Course Library
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
A New Look at Reverse Mortgages: An Emerging Retirement Income Tool
25-Oct-2021 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Elderly homeowners own more than $8 Trillion in home equity and many are struggling with a financial plan that fully fund their lifetime expenses, but financial advisors overlook this hidden wealth. ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
A New Look at Reverse Mortgages: An Emerging Retirement Income Tool
17-Sep-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
Elderly homeowners own $7 Trillion in home equity and many are struggling with a financial plan that fully fund their lifetime expenses, but financial advisors overlook this hidden wealth. Why? In t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Why do Advisors use Target Maturity Bond ETFs? Many advisors have recognized that managing individual bonds comes with challenges. They are concerned about managing uninvested cash, mitigating tradin ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Come enjoy a panel discussion with experienced yet newly minted ACP owners who bought the firm from longtime founders. Hear their individual stories of challenge and joy. Learning Objectives: 1.) Iden ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
A Pivotal Moment In Economic History; Fritz Meyer Economic Update, September 2022
13-Sep-2022 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The dust is settling from the economic shock caused by the Covid-19 pandemic. Meanwhile, the Russia-Ukraine War is hot, the post-pandemic inflation crisis is far from over and seems likely to force th ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Business expenses are the costs of carrying on a trade or business; and they are usually deductible if the business is operated to make a profit. This course reviews various expenses that businesses m ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
A Portfolio Managers Perspective: Managing Through Market Cycles
16-Jan-2018 The Financial Planning Association of MinnesotaField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: The Portfolio Managers Ronald Hume, Bob Kincade and John Schonberg will discuss how they make recommendations on portfolios while defining their process for reviewing the mar ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
A Practical Discussion On Actually Getting Tax Planning Done for Your Clients
09-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This session will be an interactive discussion on what it takes to actually do tax planning in the real world. Steven Jarvis, CPA has worked directly with hundreds of advisors across the country and s ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
A Practical Guide to Identifying, Gathering & Documenting a Sustainable Research Tax Credit Claim
14-Jan-2016 Engineered Tax Services, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
During this presentation, you will be able to understand how the R&D Tax Credit will allow your clients to claim benefits through the use of this tax law. After completing this course you will be able ...Delivery Method:
- Group Internet Based
Location:
- FL
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. T ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Credit Hours:
- 5 - 8 credits
Description:
This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, v ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, v ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. T ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 5 - 8 credits
Description:
The pace of technology change shows no signs of slowing down. Blockchain, artificial intelligence, cloud computing, mobile applications, hardware innovations, software updates, and security risks are ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Information Technology
Credit Hours:
- 5 - 8 credits
Description:
The pace of technology change shows no signs of slowing down. Blockchain, artificial intelligence, cloud computing, mobile applications, hardware innovations, software updates, and security risks are ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- LA
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Advancements in technology have raised the level of acknowledgement of threats in the cyber age. These threats touch both the business world and personal lives. Information technology is no longer a “ ...Program Level:
BeginnerDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on components and roles for a cyber security program.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Passive loss rules and the related provisions can be complex and often cumbersome. This course addresses the practical aspects of §469 and then helps you gain skills you need to handle pragmatic issue ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
A Primer on Property Tax: Administration and Policy provides the reader with analysis of issues surrounding property tax, including economics, law, public finance, decentralization, valuation, GIS, an ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Auditing
- Auditing (Govmnt)
- Business Law
- Business Management and Organization
- Production
- Regulatory Ethics
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The role of charitable, nonprofit organizations has become an increasingly important one in our society. The diversity and strength of the nonprofit sector is uniquely American and covers a wide range ... -
A Proposed Salesperson’s Exemption To The DoL’s Retirement Security Rule? And FinCEN’s New 2024 Requirement For State-Registered RIAs
20-Mar-2024 Kitces.comField of Study:
- Behavioral Ethics
- Specialized Knowledge
Description:
This month, we review 2 blog articles. The first article, A Proposed Salesperson’s Exemption To The DoL’s Retirement Security Rule?, the XY Planning Network Public Comment letter submitted to the Depa ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
International Financial Reporting Standards (IFRS) is the framework used by many publicly traded companies around the world today to report their financial results. With support from important constit ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The need for effective retirement planning has never been greater. This course is essential for those who wish to attain a comfortable retirement for themselves and their clients by maximizing tax sav ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
SEC whistleblower reports are on the rise, auditors need to understand the requirements of AU-C Section 240 when planning and performing audits.Additionally, the AICPA has updated its Code of Professi ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ITP361Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ITP361Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ITP361Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ITP361Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
You have heard of the Dark Web, but have you experienced it? If not, buckle in for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potent ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Cryptocurrency, or virtual currency, has become one of the most talked-about topics in the financial world. Despite its rise in popularity, it still causes confusion and uncertainty for tax profession ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Cryptocurrency, or virtual currency, has become one of the most talked-about topics in the financial world. Despite its rise in popularity, it still causes confusion and uncertainty for tax profession ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Cryptocurrency is a decentralized digital currency otherwise known as Virtual Currency. The term “Cryptocurrency” generates countless amounts of uncertainty and anxiety among tax professionals. The la ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Equity compensation can make up as much as 80% of a top earning employee's compensation and often comprises over 30% of their net worth*. However, HR departments are typically prohibited from providin ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Popular financial planning apps relying on Monte Carlo are no longer enough-not for fiduciaries. The most popular programs are criticized for making optimistic projections. Left to default settings, p ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
In the past 40 years, the accounting profession has experienced significant changes, including the issuance of over 250 accounting standards and interpretations. This course takes a refreshing look ba ...Program Level:
BasicDelivery Method:
- Group Live
-
A Tale of Two Decades: International and Emerging Markets Investing
12-Nov-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
This presentation will provide a comprehensive look at the performance of US vs. international stocks over the past decade, with a comparison to the prior decade and overall 20-year result. This prese ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Fringe benefits can range from essentials, such as health insurance, to more extravagant perks, such as use of a company jet or significant paid vacation time. A Tax Professionals Guide to Fringe Bene ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The understanding of the concept of the Time value of money is important for anybody who needs to consider longer-term decisions that require understanding the time value of money.The time value of mo ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Trustees play a critical role in managing and safeguarding the assets within a trust, and understanding their fiduciary responsibilities is paramount. The Uniform Prudent Investor Act (UPIA) outlines ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Trustees play a critical role in managing and safeguarding the assets within a trust, and understanding their fiduciary responsibilities is paramount. The Uniform Prudent Investor Act (UPIA) outlines ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
26203 Results