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Shehriyar Antia, a former NY Fed Senior Analyst, assesses key macroeconomic drivers and answers the following key questions at this webinar for investment professionals: • Will inflation remain as ane ...

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Effective tips and tricks to improve customer relationships. Building customer relations takes time and effort and cannot be rushed. Losing the trust of your customers can happen with just one ill-tim ...

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Qualified Opportunity Zone Fund (“QOF”) investments provide a broad range of potential tax, financial planning, and investment benefits for investors with capital gains. As a financial professional, i ...

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In April 2025, a dramatic shift in U.S. trade policy under President Donald Trump sent shockwaves through the global economy. Dubbed “Liberation Day,” the announcement of sweeping tariffs—some as high ...

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Are you ready to transform your job search journey into a triumph? Navigating the nuances of impressing job recruiters can be a game-changer. Good recruiters want you to have the best experience possi ...

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Are you ready to transform your job search journey into a triumph? Navigating the nuances of impressing job recruiters can be a game-changer. Good recruiters want you to have the best experience possi ...

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This session will discuss the best way to manage client investments. Can you efficiently advise on investments without requiring that they be transferred to your custodian and managed in house? If man ...

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There are generally two issues associated with property transactions: the basis of the asset and the type of gain/loss resulting from a transaction. In this webinar, we cover the basis calculation for ...

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There are generally two issues associated with property transactions: the basis of the asset and the type of gain/loss resulting from a transaction. In this webinar, we cover the basis calculation for ...

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While everyone is aware of and can provide several examples of the many uses of the ‘Death Benefits’ of a Life Insurance policy, the same cannot be said of the various ‘Living Benefits’ of a Life Insu ...

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Auditors and regulators require the board and executive leadership team to be involved in third-party risk management. Even if you’re not in a highly regulated industry, it’s still an expectation and ...

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What the CPA Should Know about Trusts and Estates is a survey course on the intergenerational transfer of property. Instructor Robert Keebler covers a broad range of topics including fundamental legal ...

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This is an introduction and overview of popular OOS (Organizational Operating Systems) using EOS®, The Entrepreneurial Operating System, as the baseline to understand popular Org Operating Systems and ...

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The IRS has been aggressively pursuing unreported foreign accounts since 2009, with no sign of letting up any time soon. Taxpayers with offshore accounts will be subject to increased scrutiny, if not ...

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The course explore the differences between Accounts Payable Workflow and a Document Management system.

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The course explores the differences between Accounts Payable Workflow and a Document Management system.

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The course explores the differences between Accounts Payable Workflow and a Document Management system.

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This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time. One of the greatest problems preventing investo ...

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As cannabis continues to make its way into the mainstream marketplace, state governments are increasingly legalizing and regulating it for medical or recreational use. The legal cannabis, or marijuana ...

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Learn how to deal with a lawsuit against your business, including insurance for this contingency, and reasons why you should or should not settle.

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Learn how to deal with a lawsuit against your business, including insurance for this contingency, and reasons why you should or should not settle.

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This course covers how to deal with a lawsuit against your business, including insurance and reasons why you should or shouldn't settle.

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This course covers how to deal with a lawsuit against your business, including insurance and reasons why you should or shouldn't settle.

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2023 was filled with good surprises and 2024 is starting out much the same way. ​ ​Consensus forecasts of economists predict anemic GDP growth of 1.65% in Q4 ‘23, slowing to 0.94% and 0.55% in Q1 and ...

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Contract management is an important part of your overall third-party risk management lifecycle. Done well, it can create a strategic advantage and protect your organization, customers, data and shareh ...

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Contract management is an important part of a vendor's lifecycle and overall third-party risk management program. Done well, it can create a strategic advantage and protect your organization, customer ...

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In this course, Stephen Linker covers some major red flags when examining tax returns. He discusses the key elements of a tax return and how they relate to specific cases. The course will examine how ...

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The ESOP is a very flexible financial and employee benefit vehicle, but over a period of time mature ESOPs may find the structure does not fully support the company’s evolving growth initiatives and m ...

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The ESOP is a very flexible financial and employee benefit vehicle, but over a period of time mature ESOPs may find the structure does not fully support the company’s evolving growth initiatives and m ...

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In this podcast, Christopher Rivera, Director of Client relations, Entigrity Offshore Staffing, takes the conversation forward on Building Kickass Offshore Team with Sia Kal, President, FY USA; Shawn ...

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While investors worldwide fixate on Fed rate hikes and oil prices, other macroeconomic factors are likely to influence yields in 2015. At this webinar, Shehriyar Antia, a former NY Fed Senior Analyst, ...

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Are you ready to transform your hiring strategy and create a world-class team? In today's fast-paced business world, it is crucial to hire the right people and align them with your company’s values. W ...

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Are you ready to transform your hiring strategy and create a world-class team? In today's fast-paced business world, it is crucial to hire the right people and align them with your company’s values.   ...

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The statement of cash flows is one of the most important, if not the most important, financial statements prepared by an entity.  Of particular focus on this statement is the cash flow from operations ...

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A fraudulent conveyance occurs when a person or entity intentionally transfers property to another with the express purpose of delaying, hindering, or defrauding a creditor, or, transfers property wit ...

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The principal issue in accounting for income taxes is how to account for the current and future tax consequences of: (a) the future recovery (settlement) of the carrying amount of assets (liabilities) ...

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This course provides an in-depth overview of the lease accounting standards issued by the Financial Accounting Standards Board (FASB) in February 2016.  This includes a discussion of the primary reaso ...

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On March 6, 2024, the Securities and Exchange Commission (SEC) made a significant announcement regarding the adoption of new rules aimed at standardizing and enhancing climate-related disclosures for ...