Course Library
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Field of Study:
- Accounting
- Finance
- Specialized Knowledge
- Taxes
Credit Hours:
- 21 + credits
Description:
A three day professional development webinar intended for those who work with rate regulated utilities in the area of finance or accounting or those with a background in finance or accounting from sc ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Accounting
- Finance
- Specialized Knowledge
- Taxes
Credit Hours:
- 21 + credits
Description:
A threeday seminar for Non-Financial Professionals to provide a working understanding of finance and accounting as applied to both the regulated utility and nonregulated companies. Understand accrual ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Business Law
Credit Hours:
- 13 - 16 credits
Description:
This 2 day course reviews the legal problems that can occur in electric utility system management. Participants study issues related to the Public Utility Regulatory Policies Act (PURPA), TVA and gove ...Delivery Method:
- Group Live
Location:
- TN
-
Utilizing 72(t) Payments to Avoid the 10% Early Distribution Penalty: Rules and Strategies - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Almost all corporations have a travel policy to control the way their employees travel and incur expenses. In this webinar, youll learn about the benefits of a travel program and how to create a succ ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This presentation will cover the journey that School of Rock has undertaken to implement automated BI dashboards into the business. For many years, School of Rock has used in-platform reporting tools ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Economic indicators are those often-voluminous statistics released by government agencies, nonprofit organizations, and private companies. They provide measurements for evaluating the health of our ec ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Utilizing Flexible Estate Plans to Maximize Wealth Transfers in Uncertain Times - LIVE
19-Mar-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Financial planners are often working to adapt estate plans to consider client concerns over legislative changes. However, proposed legislative changes may or may not come to pass, leaving financial pl ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Utilizing Flexible Estate Plans to Maximize Wealth Transfers in Uncertain Times - RECORDED
20-Mar-2024 Kitces.comDescription:
Financial planners are often working to adapt estate plans to consider client concerns over legislative changes. However, proposed legislative changes may or may not come to pass, leaving financial pl ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency and Why Pre-Tax Retirement Contributions Are Better Than Roth In Peak Earning Years (Even If Tax Rates Increase)
30-Oct-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In the session, we will review two blog articles: Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency and Why Pre-Tax Retirement Contributions Are Better Than Roth ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
After more than a year of crushing inflation and interest intervention by the Federal Reserve, many investors are reeling from uncertainty and weariness from market whiplash. Now, in addition to on-ed ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
At the conclusion of this class the student will be able to accurately prepare tax returns for individuals that own vacation rental homes.Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Program Level: Intermediate; Prerequisites: Two years of credit experience, or training in the fundamentals of credit analysis, would be beneficial. This course examines the connections between financ ...Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This module covers valuation basics - why it is used, what is valued; financial analysis of historical performance; the cash flow based approach to valuation and the guidelines based approach to valui ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Valuation Basics: Issues Affecting ESOP Value
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Valuation Basics: Issues Affecting ESOP Value
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This presentation outlines a valuation checklist that should be considered by the Company management, ESOP Trustee and valuation firm when performing an ESOP valuation. How can each of the items impac ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
As an ESOP company, the valuation process comes around once a year. Prairie has identified 15 items that should be considered by the company's management, ESOP trustee, and valuation firm when perform ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
As an ESOP company, the valuation process comes around once a year. Prairie has identified 15 items that should be considered by the company's management, ESOP trustee, and valuation firm when perform ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Valuation for transaction support is a critical process that determines the worth of assets and entities in various contexts, including Deal Value, Other Value, and Transaction Value, each with distin ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Valuation for transaction support is a critical process that determines the worth of assets and entities in various contexts, including Deal Value, Other Value, and Transaction Value, each with distin ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
On many occasions, business valuations are used in litigation. Preparing a valuation report that can withstand scrutiny and cross-examination is crucial. This course will equip you with the skills to ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
On many occasions, business valuations are used in litigation. Preparing a valuation report that can withstand scrutiny and cross-examination is crucial. This course will equip you with the skills to ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
