Course Library

Finding the right match for your client/ donor by grasping and varied account features  Surprising things donors and their heirs can do with a DAF during life and afterward A deep dive into the types ...

This course reviews the definition of liabilities as it pertains to Accounts Payable before exploring the different responsibilities of AP operations.

This course reviews the definition of liabilities as it pertains to Accounts Payable before exploring the different responsibilities of AP operations.

This course reviews the definition of liabilities as it pertains to Accounts Payable before exploring the different responsibilities of AP operations.

This course reviews the definition of liabilities as it pertains to Accounts Payable before exploring the different responsibilities of AP operations.

A 1040 is an individual’s or family’s annual financial statement and reveals financial details crucial to the advice given to clients and prospects. It sizes up prospects or client’s current situation ...

There are no risk-free projects. Project risks are inevitable and hence project practitioners need to understand how to plan and manage project risks. Project risks are simply uncertainties that matte ...

Advisors who attend this webinar will learn about planning and tax opportunities available to members of the military, regardless of rank. Specifically, you'll learn about the Survivor’s Benefit Progr ...

In late 2019, the FASB announced a change in the effective date of implementing the new leasing standard for private companies from 2020 to 2021. The new standard covers accounting guidance for both l ...

2021 is the effective date for nonpublic companies to implement the new leasing standard. A brief overview of the leasing standard; but the primary emphasis is on the implementation of the standard. T ...

The college debt crisis makes this session timely as well as crucial to properly fulfilling your mission as a professional and ensuring your client's success. Come hear Robert Keebler, a leading educa ...

Working with married couples is central to the business of financial advising and planning but managing the dynamics of couples is an underappreciated success factor in a professional practice. This c ...

Vaccines are becoming widely available, and, as a sad chapter in American history ends, a new one is already being written. The pages of economic history turn slowly and ceaselessly and yet are often ...

This course was created to provide information for tax professionals to properly complete the tax returns of states other than their home state. The main thrust of this course is to discuss how states ...

Qualified retirement plans offer many benefits, some financial and others create employee satisfaction and loyalty.  The availability of these benefits requires compliance with an extensive list of bo ...

Qualified retirement plans offer many benefits, some financial and others create employee satisfaction and loyalty.  The availability of these benefits requires compliance with an extensive list of bo ...

Qualified retirement plans offer many benefits, some financial and others create employee satisfaction and loyalty.  The availability of these benefits requires compliance with an extensive list of bo ...

Qualified retirement plans offer many benefits, some financial and others create employee satisfaction and loyalty.  The availability of these benefits requires compliance with an extensive list of bo ...

The International Financial Reporting Standards (IFRS) is the framework used by many publicly traded companies around the world today to report their financial results. With support from important con ...

This course teaches you the process of leasing office space, from conception to lease execution.

This course teaches you the process of leasing office space, from conception to lease execution.

Tax resolution means providing solutions to businesses and individuals alike who find themselves in trouble with the IRS. To resolve tax matters with the IRS, the IRS’ Offer in Compromise (OIC) progra ...

The IRS, one of the world’s largest tax administrators, collected about $4.7 trillion in taxes from 275 million annual returns in FY 2023. However, with an estimated $574 billion in back taxes uncolle ...

Take your workplace culture to the next level with this online course on the humanistic approach to civility and dignity in the workplace. In this course, we will challenge the limitations of using ci ...

Are you ready to elevate your IRS representation skills and confidently tackle common IRS rep situations? Join our highly informative and interactive CPE webinar and discover the key traits and strate ...

3 Session Seminar. Sure paychecks matter, but research shows that front-line managers have more of an impact on employee engagement levels than any other driver -- more than faith in the company, prid ...

Master how to price bonds, trade the yield curve, and manage risk

Improve your treasury risk management expertise, leave with a short, medium, and long-term plan for your own firm  

How to efficiently pass assets to your children without tax?There are several ways to transfer assets to your children. However, some are either not tax advantageous or not a smart way to give a child ...

Elderly homeowners own $7 Trillion in home equity and many are struggling with a financial plan that fully fund their lifetime expenses, but financial advisors overlook this hidden wealth.  Why?  In t ...

Elderly homeowners own more than $8 Trillion in home equity and many are struggling with a financial plan that fully fund their lifetime expenses, but financial advisors overlook this hidden wealth.  ...