| Title | Date | Instructor | Credit | Level | Fee | ||
|---|---|---|---|---|---|---|---|
| 2023 - Individual Planning and Due Diligence (Half-Day Webinar) | Jul 8 2025 | Annette Nellen | 4 | Update | $165 | add to cartSold Out | |
| 28560 - test | Jul 12 2025 | Allen Raines | 2 | Intermediate | $100 | add to cartSold Out | |
| 28559 - test | Jul 20 2025 | Allen Raines | 2 | Intermediate | $100 | add to cartSold Out | |
| 28643 - fl test1 | Sep 12 2025 | Al Dietrich | 0 | Intermediate | $16 | add to cartSold Out | |
| 27544 - Accounts Payable Best Practices for Financial Professionals | Sep 18 2025 | Mary Schaeffer | 2 | Basic | $115 | add to cartSold Out | |
| 28617 - Test Selection of Main Contact for Remote Group Webinars | Sep 20 2025 | Amy Walters | 1 | Advanced | $10 | add to cartSold Out | |
| 2023 - Individual Planning and Due Diligence (Half-Day Webinar) | Oct 16 2025 | Annette Nellen | 4 | Update | $165 | add to cartSold Out | |
| Live webinar created for regression verification in PRE environment to validate with Special & | Nov 28 2025 | Amy Duffin Amy Church ADP Retirement Services | 4 | Basic | $51 | add to cartSold Out |
| Title | Author | Credit | Level | Fee | |
|---|---|---|---|---|---|
| Employee Benefit Plans: Internal Controls and SOC 1 Reports | Lewis Fisher | 2 | Basic | $67 | add to cartSold Out |
| Interest Expense Deduction Individuals and Businesses | Barbara Weltman Sidney Kess | 1 | Basic | $53 | add to cartSold Out |
| Mid-Year Tax Update | Greg White | 4 | Update | $92 | add to cartSold Out |
| Handling Changes to W-8 and W-9 | Steven Mercatante | 2 | Basic | $67 | add to cartSold Out |
| 2023 Estate & Financial Planning Quarterly Update (Spring) | Klaralee Charlton | 2 | Update | $67 | add to cartSold Out |
| International Tax: An Overview of PFICs | Patrick McCormick | 2 | Basic | $67 | add to cartSold Out |
| Minimizing Expense Reimbursement Headaches Caused by the Traveler, the Manager, and Fraud | Mary Schaeffer | 2 | Basic | $67 | add to cartSold Out |
| Transfer Taxes for the Multinational Individual | Patrick McCormick | 2 | Intermediate | $67 | add to cartSold Out |
| Behavioral Finance | Rob Stephens | 5 | Basic | $107 | add to cartSold Out |
| Measuring and Managing Customer Profitability | Gary Cokins | 2 | Basic | $67 | add to cartSold Out |
