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LLCs, LPs and Partnerships, now in its 33rd year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The program provides grea ...

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This 400-minute course will be presented as a group internet based activity on September 12, 2024. The course will track attendance and participation and provide certificates to those who complete the ...

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The overview presents a broad overview of 360 degree feedback, also called multi-rater or multi-source feedback. This type of feedback system is becoming more popular in organizations, including many ...

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So… what is standing in the way of you being able to RETIRE ABUNDANTLY? NOW is the time to remove the obstacles and protect yourself from the dangers, because it’s not a pipe dream. It can be your rea ...

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Effective communication is crucial to the success of CPA businesses in the quickly changing business environment of today.Without tracking our advancements, our CPA firm cannot expand, develop, or bec ...

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Handling client and prospect objections are a critical part of a sales professional’s job. However, seven out of ten sales professionals, when observed in a conversation with a prospect, quickly conce ...

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Prepare to immerse yourself in the nuanced landscape of compliance and non-discrimination testing for 401(k) plans. This illuminating course aims to demystify the intricate regulations governing quali ...

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Prepare to immerse yourself in the nuanced landscape of compliance and non-discrimination testing for 401(k) plans. This illuminating course aims to demystify the intricate regulations governing quali ...

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Dive headfirst into the intense world of fiduciary responsibility for 401(k) and profit-sharing plans! As the fourth part of a riveting four-part series, this course shines a spotlight on the essentia ...

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Discussion centered on the following topics of 401(k) Plans: Life cycle of 401(k) plans; Various parties involved in 401(k) process; Plan eligibility; Contribution limits; Basic loan guidelines; Distr ...

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Designed for self-employed individuals and small business owners with no full-time employees, the Solo 401(k) is a powerful retirement tool offering higher contribution limits than a SIMPLE IRA or SEP ...

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Your tax-qualified retirement plan might not pass an IRS or DOL audit even if it survives the annual ERISA audit. In this practical webinar, you’ll receive step-by-step guidance on ERISA, IRS, and DOL ...

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In this webinar, you’ll learn about ERISA fiduciary concepts that impact your 401(k) Plan and best practices for mitigating your organization’s exposure to corporate and personal liability. Upon compl ...

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Discussion centered on the following topics of 401(k) Plans: Plan eligibility; Vesting/forfeitures; Highly Compensated Employees; Key employees; Top-Heavy; Automatic enrollment; Safe Harbor plan desig ...

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This course provides the financial professional with an in-depth overview of the 401(k) market, explaining the eligibility, types and designs of 401(k) plans, contributions/distributions, investment v ...

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Internal compliance audits for 401(k) plans ensure plan documents and amendments meet regulatory standards without reducing participant benefits. Challenges include document restatements, plan amendme ...

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Internal compliance audits for 401(k) plans ensure plan documents and amendments meet regulatory standards without reducing participant benefits. Challenges include document restatements, plan amendme ...

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In the intricate world of 401(k) plan administration, understanding the nuances of Form 5500 and the annual compliance requirements is crucial for maintaining regulatory adherence and protecting parti ...

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In the intricate world of 401(k) plan administration, understanding the nuances of Form 5500 and the annual compliance requirements is crucial for maintaining regulatory adherence and protecting parti ...

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Dive headfirst into the intense world of fiduciary responsibility for 401(k) and profit-sharing plans! As the fourth part of a riveting four-part series, this course shines a spotlight on the essentia ...

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This course covers 409A valuations -- why they’re necessary, how they’re performed, and more.

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This course covers 409A valuations -- why they’re necessary, how they’re performed, and more.

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Business leaders of small or closely held companies can reduce their taxes through accumulated earnings and deferred compensation. This course looks at the complexities of how to do that. First, we ex ...

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This course provides an overview of the 45L Energy Efficient Home Tax Credit, a valuable incentive for builders and developers of energy-efficient residential properties. Participants will explore the ...

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In this course you will learn the Qualifications, eligible properties, and legislative updates of the Energy Efficient Home Credit – IRC Section 45L.Topics will include history, project qualification ...

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For more than four decades, PLIs Annual Institute has been the premier conference on securities regulation and corporate governance for lawyers, from new associates to seasoned practitioners. This yea ...

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For more than four decades, PLIs Annual Institute has been the premier conference on securities regulation and corporate governance for lawyers, from new associates to seasoned practitioners. This yea ...

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This course teaches you how to use regression analyses in total rewards compensation programs. First you will gain a background in distributions, standard deviation, standard error and correlation. Th ...

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In this continuing education session, the learner will read two articles from the Nerd’s Eye View blog: “4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics” and “De ...

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In this continuing education session, the learner will read two articles from the Nerd’s Eye View blog: “4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics” and “De ...

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In this 5 Cs of Credit course,  we will explore the 5 characteristics that lenders use to assess the overall creditworthiness of potential borrowers: Character, Capacity, Capital, Collateral, and Cond ...

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This course shows you how to examine where your organization stands and offers opportunities for employees to contribute to a successful culture.

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This course shows how to examine where your organization stands and how to offer opportunities for employees to contribute to a successful culture.

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This course shows how to examine where your organization stands and how to offer opportunities for employees to contribute to a successful culture.

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This course helps you prepare and execute a memorable demo while avoiding costly mistakes.

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Companies have been focusing on what people do, and much less how they do it. 5 Dynamics is a method that honors individual differences and complementary strengths. Companies that use it as their "ope ...

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The Tax Cuts and Jobs Act sunset has put a spotlight on estate planning for the past few years. However, after the Republican sweep in the 2024 election, estate planning may become lower on the client ...

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The Tax Cuts and Jobs Act sunset has put a spotlight on estate planning for the past few years. However, after the Republican sweep in the 2024 election, estate planning may become lower on the client ...

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How do you manage a workforce that spans five distinct generations, each with unique traits, values, and work styles? In today's diverse workplace, bridging generational gaps isn't just a challenge—it ...

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How do you manage a workforce that spans five distinct generations, each with unique traits, values, and work styles? In today's diverse workplace, bridging generational gaps isn't just a challenge—it ...