Instructor Led Investment Training - Training Resources

Advanced Sales and Use Tax ...high cost of tax audits, you'll see a quick return on the investment you make in this valuable seminar. Training this crucial never costs - it pays. Don't miss this timely opportunity. Visit to register today! Benefits for You - Become savvier in your field by mastering the details of New Mexico gross receipts and compensating taxes - Handle audits confidently and cost-effectively using  more...

Tax-Exempt Organizations Tax-exempt organizations are under increasing scrutiny - are you following the rules? Attend this enlightening seminar and stay abreast of the issues confronted by tax-exempt organizations today. Our seasoned professionals will provide practical answers to your most pressing questions about federal and California regulations. Register today and get an inside look at how to respond to confusing  more...

Easements, Covenants and Similar Rights You've found yourself face-to-face with an easement - now what? You can get what you need from your real estate despite the intimidating complexity of easements, covenants and rights of way. Whether you're looking to comply with them, fight them or draft them, our local experts will give you the know-how you need to succeed - without getting caught in exhausting and expensive legal battles. Come  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...

Financial Statement Analysis: Understand and Interpret Financial Results for Better Management, Investment and Credit Decisions ...nts in a different light one that will lead to improved investment, credit or management decision making. Find out what financial statements really reveal about a business and where to find the best research sources for comparative statement data. You ll learn to uncover critical information by reading between the lines of balance sheets, income statements and cash flow statements. The  more...

Due Diligence in the Real Estate Process ...n overview of the due diligence process to ensure a sound investment decision is made at the outset regarding site acquisition and its future prospects for development depending upon the state of title, availability of utilities, ability to obtain permits or approvals, review of financial documents and environmental condition of the property or the soil conditions. You will be able to  more...

Profitable Strategies for Distressed Real Estate Investment Properties ...er the most profitable strategies for distressed property investment. Join us for this innovative seminar and get up to speed on issues related to foreclosed and pre-foreclosed property. Understand the intricacies of purchasing real estate using your 401(k). Get a handle on complicated issues surrounding government-owned and bank-owned property. Avoid problems down the road by protecting  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...