Course Library

The course equips participants with specific methodologies and planning tools to deal with financial market instability and the current unstable economy. Frank Ryan provides guidance in dealing with m ...

Organizations are facing influences not seen in our history, requiring prompt response and effective contingency planning. Does your organization have the necessary planning tools to deal with the cur ...

This course provides you the tools to successfully select, purchase and implement your next accounting, ERP or CRM System.

Warrants and Stock Appreciation Rights (SARs) often play a critical role in structuring ESOP transactions, yet they come with complex accounting and tax considerations. In this session, KSM’s ESOP tea ...

This course provides 2 hour Ethics CPE requirement for Washington State CPA as outlined by the Washington State Board of Accountancy.

This 360-minute intermediate-level course will be presented as a group internet based event on February 5, 2025, in which participants will be able to directly interact with the instructors. Course at ...

This course will provide the insurance professional a clear understanding of certain provisions of the recently passed Tax Cuts and Job Act of 2017 that will affect individuals and businesses large an ...

A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is ...

This 4-hour course is designed to meet the 4 hour Ethics CPE requirement for Washington State CPAs as outlined by the Washington State Board of Accountancy. This course covers the Washington State Pub ...

Washington CPAs have a considerable responsibility to the public, their profession, the organizations they serve, and themselves. They must act with integrity, honesty, and fairness. Ethical behavior ...

John Adams once said that, “every problem is an opportunity in disguise.” In this webinar, we’re going to discuss some of the major headaches facing accounting firms in 2022 and how to turn them to yo ...

In today’s rapidly evolving financial landscape, traditional wealth and investment management models are being disrupted by advancements in financial technology (fintech). From robo-advisors and algor ...

This course covers everything you want to know about 1031 Exchanges and how you can use them to increase your wealth. The speaker, Stephen A. Wayner, is an expert in the field and shares his tremendou ...

This series covers diversification, tax issues, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developin ...

The best way to accumulate a significant amount of wealth is by creating and following through on a financial plan. In the Wealth Management course, we show how to create such a plan, while also discu ...

The best way to accumulate a significant amount of wealth is by creating and following through on a financial plan. In the Wealth Management course, we show how to create such a plan, while also discu ...

Ross Levin's speech will touch on the various areas of wealth management and how advisors make decisions with their clients. He will be going through the key areas of wealth management and discuss fra ...

8 CPE Hours Full Course Price: $64.50     Formats: Hard Copy and PDF This course gives every financial advisor a chance to explore opportunities across the financial planning, investing, technology, a ...

Economic uncertainty, evolving tax laws, and regulatory shifts are creating serious challenges for high-net-worth individuals. As governments rethink how financial systems operate, and initiatives lik ...

Economic uncertainty, evolving tax laws, and regulatory shifts are creating serious challenges for high-net-worth individuals. As governments rethink how financial systems operate, and initiatives lik ...

As technology reshapes the accounting profession, CPAs and finance professionals face a defining choice: stay rooted in compliance or step up to the role clients truly need, a strategic guide and inte ...

After attending this session, the advisor will be able to: Understand the importance of delivering a comprehensive wealth transfer strategy to clients Communicate and educate clients to the five key c ...

A business transition represents one of the most significant—and underserved—planning opportunities in the advisory space. For owners, it's not just a financial transaction; it's a deeply personal jou ...

This course is designed to give the insurance and financial professional a clear understanding of the estate planning process and the many changes after the enactment of the American Taxpayers Relief ...

In this WealthTech Fundamentals course, we unravel the world of money management and technology. Ever wondered how technology is transforming how we handle wealth? Join us to discover the power and im ...

This seminar provides a brief overview of issues confronting exempt organizations in light of the current economic climate. Topics include: best practices in organization governance, using the new For ...

In this course, we will cross-reference information on one website with geo-data available through an API from a different source. Through this case study, we will learn how to investigate websites to ...

In this course, we will cross-reference information on one website with geo-data available through an API from a different source. Through this case study, we will learn how to investigate websites to ...

Today, many people spend more time reading online material than they do printed newspapers, books, or catalogs. However, they might not realize that with immediate access to Internet information, thei ...

In this updated and revised course section of the Federal Tax Update, tax advisors will identify characteristics including: New legislation to assist business during the coronavirus shutdown and after ...

This constantly revised section of the Federal Tax Update covers the following for tax advisors: The timing and impact of critical provisions of brand-new legislation Including The Consolidated Approp ...

I n this updated and revised course section of the Federal Tax Update, tax advisors will confidently be able to identify changes impacting planning considerations for: Real Estate Taxation, Investment ...

In this constantly revised section of the Federal Tax Update, you and other Tax Advisors will learn how to identify changes to tax laws due to new legislation, including: Appropriations Act, The Cares ...