Course Library

This course series will explore the complexities of S-Corporation taxation. Covering essential topics from compensation issues to entity-level taxes, late S-elections to disproportionate distributions ...

This course series will explore the many different aspects of partnership taxation. From foundational concepts to advanced strategies, each course will discuss essential topics such as basis calculati ...

The series will give you the tools to handle all these IRS representation areas effectively: Audit, Collections, Levy Release and Appeals. Specific guidance and tips are provided to succeed at audits ...

This certificate series is designed to provide participants with the knowledge and skills needed to navigate the multifaceted considerations of outbound tax planning and compliance, ensuring effective ...

The series will be guided through use of hypotheticals/real life examples, with fact patterns presented at the outset of each program and referenced throughout the program to promote active learning.  ...

This 8-course series is on demand and qualifies for up to 24 hours of NASBA CPE credit. AI is poised to have a significant impact on the accounting profession in many ways in the very near future. Lam ...

As an Accountant or Tax Pro, you deal with large amounts of financial data, and knowing the ins and outs of Excel will allow you to organize, filter, and analyze this data more efficiently. This cours ...

This eleven-course online program covers everything you need to know to read, understand, and analyze financial statements, developing management - not just accounting - skills, the kind of skills tha ...

Coaching is the process where a departmental or project leader trains team members or subordinates to overcome obstacles or raise their level of performance based on their judgement, their skill or th ...

“The most serious mistakes are not being made as a result of wrong answers,” warned the great Peter Drucker. “The truly dangerous thing is asking the wrong questions.” If Drucker is right, then these ...

Today, Human Resources has many options for the design and delivery of total rewards programs while effectively leveraging technology. The use of technology in total rewards management is critical in ...

According to SHRM, over 80% of employees who experience a positive culture say they are likely to recommend their workplace to others. But in organizations with an unfavorable culture, that number dro ...

Do you find yourself spending valuable time trying to figure out why a team feels disjointed, disengaged, or devalued in the workplace? Managing and appreciating team dynamics means more than recogniz ...

This course provides an overview of total rewards programs today. It discusses the difference between the total rewards programs of today’s organizations and those of the past focusing on core compens ...

The Crestcom "Mastering Negotiation Role Play Simulation" class does not simply address negotiation from a "sales" perspective.  This class addresses negotiation from the managerial, strategic perspec ...

Organizations, like life, are dynamic and always evolving. Change is happening at a faster pace than ever, driven by new generations joining the workforce, technology, globalization, shifting market d ...

Before establishing or adjusting a salary structure, Human Resources management must consider their organization’s internal and external labor market to make informed decisions about average job salar ...

One McKinsey survey found that 72% of senior executives thought bad strategic decisions were either as frequent as good ones—or worse, bad decisions were the prevailing norm in their organization! Ano ...

There are four different generations in today’s workforce, with a fifth approaching quickly. The ‘one size fits all’ leadership strategy is no longer viable for leading a team. While we often have sim ...

Certified public accountants who manage or work on projects need leadership; the ability to gain the willing support of others. The level of leadership projected by a CPA is based on their leadership ...

Do you consider yourself a reactive or proactive communicator? Are you able to: Get people to listen and take action? Overcome resistance to change and new ideas? Align people toward a common goal? Th ...

Successful certified public accountants must build trust with clients and staff members. Trust can be established with a combination of confidence, authenticity, professionalism, respect, and control. ...

Does your service approach align with customer needs – today? This is about more than just front-line customer interactions. Companies that succeed in the long term, prioritize employees’ internal cus ...

Could your future success be in jeopardy because strategic thinking does not fit into your daily activities? Or do you think that strategic thinking does not apply to you or your role in an organizati ...

Research shows Emotional Intelligence (EI) – as a leadership habit – is a more effective indicator than IQ when determining business success. A study by TalentSmart found that EI has the largest impac ...

Profitability. Strategy. Leadership. Team building. These might seem like very different management concepts but they all have one underlying theme, their success is dependent on accountability. Ignit ...

Unconscious biases are shortcuts the brain takes to preserve energy and make decisions quickly. Leaders who overcome the many pitfalls of unconscious biases have higher performing teams, stronger inno ...

This online math course teaches everyday mathematics used in total rewards compensation and benefits programs. We begin with a discussion of basic mathematics, including math order of operations and t ...

Adaptive Leadership requires self-reflection, self-correction, and being inclusive of those that challenge you. Four personality styles provide a framework to better understand how people work, contri ...

Today’s rapidly changing business world demands creative perspectives – not predictability and repetition. Do not get bogged down in the undesirable symptoms of the status quo. Instead, develop the mi ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent ...

Live online class featuring basic tax compliance for the requirements to determine status, withhold U.S. tax and file IRS Form 1042-S for payments to foreign entities and foreign individuals. Addresse ...

Live online class featuring primary focus on IRS reporting compliance for Forms 1099-NEC and 1099-MISC; use of IRS Form W-9 and reliance on the W-9; including focus on how tax provisions of the recent ...

Live online class building on the basic knowledge base of the Level 1 class, Level 2 provides a deeper dive into claims of a reduced withholding rate under tax treaties; sufficiency reviews of the W-8 ...

On October 15, Andrew J. “Buddy” Donohue, Chief of Staff at the U.S. SEC, put Chief Compliance Officers at RIAs on notice by ticking-off nine things CCOs need to nail down: • Laws, Regulations and oth ...

QuickBooks Online Best Practices Course Description After working with hundreds of business owners and bookkeeping professionals, Alicia has seen all kinds of crazy bookkeeping. She’s managed to disti ...

This course provides some best practices that have contributed to the success of several organizations.

Sometimes operational changes take time to manifest; sometimes they don’t.  This presentation focuses on areas to review within your Revenue Cycle that can improve payment immediately (and retrospecti ...

In times of market and economic uncertainty, the guidance you provide to clients and prospects is more important than ever. With markets experiencing their first meaningful pullback of 2026, investors ...

Dive into the most common mistakes made by donors and advisors and uncover effective strategies for avoiding them. This CPE course provides the tools to refine your approach to charitable planning, en ...

Dive into the most common mistakes made by donors and advisors and uncover effective strategies for avoiding them. This CPE course provides the tools to refine your approach to charitable planning, en ...

Ten instincts cause virtually everyone to misunderstand the world, according to Swedish scholar Hans Rosling. At this session, Craig Israelsen, Ph.D., draws upon the work of Dr. Rosling as a preface t ...

In this self-study course, learn from 10 infamous fraud cases to better protect your clients, employers and the general public from similar schemes. Fraud cases include the WorldCom scandal, Madoff’s ...