Course Library
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The Substitution Power in Grantor Trusts; Integrated Estate & Income Tax Course
28-Jun-2022 Advisors4AdvisorsField of Study:
- Taxes
Description:
Grantor trusts are ubiquitous in estate planning. But what are the “right” powers to make the trust a grantor trust for income tax purposes? In this 60-minute class, L. Paul Hood, Jr., analyzes the po ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
The Succession Management Landscape: 2016 PCPS Succession Institute Quadrennial Survey Results
Succession Institute, LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
The AICPA’s Private Companies Practice Section (PCPS) and Succession Institute (SI) conduct a quadrennial survey of its members/clients to determine current succession planning challenges and practice ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
The Super 401k Plan Group-Live Presentation - New Dynamics in Qualified Plan Design - June 21, 2016
21-Jun-2016 American CPE, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
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The Super 401k Plan Group-Live Presentation - New Dynamics in Qualified Plan Design - Mar 15, 2016
15-Mar-2016 American CPE, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
The Super 401k Plan Group-Live Presentation - New Dynamics in Qualified Plan Design - May 17, 2016
17-May-2016 American CPE, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Nonprofit organizations play a vital role in building healthy communities by providing critical services that contribute to economic stability and mobility. They also strengthen communities in other i ...Delivery Method:
- QAS Self Study
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Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This discussion aims to delve into the core economic values governing our financial world, examining the intricate relationships between growth-dependent economies, shareholder values, and the limitat ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- NV
-
Field of Study:
- Accounting
- Auditing
- Finance
- Information Technology
- Management Services
Credit Hours:
- 13 - 16 credits
Description:
DAY 1: THE TACTICAL CFO Effective CFOs drive continuous improvements in their departments and beyond. Come share ideas with experienced CFOs that will allow you to improve your department’s performanc ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- TX
-
The Talent Imperative: Staffing Strategies for Building Strong Teams Right Now
07-Dec-2023 MY-CPE LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
In today's competitive business landscape, finding and keeping top talent has become increasingly challenging. In the CPE webinar titled The Talent Imperative: Staffing Strategies for Building Strong ...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:
Delivery Method:
- QAS Self Study
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The Tax Cuts & Jobs Act: You Know the Law, Now Make Sure You’re Taking Advantage of It!
12-Nov-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Description:
We will review the top tax savings moves our clients can make, especially in context with the Tax Cuts and Jobs Act. Our focus will be on tax savings that may not be immediately felt short term but ca ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
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The Tax Cuts and Jobs Act of 2017: What Tax and Wealth Management Professionals Need to Know
20-Mar-2018 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn key provisions contained in the 2017 Tax Cuts and Jobs Act as they apply to individuals and entities in their investment and business planning. The primary fo ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
The Tax Cuts and Jobs Acts of 2017: What Tax and Wealth Management Professionals Need to Know About Income Taxes
27-Nov-2018 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn about several key income tax provisions contained in the 2017 Tax Cuts and Jobs Act. You will learn how you can apply those provisions to allow your clients t ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
A taxpayer's method of accounting must clearly reflect income and be used consistently from year to year. Once adopted, a method of accounting cannot be changed without approval from the IRS; conseque ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
You understand tax planning strategies, but do your prospects and clients? Do you know how to educate them in a clear, concise manner so they will in return pay you planning fees? By adding tax planni ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Cryptocurrency can be a very tricky and tedious monster if you don't know all the rules and regulations that come with it. In this course, Amy Wall really takes a deep dive in all things Cryptocurrenc ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Did you know your clients have powerful rights to stand up to the IRS? Many taxpayers—and even some professionals—are unaware of the Taxpayer Bill of Rights, a critical shield against unfair practices ...Delivery Method:
- Group Internet Based
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The Taylor Guitars ESOP, a Number of Innovative Firsts in Structuring and Financing
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this webcast, you will learn about the theory of accounting, which dates all the way back to 1494. Using the FASB Conceptual Framework as a starting point, this course will help you make better dec ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The purpose of management accounting is to support decision-making and performance management in an organization. As accountants, we must have a wide range of tools and techniques that we can use to s ...Delivery Method:
- QAS Self Study
-
The Third-Party Data Breach Problem: Best Defenses to Safeguard your Data
08-Mar-2022 The Knowledge Group, LLCField of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
The first half of 2021 witnessed some of the most damaging third-party data breaches to date. With cyber-attacks ranging from small to large scale and data thefts compromising sensitive information, t ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Understanding the dynamics of business is predicated on three important decisions. These decisions have coined the pillars of finance. They are financing decisions, investment decisions, and operating ...Delivery Method:
- Group Internet Based
-
The TikTok Generation: Understanding & Engaging Gen Z in the Workplace
28-Jul-2025 University of Kentucky Auxiliary Services - College Business Management Institute (CBMI)Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- KY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The tax wave of 2021 is about to hit wealthy Americans. The value of tax planning advice is increasing, and it is more urgent than ever for if you counsel high-income or high net-worth individuals. Th ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course covers time value of money (TVM) principles and risk and return. You will review the basic TVM techniques used in evaluating all financial decisions and their cash flow implications. For R ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The primary means of funding an IRA is by making regular contributions. And, while contributing to an IRA is a simple enough process, IRA owners must consider other means of funding and tax benefits. ...Program Level:
basicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
A designated Roth Account (DRA), also known as Roth 401(k), Roth 403(b), and Governmental Roth 457(b) account, allows eligible employees to make Roth contributions to their accounts under plans provid ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
A designated Roth Account (DRA), also known as Roth 401(k), Roth 403(b), and Governmental Roth 457(b) account, allows eligible employees to make Roth contributions to their accounts under plans provid ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Could your organization, or one with which you work, best be described as an outstanding underachiever? It's easy to assign blame for organizational underperformance to one particular area of a compan ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In management accounting or managerial accounting, managers use the provisions of accounting information to better inform themselves before they decide matters within their organizations, which aids t ...Delivery Method:
- QAS Self Study
-
Credit Hours:
- 5 - 8 credits
Description:
This session will cover the most significant technology trends impacting business and society today. You'll learn about technology that will affect CPAs over the coming years, as well as technology to ...Delivery Method:
- Group Live
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
These days, the news about talent challenges in the workplace is unavoidable for employers. Companies are struggling to hire and retain employees. It’s an employee-driven market, where employees have ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
In the face of economic uncertainty, CFOs hold a pivotal role in steering successful transformations for long-term organizational competitiveness. However, a significant proportion of transformations ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Cash is the lifeblood of all businesses. Without liquidity, businesses wither and die. The mission of the treasury department is to manage the liquidity of a business. This means all current/projected ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Cash is the lifeblood of all businesses. Without liquidity, businesses wither and die. The mission of the treasury department is to manage the liquidity of a business. This means all current/projected ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
The Triple Play - Tax Incentives for Energy Efficient Builders, Developers and Designers
20-Oct-2021 BRAYN Consulting LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Course Description: The course will cover fundamentals of specific tax saving opportunities, including the R&D Tax Credit, 45L Tax Credit, and the 179D Deduction as it relates to Energy Efficient buil ...Program Level:
IntroductionDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
The Family Medical Leave Act the Americans with Disabilities Amendment Act, and Workers' Compensation are often called the Bermuda Triangle of Employment Law. These three laws often conflict and leave ...Delivery Method:
- QAS Self Study
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