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Common Money Laundering Schemes Your Firm Should Know About

Six examples of how the most common money laundering schemes work and anti-money laundering efforts firms can take to prevent them.

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What Are Capital Acquisition Brokers (CABs)?

Capital Acquisition Brokers (CABs) are financial firms which only engage in a limited number of activities.

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How to Work With Senior Real Estate Clients

For real estate professionals, the senior real estate market can be very rewarding, both financially and personally. This is especially true for those real estate professionals who are passionate about helping their clients with some of the most important decisions of their lives.

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WebCE Adds Securities Exam Prep for Financial Services & Insurance Professionals

WebCE is excited to expand our offerings and services to include multiple securities exam prep packages in addition to our nationwide insurance exam prep programs. With the addition of exam prep, WebCE can better serve its customers as a one-stop-shop for securities and insurance education needs.

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Cremation Best Practices for Funeral Professionals

It is important for funeral directors, morticians, cremation specialists, and other deathcare professionals to understand cremation best practices. These include the practical side of cremation, as well as how to make cremation a meaningful experience for the deceased’s family or loved ones.

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2022 Homeowners Insurance Changes: What Insurance Professionals Need to Know

As of March 1, 2022, insurance professionals may begin using ISO’s new 2022 edition. Becoming an expert on the new 2022 homeowner coverage forms is also an excellent form of professional development for insurance practitioners and will help you quickly get a leg up on your competition.

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SEC Financial Responsibility Rules for Broker-Dealers

Broker-dealers have certain financial responsibility requirements imposed under the Securities Exchange Act of 1934 (Exchange Act). These rules are in place to help to protect customers from adverse consequences should a broker-dealer suffer from financial failure or collapse.

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What Is Estate Planning and Why Is It Important?

Estate planning is important for anyone who needs to provide for loved ones or wants the opportunity to decide how their assets will be distributed after death. In other words: estate planning is for everyone!

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Stigmatized Properties: Selling a Haunted House

The National Association of REALTORS® defines a stigmatized property as “a property that has been psychologically impacted by an event which occurred, or was suspected to have occurred, on the property, such event being one that has no physical impact of any kind.”

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The Gig Economy and Taxes: Become a Gig Economy Tax Expert

Understanding how the gig economy can complicate taxes is essential for the future success of CPAs, Enrolled Agents, and other tax professionals.

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