Description:

Short Duration Products Course Overview In this Short Duration Products course, we will explore the many different mechanics, uses, and groups involved in issuing and investing in short duration produ ...

Description:

This webinar will provide tax advisers with a practical guide to completing “short year” Form 1065 Partnership Income Tax returns. The panel will discuss the rules governing short-year filings and wil ...

Description:

Short-term debt securities are debt instruments with maturities of less than one year. This course examines the intricacies of short-term securities, which play a crucial part in the bond market.

Description:

Short-term debt securities are debt instruments with maturities of less than one year. This course examines the intricacies of short-term securities, which play a crucial part in the bond market.

Description:

This module explores short-term non-government denominated interest rate futures. Specifically, characteristics of short-term interest rate futures, quoting conventions, how futures are listed, applic ...

Description:

This course helps you tailor your sales approach and conversations, regardless of the type of industry or buyers you call on.

Description:

This course covers 4 strategies for immediately affecting the customer decision making cycle that could shorten the sales cycle.

Description:

With inflation and higher interest rates should I, or my client, consider cash-out refinancing?Is it the right time to refinance your mortgage? Perhaps you want to take advantage of a lower interest r ...

Description:

Whether it is for insurance, donation or estate settlement there is a lot to know, or take in to consideration. "Should I have that Appraised?"Personal property appraisals are numerical opinions of va ...

Description:

It is a retirement dilemma.When planning for retirement cash flow, should a client start Social Security as early as age 62, letting individual retirement account money continue to grow, tax-deferred? ...

Description:

Ministers often hear that they can opt out of Social Security, but is it really that simple? Many clergy clients approach tax professionals with questions about this exemption, thinking it’s a way to ...

Description:

Ministers often hear that they can opt out of Social Security, but is it really that simple? Many clergy clients approach tax professionals with questions about this exemption, thinking it’s a way to ...

Description:

How can advisors help clients quantify retirement risk? Count these ways Craig Israelsen, Ph.D., teaches at this professional education class: backtest withdrawal rates as well as the RMD show the eff ...

Description:

The 2021 Shrink the Work project was kicked off by the SCAL Controller’s team to reduce the number of journal entries through elimination, automation, consolidation and reduced frequency.  To achieve ...

Description:

The 2021 Shrink the Work project was kicked off by the SCAL Controller’s team to reduce the number of journal entries through elimination, automation, consolidation and reduced frequency.  To achieve ...

Description:

The 2021 Shrink the Work project was kicked off by the SCAL Controller’s team to reduce the number of journal entries through elimination, automation, consolidation and reduced frequency.  To achieve ...

Description:

by the SCAL Controller’s team to reduce the number of journal entries through elimination, automation, consolidation and reduced frequency.  To achieve the reduction goal of 15% to 20%, trainings in t ...

Description:

Description:

The COVID relief bill passed at the end of 2020 also included some significant changes to the FAFSA, including: • Rules on grandparent 529 plans and other college contributions • How multiple students ...

Description:

Post-confirmation liquidation and litigation trusts prove to be effective tools in working out certain issues in a Chapter 11 Case. Section 1123(b)(3)(B) of the Bankruptcy Code authorizes the creation ...

Description:

OBJECTIVES: 1) Improve self confidence 2) Identify and apply your superpower 3) Learn principles to stop worrying 4) Learn principles to influence people

Description:

Description:

This session is designed to bridge the gap between advisor terminology and client understanding regarding the world of fixed income investing. This is a particular challenge during a rising rate envir ...

Description:

Save time and increase your productivity!  This hands-on course will teach you key techniques, powerful search functions, and office integration across applications.

Description:

Save time and increase your productivity!  This hands-on course will teach you key techniques, powerful search functions, and office integration across applications. Key Topics and Takeaways Excel: Cu ...

Description:

Description:

A retired FBI agent and security expert uses real life examples of the latest hacks, security breaches and computer scams to demonstrate how cybercrime occurs and what countermeasures we can take to c ...

Description:

Learn to effectively communicate with troublesome coworkers, bosses and clients and counter criticism with professionalism.

Description:

Unlock the power of Excel's data analysis and Business Intelligence (BI) toolkit with Pivot Tables. Whether you aim to construct dynamic dashboards, conduct in-depth data analysis, or streamline data ...

Description:

Unlock the power of Excel's data analysis and Business Intelligence (BI) toolkit with Pivot Tables. Whether you aim to construct dynamic dashboards, conduct in-depth data analysis, or streamline data ...

Description:

GASB 87 (Accounting Standard for leases) and GASB 96 (Accounting Standard for subscription-based information technology arrangements) are similar, yet very different. After GASB 87 went into effect, i ...

Description:

GASB 87 (Accounting Standard for leases) and GASB 96 (Accounting Standard for subscription-based information technology arrangements) are similar, yet very different. After GASB 87 went into effect, i ...

Description:

Processing payroll can be overwhelming, but QuickBooks simplifies the task if you know how to use it effectively. In this webinar, you’ll learn how to confidently manage payroll calculations, withhold ...

Description:

The Family and Medical Leave Act is probably the most complex piece of federal employment legislation ever passed.Trying to administer FMLA creates many questions. The first two questions are,“What ty ...

Description:

This course discusses how the FASB ASC presents all relevant U.S. accounting and financial reporting literature in a single authoritative offering

Description:

Are you grappling with the complexities of GAAP and FASB Codification in the realm of financial and accounting practices? In this CPE course, we highlight the evolution of GAAP, delving into the chall ...

Description:

This course addresses many of the financial planning issues that arise when completing and reviewing Form 1040 and its schedules. In this course, Mr. Rattiner will examine each line item for Form 1040 ...

Description:

A Single Audit is an organization-wide financial and compliance audit. In addition to providing an opinion on the financial statements, a Single Audit report includes reports on the Schedule of Expend ...

Description:

The Federal government relies on the opinion of an independent outside auditor to make their economic decisions to invest/lend taxpayer money. The new Uniform Guidance changes the audit requirements f ...

Description:

Single audits are different. The federal government demands a lot of a grantee and their auditor. In this course, we will cover the audit requirements that exceed AICPA standards in the GAO’s Yellow B ...

Description:

Single Audits are among the most complex compliance audits, often posing significant challenges due to the intricacies of the OMB Uniform Guidance. This CPE course will equip you with the tools to tac ...

Description:

Single Audits are among the most complex compliance audits, often posing significant challenges due to the intricacies of the OMB Uniform Guidance. This CPE course will equip you with the tools to tac ...

Description:

Single Audits are among the most complex compliance audits, often posing significant challenges due to the intricacies of the OMB Uniform Guidance. This CPE course will equip you with the tools to tac ...

Description:

To provide financial professionals who serve or audit government and not-for-profit organizations with a systematic approach to reporting on single audits. You will learn about the roles and responsib ...

Description:

To provide financial professionals who serve or audit government and not-for-profit organizations with a systematic approach to reporting on single audits. You will learn about the roles and responsib ...

Description:

Description:

Description: