Course Library

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 ...

This is a survey course on intergenerational transfers of property, focusing on what investment advisors need to know about trusts and estates. It covers a broad swath of topics, including: legal defi ...

This course discusses estate planning and estate taxes.

Protecting a clients assets begins with proper planning and ends with a well-executed estate. Trusts play an important role in the distribution and protection of assets; in maintaining confidentiality ...

Planners are using trusts for their clients more now than ever before. Issues of asset protection from financial and matrimonial creditors as well as concerns about the immaturity of heirs has spiked ...

Planners are using trusts for their clients now more than ever before. Issues of asset protection from financial and matrimonial creditors, as well as concerns about immaturity of heirs, has spiked a ...

Planners are using trusts for their clients more now than ever before. Issues of asset protection from financial and matrimonial creditors, as well as concerns about immaturity of heirs, has spiked a ...

Handling trusts and estates involves more than just asset distribution it requires a deep understanding of fiduciary responsibilities and tax compliance. Whether you are advising clients or managing e ...

Handling trusts and estates involves more than just asset distribution it requires a deep understanding of fiduciary responsibilities and tax compliance. Whether you are advising clients or managing e ...

How do trusts, exempt organizations, and rental properties impact your tax obligations? Managing specialized tax returns requires a clear understanding of tax laws, deductions, and compliance requirem ...

Family wealth succession planning, including income and gift/estate tax issues, is more important than ever, in spite of the high estate tax exemption levels. The continuing tax law uncertainty, the T ...

Everyone is selling trusts now, but should your clients be buying?  In this session we’ll discuss some common types of trusts with some real-life examples about how they can go wrong.  We’ll also disc ...

Controllership leadership team review of key initiatives within organization, such as monthly close, better utilization of technology, etc.  Additionally completed a talent/HR review of the organizati ...

Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. However, most of these same professionals periodically export data to Excel, text, or oth ...

Assessing the goals of a fraud investigation is a challenging task when trying to sort through the messy drama - and there’s always messy drama. Due to its exploratory nature, a fraud investigation sc ...

This seminar provides the CPA with an active tax practice exercises, tools, and resources needed to streamline thier tax season procedures and prepare their practice for successfully adding financial ...

This CPE Business Management Webinar will help problem solvers think about the issues they face in different ways.We can easily get into a rut in our problem solving using the same tools over and over ...

If you’re like most firm owners, at some point, you’ve searched the internet for marketing strategies. And, for the vast majority of you, you likely found a copious amount of marketing strategies. The ...

 IAR’s and all professionals should approach CE in a way that aims to enhance competency while minimizing time to learn, boosting retention, ensuring productivity, and mitigating risks. However, most ...

This course bridges the gap between theoretical estate and trust taxation concepts and their practical application in tax preparation and compliance. Participants will work through real-world scenario ...

This course will analyze some of the most popular tax planning ideas, such as the home-office deduction and like-kind exchanges, with the goal of helping the tax professional apply the best and most u ...

Canopy and now Right Networks customers have access to a secure, one-time login to the Transcript Delivery System (TDS) through Canopy and their partnership with IRS. Knowledge is power, especially wh ...

The ongoing insider trading investigations and civil and criminal enforcement actions involving Wall Street professionals is a reminder of the importance of an investment adviser having effective poli ...

A time-honored rule in finance is that risk and return are related. Accepting more risk, as measured by standard deviation of returns, is generally associated with receiving more return. But at what p ...

Trade errors are inevitable. What distinguishes compliant firms is that they detect and identify them quickly, resolve them fairly and expeditiously, and minimize the likelihood of errors in the first ...

The founders of a business have a number of business entity types from which to choose. In the Types of Business Entities course, we describe the essential elements of the sole proprietorship, general ...

Every business needs insurance to mitigate its exposure to risk. This course is designed to enhance one’s knowledge of business insurance by providing an overview the types of insurance most applicabl ...

This course provides an overview of the various forms of financial fraud and manipulation that can distort financial statements and mislead stakeholders. It addresses tactics used by some companies to ...

This course provides an overview of the various forms of financial fraud and manipulation that can distort financial statements and mislead stakeholders. It addresses tactics used by some companies to ...

Become proficient in typing and formatting text. This course teaches best practice for typing, navigating, formatting text, adjusting spacing and applying styles.

Become proficient in typing and formatting text. This course teaches best practice for typing, navigating, formatting text, adjusting spacing and applying styles.

This course provides an overview of different bond markets in the United States and their characteristics and market participants. It classifies bonds in various categories based on issuer, priority o ...

This course provides an overview of different bond markets in the United States and their characteristics and market participants. It classifies bonds in various categories based on issuer, priority o ...

Are you interested in developing your knowledge and skills in U.S. Business Taxation? If so, consider enrolling in our first course, which is part of a three-series course on U.S. Business Tax. This o ...

Looking to expand your knowledge and skills in U.S. Business Tax Preparation? Look no further than our three-course series, which includes this second course, designed to provide a basic Introduction ...

Are you looking to enhance your understanding of U.S. Business Tax Preparation? Look no further than our three-course series, which includes this final course. The third and last course in the series ...

Learn about dual-status tax returns and how to prepare these tax returns in this informational webinar. By the end of this session, you will be able to prepare any dual-status tax issues that come you ...

The course will consist of a single, hour-long presentation.  The presenter, a research economist and policy advisor at the Federal Reserve Bank of Minneapolis, will describe recent economic and finan ...

Among the daily whiplash of current events, careful what you wish for: ‘uncertainty’ has frequently been an investor’s best friend. Jim will review current economic themes and observations and tie tho ...

This course provides an overview of the concept of equity including details of the stock market and its various participants as well as the various methods of issuing and trading equity. It covers the ...

This course provides an overview of the concept of equity including details of the stock market and its various participants as well as the various methods of issuing and trading equity. It covers the ...

Individual taxpayers who do not live in the US are given many significant benefits. Amongst these valuable benefits is the ability to exclude certain earned income from US taxation, credits for taxes ...

Learn about how the U.S. expatriation provisions apply to U.S. citizens and Green Card Holders in this informational webinar. By the end of this session, you will be able to guide yourself or your cli ...