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On January 20, 2025, President Donald Trump’s second inauguration marked a dramatic shift in U.S. policy. In his first hours in office, Trump signed a sweeping array of executive orders, setting the t ...

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This class on trusts and estates focuses on strategies professionals must know to advise on inter-generational transfers of wealth. At this session, Robert Keebler, CPA/PFS, will cover: Key terms and ...

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This course reviews trust basics, including terminology and concepts, as well as the laws and rules that govern trust administration. It provides an understanding of why clients benefit from trusts, a ...

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This WILL be one of the big focuses for the IRS in the next couple of years. Remember when you told your client that they should incorporate to protect their personal assets from corporate liabilities ...

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Congress passed a law that provides for the Trust Fund Recovery Penalty (TFRP) to encourage prompt payment of withheld income and employment taxes and other taxes withheld. These taxes are called trus ...

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To gain an understanding of what trust modification is, the ways in which modification is permitted, and common reasons for trust modifications.

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In this practical webinar, you will learn about the new tax law as it applies to trusts and its impact on trust planning. You will also learn about the changing climate regarding state taxation of tru ...

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Please go to our website for detailed description.

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Trust is a widely invoked though often misunderstood concept. It is the foundation of the counselor-client relationship. Moreover, it is a prerequisite in retaining clients, gathering assets, and gain ...

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The temptation is to work in silos, but strong leaders develop consultative relationships between their team and other teams. This includes fostering movement and readiness in role succession so that ...

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The temptation is to work in silos, but strong leaders develop consultative relationships between their team and other teams. This includes fostering movement and readiness in role succession so that ...

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This is a survey course on intergenerational transfers of property, focusing on what investment advisors need to know about trusts and estates. It covers a broad swath of topics, including: legal defi ...

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This course discusses estate planning and estate taxes.

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Protecting a client’s assets begins with proper planning and ends with a well-executed estate. Trusts play an important role in the distribution and protection of assets; in maintaining confidentialit ...

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Planners are using trusts for their clients more now than ever before. Issues of asset protection from financial and matrimonial creditors as well as concerns about the immaturity of heirs has spiked ...

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Planners are using trusts for their clients now more than ever before. Issues of asset protection from financial and matrimonial creditors, as well as concerns about immaturity of heirs, has spiked a ...

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Planners are using trusts for their clients more now than ever before. Issues of asset protection from financial and matrimonial creditors, as well as concerns about immaturity of heirs, has spiked a ...

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Are you ready to master the complexities of estate and gift tax planning? In today’s ever-changing tax landscape, understanding how to navigate critical forms like Form 709 (Gift Tax Return) and Form ...

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How do trusts, exempt organizations, and rental properties impact your tax obligations? Managing specialized tax returns requires a clear understanding of tax laws, deductions, and compliance requirem ...

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Family wealth succession planning, including income and gift/estate tax issues, is more important than ever, in spite of the high estate tax exemption levels. The continuing tax law uncertainty, the T ...

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Everyone is selling trusts now, but should your clients be buying?  In this session we’ll discuss some common types of trusts with some real-life examples about how they can go wrong.  We’ll also disc ...

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Controllership leadership team review of key initiatives within organization, such as monthly close, better utilization of technology, etc.  Additionally completed a talent/HR review of the organizati ...

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Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. However, most of these same professionals periodically export data to Excel, text, or oth ...

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Assessing the goals of a fraud investigation is a challenging task when trying to sort through the messy drama - and there’s always messy drama. Due to its exploratory nature, a fraud investigation sc ...

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This seminar provides the CPA with an active tax practice exercises, tools, and resources needed to streamline thier tax season procedures and prepare their practice for successfully adding financial ...

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This CPE Business Management Webinar will help problem solvers think about the issues they face in different ways.We can easily get into a rut in our problem solving using the same tools over and over ...

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If you’re like most firm owners, at some point, you’ve searched the internet for marketing strategies. And, for the vast majority of you, you likely found a copious amount of marketing strategies. The ...

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This course will analyze some of the most popular tax planning ideas, such as the home-office deduction and like-kind exchanges, with the goal of helping the tax professional apply the best and most u ...

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Canopy and now Right Networks customers have access to a secure, one-time login to the Transcript Delivery System (TDS) through Canopy and their partnership with IRS. Knowledge is power, especially wh ...

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The ongoing insider trading investigations and civil and criminal enforcement actions involving Wall Street professionals is a reminder of the importance of an investment adviser having effective poli ...

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A time-honored rule in finance is that risk and return are related. Accepting more risk, as measured by standard deviation of returns, is generally associated with receiving more return. But at what p ...

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Trade errors are inevitable. What distinguishes compliant firms is that they detect and identify them quickly, resolve them fairly and expeditiously, and minimize the likelihood of errors in the first ...

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The founders of a business have a number of business entity types from which to choose. In the Types of Business Entities course, we describe the essential elements of the sole proprietorship, general ...

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Every business needs insurance to mitigate its exposure to risk. This course is designed to enhance one’s knowledge of business insurance by providing an overview the types of insurance most applicabl ...

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This course provides an overview of the various forms of financial fraud and manipulation that can distort financial statements and mislead stakeholders. It addresses tactics used by some companies to ...

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This course provides an overview of the various forms of financial fraud and manipulation that can distort financial statements and mislead stakeholders. It addresses tactics used by some companies to ...

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Become proficient in typing and formatting text. This course teaches best practice for typing, navigating, formatting text, adjusting spacing and applying styles.

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Become proficient in typing and formatting text. This course teaches best practice for typing, navigating, formatting text, adjusting spacing and applying styles.

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This course provides an overview of different bond markets in the United States and their characteristics and market participants. It classifies bonds in various categories based on issuer, priority o ...

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This course provides an overview of different bond markets in the United States and their characteristics and market participants. It classifies bonds in various categories based on issuer, priority o ...

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Are you interested in developing your knowledge and skills in U.S. Business Taxation? If so, consider enrolling in our first course, which is part of a three-series course on U.S. Business Tax. This o ...

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Looking to expand your knowledge and skills in U.S. Business Tax Preparation? Look no further than our three-course series, which includes this second course, designed to provide a basic Introduction ...