Course Library
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Field of Study:
- Accounting
- Accounting (Govmnt)
- Auditing
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
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Why Use Defined Value Clauses In Trust Transfers; Integrated Estate & Income Tax Planning Course
21-Jun-2022 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
27-Jul-2017 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Why You MUST Offer One-Stop Bookkeeping and Accounting Services for Your Clients (Video)
Cpethink.comCredit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains why you need to do more to become competitive in todayâs changing career marketplace.Delivery Method:
- QAS Self Study
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Field of Study:
- Personal Development
Description:
This course explains why you need to do more to become competitive in today's changing career marketplace.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains why you need to do more to become competitive in todayâs changing career marketplace.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains why you need to do more to become competitive in todayâs changing career marketplace.Delivery Method:
- QAS Self Study
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Field of Study:
- Business Management and Organization
- Management Services
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Why your Accountant and Lawyer need to work together on your Cannabis Business License Application
MY-CPE LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
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Why your Accountant and Lawyer need to work together on your Cannabis Business License Application
MY-CPE LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Why your Accountant and Lawyer need to work together on your Cannabis Business License Application
MY-CPE LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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Why Your Distribution Policy Is Important and How It Affects Repurchase Obligations
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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Field of Study:
- Finance
Description:
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 ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Description:
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! ...Program Level:
BasicDelivery Method:
- Group Internet Based
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Willfulness and the IRS Disclosure Programs: Are You Compliant?
11-Oct-2017 The Knowledge Group, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
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Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
2 CPE Hours Full Course Price: $24.50 Formats: Hard Copy and PDF This course covers the rights of a person to transfer their wealth both in life and after death. It also discusses the requirements for ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
- Economics
Credit Hours:
- 1 - 4 credits
Description:
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 ... -
Win Clients with a Tax Efficient Distribution Strategy
27-May-2020 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Credit Hours:
- 1 - 4 credits
Description:
This course explains how to capitalize on a collaborative style, armed with offense/defense tactics, to gain a win-win solution.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course uncover the key steps of negotiating planning: when and how to make your offers, how to set parameters and more.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 17 - 20 credits
Description:
Covers the latest version of Windows and gets you up and running with the changes and new features you'll find in this updated operating system. Shows you how to manage Windows tasks like navigating t ...Delivery Method:
- QAS Self Study
-
Credit Hours:
- 17 - 20 credits
Description:
Covers everything you need to know about Windows 8.1. Learn about the dual interfaces, the new Start button, how to customize the interface and boot operations, how to work with programs and files, us ...Delivery Method:
- QAS Self Study
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Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Winning Leadership: Engage, Align and Get Results for Sinclair Broadcast Group, Inc.
08-Jun-2021 Dale Carnegie TrainingField of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:
- 17 - 20 credits
Description:
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 ...Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- DE
- ME
- MO
- NJ
- PA
-
Field of Study:
- Personal Development
Credit Hours:
- 9 - 12 credits
Description:
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 ...Delivery Method:
- Group Live
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 21 + credits
Description:
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 ...Delivery Method:
- Group Live
-
Winning Tax Season with Better Workflow & Capacity Management
27-Aug-2024 Center for Accounting TransformationField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Experience lessons from “The Relentless CPA” to create your ideal work ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Winning Tax Season with Better Workflow & Capacity Management
13-Nov-2024 Center for Accounting TransformationField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Winning Tax Season with Better Workflow & Capacity Management
04-Dec-2024 Center for Accounting TransformationField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
WINTER 2023 FIDUCIARY WEBINAR: LEGISLATIVE, JUDICIAL ANDREGULATORY UPDATE AND ERISA FIDUCIARY BASICS
Mariner Wealth AdvisorsField of Study:
- Business Law
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- WI
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- WI
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
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 CPAs.Delivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This 3-hour course is designed to meet the 3-hour Ethics CPE requirement for Wisconsin CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The applicab ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course is helpful for anyone who needs to provide feedback to an intimidating leader and is designed with the CHRO and HRBP in mind.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Description:
This course is helpful for anyone who needs to provide feedback to an intimidating leader and is designed with the CHRO and HRBP in mind.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course is helpful for anyone who needs to provide feedback to an intimidating leader and is designed with the CHRO and HRBP in mind.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course is helpful for anyone who needs to provide feedback to an intimidating leader and is designed with the CHRO and HRBP in mind.Delivery Method:
- QAS Self Study
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