Course Library

The IRS has proposed changes to 2704, which could eliminate one tool in the estate planners arsenal. Interests in partnerships and other closely-held entities would be subject to new valuation restric ...

The growing market participation in digital asset transactions further drives governmental scrutiny, particularly in anti-money laundering enforcement involving cryptocurrencies. Recognizing the oppor ...

Small businesses are switching accounting firms at a higher rate than ever before. So what are clients looking for from their accountant in 2021 (and beyond)? Canopy recently commissioned an exclusive ...

This module covers the latest trends in the financial world and how these trends are reflected in the world of mutual funds.

The pace of economic and industry change increases at an almost exponential rate. Keeping abreast of new developments and their impact on the accounting and finance professionals can be a daunting tas ...

In this course we will review a sample tax return and entering the data to prepare the return. We will then convert the data into a trial balance format in excel and review the reasons for using this ...

Description: Often, financial, estate, and insurance planners work in separate silos, making little or no attempt to coordinate their efforts. Lack of integration may result in an awkward patchwork of ...

There's always an exception to the rule. And there's always an exception to the exception! It’s one thing to master routine bookkeeping techniques, but it’s completely something else to use QuickBooks ...

Whether you're new to the TILA-RESPA Integrated Disclosures (TRID) or need a refresher, this two-day TRID compliance workshop is for you!  This seminar covers the Loan Estimate (LE), Closing Disclosur ...

A two-hour webinar on pages 2 and 3 of the Loan Estimate and Closing Disclosure: The proper inclusion of fees and credits, whether paid by the borrower, seller, lender, or other third-party, and how t ...

A two-hour webinar focusing on lenders’ responsibilities in providing the Loan Estimate and Closing Disclosure.  

A two-hour webinar focusing on when and how to provide the disclosures. That we are required to provide disclosures to consumers explaining the cost and terms of credit seems like a simple concept… Bu ...

Presentation Description:   The single biggest challenge facing exit planning advisors today is competition. But not your typical competition, not the “advisor next door.” You are up against the great ...

The Trip Around the Cryptoverse course educates individuals from complete beginners to those with a basic understanding of blockchain and cryptocurrency, particularly focusing on Decentralized Finance ...

12 CPE Hours Full Course Price: $84.50     Formats: Hard Copy and PDF This course will explain the concept of how the trivergence of AI, blockchain, and the Internet of Things (IoT) will transform bus ...

Curious about the intricate world of true sale opinions and their vital role in safeguarding transferred financial assets? Dive into our comprehensive course meticulously crafted to equip auditors and ...

A true sale opinion is an attorney’s conclusion that transferred financial assets have been sold and are beyond the reach of a transferor’s creditors and that a court would conclude that the assets wo ...

Trump Accounts—created under Public Law 119-21 (§530A)—are tax-deferred savings accounts for children under 18 that are designed to compound over time and generally operate like a traditional IRA once ...

Big changes are brewing in the tax worldand professionals cant afford to sit this one out. From the sweeping One Big Beautiful Bill to Hollywood tax battles and headline-grabbing fraud pardons, the la ...

With Recent Updates in tax policy, its important to grasp the new developments to make informed financial decisions.This CE course byNicholas Preusch, will dive into the details of the tax bill, inclu ...

In todays fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trumps leadership, a series of ...

The tax landscape is evolving rapidly, and it is crucial for tax professionals to stay on top of recent developments. This timely CE Course explores recent developments in tax policy and their impact ...

What do tariffs really mean for the U.S. economy, and why are they making headlines in 2025?This CPE Course by Drew Stevens explores how market drops, rising interest rates, and a $36 trillion nationa ...

In today fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trump leadership, a series of s ...

On January 20, 2025, President Donald Trumps second inauguration marked a dramatic shift in U.S. policy. In his first hours in office, Trump signed a sweeping array of executive orders, setting the to ...

In todays fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trumps leadership, a series of ...

In todays fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trumps leadership, a series of ...

This class on trusts and estates focuses on strategies professionals must know to advise on inter-generational transfers of wealth. At this session, Robert Keebler, CPA/PFS, will cover: Key terms and ...

Trust accounts are critical financial tools used by organizations such as government entities, nonprofits, law firms, real estate brokers, escrow companies, and property managers. However, the misuse ...

This course reviews trust basics, including terminology and concepts, as well as the laws and rules that govern trust administration. It provides an understanding of why clients benefit from trusts, a ...

This foundational course provides a comprehensive introduction to the core principles of trust creation, operation, and taxation. Designed for practitioners, this session demystifies the essential ele ...

Elevate your advisory capabilities with a deep dive into the sophisticated world of advanced irrevocable trusts. This course, led by renowned expert Steven Siegel, JD, LLM, moves beyond foundational c ...

Move beyond foundational trust concepts and into the realm of advanced, strategic estate and tax planning. This intensive course, led by renowned expert Steven G. Siegel, JD, LLM, is designed for seas ...

Congress passed a law that provides for the Trust Fund Recovery Penalty (TFRP) to encourage prompt payment of withheld income and employment taxes and other taxes withheld. These taxes are called trus ...

This session will cover the concepts and issues related to the components, investigation, and assessment of the Trust Fund Recovery Penalty (TFRP) by the IRS. Who will be found responsible and willful ...

This course discusses eight employee theft cases to demonstrate the importance of internal controls and management oversight in the prevention of employee theft. Some of the companies are large and so ...

To gain an understanding of what trust modification is, the ways in which modification is permitted, and common reasons for trust modifications.

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Trust is a widely invoked though often misunderstood concept. It is the foundation of the counselor-client relationship. Moreover, it is a prerequisite in retaining clients, gathering assets, and gain ...

The temptation is to work in silos, but strong leaders develop consultative relationships between their team and other teams. This includes fostering movement and readiness in role succession so that ...