Self Study Video: Specialized Knowledge
Specialized Knowledge Courses
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 their decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. Knowing your clients' background will help you address their needs and concerns so when you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
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 their decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
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 and pitfalls, but today we are going to focus on six (6) specific traps and pitfalls that we find to be very common in the initial phases of estate planning and show you how that is done with a client. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Trusts Living Wills POAs 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 future we all face. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Advanced Googling for Accountants*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier and faster, improve your research tactics as a trusted business advisor, slice through the endless online static and distractions, and interpret search results related to accounting in their proper context. You'll walk away with scores of practical and proven online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life. 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:![]() |
Estate Gift and Income Tax Planning for Real Estate*Content Preview
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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 their decisions. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
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. We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, and compare the benefits of electing portability to conventional credit shelter trust planning. 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:![]() |
How Technology is Impacting the Accounting Profession*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of the leading technologies and economic forces reshaping the accounting profession and how accountants are using new digital business models to thrive in the face of rapid and seismic change. Discover how accountants once largely enterprise passengers and navigators are elevating their role using cyber tools and becoming pilots of global business. You'll walk away with a simple yet effective game plan to keep up with exploding digital transformation and translate technology ambitions into practical reality. 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:![]() |
IRS Internet Resources for Accountants*Content Preview
COURSE DESCRIPTIONThe course provides a concise overview of the Internet services offered by the Internal Revenue Service or IRS, the tax agency of the United States federal government. Discover scores of little-known but highly valuable IRS resources including electronic wizards, mobile apps, online payment systems, calculators and estimators, tax calendars, advocacy services, whistle-blower awards, social media, privacy guides, job opportunities, e-books, newsletters, and much more. You'll walk away with a whole new appreciation for the IRS and a huge treasure trove of digital tools that can sharpen and accelerate your tax workflow. 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:![]() |
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, and communication of business information, it also offers cost savings, greater efficiency, and improved accuracy and reliability to all those involved in supplying or using financial data claims XBRL International. 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:![]() |