Course Library
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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12th Annual Changes and Trends Affecting Special Needs Trusts A Guide for Attorneys, Financial Advisors and Trust Officers
The University of Texas School of LawField of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
The 12th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great s ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- CA
- OK
- TX
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12th International Pharmaceutical and Medical Device Compliance Congress
14-May-2018 Health Care Conference Administrators, LLC dba Global Health Care, LLCField of Study:
- Business Management and Organization
Credit Hours:
- 17 - 20 credits
Description:
The First International Pharmaceutical Compliance Congress and Best Practices Forum was held in June 2007 to bring together company compliance professionals, regulators, lawyers, and consultants worki ...Program Level:
OverviewDelivery Method:
- Group Live
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Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on how finance leaders can develop and master soft skills to own the role of chief strategy officers in their companiesDelivery Method:
- QAS Self Study
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Field of Study:
- Personal Development
Description:
This course focuses on how finance leaders can develop and master soft skills to own the role of chief strategy officers in their companiesDelivery Method:
- QAS Self Study
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13th Annual Changes and Trends Affecting Special Needs Trusts - A Guide for Attorneys, Financial Advisors and Trust Officers
The University of Texas School of LawField of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
The 13th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great s ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- CA
- OK
- TX
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course covers best practices that have contributed to the success of implementing rolling forecasts in several organizations.Delivery Method:
- QAS Self Study
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Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
This online course offers an overview of various U.S. federal employment laws that impact compensation and benefits administration. This information is critical because we live in a litigious society. ...Delivery Method:
- QAS Self Study
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15th Annual FIBA Anti Money Laundering Compliance Conference
05-Mar-2015 Florida International Bankers Association (FIBA)Field of Study:
- Accounting
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
The 15th Annual FIBA AML Conference aims to provide participants with in-depth and practical learning experience all while encouraging participation in frank dialogue with key parties from all segment ...Delivery Method:
- Group Live
Location:
- FL
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Field of Study:
- Accounting
- Finance
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Auditing
- Auditing (Govmnt)
- Behavioral Ethics
- Business Law
- Business Management and Organization
- Communications and Marketing
- Computer Software and Applications
- Economics
- Finance
- Information Technology
- Management Services
- Personal Development
- Personnel/Human Resources
- Production
- Regulatory Ethics
- Specialized Knowledge
- Statistics
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Scrum is the most popular agile framework. It is adaptive, iterative, fast, flexible, effective and designed to deliver significant value quickly and throughout a project. Scrum ensures transparency ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of how intermediate sanctions (Internal Revenue Code § 4958) impact executive compensation arrangements. Intermediate sanctions are aimed at curbing abuse that occurs ...Delivery Method:
- QAS Self Study
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Field of Study:
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Improving the skill of identifying, appreciating and weighing your clients leverage in negotiating the commercial real estate fundamentals (rents, vacancy rates and development activity) will be the f ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Improving the skill of identifying, appreciating and weighing your clients leverage in negotiating the commercial real estate fundamentals (rents, vacancy rates and development activity) will be the f ...Delivery Method:
- Group Internet Based
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Field of Study:
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Improving the skill of identifying, appreciating and weighing your clients leverage in negotiating the commercial real estate fundamentals (rents, vacancy rates and development activity) will be the f ...Delivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Improving the skill of identifying, appreciating and weighing your clients leverage in negotiating the commercial real estate fundamentals (rents, vacancy rates and development activity) will be the f ...Delivery Method:
- Group Live
Location:
- NY
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18th Annual Estate Planning, Guardianship and Elder Law Conference
The University of Texas School of LawField of Study:
- Specialized Knowledge
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad l ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- CA
- LA
- OK
- TX
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18th Annual FIBA AML Compliance Conference
13-Mar-2018 Florida International Bankers Association (FIBA)Field of Study:
- Accounting
- Auditing
- Behavioral Ethics
- Business Law
- Finance
- Information Technology
Credit Hours:
- 13 - 16 credits
Description:
