Description:

For solo advisors, technology choices, processes and automation, are all vital tools to leverage our professional effectiveness and profitability. In this session, ACP advisors will share their key in ...

Description:

Description:

Description:

This course provides an introduction as to why and how private companies go public. It highlights the basic steps in bringing a new issue to market and includes an overview of the documentation requir ...

Description:

This course provides an introduction as to why and how private companies go public. It highlights the basic steps in bringing a new issue to market and includes an overview of the documentation requir ...

Description:

Description:

Description:

Description:

This course provides continuing professional education for tax preparers to enhance competence in assisting married clients with seeking relief under injured spouse or innocent spouse provisions of th ...

Description:

You may be an injured spouse if you file a joint tax return and all or part of your portion of the overpayment was or is expected to be, applied (offset) to your spouse's legally enforceable past-due ...

Description:

Innocent & Injured Spouses course covers how to file form 8379 to help a injured spouse, then after that the four different types of innocent spouses. Amy Wall walk's through Form 8857 and all the cha ...

Description:

After filing a joint return, many spouses have opposing views of who should be responsible for a resulting tax obligation when the IRS comes to call. Join Robert McKenzie as he details the types of in ...

Description:

Description:

Innovation is vital to a company’s success and very survival. But sometimes, innovation is placed on the back burner while companies focus on optimizing current process and perfecting current products ...

Description:

Description:

Cost Segregation is a tool that has been used for years to assist in the acceleration of depreciation of commercial real estate. The now permanent Tangible Property Regulations have added new function ...

Description:

Join us for a focused session on how ESOP companies can explore unique and strategic methods of raising capital to fuel mergers and acquisitions (M&A) growth. This webinar will uncover creative approa ...

Description:

Join us for a focused session on how ESOP companies can explore unique and strategic methods of raising capital to fuel mergers and acquisitions (M&A) growth. This webinar will uncover creative approa ...

Description:

Description:

In this course, we explore the number of ways that Alteryx enables us to connect with our data and share our findings with collaborators or even other programs. It explores tools such as the Dynamic I ...

Description:

In this course, we explore the number of ways that Alteryx enables us to connect with our data and share our findings with collaborators or even other programs. It explores tools such as the Dynamic I ...

Description:

Inquiry is an important procedure for gathering audit evidence.  In addition, accountants need to know how to effectively and efficiently research technical accounting and financial reporting issues f ...

Description:

We will walk you through the ins and outs of due diligence on your third parties. Improve your understanding of the process and how to  manage it successfully. Due diligence is fundamental to every ve ...

Description:

This course is part of PSI's Inside the Industry: Communications Media and Entertainment Curriculum, and introduces providers of communications services, including customer and their needs, different ...

Description:

This course is part of PSI's Inside the Industry: Financial Services Curriculum, and introduces the corporate financial services segment of the financial services industry, including customer needs me ...

Description:

Former federal agent Robert Mazur offers a through-the-looking-glass perspective about the world of money laundering. For five years of his career, he lived a double life as an undercover money launde ...

Description:

This course is part of PSI's Inside the Industry: Financial Services Curriculum, and provides an introduction to the financial services industry, including customer needs met by financial institutions ...

Description:

This course is part of PSI's Inside the Industry: Insurance Curriculum, and introduces the general insurance segment of the financial services industry, including customer needs met by general insurer ...

Description:

This course introduces the healthcare payers and payer plans within the industry, including types of payers and their characteristics, the types of healthcare systems and the plans offered by payers, ...

Description:

This course is part of PSI's Inside the Industry: Health Care Curriculum, and introduces the health care providers segment of the industry, including customer and their health care needs, different ty ...

Description:

This course is part of PSI's Inside the Industry: Financial Services Curriculum, and introduces the investment management segment of the financial services industry, including customer needs met by in ...

Description:

With management focused on BEC scams and other high tech ploys, organizations forget that major losses are created by “low tech” embezzlement schemes, which often go undetected for years. Some compani ...

Description:

This timely webinar discusses the most current and dangerous insider cybersecurity threats and outlines measures for preventing and investigating them

Description:

This course discusses the most current and dangerous insider cybersecurity threats and outlines measures for preventing and investigating them.

Description:

This timely webinar discusses the most current and dangerous insider cybersecurity threats and outlines measures for preventing and investigating them

Description:

This course discusses the most current and dangerous insider cybersecurity threats and outlines measures for preventing and investigating them.

Description:

This course is part of PSI's Inside the Industry: Insurance Curriculum, and introduces the life insurance segment of the financial services industry, including customer needs met by life insurers, dif ...

Description:

This course is part of PSI's Inside the Industry: Health Care Curriculum, and introduces the life sciences providers, including customers served, segment participants and the products and services off ...

Description:

This course is part of PSI's Inside the Industry: Communications Media and Entertainment Curriculum, and introduces media and entertainment companies, including customer and their needs, the types of ...

Description:

This course is part of PSI's Inside the Industry: Health Care Curriculum, and introduces the medical technology industry, including customers served, industry participants and the products and service ...

Description:

This course is part of PSI's Inside the Industry: Financial Services Curriculum, and introduces the retail banking segment of the financial services industry, including customer needs met by retail ba ...

Description:

Inside the Earned Income Credit examines the earned income credit rules, the common errors made in claiming the credit, the consequences of its disallowance by the IRS, and the requirements imposed on ...

Description:

Understanding the thoughts and feelings of a fraudster can provide valuable insight to enhance an organization’s anti-fraud efforts. Knowing why fraudsters commit their crimes can help you learn how t ...

Description:

The ticker tape that scrolls across financial news channels represents more than just numbers changing rapidly. It mirrors the intricate interplay of supply and demand, the varied participants navigat ...

Description:

The ticker tape that scrolls across financial news channels represents more than just numbers changing rapidly. It mirrors the intricate interplay of supply and demand, the varied participants navigat ...

Description:

What if the greatest threat to your organization isn't outside the firewall—but already inside? Insider threats are a growing concern across industries, involving individuals who misuse legitimate acc ...

Description:

Identity theft is the fastest growing crime in America with approximately 10 million occurrences every year. On average, it will cost the victim several hundred dollars and dozens of hours to resolve. ...

Description:

If you have an active CPA tax practice, some of your clients will be audited by the IRS. Your role is crucial in helping your clients win at IRS audits and appeals. This course is taught by audit expe ...