Course Library
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Mature ESOP Issues: All Grown Up…How to Grow?
14-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:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
Do you know about the long-term benefits offered by Health Savings Accounts (HSAs)? As the cost of healthcare continues its upward climb, an increasing number of individuals are turning to HSAs as a s ...Delivery Method:
- Nano Learning
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Are you a busy professional looking to achieve more in less time, without the stress and overwhelm?Say goodbye to constantly feeling like you're falling behind and wishing for more hours in the day. T ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
You only have 7 seconds to make a first impression. Maybe less due to the challenges inherent in a virtual setting. Being perceived as a smart professional is easier in an office that is designed and ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Maximizing Analytic Procedure Evidence - Adding Value through Useful Financial Statement Analysis
26-Aug-2022 MY-CPE LLCField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
One of the ways to perform a more effective and efficient audit is to maximize the use of analytic procedures in the detailed audit plan. The analytic procedure covers the evaluations of financial inf ...Delivery Method:
- QAS Self Study
-
Maximizing Analytic Procedure Evidence- Adding Value Through Useful Financial Statement Analysis
Western CPEField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Financial statement auditors need to be able to analyze financial results to not only enhance audit quality, but to also improve client service through being a better business advisor. Reading and int ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Maximizing Banking Relationships for ESOP-Owned Companies
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:
In today's dynamic business landscape, understanding and optimizing tax deductions is paramount.This course is intended to review the Federal Tax Code (IRS) rules for deducting travel and entertainmen ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS Self Study
-
Maximizing Efficiency: “No Hands” GenAI Auditing & Crafting Impactful Audit Findings
09-Dec-2024 CencoraField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This training session will cover the critical aspects of leveraging Generative AI (GenAI) in the field of internal audit. Participants will gain insights into the potential risks associated with AI, e ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- PA
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course teaches you how to increase the motivation and productivity of your staff.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course teaches you how to increase the motivation and productivity of your staff.Delivery Method:
- QAS Self Study
-
Maximizing Health Savings Accounts (HSAs) Tax Benefits With Adult Children Under Age 26, Establishing Solo 401(k) Plans For Self-Employed Workers: Options, Contribution Limits, Deadlines, And More!, and Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Every year, high school students endure the arduous process of applying to colleges, hoping to receive the illustrious acceptance letter. As parents walk through the ups and downs of this process with ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Maximizing Higher Education Planning Strategies for Affluent Clients - RECORDED
19-Jun-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Every year, high school students endure the arduous process of applying to colleges, hoping to receive the illustrious acceptance letter. As parents walk through the ups and downs of this process with ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In the wake of the post-pandemic world, remote work has become the new standard for countless individuals worldwide. A growing number of people now use their homes, or a portion thereof, as their offi ...Delivery Method:
- QAS Self Study
-
Maximizing HSA Tax-Advantaged Savings for Clients' Healthcare Expenses - LIVE
21-May-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
HSAs are a common employee benefit for many clients. However, this form of savings account has several rules regarding contributions and distributions that can easily be overlooked by clients, leaving ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Maximizing HSA Tax-Advantaged Savings for Clients' Healthcare Expenses - RECORDED
22-May-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
HSAs are a common employee benefit for many clients. However, this form of savings account has several rules regarding contributions and distributions that can easily be overlooked by clients, leaving ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Maximizing Medicare Benefits: What You Need to Know
30-Nov-2018 UNC Charlotte Extended Academic ProgramsField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This 2-hour course is geared toward any person getting ready to sign up for Medicare. In this course you will learn that if you DO NOT enroll on time you will pay a monthly penalty; if you do not get ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Working with different generations and personalities in the workplace gets more challenging every year. Four different personality styles and four different generations is a recipe for conflict and dr ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Maximizing Profit and Free Cash Flow Growth: Strategies for Efficient Resource Allocation and Cost Management
30-Apr-2024 Quartz Events LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Unlock various paths to maximizing profitability and free cash flows do drive sustainable growth in multiple business contexts. Spark interesting conversations around various steps finance can take ri ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- NV
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
How to compensate employees for hours spent travelling on business is becoming one of the major concerns of the payroll department today. Many recent changes in federal and state wage and hour rules, ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Maximizing Savings with Cost Segregation and the STAR Program
27-Mar-2024 Maryland Society of Accounting and Tax Professionals, IncField of Study:
- Taxes
Description:
The first half of our session will focus on the intricacies of Cost Segregation (Cost Seg) and how it can lead to substantial tax savings. Cost Segregation is a critical tax planning strategy that acc ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
Location:
- DE
- MD
- PA
- VA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Maximizing Split-Interest Charitable Deductions With New Pooled Income Funds Over CRTs, and Can A Charitable Remainder UniTrust (CRUT) Truly Replace The Benefits Of The 'Stretch' IRA?
