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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simpli ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
At this webinar, financial professionals see the durability of various retirement portfolio designs tested over 55 rolling 35-year periods. Also shown is the performance of various portfolios in achie ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
At this session, Dr. Craig Israelsen, an expert on index investing, evaluates the performance of various retirement portfolio designs over recent and long-term time frames. You'll learn about: Vario ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Working with and modifying the variables discussed in Class 1 into the Retirement Portfolio Analyzer, participants learn how to summarize a retiree's expected results over rolling 25-year periods for: ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Dr. Israelsen illustrates longevity using 'radar graphs' to illustrate various withdrawal rates over rolling 25-year periods. Several of the illustrations models deal with the challenge fiduciaries fa ...Delivery Method:
- Group Internet Based
-
Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
24-Mar-2016 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
How long will a portfolio last? Based on 90 years of data, from 1926 to 2015, and withdrawal rates ranging from 3% to 8% annually, we'll review the results of various portfolios and examine their surv ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- RI
-
Credit Hours:
- 13 - 16 credits
Description:
Retirement Resource Guide is designed to be a practical, business guide for financial advisors who seek to differentiate themselves and excel in the retirement plans marketplace. Each chapter begins b ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
-
Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 1 - Healthcare in Retirement
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 1 - Healthcare in Retirement
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 1 - Healthcare in Retirement
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 2 - Understanding Social Security
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 2 - Understanding Social Security
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 2 - Understanding Social Security
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 3 - Retirement Income Planning
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 3 - Retirement Income Planning
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 3 - Retirement Income Planning
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning
MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many plannin ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course will address the many planning challenges and opportunities from the perspective of tax, estate, and public benefit planning that confront individuals as they reach their senior years. Thi ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Retirement, Eldercare, Social Security and Medicare Issues and Post-Mortem Planning 2023
Western CPEField of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many plannin ...Program Level:
UpdateDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Retirement plans and retirement plan guarantees continue to evolve. This course explains the changing retirement landscape and what insurance advisors might see with retirement plans in the future. We ...Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Learn the tax and non-tax considerations of retiring outside the United States. Understand how US taxpayers report foreign rental properties on their US tax returns.Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Learn the tax and non-tax considerations of retiring outside the United States. Understand how US taxpayers report foreign rental properties on their US tax returns.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Retroactive Amendments to Qualified Retirement Plans Through EPCRS: NEW EPCRS E-Filing Requirements
28-May-2019 Clear Law InstituteField of Study:
- Business Law
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn the fundamental principles of correcting operational and plan document compliance failures in 401(k) and other qualified retirement plans under the IRS’s Empl ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Help a newspaper company restore confidence in their failing customer satisfaction dashboard by guiding them with dashboard design principles. The dashboard is drab and difficult to follow, resulting ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Your one-stop destination for all things revenue recognition. Don't miss our influential panels with industry leaders as they discuss key revenue recognition topics like ASC 606, revenue management, ...Program Level:
UpdateDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
As an accounting and financial planning professional, CPA-financial planners have a competitive advantage because of the rigorous requirements to earn your credentials. Leveraging your natural abiliti ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of the revenue recognition standards prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 606. This course focuses specifically on the five-step ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Comparison of actual revenue or margin amounts to budget or prior year results will generally result in a variance. This course demonstrates formulas that compute the amount of the variance that is at ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
This course will provide an overview of revenue administration including the importance of revenue policies, primary local government revenue streams, and how to improve revenue collections. Upon s ...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
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The comparison of actual revenue or margin amounts to budget or prior year results may result in a variance. This course demonstrates mathematical formulas to compute the amount of that variance that ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Download price: $25. Print price: $35.(18% off for orders of three or more courses.) This course was updated on 9/9/2013. The comparison of actual revenue or margin amounts to either budget or prior y ...Delivery Method:
- QAS Self Study
-
Revenue and Margin Analysis - Explaining variances by computing the impact of price, volume and mix
Cpethink.comField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The comparison of actual revenue or margin amounts to either budget or prior year results will generally result in a variance. This course demonstrates mathematical formulas to compute the amount of t ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The comparison of actual revenue or margin amounts to either budget or prior year results will generally result in a variance. This course demonstrates mathematical formulas to compute the variance th ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Because the starting point for most operating budgets is the revenue forecast, getting it wrong means everything else that follows is flawed. In this practical webinar, you will discover how successfu ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Revenue Budgeting: How to Get Your Revenue Forecast RIGHT the First Time!
08-Oct-2019 Clear Law InstituteField of Study:
- Finance
Description:
Because the starting point for most operating budgets is the revenue forecast, getting it wrong means everything else that follows is flawed. In this practical webinar, you will discover how successfu ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course shows how to increase revenues and profits by adjusting the prices offered to customers. It does so by addressing both the overall pricing strategy of a business and the many day-to-day pr ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course shows how to increase revenues and profits by adjusting the prices offered to customers. It does so by addressing both the overall pricing strategy of a business and the many day-to-day pr ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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