Course Library

This class will discuss the collection methods the IRS is using in the new enforcement environment.  When clients are faced with IRS enforcement representatives need a wide array of skills to protect ...

This class will discuss the collection methods the IRS is using in the new enforcement environment.  When clients are faced with IRS enforcement representatives need a wide array of skills to protect ...

Over the past several years, the IRS has seen its budget cut significantly. There has been a corresponding reduction in the quality of service that it provides, including a dramatic cutback in its enf ...

Over the past several years, the IRS has seen its budget cut significantly. There has been a corresponding reduction in the quality of service that it provides, including a dramatic cutback in its enf ...

The Kansas Income Tax Institute is intended for tax professionals and is designed to provide up-to-date training on current tax law, regulations, and updates. This year’s program will review recent ca ...

The Kansas Income Tax Institute is intended for tax professionals and is designed to provide up-to-date training on current tax law, regulations, and updates. This year’s program will review recent ca ...

The Kansas Income Tax Institute is intended for tax professionals and is designed to provide up-to-date training on current tax law, regulations, and updates. This year’s program will review recent ca ...

The NCEO Employee Ownership Conference offers an opportunity to learn and explore a variety of critical issues and discuss emerging trends, in over 100 breakout sessions. From practical case studies, ...

This 8.0 credit hour seminar explores New York tax trends and environment, which may be considered aggressive in terms of residency, audit practices, and collection and enforcement. Learners will be a ...

The stakes are high, as financial planning, investment and tax practitioners await the results of the election. The objective of this class is subject to change based on the election results. If Trump ...

This in-depth interactive session will provide specific, take-home tips and tools to assist you in communicating the details about your employee stock ownership plan to all your employees. Innovative ...

This session explores ESOP company governance, which rests on a collaborative relationship among three partners: the board of directors; the ESOP fiduciary; and the management of the company. This gov ...

Strategic planning is a challenge and an opportunity for ESOP companies. They need to balance managing the repurchase obligation with other cash needs and respond to acquisition offers following ERISA ...

There is more to sustaining your ESOP than doing repurchase studies.  Today’s successful ESOP companies are doing holistic planning to ensure alignment between their ownership philosophy, leadership p ...

A session designed to help ESOPs in need. We will discuss how to forge a culture of resilience and ownership, a way to create safe cultures during a crisis situation, and how to regain control of your ...

Given the national crisis, this session helps ESOPs and other businesses prepare contingency plans to survive and thrive in difficult times.  

Benefit plans are incredibly important in attracting and retaining employees, but they come with inherent liability for the company that sponsors them. This session will review the sources of that lia ...

On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), legislation designed to provide economic relief for those impacted by COVID19, became law.  This course provides ...

For affluent and UHNWIs and their advisors, this is a pivotal moment. Current economic conditions are characterized by ultra-low interest rates and inflation rates, lower real estate values in big cit ...

We are now in a season where the rate of innovation for desktop and mobile systems is much slower than it has been in the past. However, a variety of new technologies are emerging which will not only ...

We are now in a season where the rate of innovation for desktop and mobile systems is much slower than it has been in the past. However, a variety of new technologies are emerging which will not only ...

We are now in a season where the rate of innovation for desktop and mobile systems is much slower than it has been in the past. However, a variety of new technologies are emerging which will not only ...

The amount of change in the accounting profession is staggering, making it tough for the average CPA to keep up. This course will get you up to date with the latest information coming from the FASB. I ...

Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for audits. This co ...

This course is an overview and summary of California Tax Changes for 2020-2021. Topics include:  California indexing, deductions, and limitations. Conformity and non-conformity with IRS Rules. Explana ...

The Consolidated Appropriations Act of 2021 (CAA2021) is a new tax law signed by the president on December 27th. It includes 900 billion dollars of tax relief largely relating to the COVID19 pandemic. ...

This two-part course will cover the numerous changes to tax law from the ARPA and CAA as well effects of the CARES act and other considerations you will need in order to accurately prepare returns for ...

As we look at tax law changes over the last year, the only thing that really has stayed the same is that everything is changing. With all these changes to the tax law that we have barely been able to ...

Practitioners must provide a variety of reporting services, including compilations, reviews, and audits. This course will cover the latest requirements as well as practical advice for practitioners to ...

A member of National Medicare Finance will explain the American Competitiveness & Corporate Accountability Act of 2002, commonly known as the Sarbanes Oxley Act (SOX), as well as deliver an overview o ...

A member of National Medicare Finance will explain the American Competitiveness & Corporate Accountability Act of 2002, commonly known as the Sarbanes Oxley Act (SOX), as well as deliver an overview o ...

Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, the Tax Cuts and Jobs Act of 2017 will significantly affect t ...

Enjoy a great all-inclusive weekend at one the the newest hotels in Dewey Beach.  Dewey Beach is a small seaside town with a quaint, village-like feel.  Enjoy great tax-free shopping, amazing restaura ...

Accounting and financial reporting for the construction industry comes with a unique set of challenges and may be the most difficult area to be in compliance with the various standards. Construction a ...

Join international speaker, strategist and author John Kennedy as he presents this insightful and dynamic topic that is key to any successful business—measurement. John will draw from his 25 years of ...

Do you want to secure your client data and reduce your firm's risk but you're unsure where to start? This webinar will overview the simple and practical steps you can take to make your firm's data sec ...

This course has been specifically reviewed and approved by the Board of Accountancy and can be used to fulfill the ethics CPE requirement for the 7/01/2021 to 6/30/2023 CPE reporting period. This cour ...

Splitsville: Divorce is never pretty. One thing that is often overlooked is the tax consequences. Join Rebecca Sheppard and Kaitlyn Loughner of Frost Law as they discuss what to look out for, includin ...

The American Rescue Act of 2021 made major changes to the Employee Retention Credit (ERC) which expanded the availability of this benefit to many businesses.  Understanding and properly applying for t ...

This course examines and addresses the conduct standards within Circular 230.  The instructor will present topics on rules governing authority to practice, fees and solicitation of business, requireme ...

This course examines and addresses the conduct standards within Circular 230.  The instructor will present topics on rules governing authority to practice, fees and solicitation of business, requireme ...

This course examines and addresses the conduct standards within Circular 230.  The instructor will present topics on rules governing authority to practice, fees and solicitation of business, requireme ...

This course examines and addresses the conduct standards within Circular 230.  The instructor will present topics on rules governing authority to practice, fees and solicitation of business, requireme ...

This course examines and addresses the conduct standards within Circular 230.  The instructor will present topics on rules governing authority to practice, fees and solicitation of business, requireme ...

This course examines and addresses the conduct standards within Circular 230.  The instructor will present topics on rules governing authority to practice, fees and solicitation of business, requireme ...

This course will discuss estate planning and estate taxes, describe the tools that are available for estate planning and will define the benefits of using each tool and describe how to identify what i ...

This course will discuss estate planning and estate taxes and the tools that are available for estate planning and will define the benefits of using each tool. At the end of this course, students will ...

This course will describe how to identify what is included in the gross estate and demonstrate how to calculate gross estate amounts, discuss portability, and explain the benefits of electing portabil ...