Course Library

This course teaches you how to answer questions more effectively - even the difficult ones and those for which you don’t have a ready answer.

The Programs Committee is thrilled to announce that Federal Reserve Bank of Minneapolis President & CEO Neel Kashkari will be speaking to us on February 21st. This presentation will include short prep ...

Kick off the calendar quarter with a discussion on the latest economic data and predictions of interest rates. Key strategies with trigger points will be discussed.

Gain a competitive advantage by using QuickBooks Checking and Cash Flow to take charge of your business's cash flow like never before. By enrolling in this course, you'll learn how to set up your buil ...

You'll learn about:   Creating a new account Imported data from QB Desktop Inviting the client Using the Chart of Accounts and Registers Setting up and using the Bank Feeds Adding transactions manuall ...

QB Payments Merchant Services Course Description Processing credit cards, tracking merchant service payments, and managing credit card fees... Oh, My! That is...unless you are a Quickbooks Online user ...

QuickBooks Time is the built-in time-tracking app built into QuickBooks Online. Whether you need simple clocking in and out, or advanced employee management with job costing and geofencing, QB Time is ...

QuickBooks Online Advanced is the version of QBO for complex companies. It features custom fields, batch imports, complex reporting, granular user permissions, and accrual-based workflows….the enhance ...

Course Description: In this course modeled after a college class, you’ll learn how to build a QuickBooks Online file for a real company, step-by-step. The live blended class will take place over eight ...

"Hands down, the most comprehensive QuickBooks Online course out there; great for beginners and certification seekers!" - Hector Garcia CPA Intuit's QuickBooks Online Course Description: If you are a ...

Accountants & Bookkeepers! Master QuickBooks Online for Accountants (QBOA) the easy way with 3 hours of cool features, client management tools, efficiency tips.   In this class, you'll learn about: Th ...

This course addresses the tax planning technique known as the "personal residence trust,” in particular the Qualified Personal Residence Trust (QPRT). With the increased opportunity for tax-free lifet ...

This is the only QBI deduction manual that contains over 50 real-life implementation and planning examples. We will raise you up, with a full money-back guarantee! The QBI deduction makes it impossibl ...

To provide accountants & tax professionals with an in-depth examination of Section 199A, & guidance on applying IRS final regulations & revenue procedures on computations & deductions of qualified bus ...

This course discusses the impact of the new tax law on partnerships, S corporations, Trusts and Unincorporated businesses.

This course will cover the nature of Qualified Domestic Relations Orders, how they are to be applied and the potential pitfalls that plan sponsors should be sure to avoid in processing the QDRO.  

To provide investors & those attempting to start a new Qualified Opportunity Fund with the most recent interpretations of the law, & complete details on proposed & final regulations. In addition, this ...

To provide investors and those attempting to start a new Qualified Opportunity Fund with the most recent interpretations of the law, and complete details on proposed and final regulations. In addition ...

Retirement accounts are a critical asset for most of your clients. In this class from Mary Kay Foss, CPA, she will take you through what you need to do if they need to take distributions before retire ...

Retirement accounts are a critical asset for most of your clients. They need your assistance if they need to take distributions before retirement due to divorce, college education or a home purchase. ...

Qualified Retirement Plans beyond 401(k)'s, SEP's and SIMPLE's.  Ever since the Pension Protection Act of 2006, significant changes have been made, including annual increases to maximum contributions, ...

In this course, we introduce the Cash Balance Plan and how they can increase contribution levels for plan sponsors. While classified by the IRS as a defined benefit plan, Cash Balance Plans act as a h ...

You have to do the numbers to make an accurate credit analysis, but you also have to look at non-quantitative data — that is, the qualitative, non-financial aspects of credit analysis. And that's what ...

Description: This webinar will delve into the critical role that qualitative factors (Q-factors) have in CECL accounting. We will explore the key internal and external factors that influence credit ri ...

This course will equip participants with the knowledge needed to design and execute a good quality assurance programme aligned with the Institute of Internal Auditors guidelines. During the course, th ...

In this session, learners will review three articles from the Nerd’s Eye View blog: Why Quality Factor ETFs Have Seen Large Inflows Over The Last Year – And How Advisors Can Use Them In Client Portfol ...

This course covers pervasive topics concerning quality management systems, such as total quality management (TQM), benchmarking, and the ISO standards. A pervasive consideration is the pursuit of qual ...

The cost of quality is enormous, and can make the difference between industry-leading profits and sustained losses. In the Quality Management Fundamentals course, we describe the nature of quality, wh ...

Fox Forensic Accounting will be providing a 1-hour CLE program (via Zoom) and CPA certified course for approved* states, titled "Quantifying Lost Profits in the COVID-19 World." The course will cover ...

Key Topics: * Choosing the Appropriate Remedy * Measures of Unjust Erichment * Calculating Ill-Gotten Gains

Key fundamentals driving U.S. financial economics are presented by Fritz Meyer, an independent economist. The one-hour class includes a review of the latest U.S. public health statistics on the Corona ...

In this quarterly tax update, Chis Province, CPA, focuses on items that are important to practitioners. It goes into individual tax concerns and draft tax forms- what they are doing in regards to the ...

Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of June 2025. The first part of tax season is over, so join us for updates and other chan ...

Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of August 2025. Two-thirds of tax season is over, so join us for updates and other change ...

Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of November 2025. The tax season is almost over, so join us for updates and other changes ...

Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of December 2025. The tax season is over, so join us for updates and other changes that w ...

This course teaches you to ask questions that result in productive sales calls that motivate customers to buy from you.

In this course, participants will learn how to improve collections and get their invoices paid on time. Using best practices and case studies, participants will learn how to manage receivables in the ...

S corporations are subject to different tax rules than other types of entities. This informative course guides you through the intricacies of S corporation formation, taxation, and termination. The nu ...