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Jul 30

What Your Broker Won't Tell You About Insurance Planning

From reporting claims to distinguishing among products to discussing different commissions generated based on a client's actions, there's a lot to know in the world of insurance to better serve your clients. This course will discuss...

Jul 30

Individual Tax Planning Topics

As a tax practitioner you must keep track of multiyear changes as some provisions expire while others phase in. Learn to chart legislation and standards updates and guide clients and your practice through these precarious tax times. This course...

Jul 30

Hyperlinks, Data Validation, Pivot Tables, Macros and More

In this webcast, you will learn to use the power of Excel to get your job done in a fraction of the time it currently takes through the power of hyperlinks, data validation, pivot tables, macros and more.

Jul 30

Ethics Update for CPAs Live Webcast

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