Course Library
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Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Estate planers continue to emphasize trusts in their planning practices. They are being used for a wide variety of clients – not only the most wealthy, but also for a much broader part of the populati ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
This seminar will help you collaborate more effectively at work by helping you to identify and be aware of harmful behaviors that are preventing you and others from achieving your best results. You wi ...Delivery Method:
- Group Live
-
The Trustee and Financial Advisor Annual Valuation Review: Impacts of Management Projections
30-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
While key indicators show the United States and much of the world is in a period of economic expansion, a tremendous amount of uncertainty and risk still pose challenges for organizations across the c ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
While key indicators show the United States and much of the world is in a period of economic expansion, a tremendous amount of uncertainty and risk still pose challenges for organizations across the c ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- NH
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
While key indicators show the United States and much of the world is in a period of economic expansion, a tremendous amount of uncertainty and risk still pose challenges for organizations across the c ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
- Economics
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
If you?ve got a Swiss bank account, it just might be time to report it. Attorneys Ernest Badway and Adam Cantor discuss the legal requirements for proceeding in this manner ?and the consequences invok ... -
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar will cover the tax issues associated with Foreign Grantor and Non-Grantor Trusts. The course will also cover taxation of underlying entities of a foreign trust. Upon completion of this co ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to close deals more easily.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Credit Hours:
- 21 + credits
Description:
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. -
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. The course will examine tax and savings stra ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
This comprehensive course is essential if you want to help your clients maximize tax saving techniques. Tax-expert Danny Santucci examines some of the most common retirement myths, while providing str ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- less than 1
Description:
The new Lease accounting standard, ASC 842 takes effect on December 15, 2021 for private companies. This accounting standard aims to bring leases onto the balance sheet and increase transparency and v ...Delivery Method:
- QAS Self Study
-
The Ultimate Practice Management Checklist: A Step-by-Step Guide to Winning Workflows
07-Sep-2022 Canopy TaxField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Unless, that is, you attend this webinar with Dawn Brolin, CPA CFE, who is implementing Canopy in her own firm and is pulling back the curtain so you can learn exactly how to evaluate Canopy for your ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
The Ultimate Supervisor (RS)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Attend this one day seminar and: Acquire new ways to manage your time and delegate tasks Learn recruiting and interviewing skills Discover better ways to evaluate employees Find out how to coach under ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Mid-capitalization companies comprise approximately 26%1 of the market capitalization of the U.S. equity market. However, investors are significantly underweight the group with only 13%2 exposure. B ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
-
The Unplugged Vacation: How accounting firm owners can take a proper holiday without checking emails
17-Jun-2024 MY-CPE LLCField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
In this connected age, people have different definitions for vacation or different strategies for how they go about taking time away from work.Some people remain loosely plugged into the office, with ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Management Services
Credit Hours:
- 5 - 8 credits
Description:
While key indicators show the United States and much of the world is in a period of economic expansion, a tremendous amount of uncertainty and risk still pose challenges for organizations across the c ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- PA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this course, you will learn about how the US rack market works, both commercially and operationally. You will learn who the main market participants are, how prices are set in this market and how t ...Delivery Method:
- QAS Self Study
Location:
- TX
-
The Use of Warrants in an ESOP 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
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Estate planners continue to emphasize trusts in their planning practices, and trusts are being used for a wide variety of clients—not only the wealthiest, but also for a much broader segment of the po ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
After completing this course, you will be able to classify property as rental, Sec. 280A vacation home, or minimal rental property; differentiate between personal use and rental use; answer questions ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This 1-hour webinar will define what a mentor is and what a mentee is, why looking for a mentor relationship is important, interview and showcase 2 mentor/mentee relationships that are currently ongoi ...Delivery Method:
- Group Internet Based
Location:
- OR
-
The Value of Employee Ownership: Educating New and Current Employee-Owners on Value Creation at an Employee-Owned Company and How It Can Impact Them Both Culturally and Financially
16-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
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Join Frank Ingrassia and Timothy Lucero for a detailed run-down on how defense attorneys can assist clients in delaying a lender?s foreclosure. Strategies include informing clients of their rights and ... -
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course covers the forms to be obtained from each potential Vendor before setting up a record in the system.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course covers the forms to be obtained from each potential Vendor before setting up a record in the system.Delivery Method:
- QAS Self Study
-
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:
Delivery Method:
- Group Internet Based
-
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:
Delivery Method:
- Group Internet Based
-
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:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. To illustrate the threat ransomware is, its’ annual cost to businesses is now estimated ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Over the past two years, ransomware has surged as a significant threat to individuals and organizations of all sizes. Ransomware’s annual cost to businesses now exceeds $8 billion, up from $1 billion ...Program Level:
UpdateDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Finance & Accounting Professionals need to communicate in English on a daily basis, and if you work with the US or live and work in the US, it’s important that everyone understand you clearly. It can ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Economics
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The objective of this presentation is to provide an overview of the political environment, prospective legislation and strategies for investment, wealth transfer and retirement planning. Jeff Bush wil ...Delivery Method:
- Group Live
Location:
- NM
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This module deals with the Weighted Average Cost of Capital - or WACC - and how to calculate it pre-and post- acquisition.Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 17 - 20 credits
Description:
The Well-Rounded Accountant is an extensive overview of several different services that accountants can provide including CFO services, tax preparation, bookkeeping, tax planning, and tax resolution. ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 5 - 8 credits
Description:
The content included in the Well-Rounded Accountant Introduction is an overview of the five areas of accounting, including tax preparation, tax planning, and tax resolution. This overview will give pa ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
The Well-Tempered Retiree - Fine-Tuning Investor Behaviors in Retirement
17-May-2022 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description Investors transitioning to retirement face a decumulation dilemma: Uncertainty surrounding health, longevity, and market risks makes financial planning for retirement incredib ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
27307 Results