Course Library

Overview This webinar discusses the rules and regulations that must be followed when paying an employee for travel pay. It includes what is travel pay, best practices for handling the payments, how it ...

Webinar Overview: How to compensate employees for the hours spent traveling on business is becoming one of the major concerns of the payroll department today.  Many recent changes in federal and state ...

This course discusses the rules and regulations that must be followed when paying an employee for travel pay.

How to compensate employees for the hours spent traveling on business is becoming one of the major concerns of the payroll department today. Many recent changes in federal and state wage and hour rule ...

Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning opportuniti ...

Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning opportuniti ...

Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning opportuniti ...

As a tax professional, understanding the complexities of immigration and tax regulations, especially for green card holders, is crucial. In this nano-learning course, we will delve into the critical c ...

This course discusses how the treasury department’s performance can be organized and fine-tuned, focusing on bank relations, cash concentration systems, investment strategies, financing sources, credi ...

This course discusses how the treasury department’s performance can be organized and fine-tuned, focusing on bank relations, cash concentration systems, investment strategies, financing sources, credi ...

This course discusses how the treasury department’s performance can be organized and fine-tuned, focusing on bank relations, cash concentration systems, investment strategies, financing sources, credi ...

The treasury function administers the financial holdings and obligations of an organization. This is a major task in an organization that has millions or even billions of dollars in cash and investmen ...

This course will provide an overview of cash management, banking services, cash flow forecasting, collection methods available and strategies to improve collections, managing disbursements, types of i ...

Available cash flow keeps organizations afloat. This class explores the treasury function, introducing strategies to balance cash availability with efficient asset returns.

This two day course provides a comprehensive overview of the instruments and activities of international money and capital markets. The course covers traditional and modern money market instruments an ...

Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury ...

This course introduces Treasury Inflation Protected Securities, or TIPS, which were designed to protect investors from inflation as well as lower the Treasury's borrowing costs.

This course introduces Treasury Inflation Protected Securities, or TIPS, which were designed to protect investors from inflation as well as lower the Treasury's borrowing costs.

The IRS has proposed changes to 2704, which could eliminate one tool in the estate planners arsenal. Interests in partnerships and other closely-held entities would be subject to new valuation restric ...

The growing market participation in digital asset transactions further drives governmental scrutiny, particularly in anti-money laundering enforcement involving cryptocurrencies. Recognizing the oppor ...

Small businesses are switching accounting firms at a higher rate than ever before. So what are clients looking for from their accountant in 2021 (and beyond)? Canopy recently commissioned an exclusive ...

Retirement plans are an important part of a total rewards benefits package. This course presents a broad overview of employee retirement plans. You’ll take a look at qualified and non-qualified retire ...

This module covers the latest trends in the financial world and how these trends are reflected in the world of mutual funds.

The pace of economic and industry change increases at an almost exponential rate. Keeping abreast of new developments and their impact on the accounting and finance professionals can be a daunting tas ...

In this course we will review a sample tax return and entering the data to prepare the return. We will then convert the data into a trial balance format in excel and review the reasons for using this ...

Description: Often, financial, estate, and insurance planners work in separate silos, making little or no attempt to coordinate their efforts. Lack of integration may result in an awkward patchwork of ...

Practical bookkeeping workflows for complex transactions: loans, line of credit, barter, bounced checks, customer deposits, negative batches, and vendor credits.

Whether you're new to the TILA-RESPA Integrated Disclosures (TRID) or need a refresher, this two-day TRID compliance workshop is for you! This seminar covers the Loan Estimate (LE), Closing Disclosure ...

A two-hour webinar on pages 2 and 3 of the LE and CD: The proper inclusion of fees and credits, whether paid by the borrower, seller, lender, or other third party, and how the Calculating Cash to Clos ...

A two-hour webinar focusing on lenders’ responsibilities in providing the Loan Estimate and Closing Disclosure. Loan originators are an extremely important part of the lending process – in addition to ...

A two-hour webinar focusing on when and how to provide the disclosures. That we are required to provide disclosures to consumers explaining the cost and terms of credit seems like a simple concept… Bu ...

Presentation Description:   The single biggest challenge facing exit planning advisors today is competition. But not your typical competition, not the “advisor next door.” You are up against the great ...

The Trip Around the Cryptoverse course educates individuals from complete beginners to those with a basic understanding of blockchain and cryptocurrency, particularly focusing on Decentralized Finance ...

Curious about the intricate world of true sale opinions and their vital role in safeguarding transferred financial assets? Dive into our comprehensive course meticulously crafted to equip auditors and ...

A true sale opinion is an attorney’s conclusion that transferred financial assets have been sold and are beyond the reach of a transferor’s creditors and that a court would conclude that the assets wo ...

Trump Accounts—created under Public Law 119-21 (§530A)—are tax-deferred savings accounts for children under 18 that are designed to compound over time and generally operate like a traditional IRA once ...

Trump Accounts are tax-advantaged investment accounts for U.S. children under 18, designed to jumpstart long-term financial security. They carry a one-time $1,000 federal seed deposit for eligible chi ...

In today fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trump leadership, a series of s ...

In today fast-paced world, major policy shifts are reshaping the U.S. landscape, especially when it comes to environmental, social, and energy policies. Under President Trump leadership, a series of s ...

Big changes are brewing in the tax worldand professionals cant afford to sit this one out. From the sweeping One Big Beautiful Bill to Hollywood tax battles and headline-grabbing fraud pardons, the la ...