The idea of auditing a 401(k) plan can seem daunting and intimidating to some. In addition, as it is essentially a compliance requirement, few plan sponsors see much value in the audit. This OnDemand Webinar will explain in depth what is involved in the audit of a 401(k) plan. Gain insight into the...
A Primer on International Estate Planning
Individuals are increasingly “international” today – especially wealthy ones. More and more clients work or study abroad, own property in more than one country, find their spouses abroad and qualify as citizens or residents of multiple nations. All of this can subject clients to the competing property,...
A Tax Primer on Real Estate Investment Trusts
More than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This OnDemand webinar will provide an introductory summary of the tax requirements REITs face in their formation and ongoing...
A/R Management: Converting Receivables Into Cash
Cash flow is the lifeblood of any business. Payments from customers are the major source of cash for most businesses. It would be much easier if all sales were paid in advance or at the time of product/service delivery (like in a retail store). Unfortunately, competitive markets demand that credit be...
Achieving Clarity and Value From Nonprofit Financial Reporting, Ratio Analysis and Benchmarking
You will learn the strategies necessary and appropriate for improving financial reporting and ratio analysis. You will be able to develop an action plan for your organization to improve the clarity and substance of its financial reporting. Using ratio analysis, unit cost and benchmarking techniques,...
Advanced Records Management: The Intersection of Good Records Management and eDiscovery Preparedness
Effective records management can have an enormous impact on e-discovery preparedness and a corporation’s bottom line. While many corporations have established policies related to paper records, many of those same corporations have failed to update those policies to account for their rapidly increasing...
An Introduction to L3Cs: Low-Profit Limited Liability Companies
The current state of the economy has left many charities and businesses, all with great intentions, struggling for financial support. These organizations need to re-evaluate their business models to successfully adapt in this economic climate.
This OnDemand Webinar will provide advisors and business...
Basics of Trust Administration
This OnDemand Webinar will provide an overview of basic principles of trust administration under U.S. law, including powers and duties of trustees; relations with beneficiaries; removal and replacement of trustees; the use of directed trustees, protectors and investment managers, etc., to “slice and...
Board Governance
With increased scrutiny from legislators, the press and the public, it is imperative that tax-exempt organizations meet the best practices and requirements in terms of their organization and operation. Those involved with governing, guiding and counseling tax-exempt organizations need to be fully informed...
Boot Camp for QuickBooks® by Lorman Education Services
Discover all that QuickBooks® can do and solve your toughest QuickBooks® problems by spending time with a nationally renowned QuickBooks® expert who can answer all your questions. Learn the foundation of QuickBooks® the right way and discover much of what QuickBooks® can do...