As the end of 2021 approaches and many ESOPs are completing their final steps for formation, companies may have questions about the next steps and the pending valuation process. Learn the factors and ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
As the end of 2021 approaches and many ESOPs are completing their final steps for formation, companies may have questions about the next steps and the pending valuation process. Learn the factors and ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Step into the strategic realm of blended valuation with a focus on mastering football field analysis in this engaging two-hour course. Participants will uncover the intricacies and powerful potentials ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Step into the strategic realm of blended valuation with a focus on mastering football field analysis in this engaging two-hour course. Participants will uncover football field analysis's intricacies a ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Valuation permeates virtually every area of tax. In this webinar, you’ll learn about the federal tax treatment of valuation discounts and how to reduce your risk of an audit. This webinar is a must-at ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Valuation Issues: Non-controlling and Controlling Interests
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
- Economics
- Finance
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this unique program, Dr. Bart Basi discusses everything from the definition of a Closely-Held Corporation to basic factors affecting value and valuation methods. Dr. Basi brings extensive experienc ... -
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Intellectual property assets – patents, trademarks, trade secrets, copyrights, rights of publicity, etc. – are a significant source of value for corporations, not-for-profits, and individuals in today ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Intellectual property assets – patents, trademarks, trade secrets, copyrights, rights of publicity, etc. – are a significant source of value for corporations, not-for-profits, and individuals in today ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Intellectual property assets – patents, trademarks, trade secrets, copyrights, rights of publicity, etc. – are a significant source of value for corporations, not-for-profits, and individuals in today ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Valuing private companies and startups is a complex process that requires a deep understanding of financial metrics, market conditions, and growth potential. Unlike publicly traded firms with readily ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
An accurate valuation of a small business (under $10 million in revenues) is critical in many circumstances, including the sale or purchase of the business, obtaining financing, estate planning, divor ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
An accurate valuation of a small business (under $10 million in revenues) is critical in many circumstances, including the sale or purchase of the business, obtaining financing, estate planning, divor ...Delivery Method:
- Group Internet Based
-
Valuation of Your Intangible Assets: Practical Tools and Applications in 2016 LIVE Webcast
11-Mar-2016 The Knowledge Group, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this two-hour LIVE webcast, a panel of thought leaders, practitioners, and valuation experts assembled by The Knowledge Group will provide insightful analysis and practical guidance on preserving a ...Delivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Immerse yourself in the multifaceted world of valuation with a concentrated focus on differentiating between Deal Value, Other Value, and Transaction Value in this dynamic two-hour course. In this CPE ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Immerse yourself in the multifaceted world of valuation with a concentrated focus on differentiating between Deal Value, Other Value, and Transaction Value in this dynamic two-hour course. In this CPE ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Embark on an enriching two-hour journey as we delve into the crucial realms of pre-money and post-money valuations in this course. This CPE Finance webinar is designed to cultivate a robust comprehens ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Embark on an enriching two-hour journey as we delve into the crucial realms of pre-money and post-money valuations in this course. this CPE Finance webinar is designed to cultivate a robust comprehens ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Mastering, reviewing, and rebutting opposing expert reports is pivotal in valuation litigation. This intensive course gives participants indispensable skills to navigate this intricate process expertl ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Mastering, reviewing, and rebutting opposing expert reports is pivotal in valuation litigation. This intensive course gives participants indispensable skills to navigate this intricate process expertl ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Description:
Valuation is a core concept in taxation, with the hypothetical party FMV standard of value well-established. However, the subjectivity surrounding this standard of value requires careful planning and ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Valuation is a core concept in taxation, with the hypothetical party FMV standard of value well-established. However, the subjectivity surrounding this standard of value requires careful planning and ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Disputes about valuation with the IRS often can be avoided if tax practitioners and business valuation appraisers do a better job of making conclusions as to value and preparing valuation opinions. In ...Delivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future ...Delivery Method:
- QAS Self Study
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