Course Library

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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Using the two-minute extemporaneous speech guidelines, and training from the COO, prepare and give a 2 minute in-person speech.  Subject is of your choosing, however should be discussed with your ment ...

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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 ...

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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 ...

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This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income qualify for the deduction; what entities qua ...

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

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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, ...

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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 ...

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

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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. ...

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While most practitioners stay current on developments in rulings and regulations, it can be more difficult to find useful information that covers new IRS pronouncements on procedures and ethical guide ...

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Tax consequences for certain loans from cash value life insurance contracts; Puts and Calls; Lawsuits, Awards and Settlements – How to report for tax purposes; ACA updates, Debt cancellation, Ethics f ...

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A COMPLETE “Form 1040 and Beyond” review of up-to-the-minute tax law and IRS form changes for 2015 tax returns, with a line-by-line explanation and analysis of difficult areas. We will also provide nu ...

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Although there is nothing wrong with sheltering tax through legal tax shelters, tax shelters today often border on tax evasion. For this reason, tax shelters have become a favorite target of the Inter ...

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Although there is nothing wrong with sheltering tax through legal tax shelters, tax shelters today often border on tax evasion. For this reason, tax shelters have become a favorite target of the Inter ...

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Tax rates are higher and it's more important than ever for investment advisers to know how to defend their clients from the tax man. At this session, the inimitable Robert Keebler covers: • Tax tips a ...

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An individual tax identification number (ITIN) plays a key role in the tax administration process and assists with the collection of taxes from foreign nationals, nonresident aliens, and resident alie ...

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This course is a quick spin through the latest updates over the last year (through June 2016).

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This course is a quick spin through the latest FASB updates over the last year (through June 2016).

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One tax seminar a year is a must...and this is the best in the nation! This comprehensive course, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the industry ...

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Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this powerful self-study course will provide participants the most recent and up-to-date tax chang ...

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One tax seminar a year is a must! This four session webcast, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the industry. We'll compare and contrast federal ...

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A program designed to connect bankers in an informal setting with their regulators and examiners. For 2016, CBA has invited representatives from the Federal Reserve Bank of San Francisco (FRB), the Fe ...

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BSA/AML continues to be a heightened area of concern for agencies, a trend that is expected to continue in 2016. Agencies have put a renewed focus on forcing banks to know their customers’ entire bank ...

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In this webinar, you’ll learn about prior tax legislation extended and made permanent under H. R. 2029 and the PATH Act as well as new tax laws, legislation, regulations, and court decisions. You’ll a ...

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Review each schedule of the quarterly call report with emphasis on the extensive 2015-2016 revisions, accounting changes and regulatory guidance. In January, 2016 the Agencies clarified that proposed ...

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The Directors Certification Program is a collaborative effort between the California Bankers Association and the Bankers’ Compliance Group, Inc (BCG). It is updated each year to reflect the most recen ...

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While this update session is designed for directors who already hold their certification, all directors will benefit from the critical information provided by this program. This year’s update program ...

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The economist will provide an economic overview of current conditions as well as forecasted economic trends for 2016. Items to be covered will include but not be limited to: the outlook for inflation, ...

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The topic of eldercare planning has become relevant and immediate to a rapidly growing number of individuals. Baby boomers are aging and reaching their retirement years; at the same time, senior citiz ...

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Clients believe that their accountants and tax preparers are walking encyclopedias of knowledge. Although most tax professionals have mastered tax issues, they may be confused by some of the more chal ...

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Recent events, like the slowdown in China, commodity price crash, and Fed tightening, have presented a host of potential market-rattling issues. In this session we will analyze and discuss key drivers ...