Instructor Led Financial Planners Training - Training Resources

Charitable Nonprofits Benefits strong Charitable organizations are under increasing scrutiny - are you following the rules? /strong Successfully operating a tax-exempt California charitable corporation is complicated, particularly in light of post-Enron corporate governance rules and increasing focus and scrutiny by the Internal Revenue Service. Attend this seminar and get an overview of a broad range of corporate  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...

Medicaid and Elder Law: Representing Clients in a New Legal Landscape Learn proven strategies for navigating the Medicaid maze. Discover how to protect your clients' assets and provide the high-quality services they're 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, discover the latest  more...

The Rules of Trust Administration Refine your trust administration skills - and discover new ones. 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 the different levels of trust intricacy depending  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...

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...