Description:

Learners will be able to explain basic concepts and principles of federal estate , gift, and trust taxation. Learners will be able to explain the purposes and features of trusts, including testamentar ...

Description:

This 8.0 live lecture presentation covers estate, gift, income and trust taxation, the role of testamentary trusts in the estate plan, irrevocable trusts, income and generation-skipping transfer tax, ...

Description:

his 8.0 live lecture presentation covers estate, gift, income and trust taxation, the role of testamentary trusts in the estate plan, irrevocable trusts, income and generation-skipping transfer tax, r ...

Description:

This course examines estate, income and trust taxation, the critical role of testamentary trusts in estate plans, irrevocable trusts, income and generation-skipping transfer tax, revocable trusts, IRA ...

Description:

This course examines estate, income and trust taxation, the critical role of testamentary trusts in estate plans, irrevocable trusts, income and generation-skipping transfer tax, revocable trusts, IRA ...

Description:

This is an eight hour live lecture presentation with the instructors and students together in the same room. Learners will be able to provide a overview of federal estate, gift and trust taxation and ...

Description:

The importance of trusts in the planning process continues to grow, not only for the wealthiest 1% of Americans, but for a broad swath of the population as well. Issues of financial management, asset ...

Description:

Description:

The importance of trusts in the planning process continues to grow--not only for the wealthiest 1% of Americans--but for a broad swath of the population. Issues of financial management, asset protecti ...

Description:

In smaller organizations, the bookkeeper is responsible for all accounting activities, including paying employees, billing customers, accounting for inventory, and issuing financial statements. This c ...

Description:

The single greatest differentiator between exceptional achievement and below-potential performance is NOT education, training, knowledge, or even ambition. It is consistency. How is it that some peopl ...

Description:

A comprehensive anti-fraud program is crucial to protecting your organization from internal fraud. Many companies do not prioritize this program because it seems ominous and can be difficult to begin. ...

Description:

Description:

In today’s world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understan ...

Description:

One of the important roles of any member of the financial team, including the controller, may be involved in the preparation of the company's financial statements. Even if that responsibility falls wi ...

Description:

Management accounting can be viewed as Management-oriented Accounting. It is the study of the managerial aspect of financial accounting, “accounting concerning management function". Managerial account ...

Description:

Managing expenses is key for business success, and overhead costs play a pivotal role in realizing favorable profit margins. Almost all companies have some form of overhead consisting of specific cate ...

Description:

Why do for-profit organizations exist???  To make money!!!!!   What a great concept. However if the organization does not have the proper collections and credit procedures in place, they may not be ab ...

Description:

Eager to progress in your financial forecasting and control career? Explore our Controllership Series for a prime chance to acquire indispensable skills and insights, propelling you towards excellence ...

Description:

Looking to advance your career in financial forecasting and control? Our Controllership Series offers the perfect opportunity to gain essential skills and insights to excel in the ever-changing landsc ...

Description:

As the importance of ESG reporting continues to grow, Our Controllership Series equips you with the knowledge and skills necessary to thrive in this changing landscape.In March 2023, the SEC proposed ...

Description:

As the importance of ESG reporting continues to grow, it's crucial to equip yourself with the knowledge and skills necessary to thrive in this evolving landscape. Join this part two of the Controllers ...

Description:

Looking to advance your career in financial forecasting and control? Our Controllership Series offers the perfect opportunity to gain essential skills and insights to excel in the ever-changing landsc ...

Description:

Are you ready to gain a comprehensive understanding of pro forma statements and their pivotal role in financial planning, control, and reporting? Join this part one of the Controllership Series, a tra ...

Description:

Within this segment of our controllership series, we will discuss the area of inventory and this specific segment is the second part of a two-part series on inventory.This CPE course by Lynn Fountain ...

Description:

Are you seeking a comprehensive understanding of pro forma statements and their pivotal role in financial planning, control, and reporting? Our Controllership Series will help in Unlocking the Power o ...

Description:

Within this segment of our controllership series, we will discuss the area of inventory. This specific segment is the first part of a two-part series on inventory.We understand the primary role of an ...

Description:

This CPE course corresponds to our Controllership series. Within this webinar, we will specifically address the Controllers role and pro-active potential in the organization's Strategic and Annual Pla ...

Description:

Within this segment of our controllership series, we will discuss the area of financial close.There’s something magical about the last few days of every financial period. No wait, not magical - misera ...

Description:

Behind every successful organization, there's a great financial manager … Your job as your organization's controller means that it's up to you to juggle people, projects, finances, budgets, and purcha ...

Description:

As your organization's controller, you must juggle people, projects, finances, budgets, and purchases, plus other critical duties, staying on top of state and federal regulatory agency requirements, q ...

Description:

Are you looking to optimize spending management and control costs within your organization? Look no further than the crucial collaboration between the procurement function and controllership. Our Cont ...

Description:

Today's economy and all of the digital enhancements have impacted the way companies engage with their customers as well as how the company manages its internal practices. The business control function ...

Description:

This course corresponds to our Controllership series. This series of course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller ...

Description:

Managing expenses is a key for business success, and overhead costs play a pivotal role in realizing favorable profit margins. Almost all companies have some form of overhead consisting of specific ca ...

Description:

This course corresponds to our Controllership series. Within this course we will specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. This ...

Description:

With the coronavirus spreading fear, members are invited to submit their questions in advance about the recent plunge and how it's affecting strategic portfolios. The principal topic is the value of c ...

Description:

This Self Study Course will tax changes relates to the Coronavirus, including the filing tax delay - news and updates. The stimulus rebate payments - news from the IRS and an update on client question ...

Description:

Description:

Prepare for the impending Corporate Transparency Act, signed into law in 2020 and rolling out its reporting requirements from January 1, 2024. Accountants, auditors, business owners, managers, and ind ...

Description:

Prepare for the impending Corporate Transparency Act, signed into law in 2020 and rolling out its reporting requirements from January 1, 2024. Accountants, auditors, business owners, managers, and ind ...

Description:

With the formal implementation of the US Corporate Transparency Act (CTA) on 1 January 2024, most businesses will have to disclose information relating to ownership, officers, and controlling persons ...

Description:

Join Western CPE’s legal Tax Expert, Jessica Jeane, J.D., and Erik Oliver and Steve Ruf from Cost Segregation Authority as they help you navigate the recent news, complexity, and potential benefits li ...

Description:

This course covers how insurance claims are controlled by the unwritten implied covenant of good faith and fair dealing.

Description:

2020 became the year of the virtual office. The velocity of change firms and private organizations experienced was jarring. What will tomorrow bring? We’ll look towards the horizon to view trends and ...

Description:

The demand for CPA Financial Planners has never been greater and will persistently grow over the next decade as legislation tightens, money in motion accelerates, and the tax and financial planning in ...

Description:

Description:

Description: