Course Library

With the adoption of Office 2007/2010, many Microsoft users want to learn how to use this software more efficiently. How do versions 2007/2010 differ from previous versions? What features are new to t ...

This session will cover the financing implications of partial ESOPs, S Corporation distributions and administrative issues including considerations about balancing ownership interests and managing fut ...

Raising money for your business has never been more accessible, with a wide variety of funding tools available today. In this course, well explore the various options available for businesses looking ...

Raising money for your business has never been more accessible, with a wide variety of funding tools available today. In this course, well explore the various options available for businesses looking ...

Managing and strategically planning for retirement accounts is an ever-present concern of financial advisors and their clients. In the last few years, there have been several tax changes that have imp ...

Managing and strategically planning for retirement accounts is an ever-present concern of financial advisors and their clients. In the last few years, there have been several tax changes that have imp ...

Delve into the significance of the Step Up Basis on the decedents assets and unravel the complexities associated with required and recommended filing forms.In this CE Tax webinar, we will gain insight ...

Step into a world where ethics shape destinies and decisions resonate with integrity.This CPE Ethics Session will delve into the profound realm of ethics and its impact on our choices. From the roots ...

Experts will explain accredited investors, qualified purchasers, and the private placement exemption available to funds offered only to these high-net-worth investors. They will differentiate between ...

Experts will provide an understanding of long/short strategies and their tax implications. The will cover assessing client suitability and risk tolerance, breathing life into appreciated accounts usin ...

In this session, advisors will gain critical insights into the evolving regulatory landscape impacting investment advisers. Compliance expert, Max Schatzow, will explore FinCEN’s final rule expanding ...

This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and f ...

This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance (A-B-C-Ds) are impacting the accounting ecosystem supporting transaction record ...

AI-powered accounting software offers numerous benefits, including increased efficiency, reduced errors, and improved client service. By automating tasks and providing advanced analytics, accountants ...

This webinar will discuss the accounting treatment and other implications of often-overlooked alternatives to a traditional leveraged ESOP deal structure.

Ever wondered what goes on behind the scenes when an employer needs to address concerns about workplace behavior? Its like uncovering a mystery, where every clue counts. But having a hotline or report ...

Research suggest that most clients report that they leave a financial professional relationship because communication breaks down and fails.  This Exquisite Listening® workshop focuses on practicing t ...

In this two-hour LIVE Webcast, a panel of key thought leaders and professionals assembled by The Knowledge Group will provide the audience with an overview of the significant issues as well as recent ...

Many free and low-cost Excel add-ins are available to enhance the already-robust functionality found in Excel. Included are Microsoft's Fuzzy Lookup add-in along with countless Excel add-ins from the ...

External auditing continues to evolve as new standards, technologies, and risks reshape the profession. With the AICPA, PCAOB, and SEC all releasing updated rules and expectations, auditors face growi ...

Given the economic volatility that has arisen since the onset of the pandemic there are many factors that impact valuations that are outside the control of management. Let's explore how inflation, sup ...

Single ticker asset allocation mutual funds and ETFs are convenient, but they have serious drawbacks—particularly for retirees.  This webinar explores the concept of “external vs internal” diversifica ...

Leadership is not a title but an action you exhibit daily through being an example. The foundation for extraordinary leadership starts with extraordinary thinking. How you think creates the action you ...

This course is designed for individuals with a high level of aptitude in using Excel functions and formulas.  The function categories range from Math and Trig, Date and Time, Text, Lookup and Referenc ...