Course Library
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Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course describes the the basic economics of life insurance and the accounting systems (Statutory and GAAP) used by insurance companies. Upon successful completion of this course, you will be able ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course familiarizes you with Statutory revenue recognition and reporting in the Life and Accident and Health Annual Statement. Learning Objectives Identify and apply Statutory policyholder revenu ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the types of risks life insurance companies face in their role as financial intermediaries, and how policyholders may participate in sharing these risks. We identify the types o ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course is a comprehensive discussion of the concept of reinsurance and how reinsurance is used in the life insurance industry, as well as accounting and reporting for life reinsurance on a Statut ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Life Statutory Reporting - Reserves, Claim and Dividend Liability Recognition and Reporting
Sovos Compliance, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course familiarizes the learner with Statutory reserves, claim and dividend liability recognition and reporting in the Life and Accident and Health Annual Statement. Learning Objectives: Recogniz ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course discusses the concept and application of the Risk-Based Capital (RBC) requirement for life insurance companies. Learning Objectives Identify the purpose and impact of the RBC requirement D ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the Separate Account concept and the types of products that use Separate Accounts. We also identify the role of the Blue Book and Green Book in reporting for Separate Accounts a ...Program Level:
BasicDelivery Method:
- QAS Self Study
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Lifecycle of Incentive Stock Options Evaluating Planning Opportunities for Incentive Stock Options to Maximize Value - LIVE
20-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:
- Group Live
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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
-
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:
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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
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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
-
Limitations on Transactions with Insiders and Affiliates: Regulation O and Regulation W
06-Jun-2024 ProBank Education Services, powered by FORVIS, LLP.Field 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
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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
-
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
-
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:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
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:
- 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:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
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
-
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:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Description:
LLC’s, while a more flexible entity than corporations for legal requirements, can be quite complex for tax purposes. Learn the different classifications a LLC can fall under for income tax filings and ...Delivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery 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:
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
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