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267 results of "Banking & Insurance x"
Live Webinar

199A Deduction for Pass-Through Businesses

The Tax Cuts and Jobs Act brought sweeping changes to the United States’ Federal Tax Code. Among these broad changes is the 199A deduction for pass-through entities. In this webinar, Ron Wainwright will discuss the new and complicated elements of the deduction ...

Live Webinar

Identifying Issues Involving Clients With Diminished Mental Capacity and/or Who May Be Unduly Influenced by Others

How to identify persons who potentially lack the requisite mental capacity to engage in specific transactions How to identify persons who are potentially acting under the undue influence of others in engaging in specific transactions How to protect yoursel ...

Live Webinar

Understanding & Analyzing Financial Statements

This webinar provides this simple platform and moves the many myths about accounting and financial statements too simple to understand and apply tools and techniques.Special emphasis is placed on the understanding of the various terms used.These financial stat ...

  • Basic & Intermediate
  • 75 Mins
  • Carl Young
  • Mar 26, 2019
Live Webinar

Advanced Tax Return Analysis

This webinar will provide the bankers with several advanced tax return concepts and related analyses to help them work with their business customers more effectively.

Live Webinar

Federal and State R&D Tax Credits

Did you know that only 1/3 of eligible companies actually claim the Research and Development Credit? The federal credit is typically equal to 14-20% of qualifying expenses and the majority of companies that claim the credit do not receive the full amount they ...

Live Webinar

Managing Higher Risk Business Customers

Financial institutions and others in the payments ecosystem must comply with regulations related to due diligence of business customers, as well as ongoing monitoring of their portfolios. A strong KYC program also includes an assessment of business customer ri ...

Live Webinar

How to Analyze Financial Statements

Grab a cup of coffee and join us to learn how to analyze the numbers, and use this intel to juice up virtually every facet of your organization’s operations from marketing, to finance, to HR, to customer service and sales.   Use our proven model to quickly ass ...

Live Webinar

Guidelines for Performing Anti-Fraud Audits in AP and Procurement

The Purchasing and Accounts Payable cycles create a multitude of data that can be analyzed and tested for certain elements of possible fraud. Accounts Payable is considered the “checkbook” of the organization and therefore creates an area that without the prop ...

Live Webinar

Anticipating and Preparing for Estate Litigation

Review of Objections to probate Estate Planning Safeguards to Prevent the Invalid Execution of and/or Challenges to Wills Ethical Issues Involved in Estate Planning

Live Webinar

Management of Currency Risks

Currency risk exists in most corporations as well in many investment portfolios. In the case of corporations, the presence of currency exposure is not always well identified, monitored or managed. Also, the risk of currency exposures from a FX market perspecti ...