Course Library

Please join me for my next class about using counseling techniques to guide clients through the financial planning process. To make it an experiential learning experience, where you learn by doing, th ...

This course covers a three step process that businesses can follow to uncover opportunities to improve cash flow and profitability.

This course covers a three step process that businesses can follow to uncover opportunities to improve cash flow and profitability.

To provide finance and accounting professionals with the skillset to utilize generative AI (genAI) to enhance their capability of using Excel as efficiently and effectively as possible. They will leav ...

Elevate your marketing game by integrating Generative Artificial Intelligence (Gen AI) into your strategies. This transformative program is tailored for marketing professionals and leaders eager to ha ...

Divorce or the death of a spouse can turn the best-laid financial plans upside down. An income stream dries up; assets may be divided; in short, where life had a feeling of certainty, you may now be s ...

IBISWorld is a provider of market intelligence reports and industry analysis that offers a vast array of reports covering various industries. Utilizing IBISWorld to uncover market trends, competitive ...

This presentation will cover the benefits of using cash balance and defined benefit plans as a tax strategy for small business owners. We will cover the following: • Why these plans are different from ...

In Using Macros to Automate Repetitive Tasks in Excel: Part 1, Excel expert David Ringstrom helps you reclaim part of your day by using macros in Excel to automate repetitive tasks. David will start b ...

In Using Macros to Automate Repetitive Task in Excel: Part 2, Excel expert David H. Ringstrom helps you go beyond the Macro Recorder. Building on the techniques that are covered in Part 1 of this seri ...

At this session in our ongoing series for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload. Getting your do ...

This course expands the previous discussion about external data and digs into the details for retrieving data from other sources.

This course expands the previous discussion about external data and digs into the details for retrieving data from other sources.

In modern information technology (IT) shops, there are important technology resources available to assist you with auditing an IT network and discovering hidden fraud. These can include software and h ...

For high-income earners who are business owners or solopreneurs, traditional retirement planning strategies often fall short in optimizing tax savings and long-term wealth. What if you could offer you ...

This course explains how to create a more accurate forecast from statistical results like regressions, and how to evaluate that forecast.

OAR321

OAR321

OAR321

OAR321

In this continuing education session, learners will review 2 Kitces articles: Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains and Analyzing Congressional Repub ...

At this session in our ongoing series for investment advisors, we'll review Skype for Business – the communications tool integrated with the Office 365 subscriptions. Formerly known as Lync, Skype for ...

In this continuing education session, learners will review 2 Nerd Eye’s View blog articles: Using Subtrusts To Allow Stretch IRA Treatment For Trusts With Multiple Beneficiaries and Motivating Clients ...

One of four courses at our annual Tax Planning Success Summit available exclusively to CTC members. This course features hands-on, practical instruction, open discussion and Q&A designed to keep you o ...

Designed for non-accountants, this course explores how tax returns can be used to create and test fraud hypotheses; determine likely suspects; find known associates, shell companies and co-conspirator ...

About the Webinar This engaging session will delve into innovative methods for streamlining communications, such as avoiding traditional mailings and embracing online distribution for essential docume ...

Last year we faced a bear market that descended upon investors with remarkable speed.  In the span of just over a month, the S&P 500 declined 34 percent from its recent high.  This was an opportune ti ...

This continuing education session focuses on client interaction and psychology when engaging in the financial planning process through the review of three articles: Fact, Situation, Feeling – Using Th ...

How can organizations truly embed sustainability into the heart of their strategy? The Sustainability Balanced Scorecard (SBSC) provides a structured approach to align environmental, social, and gover ...

How can organizations truly embed sustainability into the heart of their strategy? The Sustainability Balanced Scorecard (SBSC) provides a structured approach to align environmental, social, and gover ...

Are you tired of receiving error notices from the IRS for your 1099 filings? Dive into our comprehensive webinar to uncover the solution. Discover the power of this system in reducing B-Notices and el ...

Are you tired of receiving error notices from the IRS for your 1099 filings? Dive into our comprehensive webinar to uncover the solution. Discover the power of this system in reducing B-Notices and el ...

In this course, George Cornell, Esq. discusses different vehicles used in asset protection and estate planning. He focusses the discussion on the use of LLC's and Trusts in asset protection and compar ...

Master the 83(b) Election with our visual e-learning course. Designed for tax professionals, this course uses engaging visuals to explain the who, what, why, when, where, and how of an 83(b) Election. ...

An online e-learning course where we use visuals to help explain ESPP.  We go through the various scenarios taxpayer may face with their ESPP and will be able to know the tax implication with each sce ...

Unlock the benefits of Qualified Small Business Stock in our concise e-learning course. Learn the eligibility, tax advantages, and strategic considerations using interactive visuals and scenarios. Ear ...