The 18th Annual FIBA AML Conference aims to provide participants with an in-depth and practical learning experience all while encouraging participation in frank dialogue with key parties from all segm ...Delivery Method:
- Group Live
Location:
- FL
-
18th Annual Pharmaceutical and Medical Device Compliance Congress (2017)
06-Nov-2017 Health Care Conference Administrators, LLC dba Global Health Care, LLCField of Study:
- Accounting
- Economics
- Information Technology
- Specialized Knowledge
Credit Hours:
- 17 - 20 credits
Description:
Be a part of the premiere compliance event for pharmaceutical and medical device professionals at the 18th Annual Compliance Congress. Join compliance professionals, regulators, lawyers and consultant ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- DC
- WA
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Field of Study:
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
This course teaches the mathematical skills you need to administer your organizations wage structure and salary increases. We begin with a discussion of how to analyze salary survey data using averag ...Delivery Method:
- QAS Self Study
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Field of Study:
- Accounting
- Business Management and Organization
- Economics
- Finance
- Specialized Knowledge
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
To provide S corp bankers and those that work with S Corp banks best practice experiences, strategies, and updates on tax, accounting, executive compensation, shareholder management, legislative and r ...Program Level:
Begining to Intermediate: For those who are S corp banks are thinking of converting to S Corp banksDelivery Method:
- Group Live
Location:
- TX
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2-day Form 1042-S/Forms W-8/FATCA Tax Compliance Class for 2019
12-Dec-2019 Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Enhanced 2-day class for 2019 tax compliance in Form 1042-S and 1042 reporting, the W-8 series of forms and Form 8233 for certifying foreign beneficial owners of U.S.-source income payments, FATCA (Fo ...Program Level:
Basic and IntermediateDelivery Method:
- Group Live
Location:
- AZ
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2-day Form 1042-S/Forms W-8/FATCA Tax Compliance Class for 2019
23-Oct-2019 Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Enhanced 2-day class for 2019 tax compliance in Form 1042-S and 1042 reporting, the W-8 series of forms and Form 8233 for certifying foreign beneficial owners of U.S.-source income payments, FATCA (Fo ...Program Level:
Basic and IntermediateDelivery Method:
- Group Live
Location:
- TX
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2-day Form 1042-S/Forms W-8/FATCA Tax Compliance Class for 2019
09-Oct-2019 Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Enhanced 2-day class for 2019 tax compliance in Form 1042-S and 1042 reporting, the W-8 series of forms and Form 8233 for certifying foreign beneficial owners of U.S.-source income payments, FATCA (Fo ...Program Level:
Basic and IntermediateDelivery Method:
- Group Live
Location:
- MA
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2-day Form 1042-S/Forms W-8/FATCA Tax Compliance Class for 2019
12-Sep-2019 Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Enhanced 2-day class for 2019 tax compliance in Form 1042-S and 1042 reporting, the W-8 series of forms and Form 8233 for certifying foreign beneficial owners of U.S.-source income payments, FATCA (Fo ...Program Level:
Basic and IntermediateDelivery Method:
- Group Live
Location:
- MI
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2-day Form 1042-S/Forms W-8/FATCA Tax Compliance Class for 2019
31-Jul-2019 Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Enhanced 2-day class for 2019 tax compliance in Form 1042-S and 1042 reporting, the W-8 series of forms and Form 8233 for certifying foreign beneficial owners of U.S.-source income payments, FATCA (Fo ...Program Level:
Basic and IntermediateDelivery Method:
- Group Live
Location:
- DC
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course presents a basic overview of employee stock options. You'll learn about NQSOs and ISOs, employee ownership, how to evaluate a stock option portfolio, and what the future has in store for s ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this issue of The Kitces Report, we look back and review the past 20 years of safe withdrawal rate literature, in an effort to better understand the major revelations and research innovations, and ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
During 2008, 2009, 2010 and early 2011, Congress produced massive legislation to 'jumpstart' the economy. This course presents the main tax provisions of seven Congressional Acts passed and enacted du ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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2015 10th National Pay for Performance Summit
02-Mar-2015 Health Care Conference Administrators, LLC dba Global Health Care, LLCField of Study:
- Accounting
- Business Management and Organization
- Finance
- Specialized Knowledge
Credit Hours:
- 17 - 20 credits
Description:
The Pay for Performance Summit marks the 10th anniversary of this highly regarded event. This year's conference will provide an opportunity to engage with colleagues from across the country on the iss ...Delivery Method:
- Group Live
Location:
- CA
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2015 15th National Population Health Colloquium
22-Mar-2015 Health Care Conference Administrators, LLC dba Global Health Care, LLCField of Study:
- Behavioral Ethics
- Business Law
- Business Management and Organization
Credit Hours:
- 21 + credits
Description:
Population Health is transforming health care. Population Health is dedicated to creating a fundamentally different culture and perspective focused on wellness, a paradigm shift that leads to changing ...Delivery Method:
- Group Live
