Course Library
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Field of Study:
- Finance
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
RMAFP Summit has over 30 years of providing the latest finance services, updates and technology to the Denver Market! What better way to celebrate than at the spectacular Grand Hyatt Hotel, Pinnacle C ...Delivery Method:
- Group Live
Location:
- CO
-
Field of Study:
- Management Services
Credit Hours:
- 5 - 8 credits
Description:
The role of the Board Secretary is often underestimated in today’s Boards, which can result in dysfunctional group dynamics. Board Secretaries are now required to develop their knowledge and skill set ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
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Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Privacy concerns your rights to control your personal information and its usage. When downloading new smartphone apps, consider the privacy policies you're asked to read and agree to. Organizations mu ...Delivery Method:
- QAS™ Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the fu ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the fu ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Have you ever communicated a finding or recomendation only to uncover that the recommendation wouldn't satisfy the risk or problem? Root cause analysis is a process to identify and remediate the root ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- PA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
OAG223Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
OAG223Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
OAG223Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
OAG223Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 5 - 8 credits
- 9 - 12 credits
Description:
Upon completion of this session, you will be able to: * Use two techniques -- the 5 whys and the 4 Ps to identify the root cause of the risk event, control gap or execution issue, or problem * Differe ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Finance
Description:
This course is designed to give the insurance and financial professional a background of the Roth 401(k), an overview of the basic rules and distribution and rollover rules of the Roth 401(k), and con ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Roth conversions have always had the potential to unlock hidden value. However, 2022 may be an especially effective year to consider a conversion as many marginal tax rate increases seem to be clearly ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Dive into the intricacies of IRA conversions in our comprehensive course. It covers the process of moving assets from Traditional IRAs, SEP IRAs, or SIMPLE IRAs to Roth IRAs, known as conversion contr ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
A Roth conversion is the moving of assets from a tax-deductible traditional individual retirement account, or IRA, to a non-deductible Roth IRA. Participants in Roth IRAs don't pay income tax when the ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Description:
This course is designed to give the financial/insurance professional a clear understanding of the Roth IRAProgram Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Enactment of SECURE Act elevated the benefits of Roth IRA conversions. Suddenly, SECURE Act made Roth IRA conversion a key tool for most families to transfer wealth to the next generation. Roth IRA co ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With tax laws set to shift in 2026, Roth conversions are becoming a crucial financial strategy. The expiration of the Tax Cuts and Jobs Act (TCJA) means tax rates could increase, making Roth conversio ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With tax laws set to shift in 2026, Roth conversions are becoming a crucial financial strategy. The expiration of the Tax Cuts and Jobs Act (TCJA) means tax rates could increase, making Roth conversio ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
4 CPE Hours Full Course Price: $34.50 Formats: Hard Copy and PDF This course describes the benefits of a Roth IRA as compared to its traditional counterpart. The course also covers contribution limits ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Roth IRAs were created in 1998 and are especially popular with those born in the 1990s. To help your clients determine if Roth is the right choice, you need to be familiar with the rules from contribu ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Optimizing retirement income for clients requires a fiduciary to understand taxation of Roth IRAs, but the landscape has been drastically altered by last year's revision to the U.S. Tax Code and unpre ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
A Roth IRA has certain tax characteristics that incentivize eligible taxpayers to establish and fund their own Roth IRAs whenever possible. Unlike a traditional IRA, contributions to Roth IRAs are nev ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
A Roth IRA has certain tax characteristics that incentivize eligible taxpayers to establish and fund their own Roth IRAs whenever possible. Unlike a traditional IRA, contributions to Roth IRAs are nev ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course sets the scene for the role of robotic process automation in the industry today and the near future. It explores why RPA has become so prominent and why it’s vital to get on board sooner t ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course sets the scene for the role of robotic process automation in the industry today and the near future. It explores why RPA has become so prominent and why it’s vital to get on board sooner t ... -
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Robotic Process Automation (RPA) is streamlining routine finance tasks, freeing teams to focus on strategic initiatives. This session will explore the practical applications of RPA in automating munda ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- NV
-
Field of Study:
- Information Technology
Credit Hours:
- 5 - 8 credits
Description:
A one-day learning program designed to educate Federal IT practitioners about the latest developments in cybersecurity technologies. The event combines keynote presentations, panel discussions and col ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- DC
-
RSSA Certificate Program, Social Security Education and Training for Financial, Tax and other Retirement Professionals.
National Association of Registered Social Security Analysts, Ltd.Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
The RSSA Certificate Program consists of five modules. Module I reviews Social Security Essentials including types of Social Security benefits, family and dependent benefits, spousal, divorced and ...Program Level:
Intermediate to AdvancedDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
This course is designed to give you the basic tools you need to initiate and manage your meetings. You will learn planning and leading techniques that will give you the confidence to run a meeting tha ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Meetings, meetings, meetings. You can’t live with them and you can’t live without them. Make sure that the meetings you lead are organized, focused, and productive.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Teams can provide wonderful opportunities for collaboration and innovation. But sometimes, as a leader of a team, you encounter frustrations and roadblocks and just want to pull your hair out! Overcom ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
After spending hours meticulously updating your business records, it’s time to analyze your business! Let QuickBooks unlock the insights from your carefully maintained records, turning your efforts in ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
After spending hours meticulously updating your business records, it’s time to analyze your business! Let QuickBooks unlock the insights from your carefully maintained records, turning your efforts in ...Delivery Method:
- Group Internet Based
-
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Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
QuickBooks Online Reports Course Description: It’s time to analyze your business! You’ve spent hours keeping your business records up to date, so now let QuickBooks reveal... Who are your best custome ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
Location:
- OR
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The first part of a three-part series on S Corporations, an entity type where a lot of clients have chosen to play the ‘beat the FICA tax game’. The S Corporation has also been looked at to get the ma ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The second part of a three-part series on S Corporations, an entity type where a lot of clients have chosen to play the ‘beat the FICA tax game’. S Corporations are also looked at to get the maximizat ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The second part of a three-part series on S Corporations, an entity type where a lot of clients have chosen to play the ‘beat the FICA tax game’. S Corporations are also looked at to get the maximizat ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The third part of a three-part series on S Corporations, an entity type where a lot of clients have chosen to play the ‘beat the FICA tax game’. The S Corporation has also been looked at to get the ma ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
S corporations are the most popular form of business entity. The tax treatment of S corporations is made more complex by the application of both regular C corporation tax provisions and the special ru ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course will cover the importance of completing S - Corp Basis schedules with tax returns, Calculating Stock Basis/Debt Basis, Sect 1366(D) order in basis schedule, Calculating Long- Term Capital ...Delivery Method:
- Group Live
Location:
- NY
-
S Corp Prep, Basis Calculations & Distributions ÂForm 1120S Schedule K & K-1 Analysis
The Garvs, LLCField of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course deals with some of the changes coming out to the W2 regarding proposed additional form 7203. It also covers understanding the importance of basis, why it matters, and how we can plan aroun ...Program Level:
BasicDelivery Method:
- Group Internet Based
-Root-Cause-Training---CPE-Support.pdf)
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