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a 1 to 2 hour (such as a breakfast or lunch & learn session) live demonstration with an advisory/CPA firm to their invited clients of the compelling purpose and benefits of value growth services

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ESOP transactions – in which ESOPs buy or sell company stock – regularly draw the attention of plaintiffs’ attorneys and the Department of Labor. Lawsuits involving these transactions regularly involv ...

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Due to its intensified enforcement activities in eliminating abusive, deceptive and unfair debt collection practices, the Fair Debt Collection Practices Act (FDCPA) has been one of the most active con ...

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Most businesses have experienced customers who didn’t pay their invoices on time. The Fair Debt Collection Practices Act (FDCPA) has recently seen increased enforcement to curb abusive, deceptive, and ...

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Most businesses have experienced customers who didn’t pay their invoices on time. The Fair Debt Collection Practices Act (FDCPA) has recently seen increased enforcement to curb abusive, deceptive, and ...

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Collection Information Statements play a very important role in majority of IRS Tax Resolution cases. They are used to present the IRS information on how much money taxpayers make, how much they spend ...

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The Internal Revenue Service collection process can be complicated to understand and navigate on your own.If you don't pay your tax in full when you file your tax return, you'll receive a bill for the ...

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Get up-to-date information on all aspects of collecting debts, including: The Fair Debt Collection Practices Act (FDCPA) Collection practices according to both federal and state law The clear, distinc ...

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Collect what's owed to you : legally, fairly, and promptly In this comprehensive one-day seminar, you'll discover information, strategies, and techniques to help you collect debts more swiftly, protec ...

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This course is an introduction to collective investment schemes in the United Kingdom, including unit trusts, investment trusts, and hybrid structures such as OElCs. You will learn about the structure ...

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Parents of college-bound teens who are STRESSED out about paying for – and getting into – a top college owe it to themselves to attend this CPE webinar.  This information is geared toward helping busi ...

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This course explores different strategies to offer your tax clients--parents and grandparents alike--for keeping college costs reasonable. The college financial aid formula is analyzed in depth along ...

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Just about everything a financial planner needs to know about college funding and taxes is covered in this timely CE webinar by Robert Keebler, CPA/PFS, including: FAFSA calculations Education Savings ...

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Everything a financial advisor needs to know to plan funding a college education tax-efficiently, including: FAFSA calculations Education Savings Accounts (ESAs) Qualified Tuition Plans (QTPs) UGMA an ...

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Learn about the various saving techniques recommended for future, college-bound students and their families. 

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The course equips participants with specific methodologies and planning tools to deal with financial market instability and the current unstable economy. Frank Ryan provides guidance in dealing with m ...

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This 2 hour course is designed to meet the Colorado Accountancy Rules and Regulations (CR&R) requirement.

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This 2 hour course is designed to meet the Colorado Accountancy Rules and Regulations (CR&R) requirement.

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This course is designed to meet the 2 hour CR&R requirement of the Colorado State Board of Accountancy.

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This course is designed to meet the 2 hour CR&R requirement of the Colorado State Board of Accountancy.  The course overviews Colorado’s Accountants Practice Act and examines in depth  CCR 705-1 : RUL ...

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This 360-minute, intermediate-level course will be presented as a group internet based event on September 25, 2024 (originally scheduled for 7/2/24, the date was changed due to unforeseen circumstance ...

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This 4 hour course is designed to meet the Ethics and 2 hour CR&R requirement of the Colorado State Board of Accountancy. The course overviews Colorado’s Revised Statutes Title 12, Article 2 (7/1/2011 ...

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This course is designed to meet the 2 hour Colorado Rules and Regulations (CR&R) requirement of the Colorado State Board of Accountancy.  The course overviews Colorado’s Accountants Practice Act and e ...

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This course qualifies for two of the four hours of ethics CPE required for active Colorado CPAs, and it fulfills the CR & R requirement for new licnecees. This course discusses the Colorado Statutes a ...

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Individuals in the accounting and auditing profession have a considerable responsibility to the general public. To gain public trust and maintain professionalism, professional conduct and ethical beha ...

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This course is designed to meet the four (4) hour ethics CPE requirement for Colorado CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession and the applica ...

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ITF221

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ITF221

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As Valentine’s Day approaches, scams like “pig butchering” (romance scams) are rising. Initiatives like Operation Shamrock show the power of public-private collaboration in combating these crimes. By ...

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As customer fraud becomes increasingly prevalent in today's business landscape, organizations are facing mounting challenges in safeguarding their assets and reputation. What was once deemed unethical ...

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As customer fraud becomes increasingly prevalent in today's business landscape, organizations are facing mounting challenges in safeguarding their assets and reputation. What was once deemed unethical ...

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The challenge in doing college search today is too many families are trying to tackle it the same way they did 30 years ago. Much like many things in our lives, college search is NOT the same as it wa ...

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Combined Cycle Power Generation is an efficient and advanced form of electric power generation where waste heat exhaust produced from one or more combustion turbines is captured and used to create ste ...

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Most, if not all, ESOP companies also have a 401(k) plan. Employers should view these two programs together & not separately. This webinar will give you an overview of the process.

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Most, if not all, ESOP companies also have a 401(k) plan. Employers should view these two programs together & not separately. This webinar will give you an overview of the process.

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In this case study course, we'll leverage Alteryx to integrate a range of datasets from advertising service providers with web analytics and e-commerce data. The output is then analyzed in Tableau to ...

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In this case study course, we'll leverage Alteryx to integrate a range of datasets from advertising service providers with web analytics and e-commerce data. The output is then analyzed in Tableau to ...

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Commercial and industrial (C&I) lending is mostly used as the working capital of businesses. The CPAs with the knowledge about them are always in better positions to negotiate and provide better finan ...

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Commercial Banking – Debt Modeling Course Overview This course covers the key components of building a debt model that is commonly used by commercial banks in assessing a borrower’s cash flows and per ...

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This course explains how to set your credit, accounts receivable and collections processes to maximize your cash collections.

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This course explains how to set your credit, accounts receivable and collections processes to maximize your cash collections.