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Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course introduces you to expenses and expense reporting for property & casualty companies. You will receive an overview of the major expense items for property and casualty companies and review S ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course introduces you to the fundamental Federal Income tax concepts applicable to Property and Casualty companies, provides an overview of several key tax adjustments specific to P&C companies, ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Receive an introduction to the Property and Casualty Insurance industry. Learning Objectives Identify how business is spread across companies in the industry Differentiate between property and liabili ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the basic financial statements for a property and casualty insurance company including the balance sheet, the income statement, the change in capital and surplus, the cash flow sta ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This foundational course presents a comprehensive discussion of the concept of reinsurance and how reinsurance is used in the Property & Casualty insurance industry. Prerequisites/Advance Preparation ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course defines key terms and concepts related to the accounting for claims for a property and casualty insurance company. Learning Objectives Identify the accounting impact of the key events in t ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This overview will cover the different type of Property and Casualty insurance company investments and the valuation, accounting and reporting rules. Learning Objectives Identify significance of P&C i ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this foundational course, we define key terms and concepts related to the premiums cycle of a property and casualty insurer. Learning Objectives Define premiums written, premiums earned, unearned p ...Program Level:
BasicDelivery Method:
- QAS Self Study
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P&C Concepts Series - SSAP 101 Income Taxes - An Overview for Nonlife Insurance Companies
Sovos Compliance, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course examines the statutory income tax guidance in SSAP 101, including the deferred tax asset admissibility test, and identifies the required note disclosures. Upon successful completion of thi ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course examines the statutory income tax guidance in SSAP 101, including the deferred tax asset admissibility test, and identifies the required note disclosures with illustrations. Upon successfu ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the Property & Casualty Statutory Annual Statement with emphasis on the primary statutory financial statements: balance sheet, income statement, change in capital & surplus, and ca ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course defines key terms and concepts related to the accounting for policies with variable premiums for a Property and Casualty insurance company. Learning Objectives: Determine the proper accoun ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Receive an introduction to financial planning and the financial planning process for property & casualty insurance companies. This course defines and discusses the financial planning process, terms an ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Receive an introduction to Risk-Based Capital (RBC) for Property and Casualty insurance companies, including how RBC came to be, a discussion of the key risks it measures, how the calculation works, c ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Paid Solicitation Under The SEC Marketing Rule and Form ADV Common Missteps And Best Practices For RIAs
22-Nov-2023 Kitces.comField of Study:
- Behavioral Ethics
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
Whether you are distributing a report or giving a presentation, you have a lot of numbers to present and only a few minutes to get your point across. Don't let your presentation get bogged down, confu ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Are you curious about the latest tactics to tackle public corruption? Join our expert panel for an eye-opening discussion, where we unravel the complex world of corruption investigations. Explore how ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Are you curious about the latest tactics to tackle public corruption? Join our expert panel for an eye-opening discussion, where we unravel the complex world of corruption investigations. Explore how ...Delivery Method:
- QAS Self Study
-
Panel: Breaking Silos, Building Bridges: Overcoming Departmental Barriers to Foster Collaboration and Innovation
25-Sep-2023 Quartz Events LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Join this enlightening panel talk as CHRO, CFO, and CMO unite their expertise to overcome departmental barriers, providing practical strategies, valuable insights, and successful case studies, empower ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- IL
-
Panic Protection Session: Current Financial Economic Conditions Amid The Stock Market Correction
28-Jan-2022 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
With the stock market correcting more than 10% from its closing high, Advisors4Advisors is sponsoring a live class for members on Friday, January 28 at 4 p.m. EST. Fritz Meyer reviews current financia ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Paperless Finance: 3 Trends You Need Know About Electronic Invoicing and Payment
08-May-2018 TraliantField of Study:
- Business Management and Organization
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll receive guidance on how to evaluate electronification of your accounting operations. Automation is on the rise but to stay current, innovative finance managers are qu ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Information Technology
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Internet Based
-
Part 2 Update: New Section 199A: Deductions, Limitations, Complexities, and Opportunities
24-Sep-2018 TraliantField of Study:
- Business Law
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The updated proposed Section 199A regulations (184 pages) were released by the IRS on August 8, 2018. In this practical webinar, you will learn about these proposed updates to the new IRC §199A deduct ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Part I: Cultural and Behavioral Information for Business in an International â Global Environment
