's financial success. Advisors need to know how a busin ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
16-Mar-2023 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The sale of a business is often the culmination of years, if not a lifetime, of hard work. One of the most significant aspects of these transactions is how it will be taxed. Learning about some of the ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
6 CPE Hours Full Course Price: $59.50 Formats: Hard Copy and PDF This course offers strategies for a variety of small business tax planning needs. It will serve as an excellent resource for planning s ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course with review and discuss the use of business succession planning, discuss taxation updates as of 2020, and recognize the impact tax law has on estate planners. Also, it will discuss the co ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- PA
-
Field of Study:
- Taxes
Description:
Estate and tax planning for any cleint requires an informed look at the tax implications affecting each individual. This program will explain current changes in tax law with an emphasis on taxation of ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- PA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Estate and tax planning for any cleint requires an informed look at the tax implications affecting each individual. This program will explain current changes in tax law with an emphasis on taxation of ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- OH
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax Planning is not just for the rich and famous. This course will provide insights to numerous topics so tax professionals can assist their moderate-income clients to create and preserve wealth. Ensu ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
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:
This course covers tax planning strategies for distributions from a corporation to its shareholders.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Description:
This course covers tax planning strategies for distributions from a corporation to its shareholders.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers tax planning strategies for distributions from a corporation to its shareholders.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course covers tax planning strategies for distributions from a corporation to its shareholders.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Life insurance is an asset that many of our clients own. Yet, how many of our clients truly understand the nuances and the important tax consequences with regard to their life insurance policies? This ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Student loans are a complex puzzle that more and more clients need help solving. As younger professionals seek advice from tax practitioners, understanding the nuances of federal and private student l ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Student loans are a complex puzzle that more and more clients need help solving. As younger professionals seek advice from tax practitioners, understanding the nuances of federal and private student l ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
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:
This course covers items such as Housing Allowances, Income and goes over in detail IRS Publication 517.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
After completing this course, you will be able to identify tax preparer responsibilities; identify the authoritative hierarchy; identify taxpayers who must file; calculate estimated tax payments and i ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The intricacies of Form 4797, often overlooked, are a crucial part of your role as a tax professional, especially when it comes to accurately reporting on business asset sales. This CE Course will ana ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The intricacies of Form 4797, often overlooked, are a crucial part of your role as a tax professional, especially when it comes to accurately reporting on business asset sales. This CE Course will ana ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
To provide tax professionals with updates on the landmark provisions included in New York's 2022-2023 Fiscal Year budget which passed in April 2022.Delivery Method:
- Group Internet Based
-
Tax Provisions of the New American Rescue Plan Act of 2021
The Center for Professional Education, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
To provide CPAs and tax practitioners with a working knowledge of the tax provisions in the newly passed ARP Act, which provides significant economic relief and support for Americans impacted by the c ...Delivery Method:
- Group Internet Based
-
Tax Provisions of the New American Rescue Plan Act of 2021
The Center for Professional Education, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
To provide CPAs & tax practitioners with a working knowledge of the tax provisions in the newly passed ARP Act, which provides significant economic relief & support for Americans impacted by the coron ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn how to develop an accountable plan for reimbursing employees and contractors, while maintaining adequate accounting records. You will learn to differentiate b ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax reform is one of the hottest topics in the United States today. With the new administration on the lead, several people are expecting a greener grass for the tax community to come one of these day ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The objective of this course is to inform the reader of impacts the changes made by the Tax Cuts and Jobs Act have on GAAP and financial reporting. Topics include an analysis of adjustments required t ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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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Tax Reform: An Overview And Summary Of What Advisors Must Focus On Now
15-Dec-2021 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
What could be more challenging than helping clients navigate the SECURE Act and coronavirus-relief programs in 2020? The answer: tax and financial planning in 2021. 2021 tax reform may be more consequ ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: With just two weeks left for year-end tax planning, this presentation will highlight opportunities for identifying, discussing and implementing tax savings ideas for individu ...Program Level:
BeginnerDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course is designed for individuals who would like to obtain a deeper understanding of tax refund identity fraud. Upon course completion, you will be able to: Describe how criminals commit this ty ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- VA
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