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Presentation Description:   As the baby boomer generation ages, the estimated $72.6 Trillion of wealth transfer over the next 25 years is a major planning opportunity for the advisor community.   This ...

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Our desire to build wealth can often make us vulnerable to con artists and investment schemes. In this informative course, Romney identifies and explains common investment schemes using interesting ex ...

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This program will provide attendees with an ESOP Administration Toolkit - a set of documents to use to guide the annual administration of the ESOP, including timelines for working with service provide ...

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ESOP policy decisions are generally established at the inception of the plan, when there is not a clear understanding of how such decisions will influence the business in the long-term. It’s important ...

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Given the uncertainty surrounding option pricing, quantifying and managing the risk of an option is crucial. This course examines the factors that affect the price of an option, then demonstrates how ...

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Given the uncertainty surrounding option pricing, quantifying and managing the risk of an option is crucial. This course examines the factors that affect the price of an option, then demonstrates how ...

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ISG120

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ISG120

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ISG120

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ISG120

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ISG120

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There can be much confusion--especially for taxpayers--surrounding who has to pay the alternative minimum tax. Stay current on the rules by exploring the Top 10 Causes of AMT and dive into planning op ...

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There can be much confusion—especially for taxpayers—surrounding who has to pay the alternative minimum tax. Stay current on the rules by exploring the Top 10 Causes of AMT and dive into planning oppo ...

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This session gives the top approaches to helping your clients and growing your practice using charitable planning. Participants will learn how to provide tremendous benefit to clients, while improving ...

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SEP IRAs and SIMPLE IRA plans are easy to establish and operate and have little administrative cost. They are also easy to communicate to employees and are often considered to be ideal starter plans f ...

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This course provides you with a clear explanation of the context and use of key acronyms, and helps you become a more valuable business partner.

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Don’t let Form 1065 errors derail your financial reporting! This online course dives deep into the most common mistakes made with Form 1065 and equips you with the knowledge to avoid them. Gain clarit ...

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Don’t let Form 1065 errors derail your financial reporting! This online course dives deep into the most common mistakes made with Form 1065 and equips you with the knowledge to avoid them. Gain clarit ...

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This course explains the critical process steps to increase the ROI achieved on any deal.

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Learn critical process steps to increase the ROI achieved on any deal.

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This course explains the critical process steps to increase the ROI achieved on any deal.

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Learn critical process steps to increase the ROI achieved on any deal.

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After completing this course, you will be able to: • Describe the basic flow of the history of retirement plans from antiquity to the 21st century • Identify the first piece of pension legislation in ...

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In this practical webinar, you’ll learn about areas within payroll that are typically scrutinized by both the IRS and federal and state departments of labor. You’ll learn how to stay compliant in each ...

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This course focuses on 10 specific tactics finance professionals can leverage in maximizing time they spend each day on high value insight & output.

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This course focuses on 10 specific tactics finance professionals can leverage in maximizing time they spend each day on high value insight & output.

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IRA owners and participants in 401(k), 403(b), and Governmental 457(b) plans (account owners) must take annual required minimum distributions (RMD) beginning the year they reach their applicable RMD a ...

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There is nothing more alarming to a business owner and the management team than to receive an IRS audit letter. It can set off an almost immediate panic that either the company has done something wron ...

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This beginner session will provide an overview of ESOP repurchase obligation concepts. Presented in simple language, the “Top Ten” will help you better understand what drives repurchase obligations, a ...

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This presentation outlines 15 items that should be considered by the Company management, ESOP Trustee and valuation firm when performing an ESOP valuation. How can each of the items impact the valuati ...

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This presentation highlights 15 key considerations essential for Company management, the ESOP Trustee, and the valuation firm in conducting an ESOP valuation. Each item influences not only the valuati ...

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If you were planning a trip, you would use a GPS or map to get to your destination safely, wouldn't you?Far too many people venture onto Retirement Highway without checking their GPS to see where ther ...

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If you were planning a trip, you would use a GPS or map to get to your destination safely, wouldn't you? Far too many people venture onto Retirement Highway without checking their GPS to see where the ...

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The course is presented as a case study course. First, we start from building a short version Profit & Loss report based on system data. In this case, we teach students how to avoid hard-coded numbers ...

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In this practical webinar, you’ll learn about important developments in management accounting. Upon successful completion of this course, you will be able to: Identify important new trends in accounti ...

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In this practical webinar, you’ll learn about important developments in management accounting. Upon successful completion of this course, you will be able to: Identify important new trends in accounti ...

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In this practical webinar, you’ll learn about important developments in management accounting. Upon successful completion of this course, you will be able to: Identify important new trends in accounti ...

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In this practical webinar, you’ll learn about important developments in management accounting. Upon successful completion of this course, you will be able to: Identify important new trends in accounti ...

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In this practical webinar, you’ll learn about important developments in management accounting. Upon successful completion of this course, you will be able to: Identify important new trends in accounti ...

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In this practical webinar, you’ll learn about important developments in management accounting. Upon successful completion of this course, you will be able to: Identify important new trends in accounti ...

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Nonprofits operate in a unique environment compared to for profits.  This course will describe the top accounting, financial reporting, operational, compliance, and other challenges that nonprofits fa ...

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Compared to for-profit organizations, non-profits face unique challenges in accounting, financial reporting, operations, and compliance.  This course will provide an executive summary of the most sign ...

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Compared to for-profit organizations, non-profits face unique challenges in accounting, financial reporting, operations, and compliance.  This course will provide an executive summary of the most sign ...

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This course focuses on the top issues that these standard setting bodies will focus on in upcoming financial statement audit quality reviews.