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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:With just six weeks left for year-end tax planning, this presentation will highlight opportunities for identifying, discussing and implementing tax savings ideas for individual clients and their busin ...Program Level:OverviewDelivery Method:- Group Live
Location:- MN
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Field of Study:
- Accounting
- Business Management and Organization
- Personal Development
- Taxes
Credit Hours:- 1 - 4 credits
Description:Our monthly CPE program, Continuing Your CTC Education (CYCE), available exclusively to CTC members, features hands-on, practical instruction designed to keep you on top of industry trends, new legi ...Delivery Method:- Group Internet Based
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:While Congress is debating how the government will tax the top 1%, advisors must help the other 99% with year-end planning, knowing the President’s promise not to raise taxes on families with less tha ...Program Level:OverviewDelivery Method:- Group Internet Based
Location:- NY
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Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Accounting
Credit Hours:- 1 - 4 credits
Description:Year-End Clean Up in QBO Taxes Course Description Tax time approaches! We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close ...Program Level:IntermediateDelivery Method:- Group Internet Based
Location:- OR
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Field of Study:
- Regulatory Ethics
Credit Hours:- 1 - 4 credits
Description:This 8-hour seminar includes ethics and professional standards updates for tax practitioners. It covers Federal Circular 230, revised CPA and Enrolled Agent rules, and ABA Model Rules. Attendees compl ...Delivery Method:- Group Internet Based
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Field of Study:
- Taxes
Credit Hours:- 5 - 8 credits
Description:This 8-hour seminar covers key federal tax law changes, IRS rulings, and updates to major tax concepts. It reviews new legislation, regulatory guidance, and topics affecting individuals and businesses ...Delivery Method:- Group Internet Based
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Year-End Planning in 2020: Including Planning for a Biden Administration
28-Oct-2020 Alliance of Comprehensive Planners, Inc.Field of Study:- Taxes
Description:The first half of 2020 was an unbelievable time we will long remember. The unusual events make year-end planning more than routine. However, the second half of the year may hold even more significance ...Program Level:OverviewDelivery Method:- Group Internet Based
- Group Live
Location:- NC
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:The first-half of 2020 was an unbelievable time we will long remember. The unusual events make year-end planning more than routine. However, the second-half of the year may hold even more significance ...Program Level:BasicDelivery Method:- Group Internet Based
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:Year-end tax planning is more complex, important and deadline-driven than ever in 2020, due to the tax and financial tumult of the Covid crisis, and the stakes are raised by the November election, whi ...Program Level:OverviewDelivery Method:- Group Internet Based
Location:- NY
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:This class teaches strategies practitioners must implement before the year ends to minimize client tax liabilities. Learning objectives include: ● pending and new tax law and its strategic financial p ...Program Level:OverviewDelivery Method:- Group Internet Based
Location:- NY
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:With market volatility high across asset classes as the fourth quarter approaches, tax-managed rebalancing of portfolios grows more important and opportunities for savings arise more often. At this se ...Delivery Method:- Group Internet Based
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:Presentation Description: Coming into 2020, the year looked to include routine consideration of individual and business tax issues. Individual tax provisions had been tweaked by retirement provision ...Program Level:OverviewDelivery Method:- Group Live
Location:- MN
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers reasons a GAGAS audit is performed and discusses GAGAS ethical principles.Delivery Method:- QAS™ Self Study
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Field of Study:
- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers General Standards found in generally accepted government auditing standards (GAGAS or Yellow Book)Delivery Method:- QAS™ Self Study
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Field of Study:
- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the additional requirements of GAGAS as it relates to performing and reporting on a financial audit.Delivery Method:- QAS™ Self Study
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Field of Study:
- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the additional requirements of GAGAS as it relates to performing and reporting on an attestation engagement.Delivery Method:- QAS™ Self Study
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Field of Study:
- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the additional requirements of GAGAS as it relates to performance audits.Delivery Method:- QAS™ Self Study
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Yellow Book 6: Government Auditing Standards: Reporting Standards for Performance Audits
Illumeo, IncField of Study:- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the additional GAGAS reporting requirements as it relates to performance audits.Delivery Method:- QAS™ Self Study
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Field of Study:
- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the proposed Yellow Book Updates and actual Uniform Guidance updates as it relates to governmental auditors.Delivery Method:- QAS™ Self Study
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Field of Study:
- Regulatory Ethics
Credit Hours:- 1 - 4 credits
Description:Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the ...Program Level:BasicDelivery Method:- Group Internet Based
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Field of Study:
- Auditing (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course is based on the 2018 Yellow Book, which is effective for financial audits, attestation engagements, and reviews of financial statements, and for performance audits for periods beginning be ...Program Level:BasicDelivery Method:- QAS™ Self Study
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Field of Study:
- Auditing (Govmnt)
Credit Hours:- 5 - 8 credits
Description:Delivery Method:- Group Live
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Yellow Book: Uniform Guidance Part 6 â Sampling in a Uniform Guidance Compliance Audit
Illumeo, IncField of Study:- Auditing (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers sampling techniques in conjunction with performing a compliance audit based on the Uniform Guidance.Delivery Method:- QAS™ Self Study
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Field of Study:
- Auditing (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the latest information regarding the Uniform Guidance Procurement rules.Delivery Method:- QAS™ Self Study