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
An effective audit committee is critical for ensuring the financial integrity of an organization. However, simply knowing the rules and regulations of the audit committee isn't enough. To truly increa ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The new 20% deduction for pass-through entities -- businesses other than C corporations -- alters financial planning, tax and investment decisions for a key group of financial advisor clients. At this ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Behavioral Ethics
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Cash payments to employees, whether salary, bonus, or commission, are generally straightforward. Salary is typically calculated per hour, month, or year. In this CE course, we will explore how these p ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Cash payments to employees, whether salary, bonus, or commission, are generally straightforward. Salary is typically calculated per hour, month, or year.In this CE course, we will explore how these pa ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explores the sustainability of retirement portfolio withdrawals using historical data and a diversified, multi-asset portfolio model. Led by Craig L. Israelsen, Ph.D., the presentation an ...Program Level:
overviewDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- NY
-
May-June 2014 CE Quiz on Life and Death Tax Planning For Deferred Annuities Quiz
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- less than 1
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Management Services
Credit Hours:
- 21 + credits
Description:
This course describes the essentials of the core topics covered in a top-tier MBA program. The intent is to give the user a broad understanding of the key concepts needed to run a business—in one comp ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 21 + credits
Description:
This course describes the essentials of the core topics covered in a top-tier MBA program. The intent is to give the user a broad understanding of the key concepts needed to run a business in one com ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
To update you on the most current SEC rules and guidance on preparing the MD&A. Whether you are preparing the MD&A for the 10-K, 10-Q or a registration statement, you will learn how and what financial ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Offered via KPMG Executive Education, MD&A Disclosures Workshop emphasizes key MD&A developments, including SEC releases, comment letters and speeches, with a focus on expanding and improving the effe ...Delivery Method:
- Group Live
Location:
- NV
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Offered via KPMG Executive Education, MD&A Disclosures Workshop emphasizes key MD&A developments, including SEC releases, comment letters and speeches, with a focus on expanding and improving the effe ...Delivery Method:
- Group Live
Location:
- DC
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Offered via KPMG Executive Education, MD&A Disclosures Workshop emphasizes key MD&A developments, including SEC releases, comment letters and speeches, with a focus on expanding and improving the effe ...Delivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Offered via KPMG Executive Education, MD&A Disclosures Workshop emphasizes key MD&A developments, including SEC releases, comment letters and speeches, with a focus on expanding and improving the effe ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This seminar will emphasize recent SEC releases and other key MD&A developments, and consider what is required to implement the new rules and releases in practice.Delivery Method:
- Group Live
Location:
- NV
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This seminar will emphasize recent SEC releases and other key MD&A developments, and consider what is required to implement the new rules and releases in practice.Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This seminar will emphasize recent SEC releases and other key MD&A developments, and consider what is required to implement the new rules and releases in practice.Delivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
By using interactive lectures and examples, this Workshop will give participants a mastery of Regulation S-K Item 303, Managements Discussion and Analysis (MDA), for both annual and interim periods, e ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
By using interactive lectures and examples, this Workshop will give participants a mastery of Regulation S-K Item 303, Management's Discussion and Analysis (MD&A), for both annual and interim periods, ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
By using interactive lectures and examples, this Workshop will give participants a mastery of Regulation S-K Item 303, Management's Discussion and Analysis (MD&A), for both annual and interim periods, ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This Workshop will help you build an in-depth understanding of how the financial statements fit together, the information they provide, and how to use financial statement information to make appropria ...Delivery Method:
- Group Live
Location:
- NY
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