Course Library

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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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Want to learn to keep more of your hard-earned money? Want to learn to reduce your tax bill?    The PIOGA Tax Committee is pleased to partner with Arnett Carbis Toothman (ACT), to host a special oil a ...

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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 ...

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Robert Keebler, a leading educator of legal, accounting and financial professionals for over three decades, will discuss strategies advisors must know about estate taxes, including: • Overview of esta ...

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Each year, income tax return preparation is affected by inflation-related changes to various limits and new tax laws. This course will look at those changes and new laws. The 2016 Annual Tax Season Up ...

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Speaker(s): Robert L Goldfarb, CPA, CFP, CGMA, PFS, CFE, DABFE, DABFB of Janover, LLC - Bob is a recent Past-President of the National Conference of CPA Practitioners and currently serves as Chair of ...

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The FIBA Wealth Management Forum will facilitate knowledge exchange through sessions, targeted panel discussions, and current case studies combined with the insightful perspectives of our invited expe ...

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1-5 Critical Retirement Tax Planning Issues 2-A Journey to Financial Wellbeing 3-Serving Two Masters 4-How to Get More Warm Leads 5-Senior$afe 6-Protect Yourself, Your Practice and Your Clients Who Ha ...

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Global chief investment strategist Erik Ristuben offers an in-depth look at Russell Investments’ Global Market Outlook for 2016, based on the views of Russell Investments’ global team of strategists, ...

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The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, le ...

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Leading and Motivating a Multi-Generational Workforce. Join your colleagues and our expert speakers to discuss which innovative and practical solutions are most effective in addressing the unique chal ...

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This comprehensive two-day program will provide you with the most current information available on the changing regulatory landscape and assist you in gaining a clearer understanding of how to maintai ...

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This is a 8.0 credit hour live lecture presentation with the instructors and learners together in the same room. This event will start with an update on regulation updates for the Indiana Department o ...

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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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The IRS forms change every year - and with a whole lot of new forms coming due to the Affordable Care Act (ACA), it is important for you to understand the forms that need to be completed quarterly and ...

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Finding and utilizing solid information on new IRS pronouncements, procedures, and ethical guidelines is more challenging (and more rewarding) than merely staying current on ruling and regulation deve ...

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Finding and utilizing solid information on new IRS pronouncements, procedures, and ethical guidelines is more challenging (and more rewarding) than merely staying current on ruling and regulation deve ...

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Over the past several years, the IRS has been affected significant budget cuts, with a corresponding reduction in the quality of service provided. This has resulted in the IRS dramatically reducing it ...

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Over the past several years, the IRS has seen significant budget cuts with a corresponding reduction in the quality of service provided. As a result, the IRS has dramatically reduced its enforcement e ...

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The 2016 Nonprofit Organizations Compliance and Internal Review Workshop is the perfect overview for new entrants and seasoned practitioners in the field. The program provides focused attention on key ...

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Primer: Nuts and Bolts of LLCs, LPs and Partnerships is a perfect refresher for seasoned practitioners and a great introduction for those new to the area of unincorporated entities. The Primer covers ...

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In this LIVE Webcast, a panel of thought leaders and professionals assembled by The Knowledge Group will help in-house counsel, chief compliance officers and private practitioners in understanding the ...

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Practical solutions for developing a proactive, comprehensive risk governance strategy. Today’s community bank can no longer afford a risk governance strategy with a relatively narrow focus on specifi ...

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Hear what the DBO, OCC, FRB and FDIC have to say. With the recent banking crisis still fresh in our minds, what the regulators are suggesting as it relates to avoiding another crisis is a chief concer ...

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This course explores the latest compliance updates that senior finance leaders need to know about in one condensed session.

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This course explores the latest compliance updates that senior finance leaders need to know about in one condensed session.

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The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice, including: Recent Developments Affecting ...

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At this session, Robert Keebler, one of the nation's leading educators of lawyers and accountants on individual taxation, addresses tax opportunities and traps investment advisors must know in 2016. Y ...

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In this webinar, you’ll learn about new laws and cases to consider when advising your clients on tax planning strategy and tax return compliance. You’ll learn about recent changes in income tax, estat ...

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This course discusses recent judicial tax decisions impacting corporations and their shareholders.