OnDemand Webinars® Specialized Knowledge
Specialized Knowledge Courses
CPE for CPA Today Estate Planning*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions.Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
CPE for CPA Today How to Select a Fiduciary*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions. This allows you the ability to understand Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for CPA Today Planning for Disability*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions. This allows you the ability to understand Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for CPA Today Traps and Pitfalls in the Estate Planning Process*Content Preview
COURSE DESCRIPTIONHere we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for CPA Today Trusts Living Wills POA's and Tax Considerations*Content Preview
COURSE DESCRIPTIONIn this course, we will continue looking at disability planning, and some of the financial protections. This course will discuss briefly the medical wills and power of attorneys, medical surrogates, and financial planning for the uncertain Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for CPA Today Understanding the Methodologies of Transfer*Content Preview
COURSE DESCRIPTIONHere will focus on distribution planning, how do we transfer wealth between one individual to another individual in any conceivable way such as wills, trusts, at the time of death. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for Today's CPA Client Interview*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions. This allows you the ability to understand Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Estate, Gift, and Income Tax Planning for Real Estate*Content Preview
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Everything that you Need to Know About Portability*Content Preview
COURSE DESCRIPTIONThis course helps the practitioner understand how to make the portability election and how it can provide overall tax benefits to surviving spouses and beneficiaries of estates that fall below the federal estate exclusion amount. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Information Security Basic Safeguards for Practitioners*Content Preview
COURSE DESCRIPTIONAll CPAs and Tax Practitioners deal with very sensitive client data. Cybercriminals are highly sophisticated, well-funded, and technologically adept at hacking computers and stealing information. CPAs and tax practitioners are some of their most highly desired targets. Cybercriminals desire the client data of all CPAs and tax practitioners. If these cybercriminals can successfully obtain the client information of CPAs and tax practitioners, they can file fraudulent tax returns for refunds, or commit identity theft. As a result, all CPAs and tax practitioners must protect their client’s information by protecting their computers, and networks, and taking some simple safety approaches. This course will define information security, describe the numerous types of threats that exist today and define how to protect your computer systems and networks to keep client data safe. Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
It's all about Trust
COURSE DESCRIPTIONTrust, Trust, Trust! It can’t be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Managing Risk The Crucial Element in Asset Protection Planning*Content Preview
COURSE DESCRIPTIONIt has become exceedingly difficult for business people, professionals, and other individuals to conduct their affairs without exposure to the hazards of litigation and creditors. There are many methods by which individuals with significant Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
XBRL Revolutionizing Financial Reporting*Content Preview
COURSE DESCRIPTIONXBRL is revolutionizing business and financial reporting around the world. It is a reporting language that electronically communicates business and financial data globally. Besides providing major benefits in the preparation, analysis, Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |