Course Library

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Using the two-minute extemporaneous speech guidelines, and training from the COO, prepare and give a 2 minute in-person speech.  Subject is of your choosing, however should be discussed with your ment ...

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This course presents a basic overview of equity compensation. You will learn about stock options including ISOs and NSOs, restricted stock, restricted stock units, stock appreciation rights, phantom s ...

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In this issue of The Kitces Report, we look back and review the past 20 years of safe withdrawal rate literature, in an effort to better understand the major revelations and research innovations, and ...

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This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income qualify for the deduction; what entities qua ...

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Overview of tax changes in various countries including the United States and the impact to expatriates on assignment.

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The Heartland ACFE chapter is bringing you a “global conference” locally for a fraction of the price. Guest Presenters: Toby J.F. Bishop, CFE, CPA, FCA, Shauna Woody-Coussens, CFE, Lanny Morrow, EnCE, ...

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Close the book on 2015 right, by examining asset-class returns and volatility for the past year. For help charting a course for clients in 2016, please join us for this class for investment profession ...

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S Corporations: From formation to liquidation. Net Operating Losses, Ethics for tax professionals, Hobby Loss Rules, and recent IRS developments.

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Employee Benefits Legal Update: Your Guide to Avoiding Legal Landmines and Pitfalls in 2015 Join HUB International and Chief Compliance Officer Sibyl Bogardus for a comprehensive review of the Health ...

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Employee Benefits Legal Update: Your Guide to Avoiding Legal Landmines and Pitfalls in 2015 Join HUB International and Chief Compliance Officer Sibyl Bogardus for a comprehensive review of the Health ...

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Employee Benefits Legal Update: Your Guide to Avoiding Legal Landmines and Pitfalls in 2015 Join HUB International and Chief Compliance Officer Sibyl Bogardus for a comprehensive review of the Health ...

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Recent economic changes have resulted in numerous adjustments to taxpayers’ tax liabilities and allowable retirement plan contributions. In this webinar, you will receive in-depth and practical guidan ...

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In this practical webinar, you’ll learn about recent revisions to Social Security, Medicare, and Medicaid provisions of which tax professionals must be aware. You’ll receive step-by-step guidance on t ...

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In this practical webinar, you’ll learn about recent revisions to Social Security, Medicare, and Medicaid provisions of which tax professionals must be aware. You’ll receive step-by-step guidance on t ...

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2015 has seen a significant amount of activity among the standard setting bodies for accounting and auditing standards. The Financial Accounting Standards Board continues to refine the revenue recogni ...

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Speaker: Andy Biebl, CPA | CliftonLarsonAllen, LLP An update on the latest federal income tax changes affecting individuals and small businesses, including strategies to minimize the 3.8% net investme ...

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1-75 Best Income Tax Strategies 2-Applying Behavioral Finance In Your Financial Planning Practice 3-Integrity is the First Principle 4-I Love You, But:How to Discuss Estate Planning Topics 5-Digging D ...

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This is a 8.0 credit hour live lecture presentation with the learners and instructors together in the same room. This seminar will cover 2015 state tax law legislative updates, Indiana property tax an ...

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With individual returns as its focus, this comprehensive course covers topics like real estate and passive losses, IRAs and pensions, and gift and estate issues. Combining the real-life experience of ...

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U.S. tax laws allow exclusions for certain types of income earned abroad. However, the criteria for such exclusions are very strict, and mistakes can wreak havoc on a clients’ or business’s tax bill. ...

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While most practitioners stay current on developments in rulings and regulations, it can be more difficult to find useful information that covers new IRS pronouncements on procedures and ethical guide ...

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Tax consequences for certain loans from cash value life insurance contracts; Puts and Calls; Lawsuits, Awards and Settlements – How to report for tax purposes; ACA updates, Debt cancellation, Ethics f ...

