Course Library
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
Loading
-
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:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course provides an understanding the FX Gain or Loss Line, and insights to improve the results of your hedge program.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Description:
This course provides an understanding the FX Gain or Loss Line, and insights to improve the results of your hedge program.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an understanding the FX Gain or Loss Line, and insights to improve the results of your hedge program.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an understanding the FX Gain or Loss Line, and insights to improve the results of your hedge program.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Taxes
Description:
In this practical webinar, you will receive a detail overview of the changes that have been triggered within the Unrelated Business Income Tax (UBIT) following the implementation of the Tax Cuts and ...Program Level:
IntermediateDelivery 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:
- QAS Self Study
-
Unretirement: How Baby Boomers Are Changing the Way We Think About Work, Community and the Good Life
23-Apr-2015 The Financial Planning Association of MinnesotaField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
We are on the verge of a broad, positive transformation of our economy and society. The old idea of retirement is gone and the boomer generation, poised to live longer in better health than any befo ...Delivery Method:
- Group Live
Location:
- NM
-
Unretirement: How Older Americans are Transforming the World of Work and Retirement to Embrace the Good Life
23-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Management Services
- Personal Development
Description:
"The U.S. Census Bureau predicts that by 2035, people over 65 will outnumber children under 18 for the first time in U.S. history. The number of workers 65 and older has quadrupled since the mid-1980s ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Unshackle Yourself from Repurchase Obligation — How to Stay Focused on Your Business as an ESOP-owned Company
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
-
Unsolicited Offers and M&A - ESOP Challenges
20-Sep-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Specialized Knowledge
Description:
The 10-year rule created a major shift in how financial advisors plan for the transfer of assets. Over the past five years, the IRS has provided multiple notices and deadlines for how the 10-year rule ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Untangling The IRS’s New Finalized (And Proposed) Regulations on RMDs - RECORDED
07-Aug-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The 10-year rule created a major shift in how financial advisors plan for the transfer of assets. Over the past five years, the IRS has provided multiple notices and deadlines for how the 10-year rule ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Untangling The IRS’s New Finalized (And Proposed) Regulations: The 10-Year Rule, Trust Beneficiaries, Spousal Beneficiaries, Annuities, And More!
29-Oct-2024 Kitces.comField of Study:
- Specialized Knowledge
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this session, learners will take a deep dive into the IRS’s Finalized Regulations through an article written by Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA, and Ben Henry-Moreland. In this session, ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Unveiling the Tax Court: Lessons from Cardiovascular Center and the Impact of Worker Misclassification
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- less than 1
Description:
Delivery Method:
- Nano Learning
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Estate planning documents are often executed and then untouched for years, as clients may consider their estate planning complete. However, changes in life circumstances, tax law, technology, and ev ...Program Level:
BasicDelivery Method:
- Group Live
-
Unwinding Old Estate Planning Strategies That Are No Longer Relevant - RECORDED
05-Dec-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Estate planning documents are often executed and then untouched for years, as clients may consider their estate planning complete. However, changes in life circumstances, tax law, technology, and even ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Unwinding Old Estate Planning Strategies That Are No Longer Relevant - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Unwrapping The Audited Financial Statements: Financial Statement Analysis, Interpretation and Presentation
University of Georgia, Carl Vinson Institute of GovernmentField of Study:
- Accounting (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
This course will focus on the financial analysis of a government's audited financial statements as a means to provide information on the entity's financial health to the governing body, and effective ...Program Level:
IntermediateDelivery 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
-
Update on 100% Bonus Depreciation and 179 under the TCJA: Planning and Compliance Issues to Consider
02-Apr-2019 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will analyze the details surrounding updates to 179 and bonus depreciation under the Tax Cuts and Jobs Act. You will explore the status of QIP and other transitional iss ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
To provide accountants and tax professionals serving multinational businesses with an in-depth examination of legislation changes in international taxation that impact cross-border tax planning.Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
To provide accountants and tax professionals with an in-depth examination of legislation changes in international taxation related to Customs laws and issues.Delivery 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 webinar will address the key requirements and updates from possible tax reform on section 1031 like-kind exchanges. Upon completion of the course, you’ll be able to: Describe the technical qualif ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
-
Update on Tax Cuts and Jobs Act: Important Updates and Lessons Learned from the First Tax Season under the New Rules
28-May-2019 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With tax season over, you will look at the most common mistakes relating to the new tax law, including IRC 199A issues. In this practical webinar, you will explore strategies that you can provide clie ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Update on the SEC's Executive Compensation Disclosure Rulemaking under Dodd-Frank: What Do You Need to Know Now? LIVE Webcast
18-Nov-2015 The Knowledge Group, LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
In this two-hour LIVE Webcast, a panel of distinguished professionals and thought leaders assembled by The Knowledge Group will help executives, investors, and compensation lawyers understand the impo ...Delivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Updated Ethics: Professional Conduct and Regulation CFP® Ethics Hr 1 and Hr 2
29-Apr-2021 The Financial Planning Association of MinnesotaField of Study:
- Behavioral Ethics
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Description This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effect ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers the basics of nexus and what you need to know about it.Delivery Method:
- QAS Self Study
-
Updates in Estate Planning, Asset Protection & Business Planning
16-Aug-2023 Mariner Wealth AdvisorsField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
10-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
27821 Results