Description:

Internal controls (IC) are critical to the effective functioning of all processes. The importance of proper and relevant documentation can be viewed as a burden. Strong, relevant documentation is crit ...

Description:

Description:

Description:

The Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 is widely considered the most far-reaching piece of legislation covering the financial services sector in many generations. The bi ...

Description:

This course covers financial services regulatory reforms in the U.S, focusing on the EGRRCPA regulations that partially repealed the Dodd-Frank Act and eased norms for smaller banks. Course highlights ...

Description:

Description:

Ever get that heart-stopping moment when a CP2000 notice from the IRS lands in your mailbox? Spoiler alert: it's not a friendly greeting card. This course takes you behind the scenes of Automated Unde ...

Description:

Ever get that heart-stopping moment when a CP2000 notice from the IRS lands in your mailbox? Spoiler alert: it's not a friendly greeting card. This course takes you behind the scenes of Automated Unde ...

Description:

No one likes the thought of a tax audit, but knowing the red flags that trigger one could save you—and your clients—major headaches. Do you know which tax return items are most likely to raise the IRS ...

Description:

No one likes the thought of a tax audit, but knowing the red flags that trigger one could save you—and your clients—major headaches. Do you know which tax return items are most likely to raise the IRS ...

Description:

Occupational fraud doesn’t play favorites. It sinks into organizations of all shapes, sizes, and industries, leaving financial wreckage in its wake. With losses piling into the billions each year, det ...

Description:

Occupational fraud doesn’t play favorites. It sinks into organizations of all shapes, sizes, and industries, leaving financial wreckage in its wake. With losses piling into the billions each year, det ...

Description:

This CPE nano learning course provides a concise overview of Douglas Dodson v Commissioner, a significant Tax Court case highlighting critical considerations in tax-related deadlines and notices. Led ...

Description:

The ultimate objective of this session is to determine what type of client profile could benefit from including a reverse mortgage in their retirement plan and how best to present it to them. See how ...

Description:

Description:

Description:

This eight credit, live lecture presentation examines the history and development of cryptocurrencies, how regulatory and government actions affect cryptocurrencies, how the technology behind blockcha ...

Description:

Description:

Description:

This course is the first hands-on module in the sequence giving participants experience in building a dataset and running statistical analysis

Description:

This hands-on course walks participants through starting a real world data analytics project in Excel.

Description:

While the ACP approach has historically far exceeded industry standards when it comes to value added through our Comprehensive Financial Planning services, the broader industry is looking to catch up ...

Description:

Description:

Providing performance feedback is an important part of a manager's job. Good performance feedback is critical in helping an organization achieve its objectives. It also assists employees in identifyin ...

Description:

As a trusted employee benefit plan auditor, your clients count on you to understand what red flags may make their plan more susceptible to an audit (and seek to avoid them in the first place!). Beyond ...

Description:

On April 14, 2015, the Department of Labor (DOL) proposed a new definition of “fiduciary” and “fiduciary investment advice” under ERISA and the tax code. The proposal is sweeping in its scope and will ...

Description:

Rich with sources, this intermediate to advanced hands-on course teaches the ins and outs of conducting online investigations of an individual, whether it’s to locate the background of potential suito ...

Description:

Is your public practice struggling to stand out in local search results?Stay ahead of the curve with our CPE Course designed for accounting firms; this course will delve into the critical role of loca ...

Description:

Is your public practice struggling to stand out in local search results?Stay ahead of the curve with our CPE Course designed for accounting firms; this course will delve into the critical role of loca ...

Description:

Description:

You have seen house flipping shows on television, if not, you have probably heard of people flipping homes for a profit.  But what you have not seen discussed on these TV shows or at the local coffee ...

Description:

Description:

Tax records can feel like an endless maze, especially with all the confusing rules about how long to keep them and those pesky statutes of limitations lurking around. Have you ever scratched your head ...

Description:

The walking dead aren’t the only threat to your business. So are several dangerous, even terrifying myths about what ethical leadership in accounting is and is not. This fun and distinctive video cour ...

Description:

Description:

In the world of passion assets, cherished possessions like exquisite artwork, vintage antiques, and sports memorabilia hold immense sentimental value across generations. As financial advisors, we unde ...

Description:

Many attorneys operate under the misconception that their ethical duties require overly aggressive and zealous advocacy and that winning at all costs is the way to go.However, that is not correct. Att ...

Description:

Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, plan ...

Description:

For most people, being served with legal papers triggers fear and anxiety. Whether the papers are directed to you personally or your business, you expect that this is going to cost money even if you h ...

Description:

The organization has amassed a jumble of records and files, both paper and electronic, that needs to be managed and maintained. With so much information, how do you know which documents, files and rec ...

Description:

Are you ready to take your confidence to the next level, both in your professional and personal life? Bid farewell to negative self-perception, limited career progression, strained relationships, anxi ...

Description:

Description:

The Downstate Chapter of IGFOA invites you to participate in the Downstate Conference for an informative conference. The Conference will include GASB Update, Legislative Update, presentations on Debt, ...

Description:

This course provides an introduction to downstream distribution in the oil industry. You’ll learn about the main types of refined products and how they are transported to end users. We’ll cover the di ...

Description:

This four-part, bite-sized course, will provide learners with a high-level view of the infrastructure,processes and risks involved in the transportation of oil from the point of production to end-user ...

Description:

Downstream Oil Business is an online training course where you will learn about the entire downstream oil business – from refinery production of the different products (such as gasoline, kerosene and ...

Description:

Seven topics clients MUST understand to stick with a long-term investment plan. Ten months shy of the 120-month longest-ever expansion in modern history, this timely session covers Dr. Craig Israelsen ...

Description:

In the 40 years since economist Ed Yardeni began publishing his view of the world, he's influenced how we all think and talk about investing. Not just an economist, Dr. Yardeni in the last decade beca ...

Description:

This course from Ray Thompson explains recent changes and regulations for accountants in charge of preparing compiled, reviewed, or OCBOA statements. You'll gain an overview of the issues affecting co ...