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Adding Value for Your Clients: Fixed Asset Services, Energy Credits & Incentives and Employee Retention Credit
07-Nov-2023 Mariner Wealth AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
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Adding Value for Your Clients: Fixed Asset Services, Energy Credits & Incentives, Employee Retention Creditand Research & Development Tax Credit
07-Dec-2023 Mariner Wealth AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
Adding Value Through Active Tax Management and Direct Indexing: Cambridge Index Strategies
25-Oct-2021 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Since its low point on March 23, 2020, the Dow reached its record high on August 16, 2021, posting a gain of nearly 92% in about 16 months. Over the same period, the S&P 500 gained nearly 100% and th ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Adding Value to Your Clients with Business Retirement Plans
12-Nov-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
This presentation will cover the basics of Business Retirement Plans. It will include information about SEP IRA, Simple IRA, 401k, solo 401k, Defined Benefit, Defined Contribution, and 401k Profit Sha ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
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Additional Topics in Forensic Accounting and Fraud Examination
04-Mar-2024 Professional Education Services, LPField of Study:
- Auditing
Credit Hours:
- 5 - 8 credits
Description:
8 CPE Hours Full Course Price: $69.50 Formats: Hard Copy and PDF This course builds on the more complex issues of forensic accounting and fraud examination. It will delve deeper into the types of ...Program Level:
BasicDelivery Method:
- QAS Self Study
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Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
There’s no denying that employees crave training, guidance, and feedback to improve their performance and advance their careers 76% of employees want opportunities for career growth. This need has gro ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Performance coaching often plays a crucial role in performance management, evaluation, and performance reviews. Through performance coaching, managers can guide workers through what they should do, ho ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
An employer will occasionally need to investigate—formally or informally—concerns about an employee’s workplace behavior. If your organization has a hotline and other reporting channels to give employ ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
An employer will occasionally need to investigate—formally or informally—concerns about an employee’s workplace behavior. If your organization has a hotline and other reporting channels to give employ ...Delivery Method:
- QAS Self Study
-
Addressing and Managing Anti-Money Laundering (AML) Risks in the 2017 Landscape LIVE Webcast
10-Feb-2017 The Knowledge Group, LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In recent years, compliance with Anti-Money Laundering (AML) regulations has become more complex and demanding for a wider range of industries. In an environment fed with global threat of terrorism, m ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
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Addressing Client Resistance with Reflection And When To Use Nudges With Clients
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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Addressing Employee Needs in Higher Education: A Data-Based Future Focused Leadership Session
28-Jul-2025 University of Kentucky Auxiliary Services - College Business Management Institute (CBMI)Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- KY
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Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
ASN711WEBDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This all-video course deals with foundational issues that constantly create added stress, impinge on partner unity, and generate unnecessary misunderstandings within the partner group. We will discuss ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course builds leaders’ skills in handling chronic performance problems. They learn how to document and present a solid case for needed improvement and use effective interaction skills. Leaders id ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This CE/CPE webinar first reviews California non-profit laws on self-dealing, including fiduciary duties of directors, what constitutes a self-dealing transaction, who approves self-dealing transactio ...Delivery Method:
- QAS Self Study
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Addressing the Talent Conundrum: Navigating Talent Acquisition and Retention Challenges in Finance
26-Sep-2023 Quartz Events LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Over the past couple of years, organizations have been actively addressing the talent shortage by providing attractive salaries, impressive compensation packages, and the allure of remote-work options ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
In today’s rapidly shifting work environments, it’s not enough to adapt to change, we need to embrace it. When we enjoy the opportunity that the change presents, adjusting is easy. It’s when we resist ...Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
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- American Samoa
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Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility, Getting Comfortable Delaying Social Security With Six-Month 'Reversible' Delays, and Analyzing Net Unrealized Appreciation (NUA) Opportunities For Privately Held Company Employee Stock Ownership Plans (ESOPs)
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Control the look and layout of a Word document. This course introduces the different Word views and layout options such as margins, page orientation, and columns.Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Control the look and layout of a Word document. This course introduces the different Word views and layout options such as margins, page orientation, and columns. -
Adjusting Your Historical Data Under CECL - Qualitative Factors Run Amuck - Part 1
ARCSys Technologies, LLC DBA ARCSysField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The CECL standard requires institutions to consider making adjustments to their historical dataset due to a range of potential qualitative and quantitative factors. This two-part course provides insti ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Adjusting Your Historical Data Under CECL - Qualitative Factors Run Amuck - Part 2
ARCSys Technologies, LLC DBA ARCSysField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The CECL standard requires institutions to consider making adjustments to their historical dataset due to a range of potential qualitative and quantitative factors. This two-part course provides insti ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Are you navigating the complexities of tax reporting? Want to confidently handle common tax adjustments, deductions, and forms? This CE course is a perfect opportunity to deepen your understanding of ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Its not quite as complex as a Boeing 787's cockpit, but your RIAs Office 365 administrator has access to settings for fine-tuning Office 365 for users in a professional investment advisory and finan ...Delivery Method:
- Group Internet Based
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Administering, Communicating and Governing Your New ESOP
14-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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Administration Beyond the Distribution Policy
03-Jun-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Are you looking for innovative ways to optimize your company’s ESOP distribution and diversification payments? Join us for an insightful webinar where we’ll dive into unique strategies that can help y ...Program Level:
AllDelivery Method:
- Group Internet Based
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Administrative Issues in Mergers and Acquisitions
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
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Administrative Issues in Mergers and Acquisitions
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
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Administrative Issues- QDROs, Death & Disability
26-Sep-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Business Law
Description:
Attorneys have an ethical duty to understand the nuances of preserving, gathering, culling, producing, and presenting electronic evidence at trial. Most information today is electronic. Litigators can ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Cox adopted the new current expected credit loss (CECL) accounting standard on January 1, 2023. This course will provide an overview of the key concepts in CECL, disclosure requirements, consideration ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- GA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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