Course Library

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Although there is nothing wrong with sheltering tax through legal tax shelters, tax shelters today often border on tax evasion. For this reason, tax shelters have become a favorite target of the Inter ...

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Although there is nothing wrong with sheltering tax through legal tax shelters, tax shelters today often border on tax evasion. For this reason, tax shelters have become a favorite target of the Inter ...

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Tax rates are higher and it's more important than ever for investment advisers to know how to defend their clients from the tax man. At this session, the inimitable Robert Keebler covers: • Tax tips a ...

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An individual tax identification number (ITIN) plays a key role in the tax administration process and assists with the collection of taxes from foreign nationals, nonresident aliens, and resident alie ...

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This course is a quick spin through the latest updates over the last year (through June 2016).

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This course is a quick spin through the latest FASB updates over the last year (through June 2016).

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One tax seminar a year is a must...and this is the best in the nation! This comprehensive course, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the industry ...

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Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this powerful self-study course will provide participants the most recent and up-to-date tax chang ...

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One tax seminar a year is a must! This four session webcast, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the industry. We'll compare and contrast federal ...

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In this webinar, you’ll learn about prior tax legislation extended and made permanent under H. R. 2029 and the PATH Act as well as new tax laws, legislation, regulations, and court decisions. You’ll a ...

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The economist will provide an economic overview of current conditions as well as forecasted economic trends for 2016. Items to be covered will include but not be limited to: the outlook for inflation, ...

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The topic of eldercare planning has become relevant and immediate to a rapidly growing number of individuals. Baby boomers are aging and reaching their retirement years; at the same time, senior citiz ...

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Clients believe that their accountants and tax preparers are walking encyclopedias of knowledge. Although most tax professionals have mastered tax issues, they may be confused by some of the more chal ...

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Recent events, like the slowdown in China, commodity price crash, and Fed tightening, have presented a host of potential market-rattling issues. In this session we will analyze and discuss key drivers ...

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Robert Keebler, a leading educator of legal, accounting and financial professionals for over three decades, will discuss strategies advisors must know about estate taxes, including: • Overview of esta ...

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Each year, income tax return preparation is affected by inflation-related changes to various limits and new tax laws. This course will look at those changes and new laws. The 2016 Annual Tax Season Up ...

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Speaker(s): Robert L Goldfarb, CPA, CFP, CGMA, PFS, CFE, DABFE, DABFB of Janover, LLC - Bob is a recent Past-President of the National Conference of CPA Practitioners and currently serves as Chair of ...

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The FIBA Wealth Management Forum will facilitate knowledge exchange through sessions, targeted panel discussions, and current case studies combined with the insightful perspectives of our invited expe ...

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1-5 Critical Retirement Tax Planning Issues 2-A Journey to Financial Wellbeing 3-Serving Two Masters 4-How to Get More Warm Leads 5-Senior$afe 6-Protect Yourself, Your Practice and Your Clients Who Ha ...

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Global chief investment strategist Erik Ristuben offers an in-depth look at Russell Investments’ Global Market Outlook for 2016, based on the views of Russell Investments’ global team of strategists, ...

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This is a 8.0 credit hour live lecture presentation with the instructors and learners together in the same room. This event will start with an update on regulation updates for the Indiana Department o ...

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With individual returns as its focus, this comprehensive course covers topics like real estate and passive losses, IRAs and pensions, and gift and estate issues. Combining the real-life experience of ...

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Finding and utilizing solid information on new IRS pronouncements, procedures, and ethical guidelines is more challenging (and more rewarding) than merely staying current on ruling and regulation deve ...

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Finding and utilizing solid information on new IRS pronouncements, procedures, and ethical guidelines is more challenging (and more rewarding) than merely staying current on ruling and regulation deve ...

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Over the past several years, the IRS has been affected significant budget cuts, with a corresponding reduction in the quality of service provided. This has resulted in the IRS dramatically reducing it ...

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Over the past several years, the IRS has seen significant budget cuts with a corresponding reduction in the quality of service provided. As a result, the IRS has dramatically reduced its enforcement e ...

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In this LIVE Webcast, a panel of thought leaders and professionals assembled by The Knowledge Group will help in-house counsel, chief compliance officers and private practitioners in understanding the ...

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This course explores the latest compliance updates that senior finance leaders need to know about in one condensed session.

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This course explores the latest compliance updates that senior finance leaders need to know about in one condensed session.

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At this session, Robert Keebler, one of the nation's leading educators of lawyers and accountants on individual taxation, addresses tax opportunities and traps investment advisors must know in 2016. Y ...

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In this webinar, you’ll learn about new laws and cases to consider when advising your clients on tax planning strategy and tax return compliance. You’ll learn about recent changes in income tax, estat ...

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This course discusses recent judicial tax decisions impacting corporations and their shareholders.

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This course discusses recent judicial tax decisions impacting corporations and their shareholders.

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One tax seminar a year is a must...and this is the best in the nation! This comprehensive 2-day course, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the in ...

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One tax seminar a year is a must...and this is the best in the nation! This comprehensive 2-day course, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the in ...

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One tax seminar a year is a must...and this is the best! The business course, second of our two-day program--team taught by practicing CPA Vern Hoven and other national instructors in a highly informa ...

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One tax seminar a year is a must...and this is the best! The individual course, first of our two-day program--team taught by practicing CPA Vern Hoven and other national instructors in a highly inform ...

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Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, new tax laws come into being that may significantly affect ta ...

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The Bank Board Training Forum provides bank directors with the training and education needed to address the issues and challenges facing them in today’s ever competitive, highly regulated and rapidly ...

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This year’s Bank Compensation & Talent Conference is focused on exploring the opportunities and the challenges growth-oriented banks face in terms of building the right teams for today… and the future ...

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Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent ...

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With securities regulators keenly focused on the increasing decentralization of investment advice, 2017 is shaping up to be another busy compliance year for RIAs. In this webinar, you'll hear about: D ...

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If you or your clients were negatively affected by Irma or Harvey, then this is a must-watch. Tax expert Vern Hoven walks you through the worksheets and forms necessary to ensure that your losses are ...

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1-Maximize Social Security Benefits & Minimize Medicare Premiums 2-Tackling Hard Meetings with Soft Skills 3-Fiduciary Duty for Insurance Producers 4-Late-Stage College Planning Strategies 5-Up Your D ...

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This year's 2 1/2 day Fusion Conference is designed to bring together senior operational managers from national financial institutions with experienced Certified Financial Planners.  The attendees wil ...

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axpayers and tax professionals use accounting method changes as a powerful mechanism to implement valuable tax strategies as well as to remove IRS audit exposure. As a tax planning tool, accounting me ...

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This course provides an executive summary of recent IFRS updates with current and upcoming effective dates for 2017.

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This is an 8.0 credit hour live lecture presentation, which stas with an Indiana Department of Revenue update, including changes in its legal division and audit and compliance division. The program th ...

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With individual returns as its focus, this comprehensive course covers topics like real estate and passive losses, IRAs and pensions, and gift and estate issues. Combining the real-life experience of ...

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Over the past several years, the IRS has seen its budget cut significantly. There has been a corresponding reduction in the quality of service provided by IRS. It has dramatically reduced its enforcem ...