Course Library
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Lifecycle of Incentive Stock Options Evaluating Planning Opportunities for Incentive Stock Options to Maximize Value - RECORDED
21-Feb-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Stock options can be a valuable portion of a client’s compensation. However, Incentive Stock Options (ISOs) can require a significant amount of planning to maximize the benefits of this compensation t ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Lifecycle Strategies of a Sustainable ESOP
15-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
While tax reform visions have changed the tax on profits realized from the dispo-sition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
Location:
- AK
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Content includes information about computing the basis of property acquired in a like-kind exchange, applying default depreciation rules, and the option to elect out of the default rules for computing ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Many practitioners advise their clients on the purchases and sales of property, but would like the opportunity to up their game and be able to handle more complex transactions and tax positions. In th ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Section 1031, like-kind exchanges, are the most commonly encountered form of tax deferred transactions. Practitioners with real estate clients will encounter numerous like-kind exchange transactions d ...Delivery Method:
- Group Internet Based
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Limitations Of Popular Financial Planning Software Applications For Professionals
08-Feb-2017 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Today's financial planning software for professionals improves on the advice you can give instead of relying on Excel spreadsheets and heuristics like the "4% rule," but even these highly sophisticate ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Limitations on Transactions with Insiders and Affiliates: Regulation O and Regulation W
12-Mar-2025 ProBank AustinField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A three-hour review of the rules that may impact our dealings with those that our institution has a relationship. Regulation O: Given the influence that a director, executive officer, and principal s ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
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Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Rusten O’Neil will be the presenter. The course objective is to help facilitate an open conversation on personal and professional limitations, and to provide a vehicle for everyone to cultivate long- ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in pr ...Program Level:
BasicDelivery Method:
- Group Internet Based
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LinkedIn Mastery for Solo/ Small Accounting Firms: Attracting Premier Clients and Top-Tier Talent
17-Oct-2023 Maryland Society of Accounting and Tax Professionals, IncField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Unlock the true potential of LinkedIn to elevate your solo or small accounting firm's growth and reputation. This specialized course is tailored to empower accounting professionals with the skills and ...Program Level:
UpdateDelivery Method:
- Group Internet Based
Location:
- MD
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LinkedIn Mastery for Solo/ Small Accounting Firms: Attracting Premier Clients and Top-Tier Talent
17-Oct-2023 Maryland Society of Accounting and Tax Professionals, IncField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Unlock the true potential of LinkedIn to elevate your solo or small accounting firm's growth and reputation. This specialized course is tailored to empower accounting professionals with the skills and ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
Location:
- MD
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Your employees are your best brand ambassadors; if they know how to be. A strong presence on LinkedIn doesn’t just benefit individuals; it can boost your company’s reputation, attract top talent, and ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Your employees are your best brand ambassadors; if they know how to be. A strong presence on LinkedIn doesn’t just benefit individuals; it can boost your company’s reputation, attract top talent, and ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In the era of digital advancement, LinkedIn stands tall as the ultimate platform for professionals spanning diverse industries, facilitating connections, collaborations, and the display of expertise. ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This two-lesson, bite sized course, provides an introduction to the infrastructure and processes involved in the purification and liquefaction of natural gas; the shipping of LNG to markets; and its r ...Program Level:
IntroductionDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Nonprofits are required to include a liquidity disclosure in their financial statements. This liquidity disclosure overviews qualitative and quantitative information about how the nonprofit manages it ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Nonprofits are required to include a liquidity disclosure in their financial statements. This liquidity disclosure overviews qualitative and quantitative information about how the nonprofit manages it ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Program Level: Intermediate; Prerequisites: One year experience in a credit-related function or completion of the Fundamentals of Corporate Credit seminar or equivalent. This seminar examines the pivo ...Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The current environment could be having an enormous impact on accounting and financial reporting for all entities, including nonprofits. This course will provide insights into the most critical discl ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Litigation Finance: Strategic Risk Management, Value Generation, and Cost Optimization
10-Apr-2025 Quartz Events LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Litigation finance is fast becoming an essential tool for corporations to enforce their business interests. Often issues such as breach of contract, failed joint ventures, anticompetitive conduct, or ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- NV
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Description:
Life insurance death benefit is a critical consideration in every life insurance sale, but in the today’s world the living benefits of a properly designed 7702 Plan can’t be overlooked. In this sessio ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
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Living in a Consolidating Industry ' What Your Governance Structure Needs to Consider
26-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
8 CPE Hours Full Course Price: $64.50 Formats: Hard Copy and PDF Trusts can be used to accomplish many goals, including tax planning, estate planning, providing income to a spouse or disabled child, a ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Credit Hours:
- 5 - 8 credits
Description:
Trusts can be used to accomplish many goals, including tax planning, estate planning, providing income to a spouse or disabled child, and charitable giving, among others. But, living trusts also have ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Mastering the intricacies of Limited Liability Company (LLC) classifications is essential for entrepreneurs and tax practitioners. Choosing among a partnership, corporation, or disregarded entity (DRE ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Limited liability Companies (LLCs), while a more flexible entity than corporations for legal requirements, can be quite complex for tax purposes. As your LLC clients’ business operations and classific ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
This course covers all aspects of the choice of entity decision, including personal liability concerns, money issues, concerns of doing business out-of-state, converting a partnership or a sole propri ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Management Services
Credit Hours:
- 9 - 12 credits
Description:
10 CPE Hours Full Course Price: $79.50 Formats: Hard Copy and PDF When starting a new business, one of the most important decisions is choosing the best business form of operation. This course explain ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Limited Liability Companies (LLCs) are frequently the preferred business structure due to their flexibility and tax advantages. However, when foreign owners are involved, navigating the intricate land ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Limited Liability Companies (LLCs) are frequently the preferred business structure due to their flexibility and tax advantages. However, when foreign owners are involved, navigating the intricate land ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers the following areas Understanding an individual’s tax burden Learn the tax benefits of donating to a 501c3 Understand how a LLC and DAF can increase control over donated funds Learn ...Program Level:
IntroductoryDelivery Method:
- Group Live
Location:
- NJ
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
LNG Bunkers is an online training course that will provide insight into the rapidly evolving global LNG bunker market. Since the end of the coal era, marine vessels have historically used various type ...Delivery Method:
- QAS™ Self Study
Location:
- TX
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Liquefied Natural Gas (LNG) is an increasingly important fuel in the global energy marketplace. You will be introduced to LNG’s characteristics, industry operations, and the concept of the LNG value c ...Delivery Method:
- QAS™ Self Study
Location:
- TX
26203 Results