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Highlights from ACP’s 2021 Advanced Planners Retreat where seasoned advisors shared their experiences, knowledge, and wisdom on how to run a successful practice.  Topics include lessons learned from C ...

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Since March 2000, Ken Robinson has been running his own financial planning practice. In that time, he's made innumerable decisions about his business. Some have been great, others he wish he could do ...

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Get up to speed on the LET and LAMBDA functions in Microsoft 365. In this CPE course Excel expert David H. Ringstrom, CPA sets the stage by explaining the concept of using range names in any version o ...

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Whether Section 1071 is at the top of your list or on the bottom hoping it will magically go away, this seminar is for you!  During this session we will dive into the key requirements, changes, challe ...

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A ninety-minute webinar addressing regulatory requirements related to consumer overdraft programs. 

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This course provides an overview of export letters of credit, import letters of credit, and standby letters of credit. It also covers the various sub-types of letters of credit and when they are used ...

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This course helps you move beyond your current competency in sales to reach new heights of performance.

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In Tableau, it can be difficult to combine different levels of granularity in a single view. Level of Detail (LOD) Expressions solve this problem but do require some practice to master.

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In Tableau, it can be difficult to combine different levels of granularity in a single view. Level of Detail (LOD) Expressions solve this problem but do require some practice to master.

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There are several tax credit and tax deduction opportunities that go overlooked and unutilized by business owners and real estate investors. In this session, we dive into the basics of R&D tax credits ...

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Join us for an enlightening exploration into the world of Leveraged Buyout (LBO) deals in our comprehensive webinar titled " Concept of Leveraged Buyout Deal." In this captivating course, participants ...

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Join us for an enlightening exploration into the world of Leveraged Buyout (LBO) deals in our comprehensive webinar titled " Concept of Leveraged Buyout Deal." In this captivating course, participants ...

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LBO Model Course Learn to build an LBO model from scratch in CFI's leveraged buyout modeling course. This advanced class covers how to set up and build an LBO model step-by-step including assumptions, ...

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Debt structures are very common in financial modeling and are required learning for analysts. In this course, I'll show you how a private equity firm uses different forms of debt to purchase MarkerCo ...

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Debt structures are very common in financial modeling and are required learning for analysts. In this course, I'll show you how a private equity firm uses different forms of debt to purchase MarkerCo ...

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Program Level: Intermediate/Advanced; Prerequisites: 3-5 years’ experience in a credit-related finance function or academic equivalent. This 1 day seminar will review and analyze the key covenants and ...

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In the rapidly evolving digital landscape, finance teams are at the forefront of leveraging AI and automation to drive transformative change. This compelling session will delve into how advanced techn ...

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Professionals today are poised at the brink of a transformative era, where the integration of AI technology promises to revolutionize traditional data analysis and reporting processes. Leveraging AI, ...

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Ready to revolutionize how you grow as a leader? Artificial Intelligence (AI) is not just for tech wizards, AI is for leaders like you; eager to learn and grow. According to Forbes, 35% of businesses ...

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Is your organization experiencing the talent management shift? Are the people in your company being challenged by new ways of doing business, different values, and changes in behavior? Are your leader ...

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To provide financial executives with important insights on how Artificial Intelligence can be used to improve finance functions, solve problems, upgrade processes, account for payables, and minimize f ...

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You've heard the buzz.  You're reading articles about robots and AI.  But what does it really mean for you and your practice? Answer: Tremendous Opportunity!   Most of us are a part of this profession ...

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You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it ampl ...

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You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it ampl ...

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Is your organization experiencing the talent management shift? Are the generations in your company being challenged by new ways of doing business, different values and changes in behavior? Are your le ...

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Leveraging Generative AI for Risk Assessment is designed to help finance professionals understand and apply AI-driven tools for modern risk management. The course covers credit, market, and macroecono ...

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Elderly homeowners own more than $10 trillion in home equity, and many are struggling with a financial plan that fully funds their lifetime expenses. Yet financial advisors often overlook this hidden ...

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This webinar will provide tax advisers with a thorough and practical guide to navigating the real estate professional rules of IRC 469(c)(7). The panel will discuss the general passive loss limitation ...

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You may not have realized it when you started in accounting but you can’t focus on only accounting if you want to grow your firm.  You have to put on your “sales” hat to grow your business. But how do ...

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This course covers a variety of techniques for handling objections or resistance and a menu of closing techniques to help you gain commitment.

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The real estate market has recovered significantly since its collapse in the recession of 2008, but the future is still unclear. Congress continues tweaking tax rules surrounding ownership and sales o ...

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The real estate market has bounced back some since the major collapse in the recession, but its future is still unclear. Congress keeps tweaking tax rules surrounding ownership and sales of real prope ...

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The real estate market has bounced back some since the major collapse in the recession, but its future is still unclear. Congress keeps tweaking tax rules surrounding ownership and sales of real prope ...

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After the release of the Final Regulations, post-death IRA distribution rules have become more complex, creating more opportunities for IRA beneficiaries to inadvertently be subject to a large tax bil ...

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After the release of the Final Regulations, post-death IRA distribution rules have become more complex, creating more opportunities for IRA beneficiaries to inadvertently be subject to a large tax bil ...

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This session will equip you with the knowledge and tools necessary to effectively represent and leverage the Padgett brand. The Padgett Marketing Team will review the importance of brand equity and th ...

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Section 199A provides the opportunity for beneficial owners of pass-through businesses and owners of many other trades or businesses to take a deduction for up to 20% of Qualified Business Income, plu ...

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While there are many aspects to maximizing vendor relationships, one of the most important goals is to ensure the overall contracting process with the vendor affords the customer flexibility and prote ...

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Have your clients received notices from the IRS & the State Department telling them their passports may be revoked? Have your clients received letters from the IRS letting them know they have taken mo ...

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This one-hour course provides a focused overview on supporting LGBTQ inclusion in the accounting and tax profession. Aimed at professionals in this field, the session will cover key aspects of underst ...

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In this panel, three experts in accounting firm malpractice issues discuss the latest trends in client lawsuits, new areas of exposure, and what you can do to protect your practice.

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Libraries are typically formed as special purpose governments focused on providing access to information for citizens. As such, the approach to the financial management requires a different perspectiv ...

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Libraries are typically formed as special purpose governments focused on providing access to information for citizens. As such, the approach to the financial management requires a different perspectiv ...

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Libraries are typically formed as special purpose governments focused on providing access to information for citizens. As such, the approach to the financial management requires a different perspectiv ...

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Libraries are typically formed as special purpose governments focused on providing access to information for citizens. As such, the approach to the financial management requires a different perspectiv ...

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As cannabis legalization continues to expand, businesses operating in this sector face unique financial challenges and regulatory requirements that traditional accounting education often does not cove ...

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