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Field of Study:
- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the current Uniform Guidance as it relates to governmental auditors.Delivery Method:- QAS™ Self Study
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Yellow Book: Uniform Guidance Training Part 2: Single Audit Training â The Importance of the SEFA
Illumeo, IncField of Study:- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the importance of the Schedule of Expenditures of Federal Awards or SEFA as it relates to governmental auditors.Delivery Method:- QAS™ Self Study
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Yellow Book: Uniform Guidance Training Part 3: Single Audit Training â Major Program Determination
Illumeo, IncField of Study:- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the steps required to determine Major Programs for audit under the Single Audit rules as it relates to governmental auditors.Delivery Method:- QAS™ Self Study
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Yellow Book: Uniform Guidance Training Part 4: Single Audit Training â Reporting Requirements
Illumeo, IncField of Study:- Accounting (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the current Uniform Guidance as it relates to the responsibilities governmental auditors and auditees have regarding reporting reqsDelivery Method:- QAS™ Self Study
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Field of Study:
- Auditing (Govmnt)
Credit Hours:- 1 - 4 credits
Description:This course covers the current Uniform Guidance in performing a compliance audit based on AU-C935Delivery Method:- QAS™ Self Study
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Field of Study:
- Auditing (Govmnt)
- Regulatory Ethics
Credit Hours:- 1 - 4 credits
Description:In Yellow Book: What Can Go Wrong¸ James Woy reviews the general standards covered under GAS. Special attention will be given to chapters 1-3, focusing on ethics, recent revisions to independence rule ...Delivery Method:- Group Internet Based
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Field of Study:
- Specialized Knowledge
Credit Hours:- 5 - 8 credits
Description:Delivery Method:- Group Live
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Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:In finance, yield quantifies the relationship between present value and future value in terms of a rate per year. This course explores the nature of yield and its relevance to basic financial concepts ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:In finance, yield quantifies the relationship between present value and future value in terms of a rate per year. This course explores the nature of yield and its relevance to basic financial concepts ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:This course profiles numerous tools used to determine how present value will respond to changes in yield.Delivery Method:- QAS™ Self Study
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Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:This course profiles numerous tools used to determine how present value will respond to changes in yield.Delivery Method:- QAS™ Self Study
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Yield Curve Control Versus Other Increasingly Ineffectual Monetary Policy Tools
19-Jul-2022 The Financial Planning Association of MinnesotaField of Study:- Economics
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Summary: This presentation will evaluate the effectiveness of the yield curve control mechanism for transmitting monetary policy actions to the broader economy by evaluating against the merits and dem ...Program Level:OverviewDelivery Method:- Group Live
Location:- MN
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:Join us for an interactive discussion as we tackle US Blocker Corporations. Morgan Klinzing (Troutman Pepper) will quarterback the program, with Joe Scalio (KPMG) at center and Noah Becker (LLR) loo ...Delivery Method:- Group Internet Based
- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Delivery Method:- Group Live
Location:- WA
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:When you start your practice from absolutely nothing, it’s hard to imagine having more business than you need. But that’s where many solos find themselves eventually. This session will discuss a myria ...Program Level:OverviewDelivery Method:- Group Internet Based
Location:- NC
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You’re About to Launch Another Broken Budget Process—Unless You Join This First
12-Aug-2025 Lodestar Solutions, Inc.Field of Study:- Finance
Credit Hours:- 1 - 4 credits
Description:Let’s be honest… You’re about to kick off another budget season filled with revision cycles, disengaged department heads, sandbagged numbers, and a final plan that gets ignored after approval. Sound f ...Program Level:BasicDelivery Method:- Group Internet Based
Location:- AK
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Field of Study:
- Business Management and Organization
Credit Hours:- 1 - 4 credits
Description:Learn key strategies that can flip tax season at your firm from the most stressful time of year to just another date in the calendar. Accountability Services’ COO & Owner Lera Kooper shares how they t ...Program Level:BeginnerDelivery Method:- Group Internet Based
- Group Live
- QAS™ Self Study
Location:- UT
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Your Client Received An LTCI Premium Increase Notice. What's Your Advice? LTCI Class 1
22-Mar-2022 Advisors4AdvisorsField of Study:- Business Management and Organization
Credit Hours:- 1 - 4 credits
Description:Long-Term Care Insurance (LTCI) has been available to consumers for less than 50 years. With little historical data to draw from in pricing policies, insurers over the last several decades often made ...Program Level:OverviewDelivery Method:- Group Internet Based
Location:- NY
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Field of Study:
- Business Management and Organization
Credit Hours:- 1 - 4 credits
Description:If you're an accounting, tax, or bookkeeping firm owner who knows you're great at what you do but still finds yourself stuck financially— working harder without seeing the return—you likely have money ...Program Level:BeginnerDelivery Method:- Group Internet Based
- Group Live
- QAS™ Self Study
Location:- UT
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Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.Delivery Method:- QAS™ Self Study
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Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.Delivery Method:- QAS™ Self Study
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Field of Study:
- Finance
Description:This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.Delivery Method:- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:- 1 - 4 credits
Description:This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.Delivery Method:- QAS™ Self Study
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Credit Hours:
- 1 - 4 credits
Description:In this course we are going to look at getting started in a new CFO role. Whether this is your first appointment as CFO or perhaps you are transitioning to a new CFO role at another organization, we w ...Program Level:OverviewDelivery Method:- QAS™ Self Study