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Personally identifiable information (PII) is any data that could potentially identify a specific individual. Any information that can be used to distinguish one person from another and can be used to ...

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Join Jorge Carrillo for an insightful CPE course exploring the nuanced relationship between security and privacy in data management. This one-of-a-kind webinar will explain why bolstering security mea ...

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Join Jorge Carrillo for an insightful CPE course exploring the nuanced relationship between security and privacy in data management. This one-of-a-kind webinar will explain why bolstering security mea ...

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Have you ever wondered what drives small business owners to choose one accounting firm over another? In this CPE Course, we delve into the essential factors that influence these critical decisions. Th ...

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Have you ever wondered what drives small business owners to choose one accounting firm over another?In this CPE Course, we delve into the essential factors that influence these critical decisions. Thi ...

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Financial professionals who can provide education and guidance on Social Security as part of the retirement planning process are more likely than their peers to retain retiring clients, grow wallet sh ...

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Retirees face a host of risks that threaten their ability to support their chosen lifestyle. These include longevity risk, sequence of returns risk, and loss of purchasing power due to inflation. In a ...

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Large cap, small cap, value, growth, international, emerging markets. Different equity asset classes behave differently at different time horizons. Bonds have a known maturity that makes timing them t ...

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Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.

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Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.

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This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.

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This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.

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Defining the value of assets at the time they’re transferred suddenly has become a more viable estate planning technique because of recent court rulings. Done right, defined value gifts reduce the ris ...

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Almost daily we learn about another company whose employees have decided to take matters into their own hands and increase their pay or the company's profits through creative accounting and other mean ...

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With fewer estates subject to tax, asset protection is more important. IA reps, especially CFPs, CPA/PFSs, CIMAs and insurance professionals should be discussing asset protection with all of their cli ...

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Many accountants believe that bookkeeping is beneath them, because it is low margin and high touch work.  That was true just a few short years ago, however, technology has changed everything.  We can ...

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This course explains why you need to do more to become competitive in today’s changing career marketplace.

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This course explains why you need to do more to become competitive in today's changing career marketplace.

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This course explains why you need to do more to become competitive in today’s changing career marketplace.

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This course explains why you need to do more to become competitive in today’s changing career marketplace.

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A cloud-based practice management solution will not only help reduce the stress of accountants during tax season but year-round issues as well. In Canopy’s new CPE course “Why You Need to Incorporate ...

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In this webinar, you’ll learn specific reasons why you need to plan for clients with estates under $10 million. Upon completion of this course, you will be able to: Recognize the non-tax reasons a cli ...

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Most businesses are subject to various licensing, permit, and registration requirements. These are put in place for public safety, tax, or other reasons. Because the cannabis industry is heavily regul ...

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Ever wonder why we keep making those head-scratching financial decisions? You know, the ones where we buy things we don't need or dive headfirst into debt we can't afford? Well, it turns out our relat ...

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Widgets inc. – Adjusting a Business owner’s Net Worth overview Understanding a business owner’s personal financial situation is a critical skill in managing risk for commercial lenders. In this practi ...

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Ever wonder what makes an offer to the IRS acceptable? In this hour, we will show you how easy it is to determine what the IRS is looking for and how to submit a good offer. No fluff, just the facts! ...

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The increasing number of US taxpayers holding foreign bank and investment accounts over the past years has urged the U.S. Department of the Treasury and the Internal Revenue Service (IRS) to create st ...

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Don?t keep putting it off?it?s time to get a will! In this introductory course, attorneys Richard Abend and Josh Silber explore the details of trusts and wills, and the very real dangers posed by the ...

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Many advisors are acquiring new pre-retired and retired clients by changing the way they think and talk about distributions in retirement. Join our webinar on Tax Efficient Retirement Distributions to ...

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This course explains how to capitalize on a collaborative style, armed with offense/defense tactics, to gain a win-win solution.

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This course uncover the key steps of negotiating planning: when and how to make your offers, how to set parameters and more.

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This course is all-purpose and provides useful insights that go beyond particular professional fields. Although this course is open to tax professionals like EA, MRTP, and ORTP, it does not qualify fo ...

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7 Sessions. Leadership and management are not necessarily the same thing, but today, those job descriptions are expected out of just one person. In this seminar, you’ll discover the differences betwee ...

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This one day course aims to deliver practical tools to gain clients' confidence and trust, understand clients needs, and build strong and lasting relationships. Participants will also learn to sell id ...

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Time management is life management. This course will not add extra hours to your day; however, you will learn how to prioritize your tasks and manage your time to accomplish your top priority items. T ...

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Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds.  Experience hands-on lessons from “The Relentless CPA” to create your i ...

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Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds.  Experience hands-on lessons from “The Relentless CPA” to create your i ...

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Whether you are a CFO, CIO, CAE, Director, Controller, business advisor or a developing audit or IT professional, it is imperative that you master the art of financial influence and building the skill ...

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This 360-minute, intermediate-level course will be presented as a live, interactive webinar on May 29, 2024 and address the following subjects: Medicare: Addressing Clients’ Basic Questions Current Op ...

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This 390-minute course will be presented as a group internet based activity on November 20, 2024. The course will track attendance and participation and provide certificates to those who complete the ...

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This 3-hour course is designed to meet the 3-hour Ethics CPE requirement for Wisconsin CPAs who are members of the Wisconsin Institute of Certified Public Accountants.  It provides an overview of ethi ...