Course Library

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Join us for an in-depth exploration of the essential elements of loan servicing. While the industry often focuses on mortgage servicing requirements, there is so much more to uncover. This seminar wil ...

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A look at how to diversify your income during retirement using advanced concepts to help hedge against the potential increase of taxes and inflation. We will analyze a case study and make adjustments ...

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Please join Partner, Gary Altman, Chair of the Estate Tax Practice, for an upcoming webinar on “Allocating Capital Gains to Distributable Net Income (DNI) and Allocating DNI to Charities in Estates an ...

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In this practical webinar, you’ll receive step-by-step guidance on the final IRS Section 643 regulations as they relate to capital gains and DNI. Upon successful completion of this course, you will be ...

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Ever wondered where the invisible boundary lies between an executive team's duties and the overarching role of the board of directors? Join us in an insightful session that addresses the ambiguity sur ...

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Taxpayers who have few assets and little prospect of generating sufficient income to pay a tax liability in full may be allowed to strike a settlement for less than the full amount due to settle their ...

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A defined-contribution (DC) plan is a retirement plan that's typically tax-deferred, like a 401(k) or a 403(b), in which employees contribute a fixed amount or a percentage of their pay checks to an a ...

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The objective of this presentation is to educate advisors on the benefits of alternative investments and illustrate how alternatives may be used as part of an overall financial portfolio. As the globa ...

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This course introduces various types of alternative investments including real assets, venture capital, derivatives, exchange funds, and hedge funds. Upon completion of the course, you will have tools ...

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This course introduces various types of alternative investments including real assets, venture capital, derivatives, exchange funds, and hedge funds. Upon completion of the course, you will have tools ...

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Alternative Investments are one of the fastest-growing categories of investment products in the Wealth Management industry. From Hedge Funds to Commodities and Venture Capital, investors are looking t ...

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Alternative investments within IRA, §401(k), HSA, and SEP accounts can move the investor into unfamiliar and potentially gray areas. In this webinar, you’ll learn about the Unrelated Business Income T ...

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Beyond revenue, profit, and assets: other important measures of the success of our practices. Learning Objectives: 1.) Analyze practice metrics and variables to evaluate areas that indicate the health ...

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Beyond revenue, profit, and assets: other important measures of the success of our practices. Learning Objectives: Analyze practice metrics and variables to evaluate areas that indicate the health of ...

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This course provides continuing professional education (CPE) for tax professionals to enhance competence in helping clients comply with computing and reporting alternative minimum tax (AMT). Topics in ...

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Coming to Alteryx from Microsoft Excel and unfamiliar with the idea of a workflow? This session will compare how to perform a task in Excel and show how easy it is to do it Alteryx. Pulling out cheat ...

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You have created some great workflows that others need to run. Learn how to turn your workflow into an analytic app by constructing a graphical user interface so users can easily set the required para ...

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You learned the basics of Data Blending, now let's dive deeper into more advanced methods of Data Blending. This course will take you through the next level of Data Blending, we will focus on dynamic ...

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Data sets can be tricky to understand how they work on a new software, right? This course focuses on the different methods of Inputting and Outputting data in Alteryx. You will learn the specifics on ...

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Everyone thinks they have the ugliest data. Data can come formatted or unformatted, on one or multiple rows and can odd characters thrown in. Alteryx has many tools in the tool belt to parse data in v ...

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Data preparation, also sometimes called pre-processing, is the act of cleaning and consolidating raw data prior to using it for business analysis. It might not be the most celebrated of tasks, but car ...

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The Data Preparation concept covers a lot of ground. After Data Preparation I, let's dive deeper into some more specific tools and use cases to leverage them. During this class we will cover the not-s ...

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Is your data not in the structure and format you wished it was? Do you have to manually transpose, delete, create fields in order to set up your data for your current processes? This class will take y ...

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By now you know Alteryx can be a dynamic software, but what about learn to make your workflows even more dynamic? This session will cover some tools in the Laboratory category. We will cover the Dynam ...

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Tired of manually updating your workflows? This course will show you expert ways of making your workflow dynamic. We will perform a deeper dive into some dynamic tools and some different methods to ma ...

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Coming to Alteryx from other tools and unfamiliar with the idea of a visual workflow? This session shows how visual workflows cut out the repetitive steps you've done over and over in other tools. Pul ...

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Do you find you commonly use the same series of tools in many workflows? Need to encapsulate core business logic or best practices? This session shows you how to turn a repeatable process into a tool ...

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After learning about Standard Macros, we will cover Batch Macros, a different approach to repetitive tasks. We will develop easy to use solution for a multitude of different use cases. Batch macros ha ...

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Even for experienced Alteryx users there are moments where you see someone else do something cool in Alteryx and say I didn't know you could do that! This session show a wide variety of features and s ...

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Ever have to combine data from very different data sources (text, Oracle, spreadsheet)? Tired of cutting, pasting, and doing lookups? This session shows how data from disparate data sources can be eas ...

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A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, create budgets, or have adequate reporting without ...

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In this course you will learn about superseding vs amended returns and the specifics for individuals and business.

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No one wants to have to amend tax forms but no matter how many precautions you take to avoid it, there will always be a time that you will need to do an amendment.  The material in this course will te ...