Course Library

Description:

Description:

Description:

Tax planning is an essential aspect of any financial professional's job. This course provides an overview of about 20 tax planning tips and ideas that will save clients money and generate more busines ...

Description:

This course reviews the U.S. Internal Revenue Service (IRS) federal income tax standards for reasonable compensation of stockholder-employees in closely held corporations. Reasonable compensation chal ...

Description:

Noncompliance with accounts payable regulations means your organization could run into trouble with the IRS, various state regulatory bodies, the Department of Justice, Treasury and more. Negative pub ...

Description:

Noncompliance with accounts payable regulations means your organization could run into trouble with the IRS, various state regulatory bodies, the Department of Justice, Treasury and more. Negative pub ...

Description:

Noncompliance with accounts payable regulations means your organization could run into trouble with the IRS, various state regulatory bodies, the Department of Justice, Treasury and more. Negative pub ...

Description:

Noncompliance with accounts payable regulations means your organization could run into trouble with the IRS, various state regulatory bodies, the Department of Justice, Treasury and more. Negative pub ...

Description:

Noncompliance with accounts payable regulations means your organization could run into trouble with the IRS, various state regulatory bodies, the Department of Justice, Treasury and more. Negative pub ...

Description:

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 ...

Description:

This course focuses on how finance leaders can develop and master soft skills to own the role of chief strategy officers in their companies

Description:

This course focuses on how finance leaders can develop and master soft skills to own the role of chief strategy officers in their companies

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 ...

Description:

This course covers best practices that have contributed to the success of implementing rolling forecasts in several organizations.

Description:

Employers and human resources professionals need to know how federal laws govern employee compensation and benefits administration. This course will cover the salient laws such as those impacting pay, ...

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 ...

Description:

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Description:

This course teaches the mathematical skills you need to administer your organization’s wage structure and salary increases. We begin with a discussion of how to analyze salary survey data using averag ...

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 ...

Description:

Description:

Description:

This course presents a basic overview of equity compensation. You will learn about stock options including ISOs and NSOs, restricted stock, restricted stock units, stock appreciation rights, phantom s ...

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 ...

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 ...

Description:

Overview of tax changes in various countries including the United States and the impact to expatriates on assignment.

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, ...

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 ...

Description:

S Corporations: From formation to liquidation. Net Operating Losses, Ethics for tax professionals, Hobby Loss Rules, and recent IRS developments.

Description:

This two-day technical session will focus on tax planning strategies to be used to reduce your company’s worldwide tax rate. This advanced level seminar will also examine the most up-to-date corporate ...

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 ...

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 ...

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 ...

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 ...

Description:

In this practical webinar, you’ll learn about recent revisions to Social Security, Medicare, and Medicaid provisions of which tax professionals must be aware. You’ll receive step-by-step guidance on t ...

Description:

In this practical webinar, you’ll learn about recent revisions to Social Security, Medicare, and Medicaid provisions of which tax professionals must be aware. You’ll receive step-by-step guidance on t ...

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 ...

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 ...

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 ...

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 ...

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 ...

Description:

U.S. tax laws allow exclusions for certain types of income earned abroad. However, the criteria for such exclusions are very strict, and mistakes can wreak havoc on a clients’ or business’s tax bill. ...