Course Library

Many times after filing a joint return spouses have opposing views of who should be responsible for a resulting tax obligation when the IRS comes to call. The IRS has recently amended its innocent spo ...

Fraud is an insidious crime. Commonly defined, fraud is an act in which attempts are made to deceive with promises of goods, services, or financial benefits that do not exist, were never intended to b ...

There are several factors that make doing Roth Conversions particularly attractive right now. Currently, we are in a very low tax regime. This tax regime is set to expire and revert back to the old ru ...

In this course, you will learn advanced techniques for deciding who's telling the truth and who's lying in fraud investigations.

In this continuing education session, we review 2 Nerd’s Eye View articles: Why “Downside Protection” ETFs Don’t Protect Portfolios As Well As A Stock-Bond Mix (In The Long Term) and 10 Charts Showing ...

By offering tax preparation and planning as part of our client engagements, ACP members can add meaningful value for clients. There are few financial issues that are not connected to taxes in some way ...

If you are working as an accountant, you need to use a variety of accounting programs daily. However, accounting software is mostly focused on numbers, while your job includes more responsibilities.Wi ...

Why is the finance profession still failing to attract women?Women make up 26.4% of finance professionals in the United States and that ratio has been relatively unchanged for more than a decade. Why ...

Could auditors be overlooking fraud in your organization? This archived webinar examines five case studies in which auditors glossed over frauds of more than $500,000. It also explores the factors tha ...

Is ChatGPT coming for your HR job? Not so fast. While AI tools like ChatGPT are powerful in streamlining certain tasks, replacing the nuanced work of HR and Recruiting isnt one of their strong suits. ...

Is ChatGPT coming for your HR job? Not so fast. While AI tools like ChatGPT are powerful in streamlining certain tasks, replacing the nuanced work of HR and Recruiting isnt one of their strong suits. ...

Are you tired of ineffective conflict resolution strategies that seem to fall short when dealing with workplace bullying?Delve into this course, we will discuss Behavioral Elimination Model Mastery, R ...

Learn how to determine the functional currency of your subsidiaries, why it matters so much, and key considerations when setting up a new entity.

Learn how to determine the functional currency of your subsidiaries, why it matters so much, and key considerations when setting up a new entity.

This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.

This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.

In this continuing education session, learners will review 3 Nerd’s Eye View blog articles: Why Don’t Prospects Commit? How “Negative Close” Can Be A Powerful Way To Help Prospects Move Forward, Five ...

Personal property is tangible, movable property that is utilitarian, collectible, decorative or a combination of the three. These can be anything from paintings, china and antiques to photography, vin ...

You never know what is enough unless you know what is more than enough.The challenge here is to explain what we mean when we say cash flow. In recent decades bankers have seen several top contenders f ...

This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.

This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.

This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.

Transparency is a regulatory burden imposed on RIAs by the government and modern marketing. CFA Institute's Global Investment Performance Standards (GIPS®) are designed to increase transparency and co ...

Knowing how employees commit fraud isn't enough. You must recognize why employees steal from their organizations in the first place. This course focuses on the psychology of workplace deviance and fra ...

n a world where unexplained critical insurance exposures are becoming the norm, the need to help clients navigate this sector has never been greater. This valuable and straightforward course helps you ...

Change is a constant in life and business, but its not always easy to navigate. Whether youre looking to improve your habits or manage change within your organization, understanding the science behind ...

Are your investment returns falling victim to hidden costs? Its time to shed light on the unseen expenses that can significantly impact your financial outcomes.In this online webinar, Ph.D. of Statist ...

This presentation provides a case study informing how a regional economy can create an opportunity rich landscape for investors. With the state of Minnesota as our example, we will delve into how a re ...

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to ...

Personally identifiable information (PII) is any data that could potentially identify a specific individual. Any information that can be used to distinguish one person from another and can be used to ...

Join Jorge Carrillo for an insightful CPE course exploring the nuanced relationship between security and privacy in data management. This one-of-a-kind webinar will explain why bolstering security mea ...

Have you ever wondered what drives small business owners to choose one accounting firm over another?In this CPE Course, we delve into the essential factors that influence these critical decisions. Thi ...

Financial professionals who can provide education and guidance on Social Security as part of the retirement planning process are more likely than their peers to retain retiring clients, grow wallet sh ...

Retirees face a host of risks that threaten their ability to support their chosen lifestyle. These include longevity risk, sequence of returns risk, and loss of purchasing power due to inflation. In a ...

In this continuing education session, learners will review 2 Nerd’s Eye View blog articles: Why Taxable Custodial Accounts Are Better Than OBBBA “Trump Accounts” For Kids’ Savings and Reducing ACA Hea ...

Large cap, small cap, value, growth, international, emerging markets. Different equity asset classes behave differently at different time horizons. Bonds have a known maturity that makes timing them t ...

Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.

Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.

This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.

This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.

Defining the value of assets at the time they’re transferred suddenly has become a more viable estate planning technique because of recent court rulings. Done right, defined value gifts reduce the ris ...

Almost daily we learn about another company whose employees have decided to take matters into their own hands and increase their pay or the company's profits through creative accounting and other mean ...

With fewer estates subject to tax, asset protection is more important. IA reps, especially CFPs, CPA/PFSs, CIMAs and insurance professionals should be discussing asset protection with all of their cli ...