Course Library

Dive into the fascinating world of philanthropy as we unlock the mysteries behind donor motivations.Drawing upon insights from an extensive analysis of 500 research papers, this CPE webinar is inspire ...

Say goodbye to 2022 and start 2023 right, with this review of 15 great ideas and core concepts that you absolutely need to understand. This objective of this class is to remind advisors of the rules, ...

The 15th Annual FIBA AML Conference aims to provide participants with in-depth and practical learning experience all while encouraging participation in frank dialogue with key parties from all segment ...

The Cox tax department provides four quarterly 1-hour CPE classes per year where tax department employees are provided an opportunity to develop new tax skills and increase their current abilities in ...

The Inflation Reduction Act has brought powerful changes to energy efficiency incentives, especially through Sections 179D and 45L of the Internal Revenue Code. These updated provisions are reshaping ...

The Inflation Reduction Act has brought powerful changes to energy efficiency incentives, especially through Sections 179D and 45L of the Internal Revenue Code. These updated provisions are reshaping ...

This course provides an overview of the §179D Commercial Buildings Energy-Efficiency Tax Deduction, designed to incentivize energy-efficient improvements in commercial buildings. Participants will exp ...

Improving the skill of identifying, appreciating and weighing your clients leverage in negotiating the commercial real estate fundamentals (rents, vacancy rates and development activity) will be the f ...

Improving the skill of identifying, appreciating and weighing your clients leverage in negotiating the commercial real estate fundamentals (rents, vacancy rates and development activity) will be the f ...

Improving the skill of identifying, appreciating and weighing your clients leverage in negotiating the commercial real estate fundamentals (rents, vacancy rates and development activity) will be the f ...

Improving the skill of identifying, appreciating and weighing your clients leverage in negotiating the commercial real estate fundamentals (rents, vacancy rates and development activity) will be the f ...

The 18th Annual FIBA AML Conference aims to provide participants with an in-depth and practical learning experience all while encouraging participation in frank dialogue with key parties from all segm ...

As a small business owner, tax deductions are always welcome. But, deductions arent static. Deductions change over time, and some go away completely. Or, in the case of the Section 199A deduction, new ...

As a small business owner, tax deductions are always welcome. But, deductions arent static. Deductions change over time, and some go away completely. Or, in the case of the Section 199A deduction, new ...

As a small business owner, tax deductions are always welcome. But, deductions arent static. Deductions change over time, and some go away completely. Or, in the case of the Section 199A deduction, new ...

To provide S corp bankers and those that work with S Corp banks best practice experiences, strategies, and updates on tax, accounting, executive compensation, shareholder management, legislative and r ...

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 ...

Running a financial planning practice is not easy, and it’s not for everyone. As with many things in life, implementation is different than the design -Similar to the old thought. “Every pugilist has ...

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 ...

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

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, ...

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 ...

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

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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

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

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 ...

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 ...

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 ...

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, ...

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 ...

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 ...

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 ...

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 ...

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 ...