Course Library

A review of 2023 filing requirements for Forms 709 and 706. We review 2023 rules for estate and gift tax including exemptions, 709 & 706 filing requirements, gift splitting and the unused exemption de ...

This no-frills course has been designed to review all changes affecting for-profit taxpayers, combining the individual update with the business update without all of the planning and compliance discus ...

We cover all tax updates and provide combination guidance of planning and implementing the new laws and our in-depth coverage of the laws into 8 hours of Bob Jennings’ high energy and incredibly infor ...

Introducing the most useful accounting course you’ll ever attend: Preparations, Compilations, and Reviews! This ultra-practical course is full of up-to-date SSARS 26 material in addition to SSARS 21. ...

Lecture presentation plus accompany power point slides. This course explains what passive income entails and when the passive income tax applies to an S Corporation  

Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will b ...

How to compensate employees for the hours spent traveling on business is becoming one of the major concerns of the payroll department today.  Many recent changes in federal and state wage and hour rul ...

The American Dream runs on debt. Debt can be a great blessing for the entrepreneur trying to achieve the American Dream. But the American Dream turns into the American Nightmare as debt is paid month ...

Join us on March 16, 2023, for the Women in Banking Forum! This full-day virtual event brings women together to network, gain valuable insights from seasoned banking veterans, and inspire them to grow ...

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 compilations an ...

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 mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on ...

This highly interactive work session is based on Franklin Covey’s 5 Choices. Using insights from the latest neuroscience, this work session arms participants with the tools to master attention and ene ...

Members 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 of ...

Collaborating empowers team to connect with others to gain diverse perspectives and build a cohesive team.    Courses held on 4/26/24 & 11/12/24

In this class, participants will have the opportunity to examine their leadership style using a new model and some new lenses. Examine leadership styles using a new lens. •Consider making adjustments ...

The Core Leadership Program, presented by Leadership & Co, is designed to develop key capabilities required for leadership success. You will build a diverse network and improve relationships in order ...

The Core Leadership Program, presented by Leadership & Co, is designed to develop key capabilities required for leadership success. You will build a diverse network and improve relationships in order ...

The Core Leadership Program, presented by Leadership & Co, is designed to develop key capabilities required for leadership success. You will build a diverse network and improve relationships in order ...

Content:  - What is a dual - Duals at Kaiser Permanente - Polices Objective:  - Provide an overview and understanding of the pathway to Dual Status, what qualifies as disability, adn wht defference be ...

There are some schools of thought that believe that emotional intelligence is much more powerful that IQ in determining who emerges as a leader. IQ is a threshold competence, you need it but it doesn’ ...

The speaker will share her expertise in strategic planning and business development on enterprise data and analytics that her group is responsible for, including a wide range of different business int ...

Training for Kaiser Permanente Information Technology (KPIT) updated Accounting guidelines on Business Labor Capitalization and Asset Useful Life as well as change management on certain Accounting hig ...

Training for Kaiser Permanente Information Technology (KPIT) accounting recalss process. During this course we will review when, where, how and why we accrue for expenses. The course will take place o ...

This course provides an overview of Kaiser Permanente Information Technology (KPIT) accounting process for Year End. During this course we will review deadlines, thresholds, and requirements specific ...

Training for Kaiser Permanente Information Technology (KPIT) on the Accounting Process for qualified implementation costs for Cloud Computing without software license. The course will take place on Ju ...

Training for Kaiser Permanente Information Technology (KPIT) accounting accruals process. During this course we will review when, where, how and why we accrue for expenses. The course will take place ...

Training for Kaiser Permanente Information Technology (KPIT) accounting process for Year End.  During this course we will review deadlines, thresholds, and requirements specific to year end. . The cou ...

Training for Kaiser Permanente Information Technology (KPIT) on the Accounting Process for the capitalization process of Internally Developed Software, IDS. The course will take place on July 25th 

Leaders are often told to ask the right questions and listen well. This program explores strategies to support leaders in putting that into action. Through virtual interactivity tools, this program is ...

Objectives: - Understand new Statutory Accounting Principles adopted by the NAIC in Q1-24 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Stat ...

- Understand new Statutory Accounting Principles adopted by the NAIC in Q2-24 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Statement Change ...

Objectives: - Understand new Statutory Accounting Principles adopted by the NAIC in Q3-24 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Stat ...

Objectives: - Understand how the NAIC instructions describe the statutory cash flow statement - Understand the difference between GAAP cash flow statement and a statutory cash flow statement (e.g. Dir ...

Class participants will learn the foundations of 5Dynamics, the natural energy styles in which they operate. They will also learn about how their own natural energy style contributes to team dynamics ...

Participants explore how to achieve personal and interpersonal effectiveness, based on concepts from “The 7 Habits of Highly Effective People,” written by Stephen R. Covey. Participants not only learn ...

(4 Day Training) Learn to demonstrate influence behaviors, Acts of Service, Quality Time, Words of Affirmation, Tangible Gifts, connections. Research shows that increasing mindfulness in the workplace ...

Tap into and leverage the creativity of diversity. Learn how to cultivate an organizational culture in which new ideas can flourish and innovation can take flight. Training on 4/12/24

AJAS represents the best interests of the Jewish aged in communities where membership organizations are located. The members of AJAS administer to the needs of the aging through residential health car ...

This course focuses on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant technical standards related to accounting and f ...

This course focuses on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional standards related to audit and oth ...

This course focuses on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional standards related to audit and oth ...

NAPEO's 2024 Annual Conference and Marketplace, a premier event designed for professionals in the Professional Employer Organization (PEO) industry. This dynamic conference features a blend of educati ...

Before this course, the myriad of changes in tax laws and regulations, especially in the post-pandemic era, may seem overwhelming and difficult to navigate for tax professionals. This course serves as ...

The ASEA Advanced Actuarial Symposium is designed for senior pension actuaries and professionals who are concerned about the impact of recent regulations. The sessions are geared specifically toward i ...

Join us October 20-23 at the Hyatt Regency Orlando for the ASPPA Annual Conference, where “The Journey to…” represents your unique path to professional achievement. Whether you’re seeking to enhance y ...