Course Library
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Field of Study:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this course, Stephen Linker covers some major red flags when examining tax returns. He discusses the key elements of a tax return and how they relate to specific cases. The course will examine how ... -
What to think about when considering a recapitalization of your ESOP
07-Dec-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Finance
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The ESOP is a very flexible financial and employee benefit vehicle, but over a period of time mature ESOPs may find the structure does not fully support the company’s evolving growth initiatives and m ...Delivery Method:
- Group Internet Based
- Group Live
-
What to think about when considering a recapitalization of your ESOP
07-Dec-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The ESOP is a very flexible financial and employee benefit vehicle, but over a period of time mature ESOPs may find the structure does not fully support the company’s evolving growth initiatives and m ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
While investors worldwide fixate on Fed rate hikes and oil prices, other macroeconomic factors are likely to influence yields in 2015. At this webinar, Shehriyar Antia, a former NY Fed Senior Analyst, ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- less than 1
Description:
Delivery Method:
- Nano Learning
-
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:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The statement of cash flows is one of the most important, if not the most important, financial statements prepared by an entity. Of particular focus on this statement is the cash flow from operations ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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What You Need to Know About Fraudulent Conveyance Law in 2017 & Beyond LIVE Webcast
03-Mar-2017 The Knowledge Group, LLCField of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
A fraudulent conveyance occurs when a person or entity intentionally transfers property to another with the express purpose of delaying, hindering, or defrauding a creditor, or, transfers property wit ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The principal issue in accounting for income taxes is how to account for the current and future tax consequences of: (a) the future recovery (settlement) of the carrying amount of assets (liabilities) ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an in-depth overview of the lease accounting standards issued by the Financial Accounting Standards Board (FASB) in February 2016. This includes a discussion of the primary reaso ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an in-depth overview of the lease accounting standards issued by the Financial Accounting Standards Board (FASB) in February 2016. This includes a discussion of the primary reaso ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
You understand there are many security risks you face and that you have a legal responsibility to safeguard that information, but you aren’t sure how to get started in performing a proper risk assessm ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Cybercrime, Cybersecurity, Phishing, Malware, Ransomware, Skimming, the list goes on and on, but It really doesn’t pertain to me, right? I am too small and I really don’t have anything of value to hac ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
What You Should Have Already Done About Secure 2.0 and What to Do Next
09-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With SECURE 2.0 being signed into law, every blogger, podcaster, media outlet and self-proclaimed tax guru is on overdrive trying to make the biggest headlines, but what does this all mean for you, yo ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
The investment world is accelerating at a phenomenal speed, and clients are getting caught up in the hype without fully understanding the ramifications. This course answers marketplace and investor qu ...Program Level:
BasicDelivery Method:
- Group Live
-
What your clients may not tell you – and what you can do about it: The challenges and opportunities facing financial planners today
20-Mar-2018 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: A Wall Street veteran and entrepreneur, Charlotte Beyer has spent her entire career working with UHNW and HNW principals. Beyer will take the audience through the landmines a ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course is a comprehensive look at understanding, evaluating, and recommending specific solutions to address insurance issues involving life, disability, health, long-term care, homeowners, auto, ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this valuable webcast, Excel expert David Ringstrom, CPA, draws your attention to the What-If Analysis tools available within Excel’s Data menu. David explains how and when to make use of Excel’s S ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Join us for a live demo of the new release features and add value to your Intacct software! Release Highlights Real-time, dynamic comparisons across time for financials Need to present reports in some ...Delivery Method:
- Group Internet Based
-
What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
13-Apr-2021 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Coinciding with the Covid recovery, stocks returned an astounding 56.4% in the last 12 months. Is the Covid comeback over? Fritz Meyer, an independent economist who has taught financial economics to p ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
What's in a Valuation Report? how to Read and Understand Goes into a Valuation
26-Sep-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
20-Jul-2017 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This webinar shows advisors how to explain why "total" market index funds -- equity and bond -- are outperformed by advisors investing in individual funds. The performance advantage is far more signif ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Marketing is required of every business, and the days are gone when you could take out an ad in a directory listing your name and hours of operation. Today, marketing is multi-faceted, and it can be e ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
What's Their Money For? Helping Clients Understand Money's Role in Their Lives
23-Apr-2024 The Financial Planning Association of MinnesotaField of Study:
- Behavioral Ethics
- Finance
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Clients who are unclear about money’s role in their lives may subconsciously use other people's behavior as a guide to making financial decisions, instead of consciously making choices based on their ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This presentation ia an update of the current economic trends and forcasts in today's marketplace.Delivery Method:
- Group Live
-
What's your plan? Three Keys To Succession Planning
28-Sep-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Chief Business Officer Joe Haupert shares how to begin succession planning and how to maximize value for yourself, your clients, and your team. We'll cover the differences between the aggregator and t ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
What's Your Strong Suit? Or How to Improve Results with Improved Communication
10-Nov-2016 Institute of Management Accountants - Catawba Valley ChapterField of Study:
- Personal Development
Description:
The challenge with many diverse folks that, together, create the fabric of a company, centers around the ability to understand each other and use information to create results. “What’s Your Strong Sui ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- NC
-
What’s Happening In Washington: The Current Policy Landscape And What Regulation May Be Coming Next For Financial Advisors
29-Aug-2024 Kitces.comField of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
In recent years, the Securities and Exchange Commission has been especially active in updating “old” regulatory rules to modernize them, leading to an ongoing wave of compliance changes for financial ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
The Internal Control Questionnaire: A guide to compliance with accounting practice disclosures. Join GovCon experts Kellianne Mayer and David Kirsten for an in-depth webinar on the AASHTO Internal Con ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll receive step-by-step guidance on QuickBooks Desktop 2016. Youll learn how to use the new features in your QuickBooks Accountant software, and youll learn whats new ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting (Govmnt)
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:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Sometimes an audit goes from bad to worse and IRS Criminal Investigation becomes involved. This course will examine the signs of when an audit is turning criminal and a makeup of the departments and ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this video course "When Bots Attack: Safeguarding Against AI Cyber Threats," expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophi ...Program Level:
OverviewDelivery Method:
- QAS Self Study
27369 Results