Illumeo, IncField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
This course gives you an overview and generalizations about how different peoples see their relationships with other people, their environment, etc.Delivery Method:
- QAS Self Study
-
Part I: Cultural and Behavioral Information for Business in an International â Global Environment
Illumeo, IncField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course gives you an overview and generalizations about how different peoples see their relationships with other people, their environment, etc.Delivery Method:
- QAS Self Study
-
Part II: Country Specific, Cultural, and Behavioral Information - Doing Business in a Global Environment
Illumeo, IncField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course offers country-culture specifics as they apply to working with and for people. in several other countries.Delivery Method:
- QAS Self Study
-
Part II: Country Specific, Cultural, and Behavioral Information - Doing Business in a Global Environment
Illumeo, IncField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course offers country-culture specifics as they apply to working with and for people. in several other countries.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
We will delve into the complexities and nuances of managing and communicating various administrative and compliance challenges. Our expert speakers will guide you through crucial topics such as addres ...Delivery Method:
- Group Internet Based
- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The Partner Transfer Business Event (BEs) and Active Template (ATs) allow users to create journal entries in the Investran Accounting module for complex accounting tasks such as partner transfers. The ...Program Level:
BeginnerDelivery Method:
- Group Live
Location:
- NC
-
Partnering for Student Success
28-Jul-2025 University of Kentucky Auxiliary Services - College Business Management Institute (CBMI)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- KY
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Are you looking to quickly become familiar with partnership and limited liability company (LLC) formation and liquidation issues? Our comprehensive course is designed just for you. It offers a complet ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Are you looking to quickly become familiar with partnership and limited liability company (LLC) formation and liquidation issues? Our comprehensive course is designed just for you. It offers a complet ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Are you looking to quickly become familiar with partnership and limited liability company (LLC) formation and liquidation issues? Our comprehensive course is designed just for you. It offers a complet ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a partnership/LLC course focusing on the birth, growth, maturity, and death of a closely held p ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the accounting for all types of transactions that are unique to a partnership. The discussion includes the contribution of funds to a partnership, capital accounts, the allocati ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The Partnership Accounting course focuses on the accounting for all types of transactions that are unique to a partnership. The discussion includes the contribution of funds to a partnership, capital ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Many aspects of accounting for a partnership are the same as for a corporation. However, there are some variant features in partnership accounting. This course focuses on the accounting for all types ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Partnership Activity Aggregation Rules: Claiming QBI Deduction, W2 Wages and Income Tests, Avoiding Disallowances
13-Aug-2019 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Starting with returns filed for the 2018 tax year, new rules apply to IRS examinations of partnership income tax returns. We will review the new procedures, when they benefit taxpayers and when they ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
After completing this course, you will be able to identify different issues regarding partnership formation, calculate ordinary and taxable income for the partner and partnership, identify items that ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
As a tax professional, it’s imperative to know basis rules and calculations for our clients that are shareholders and or partners in Pass-through entities. Furthermore, we must analyze how basis rules ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Complete and accurate partnership basis calculations, inside and outside, offer substantial tax savings for partner loss utilization and reducing tax on excess distributions or the sale of a partnersh ...Program Level:
UpdateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Partnership tax allocations may be made by agreement provided those allocations have substantial economic effect. The common thread in IRS-developed safe harbors for economic effect is the Section 704 ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Navigating the complexities of partnership dispositions and asset transfers can be daunting for many professionals. Understanding these nuances, from managing new basis calculations to handling 751(b) ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Navigating the complexities of partnership dispositions and asset transfers can be daunting for many professionals. Understanding these nuances, from managing new basis calculations to handling 751(b) ...Delivery Method:
- Group Internet Based
-
Partnership Exchanges After Tax Reform: Structuring "Drop and Swap" and "Mixing Bowl" Transactions
08-Apr-2019 TraliantField of Study:
- Business Management and Organization
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will be equipped with the knowledge and tools to advise clients on the advanced section 1031 exchange structures in light of the 2017 legislation and recent regulatory g ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Partnership Exchanges: Structuring Drop and Swap anx Mixing Bowl Transactions
30-Aug-2017 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This CLE/CPE webinar will provide tax advisers with knowledge and tools to advise partnership clients looking to convert to a tenancy-in-common form of ownership of real estate. Tax advisers may recom ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
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