Course Library

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 ...

An online e-learning course where we use visuals to help explain Restricted Stock Units. We go through the various scenarios taxpayer may face with their RSUs and will be able to know the tax implicat ...

1 CPE Hour Full Course Price: $19.50 ormats: Hard Copy and PDF This course is designed to meet the one-hour specific ethics requirement for the state of Utah, including the state’s Certified Public Ac ...

This 430-minute course will be presented as a group internet based event on Tuesday, September 30, 2025. The course will provide attendee-instructor interaction, as well as certificates to those who c ...

This 4-hour course is designed to meet the professional ethics CPE requirement for Utah CPAs. 1 hour is devoted to a detail study of the Utah Certified Public Accountant Licensing Act and the Utah Cer ...

This is a 4 hour course for Utah covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, ju ...

This course will train you on classifying transactions/ activities within the TVA/FERC account system. It will also give you insight into the “big picture” of the business and how each small job is re ...

Join with other municipal utility billing personnel for a seminar and peer discussion on utility billing processes

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Maximize your portfolio potential with the Barbell Strategy.After more than a year of crushing inflation and interest intervention by the Federal Reserve, many investors are reeling from uncertainty a ...

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 ...

Maximize your portfolio potential with the Barbell Strategy.After more than a year of crushing inflation and interest intervention by the Federal Reserve, many investors are reeling from uncertainty a ...

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: 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 ...

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 ...

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 ...