Instructor Led Financial Training in Wisconsin, USA

Medical Records Law ...s rights. Not knowing does not protect your business from financial responsibility for damages. Our faculty has extensive experience in all aspects of this complicated subject and will share insights and examples of 'what you must do' and 'what you should never do' when handling this very sensitive subject matter. You Will Learn - Knowing and understanding what must be done when a security  more...

Employment Law Update ...confusion and expensive litigation. /strong Prevent the financially crippling employee claims and lawsuits that plague employers in hard financial times. Register for this seminar and get the money-saving employment savvy your company has been looking for. Let local experts teach you how to create compliant practices and bulletproof policies. With a slew of responsibilities already on your  more...

Accounting for Estates and Trusts Benefits strong Avoid errors and penalties in trust and estate accounting - minimize your client's tax and heartache. /strong Save your clients' hard-earned money - and avoid legal battles - by learning trust and estate accounting essentials. Come to this seminar and let our experts show you how to transfer assets in a tax-efficient manner. Get the most up-to-date strategies to minimize your  more...

Rules of Trust Administration Benefits strong Avoid missteps in trust administration - discover techniques to help you along the way. /strong Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs. Discover ways to recognize  more...

Fundamentals of Construction Contracts: Understanding the Issues ...tanding of contracts to minimize your risk of devastating financial loss in today's uncertain economic climate. Improve your contract know-how so you can have an advantage in your next contract negotiation. A strong knowledge of contract terms and conditions will help you save money and avoid disputes - so start building that knowledge now. Register today! Benefits for You - Avoid heated  more...

Medicaid and Elder Law: Representing Clients in a New Legal Landscape Benefits strong Learn proven strategies for navigating the Medicaid maze. /strong Discover how to protect your clients' assets and provide the high-quality services they are looking for. To properly advise our increasing elder population, it's essential that you know the fundamentals of Medicaid and elder planning. Attend this vital seminar and explore the complexities of Medicaid eligibility,  more...

Unclaimed Property Reporting ...a hot topic - therefore, it's critical for your company's financial well-being to make sure you're in full compliance with state unclaimed property laws. Attend this seminar and get an extensive overview of all aspects of unclaimed property. Don't miss this timely opportunity to learn about the obligations and current issues companies are facing. Benefits for You - Avoid the financial risks of  more...

Financial Statement Analysis: Interpret Financial Results for Better Management, Investment and Credit Decisions ... performance indicators found - and sometimes hidden - in financial statements. /strong Financial statement analysis is one of the most complicated and time-consuming tasks you will face, but it is a key means of determining the financial health of a company. Financial statements often contain a gold mine of information if you know what to look for. Join us for this seminar and our experts  more...

New Era of Estate Planning Benefits strong Master the intricacies of estate planning today and help your clients plan for tomorrow. /strong Help your clients save money and tears down the road - learn all the latest and most effective techniques for dealing with the uncertainty of estate planning in today's politically charged atmosphere. The estate tax may change, but your clients' peace of mind doesn't need to. Give  more...

Social Security Basics and Advanced Planning Strategies Benefits strong Help your clients get the most out of their Social Security benefits! /strong Social Security has been the American workers' greatest investment but with the predictions of collapse and potential for changes, Social Security planning has never been more complicated. Learn about eligibility requirements, the exact procedure for the determination of benefits and a discussion of  more...

Estate Planning Benefits strong Master the intricacies of estate planning today and help your clients plan for tomorrow. /strong From traditional wills to testamentary trusts, estate planning is a complex process regardless of income level. Learn to navigate planning methods with ease at this cutting-edge seminar. You will learn to help your clients through the sensitive but necessary steps of planning by  more...

Foreclosure and Related Issues ...stay ahead of the curve in this area of growing legal and financial concern. Sign up now! Benefits for You - Don't jeopardize your right to collect your money - follow the proper execution practices - Steer clear of legal troubles - comply with laws and regulations that commonly get people in trouble - Get the latest information on new legislation impacting Hawaii's Part II Power of Sale  more...

Nuts and Bolts of Divorce: Including a View From the Bench Benefits strong Whether you are a general practitioner who does an occasional divorce or an attorney whose practice is primarily family law, you need the most current and useful information you can get your hands on. /strong This seminar will provide you with the information you need to represent a divorcing client. You will learn how to proceed in matters regarding division of property, custody  more...

Charitable Nonprofits Benefits strong Charitable tax-exempt organizations are under increasing scrutiny - are you following the rules? /strong Attend this enlightening seminar and stay abreast of the issues confronted by charitable tax-exempt organizations. The charitable sector has gotten more complex, and with it the scrutiny and rules affecting it. Our seasoned professionals will provide background and practical  more...

Commercial and Real Estate Loan Documents: More Than Just Papers ...a long way in protecting your organization in these shaky financial times. You will get tips on performing thorough due diligence, addressing key collateral issues - even avoiding the errors that lead to uncollectible loans. When you sign up for this seminar, you're signing up for success in the lending industry. Benefits for You - Draft coherent, thorough documents armed with knowledge from  more...

Employment Law Update ...ng, managing and restructuring the workforce. Prevent the financially crippling employment law mistakes that plague employers in hard financial times. Register for this seminar and get the employment law information your company has been looking for. With a slew of responsibilities already on your plate, how can you keep up with all the new developments? Let local experts teach you how to  more...

