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Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This module discusses choosing the mix of assets that works for your client.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Management Services
Credit Hours:
- 5 - 8 credits
Description:
This introductory series guides students through the evolution of asset securitization, which results in new products for investors and expanded sources of funding and risk transfer opportunities for ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Asset Based Lending: Policy and Underwriting Guidance for Borrowing Base Lending on Receivables and Inventory
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Asset Based Lending: Policy and Underwriting Guidance for Borrowing Base Lending on Receivables and Inventory
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Asset Based Lending: Policy and Underwriting Guidance for Borrowing Base Lending on Receivables and Inventory
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Which asset classes are least correlated with U.S. stock prices? How has adding low-correlation assets influence a diversified portfolio? In recent years, as markets became more accessible globally, h ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
How can advisors help clients better understand the seasonal shifts among prominent asset classes in their portfolio over long periods of time? At this session, Craig Israelsen, Ph.D., an expert on st ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Since Harry Markowitz created a two-asset portfolio to show the benefits of diversification, enough time has passed to enable observation and a reasonable understanding of 12 core assets and their rot ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of the various asset classes available to investors for investing. It explains equity, bonds, money market instruments, real estate, and commodities in detail includin ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Through this course, you will be able to have a conversation about Financial Markets – what they are, and the audiences that they serve - and delineate the three primary asset classes of Cash and Cash ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
For any institution looking to stay ahead of the game in this changing economic environment, the Asset Liability Management in a CECL World course is a must. This course is designed to help financial ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
Location:
- VA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
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:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are hi ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are hig ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are hi ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This mini-course i ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
- Economics
- Finance
- Production
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
George V. Cornell, Esq. shares his Asset Protection Strategies in this seminar. A general discussion as to the considerations, both pro and con in forming different entities such as a Limited Liabilit ... -
Asset Protection and Wealth Transfer Strategies
07-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Description:
Learn the legal strategies available to protect clients from lawsuits. From traditional strategies (such as LLCs and LPs) to modern strategies (asset protection trusts, land trusts, equity stripping, ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
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:
The current litigation explosion has created tremendous interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This mini-course i ...Program Level:
OverviewDelivery 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
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are hig ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are hi ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The current litigation explosion has created tremendous interest in asset protection. This area has dramatic financial and estate ramification and also directly impacts tax planning. This course is de ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Asset Sale vs. Stock Sale: Structuring a Business Sale Transaction with Optimal Tax Results
13-Dec-2017 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll receive step-by-step guidance on structuring your client’s purchase or sale of a business in the most tax-efficient way possible. You’ll learn about the pros and cons ...Program Level:
beginnerDelivery Method:
- Group Internet Based
-
Asset Sale vs. Stock Sale: Structuring a Business Sale Transaction with Optimal Tax Results
TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll receive step-by-step guidance on structuring your clients purchase or sale of a business in the most tax-efficient way possible. Youll learn about the pros and cons ...Delivery Method:
- Group Internet Based
-
Asset Sale vs. Stock Sale: Structuring a Business Sale Transaction with Optimal Tax Results
17-May-2016 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll receive step-by-step guidance on structuring your clients purchase or sale of a business in the most tax-efficient way possible. Youll learn about the pros and cons ...Delivery Method:
- Group Internet Based
-
Asset Sale vs. Stock Sale: Structuring a Business Sale Transaction with Optimal Tax Results
08-Nov-2018 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll receive step-by-step guidance on structuring your client’s purchase or sale of a business in the most tax-efficient way possible. You’ll learn about the pros and cons ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Asset Sale vs. Stock Sale: Structuring a Business Sale Transaction with Optimal Tax Results
31-Jan-2019 TraliantField of Study:
- Business Management and Organization
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll receive step-by-step guidance on structuring your client’s purchase or sale of a business in the most tax-efficient way possible. You’ll learn about the pros and cons ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Asset Sale vs. Stock Sale: Structuring a Business Sale Transaction with Optimal Tax Results
14-Jan-2020 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Asset Sale vs. Stock Sale: Structuring a Business Sale Transaction with Optimal Tax Results
2-Nov-2016 TraliantField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll receive step-by-step guidance on structuring your client’s purchase or sale of a business in the most tax-efficient way possible. You’ll learn about the pros and cons ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
An asset swap combines an asset sale with an interest rate or currency swap. As such, it can be a highly effective tool for a company that needs to raise funds.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
An asset swap combines an asset sale with an interest rate or currency swap. As such, it can be a highly effective tool for a company that needs to raise funds.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Download price: $39. Print price: $49. (Purchase three or more courses and receive 18% discount.) This course was updated on 3/27/2014. The purpose of this course is to provide an overview of the Disc ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The purpose of this course is to provide an overview of the Discounted Cash-Flow (DCF) Method of valuation. The DCF method requires that an estimated cash flow and a risk-adjusted discount rate be det ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
This Asset-Based Lending & Alternative Finance course dives into lending solutions for borrowers that don’t fit the target profile of a more traditional senior lender, like a commercial bank. Despite ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Assets Income & Cash, integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation ...Delivery Method:
- QAS Self Study
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