Location:
- PA
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2015 23rd National HIPAA Summit
16-Mar-2015 Health Care Conference Administrators, LLC dba Global Health Care, LLCField of Study:
- Accounting
- Auditing
- Behavioral Ethics
- Business Law
- Business Management and Organization
- Finance
- Regulatory Ethics
Credit Hours:
- 17 - 20 credits
Description:
The HIPAA Summit will provide the most up-to-date information on the new laws and regulations. Comprehensive presentations by leading regulators from the Centers for Medicare & Medicaid Services, the ...Delivery Method:
- Group Live
Location:
- DC
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2015 Annual Fraud Training Seminar
18-May-2015 Association of Certified Fraud Examiners Heartland ChapterField of Study:
- Accounting
- Accounting (Govmnt)
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
The Heartland ACFE chapter is bringing you a global conference locally for a fraction of the price. Guest Presenters: Toby J.F. Bishop, CFE, CPA, FCA, Shauna Woody-Coussens, CFE, Lanny Morrow, EnCE, ...Delivery Method:
- Group Live
Location:
- NE
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Close the book on 2015 right, by examining asset-class returns and volatility for the past year. For help charting a course for clients in 2016, please join us for this class for investment profession ...Delivery Method:
- Group Internet Based
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Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
S Corporations: From formation to liquidation. Net Operating Losses, Ethics for tax professionals, Hobby Loss Rules, and recent IRS developments.Delivery Method:
- Group Live
Location:
- WI
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
This two-day technical session will focus on tax planning strategies to be used to reduce your companys worldwide tax rate. This advanced level seminar will also examine the most up-to-date corporate ...Delivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Employee Benefits Legal Update: Your Guide to Avoiding Legal Landmines and Pitfalls in 2015 Join HUB International and Chief Compliance Officer Sibyl Bogardus for a comprehensive review of the Health ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Employee Benefits Legal Update: Your Guide to Avoiding Legal Landmines and Pitfalls in 2015 Join HUB International and Chief Compliance Officer Sibyl Bogardus for a comprehensive review of the Health ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Employee Benefits Legal Update: Your Guide to Avoiding Legal Landmines and Pitfalls in 2015 Join HUB International and Chief Compliance Officer Sibyl Bogardus for a comprehensive review of the Health ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Recent economic changes have resulted in numerous adjustments to taxpayers tax liabilities and allowable retirement plan contributions. In this webinar, you will receive in-depth and practical guidan ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll learn about recent revisions to Social Security, Medicare, and Medicaid provisions of which tax professionals must be aware. Youll receive step-by-step guidance on t ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll learn about recent revisions to Social Security, Medicare, and Medicaid provisions of which tax professionals must be aware. Youll receive step-by-step guidance on t ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
2015 has seen a significant amount of activity among the standard setting bodies for accounting and auditing standards. The Financial Accounting Standards Board continues to refine the revenue recogni ...Delivery Method:
- Group Internet Based
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2015 Federal Tax Update for Tax and Financial Planning Professionals
21-Jul-2015 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Speaker: Andy Biebl, CPA | CliftonLarsonAllen, LLP An update on the latest federal income tax changes affecting individuals and small businesses, including strategies to minimize the 3.8% net investme ...Delivery Method:
- Group Live
Location:
- NM
-
2015 Fifth Asia Pacific Pharmaceutical Compliance Congress
17-Aug-2015 Health Care Conference Administrators, LLC dba Global Health Care, LLCField of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
The Congress is sponsored by the International Society of Healthcare Ethics and Compliance Professionals (ETHICS), the Pharmaceutical Compliance Forum (PCF), the Pharmaceutical and Healthcare Associat ...Delivery Method:
- Group Live
-
2015 Fifth National Bundled Payment Summit
03-Jun-2015 Health Care Conference Administrators, LLC dba Global Health Care, LLCField of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
The Bundled Payment Summit features keynote addresses from policy makers and national hospital and physician leaders with real-life implementation experience. The Summit will also focus on successful ...Delivery Method:
- Group Live
Location:
- DC
-
Field of Study:
- Behavioral Ethics
- Regulatory Ethics
- Specialized Knowledge
- Taxes
Credit Hours:
- 21 + credits
Description:
1-75 Best Income Tax Strategies 2-Applying Behavioral Finance In Your Financial Planning Practice 3-Integrity is the First Principle 4-I Love You, But:How to Discuss Estate Planning Topics 5-Digging D ...Delivery Method:
- Group Live
Location:
- NM
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This is a 8.0 credit hour live lecture presentation with the learners and instructors together in the same room. This seminar will cover 2015 state tax law legislative updates, Indiana property tax an ...Delivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
With individual returns as its focus, this comprehensive course covers topics like real estate and passive losses, IRAs and pensions, and gift and estate issues. Combining the real-life experience of ...Delivery Method:
- Group Live
22049 Results