Course Library

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BEI Boot Camp for Advisors™ - Basic Exit Planning Foundations provides you with: -The ability to approach, present and engage business owners through Exit Planning. -The competitive advantage to set y ...

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In this program, participants will develop an awareness of the breadth and scope of the planning service referred to as “Exit Planning” for business owner clients. More specifically, participants will ...

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Overview of the Course The Exit Planning Fundamentals For Advisors half-day workshop is focused on education and training related to a specialized niche practice area that we refer to as "Exit Plannin ...

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Racism is an interconnected web in which all people are trapped. To extricate ourselves, we must work together to weaken its strands. Lashing out at those who fail to see the magnitude of the problem ...

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This course looks at establishing a synchronized Purpose, Objectives, Goals, and working out Actions to Attain them.

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This course looks at establishing a synchronized Purpose, Objectives, Goals, and working out Actions to Attain them.

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The adage "you can't improve what you don't measure” has been used across many business functions. Often, the accounts payable function is not included as it is difficult to measure with any precision ...

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Diversified portfolios of mutual funds and ETFs, by definition, include a variety of asset classes, such as domestic and non-US equity funds, fixed income, real estate, commodities, etc. How do you be ...

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Any accounts payable department that wishes to improve must be able to measure its performance against its peers. Benchmarking is much more difficult than it might appear at first glance. In this webi ...

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Any accounts payable department that wishes to improve must be able to measure its performance against its peers. Benchmarking is much more difficult than it might appear at first glance. In this webi ...

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Any accounts payable department that wishes to improve must be able to measure its performance against its peers. Benchmarking is much more difficult than it might appear at first glance. In this webi ...

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Any accounts payable department that wishes to improve must be able to measure its performance against its peers. Benchmarking is much more difficult than it might appear at first glance. In this webi ...

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Any accounts payable department that wishes to improve its success must be able to measure its performance against its peers. This is a lot more difficult than it might appear at first glance. In this ...

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January 1, 2024 the Beneficial Ownership Information (BOI) reporting went into effect. This reporting requirement is the result from the passage of the National Defense Authorization Act for Fiscal Ye ...

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After completing this course, you will be able to (1) understand the purpose of the Corporate Transparency Act (CTA), (2) recognize the professional responsibilities and risks of compliance with the C ...

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“Implementation of the CTA is an intensive process that requires policy teams, economists, regulatory drafters, IT specialists, and public affairs specialists. We are working hard to complete as much ...

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Financial stress is wreaking havoc on American workers. It affects their mental and physical health, as well as their working lives in numerous ways. In this session, we will gain a deeper understandi ...

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Join us as we demonstrate how to use benefits benchmarks to get the best use of your benefits capital including evaluating new options in the market. Attendees will be able to:  Evaluate the total pic ...

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This course explores the benefits of an Accounts Payable Recovery Audit.

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This course explores the benefits of an Accounts Payable Recovery Audit.

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In this course, we explore the benefits of an Accounts Payable Recovery Audit.

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Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history. Madoff perpetrated a simple Ponzi scheme whereby older investors were paid with newer investor fun ...

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This course is a Video. It is considered self-study. PowerPoint slides and a copy of the exam are also included. Bernard Madoff Investment Securities LLC was the source of the largest financial fraud ...

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This course is a case study. Subjects include: Ponzi Scheme, SEC, AICPA, and the Joint Ethics Enforcement Program.

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We are uniquely positioned to prepare sales professionals to transition into the new world where collaboration, confidence and credibility are the way to connect with customers to increase business. T ...

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High Impact Presenting focuses on structuring an effective presentation that builds credibility, enhances the client relationship and clearly conveys the concept via online platforms.  Participants ex ...

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In this LIVE Webcast, a panel of thought leaders and professionals assembled by The Knowledge Group will provide the audience with a comprehensive updates on the Foreign Account Tax Compliance Act, UK ...

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With the new year and new tax laws, advisors must be familiar with many new planning opportunities and traps in 2019. This class gives you the grounding needed to advise clients on the most important ...

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The performance of all fixed income funds in the Morningstar universe is examined.   With six rate hikes in seven months and more rate hikes expected for months to come, year-to-date (YTD) performance ...

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Corporate CFOs and Treasurers are faced with a new landscape for cash and liquidity management. The implementation of Basel III by global banks has turned the tables on liquidity strategies, creating ...

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What a thorough course. Designed to review old rules and explain new rules, this course covers the gamut of current and future tax planning moves for W-2 employees and retirees; estate and gift planni ...

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Give the very best tax advice to your individual and small business clients with TaxSpeaker’s newly updated planning guide! This course is designed to guide practitioners through dozens of old and new ...

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IRS Number: TATHT-T-00107-24-O Give the very best tax advice to your individual and small business clients with TaxSpeaker’s newly updated planning guide! This course is designed to guide practitioner ...

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