37 Results for ‘communication-plan-essentials-for-nonprofits’
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StateNational (37) |
TopicsNonprofit (101)General Business (58)Estate Planning (57)Tax (47) More |
Product TypeOnDemand Course (36)Live Webinar (1) |
CreditAIPB (1)CLE (1)CPE (1) |
Techniques and Risks for Investing IRAs and Qualified Plan Rollovers
Learn the key techniques and risks for investing IRAs and qualified plan rollovers.Are you able to communicate to your clients the benefits and risks of investing qualified Plan and IRA assets in business startups and...
Techniques and Risks for Investing IRAs and Qualified Plan Rollovers
Learn the key techniques and risks for investing IRAs and qualified plan rollovers.Are you able to communicate to your clients the benefits and risks of investing qualified Plan and IRA assets in business startups and...
Surviving a Retirement Plan Audit: Techniques and Tips for Efficient and Successful Audit Response and Outcomes
Learn the various types of audits for a retirement plan and how to respond to an audit when necessary.Third-party administrators (TPAs) of retirement plans often market their services by describing them as "turn-key.
Available as OnDemand Course, MP3 Download
The U.S. Office of Management and Budget's Uniform Guidance for Federal Grants
Understand the rules and requirements applicable to all federal grant and cooperative agreement funds. This topic will provide you with a strong understanding of the rules and requirements applicable to all federal...
Live Webinar January 27, 2021 1:00pm EST
AIPB, CLE, CPE credit available
Develop a Successful Business Continuity Audit Program for a Compliant and Effective Program
Learn how employees will communicate, where they will go and how they will keep doing their jobs during or after a disruptive event. ISO 22301 is a great standard to plan against and to audit against, even if an...
Available as OnDemand Course, MP3 Download
Develop a Successful Business Continuity Audit Program for a Compliant and Effective Program
Learn how employees will communicate, where they will go and how they will keep doing their jobs during or after a disruptive event.ISO 22301 is a great standard to plan against and to audit against, even if an...
CPE credit available
CPA-Client Privilege: Confidentiality and Limitations
Gain a better understanding of the confidentiality privileges that apply to communication between CPAs and their clients.Communications between clients and lawyers have received significant protections.
IRS and DOL Audits Happen - How Employers Can be Prepared
Learn why a 401(k) audit is important and how it can be performed efficiently by all involved parties. Many plan sponsors do not understand how the IRS could find problems with their tax-qualified retirement plans upon...
Mergers and Acquisitions: Employee Benefits Due Diligence Checklist
Learn the key issues and potential liabilities surrounding employee benefit plans as part of a merger, acquisition, or sale of a company.There are many things that are commonly missed (hidden liabilities) when...
Mergers and Acquisitions: Employee Benefits Due Diligence Checklist
Learn the key issues and potential liabilities surrounding employee benefit plans as part of a merger, acquisition, or sale of a company.There are many things that are commonly missed (hidden liabilities) when...
Showing 1 - 10 of 37 results.