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A COMPLETE “Form 1040 and Beyond” review of up-to-the-minute tax law and IRS form changes for 2015 tax returns, with a line-by-line explanation and analysis of difficult areas. We will also provide nu ...

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Although there is nothing wrong with sheltering tax through legal tax shelters, tax shelters today often border on tax evasion. For this reason, tax shelters have become a favorite target of the Inter ...

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Although there is nothing wrong with sheltering tax through legal tax shelters, tax shelters today often border on tax evasion. For this reason, tax shelters have become a favorite target of the Inter ...

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Tax rates are higher and it's more important than ever for investment advisers to know how to defend their clients from the tax man. At this session, the inimitable Robert Keebler covers: • Tax tips a ...

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An individual tax identification number (ITIN) plays a key role in the tax administration process and assists with the collection of taxes from foreign nationals, nonresident aliens, and resident alie ...

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This course is a quick spin through the latest updates over the last year (through June 2016).

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This course is a quick spin through the latest FASB updates over the last year (through June 2016).

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One tax seminar a year is a must...and this is the best in the nation! This comprehensive course, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the industry ...

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Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this powerful self-study course will provide participants the most recent and up-to-date tax chang ...

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One tax seminar a year is a must! This four session webcast, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the industry. We'll compare and contrast federal ...

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In this webinar, you’ll learn about prior tax legislation extended and made permanent under H. R. 2029 and the PATH Act as well as new tax laws, legislation, regulations, and court decisions. You’ll a ...

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The economist will provide an economic overview of current conditions as well as forecasted economic trends for 2016. Items to be covered will include but not be limited to: the outlook for inflation, ...

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The topic of eldercare planning has become relevant and immediate to a rapidly growing number of individuals. Baby boomers are aging and reaching their retirement years; at the same time, senior citiz ...

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Clients believe that their accountants and tax preparers are walking encyclopedias of knowledge. Although most tax professionals have mastered tax issues, they may be confused by some of the more chal ...

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Recent events, like the slowdown in China, commodity price crash, and Fed tightening, have presented a host of potential market-rattling issues. In this session we will analyze and discuss key drivers ...

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Robert Keebler, a leading educator of legal, accounting and financial professionals for over three decades, will discuss strategies advisors must know about estate taxes, including: • Overview of esta ...

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Each year, income tax return preparation is affected by inflation-related changes to various limits and new tax laws. This course will look at those changes and new laws. The 2016 Annual Tax Season Up ...

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Speaker(s): Robert L Goldfarb, CPA, CFP, CGMA, PFS, CFE, DABFE, DABFB of Janover, LLC - Bob is a recent Past-President of the National Conference of CPA Practitioners and currently serves as Chair of ...

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The FIBA Wealth Management Forum will facilitate knowledge exchange through sessions, targeted panel discussions, and current case studies combined with the insightful perspectives of our invited expe ...

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1-5 Critical Retirement Tax Planning Issues 2-A Journey to Financial Wellbeing 3-Serving Two Masters 4-How to Get More Warm Leads 5-Senior$afe 6-Protect Yourself, Your Practice and Your Clients Who Ha ...

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Global chief investment strategist Erik Ristuben offers an in-depth look at Russell Investments’ Global Market Outlook for 2016, based on the views of Russell Investments’ global team of strategists, ...

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The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, le ...

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This is a 8.0 credit hour live lecture presentation with the instructors and learners together in the same room. This event will start with an update on regulation updates for the Indiana Department o ...

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With individual returns as its focus, this comprehensive course covers topics like real estate and passive losses, IRAs and pensions, and gift and estate issues. Combining the real-life experience of ...

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The IRS forms change every year - and with a whole lot of new forms coming due to the Affordable Care Act (ACA), it is important for you to understand the forms that need to be completed quarterly and ...

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Finding and utilizing solid information on new IRS pronouncements, procedures, and ethical guidelines is more challenging (and more rewarding) than merely staying current on ruling and regulation deve ...