Exploring the International Financial Reporting Standards ...dle on complicated issues surrounding the presentation of financial statements under IFRS. Avoid problems down the road by preparing yourself and your company - find out exactly what the critical issues are and how best to handle them. You will gain the practical insight you need to deal with any challenges that come your way in your IFRS conversion. Don't wait - register today to make sure you  more...

Special Needs Trusts: Planning for the Disabled and Elderly ...amily often wants to take care of the disabled individual financially but is faced with the possibility that the disabled family member may lose his or her public benefits. In some cases, a disabled or elderly person may receive assets through a personal injury lawsuit or inheritance that threatens his or her eligibility for public benefits. Attend this seminar and learn how to use special  more...

Understanding Geotechnical Reports and Designs ...ical recommendations can significantly impact a project's financial success, beginning from site selection and project go/no-go decisions through completion of foundation and site construction. You need to understand geotechnical reports in order to make decisions regarding foundation and site construction methods and costs. Attend this highly informative seminar and get a road map to  more...

Form 5500: What You Need to Know to File Benefits strong Do you work with Form 5500? With recent changes and an increased audit climate it is more important than ever to get it right. /strong You no longer need to be overwhelmed by the complexities surrounding Form 5500. Take away the worry by expanding your knowledge about dealing with Form 5500 and related schedules. You will walk away with the confidence that comes from knowing the  more...

Collection Law: The Good, the Bad and the Profitable What you don't know can hurt you - stay updated on collection law. Attend this enlightening seminar and stay abreast of the latest issues relating to collection law in Saskatchewan. You'll gain a clear understanding of the legal process in getting from debt to judgment. Our seasoned professionals will provide practical answers to help you succeed - no matter what challenges arise. Don't miss this  more...

Human Resource Fundamentals ...mpliance confusion and expensive litigation. Prevent the financially crippling employee claims and lawsuits that plague employers in hard financial times. Register for this seminar and get the money-saving employment savvy your company has been looking for. Let local experts teach you how to create compliant practices and bulletproof policies. With a slew of responsibilities already on your  more...

New Updates to Business Tax ... information-packed seminar and get a win-win approach to financial considerations related to business taxes. Hear about the latest trends in case law. Get all your toughest questions answered regarding goods and services tax. Find out how you can prosper in spite of complex laws and changing legal standards in Alberta. We'll show you how to overcome any obstacles you may encounter - including  more...

Fundamentals of Acquisition Transactions Fundamentals of Acquisition Transactions - How to avoid the pitfalls of acquisition transactions what you don t know could hurt you. Join us for this innovative seminar and get up to speed on current developments in agreements. Understand the intricacies of mergers and acquisitions. Get a handle on complicated issues surrounding qualified plans. Avoid problems down the road by protecting  more...

Ethics for Accountants Ethics for Accountants - Protect your organization know the ins and outs of ethics for accountants. In today s post-Sarbanes-Oxley and litigious world, CPAs continue to have substantial exposure both to regulatory discipline and as defendants in litigation. This comprehensive seminar will bring you up to date on the ethical rules and practices governing accountants. Register today and get  more...

All About Trusts All About Trusts - Discover how to navigate the minefields of trusts with ease. Attend this cutting-edge seminar and you ll gain a clear understanding of the different types of trusts. Meet the challenges ahead and find out what you need to know about estate planning issues, asset protection considerations, estate and gift tax considerations, and grantor trust rules. These are just a few of the  more...

Guardianships and Conservatorships Guardianships and Conservatorships - Protect your organization know the ins and outs of guardianships and conservatorships. Attend this cutting-edge seminar and get helpful strategies on guardianships and conservatorships. You ll gain a clear understanding of filing for guardianships and conservatorships. Meet the challenges ahead and find out what you need to know about selecting the  more...

The Financial Consultant s Role on Your Construction Projects and Capital Investments ...Financial Consultant's Role on Your Project Design Team - If you have a multimillion-dollar capital project involving design, engineering and construction and you want to make sure the project is delivered within your budget, you will want to attend this teleconference. Many companies start large construction projects and do not know what the estimated payback will be in terms of increased  more...

Loan Participations: Agreement, Servicing, and Maintenance ... Maintenance - Recent adverse events in the United States financial markets such as the collapse of the subprime mortgage market and the attendant failures of several financial institutions small and large have increased the internal and external scrutiny of the financial assets in the portfolios of the remaining financial institutions. Particular attention is being paid by analysts, government  more...

The Basics of Finance Learn to Read and Understand Balance Sheets Income Statements and Cash Flow Statements ...d seminar, you ll get an in-depth look at the three basic financial statements the balance sheet, the income statement and the cash flow statement. Find out how they tie together and how they re created from day-to-day transactions. Learn how to interpret the financial performance of any organization based on their statements. Register for this essential seminar and discover what the numbers  more...

HSAs HRAs FSAs How They Can Reduce Your Cost and Increase Your Benefits Concerned about rising health insurance costs and how your company may be impacted? Costs of health insurance continue to soar and you need to become ever more creative in establishing your employee benefit programs. Attend this innovative seminar and learn how to supplement your medical insurance plan with other benefit programs to keep costs in check and still offer full medical coverage.  more...

Buying and Selling a Business and Business Valuations Ensure nothing gets overlooked get on the road to success in business sales, purchase and valuation. Join us for this innovative seminar and get up to speed on structure issues. Understand the intricacies of purchase and sale agreements. Get a handle on complicated issues surrounding closing documents. Avoid problems down the road by protecting yourself and your company find out exactly what  more...