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Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Accounting and Auditing    [Top]

Name CPE Credits IRS Credits Description
Accountants' Guidebook - A Financial and Managerial Accounting Reference - Second Edition
Price : $194.95  
QAS
Registry
    
30.0

The Accountants Guidebook provides the accountant with detailed information about the three responsibilities of accountancy – recordation, classification, and reporting. In addition, the course describes a variety of management and analysis tasks with which the accountant is typically charged. The course is intended to improve the performance of accountants by increasing their knowledge of the practical operational details of accounting, as well as the accounting standards to which they are subjected.

GAAP Guidebook - 2015
Price : $181.95  
New ! ! !
QAS
Registry
    
26.0

The GAAP Guidebook discusses the key elements of Generally Accepted Accounting Principles (GAAP), as well as how to record and disclose accounting information.

Techniques of Financial Analysis, Modeling, and Forecasting - v2
Price : $174.95  
QAS
Registry
    
25.0

This comprehensive course gives you every sales and financial forecasting formula and modeling techniques you need to analyze your operation both as a whole and by segment. You will be provided with proven techniques that help you identify and fix problem areas, analysis techniques that help you evaluate proposals for profit potential, proven methods that improve the accuracy of your short- and long-term forecasting, analysis tools that help you better manage working capital, cash, and accounts receivable, plus much more. You also receive dozens of worked-out models and modeling techniques that simplify your most difficult business decisions, and are easy to adapt to any computer spreadsheet program. This course supplies company accountants, treasurers, CFOs with all the forecasting techniques needed to financially analyze a business as a whole or a segment. Includes analysis techniques, methods for improving forecasting accuracy, analysis tools for managing capital, and more.

2015 FASB SSARS and SAS Update and Review
Price : $167.95  
New ! ! !
QAS
Registry
    
24.0

The purpose of this course is to inform the reader of the various changes affecting accounting, compilation and review, and auditing engagements as well as a review and recall of existing standards. Topics include a summary of newly issued FASB statements, new statements issued by the Auditing Standards Board, changes in compilation and review, current and pending developments, practice issues, and more.

This course uses materials entitled 2015 FASB, SSARS and SAS Update and Review, authored by Steven C. Fustolo, CPA.

2016 FASB SSARS and SAS Update and Review
Price : $167.95  
New ! ! !
QAS
Registry
    
24.0

The purpose of this course is to inform the reader of the various changes affecting accounting, compilation and review, and auditing engagements as well as a review and recall of existing standards. Topics include a summary of newly issued FASB statements, new statements issued by the Auditing Standards Board, changes in compilation and review, current and pending developments, practice issues, and more.

IFRS Guidebook - 2016
Price : $160.95  
New ! ! !
QAS
Registry
    
23.0

The IFRS Guidebook discusses the key elements of International Financial Reporting Standards, as well as how to record and disclose accounting information.

Analysis and Uses of Financial Statements
Price : $154.95  
Registry
    
21.0 This course is a primer for financial statement analysis and designed specifically for interested parties who must understand how to read, interpret, and analyze financial statements. This course describes the intricacies of financial statements and their use by investors, creditors, analysts, auditors, and other interested parties. Examples and illustrations of financial statement analysis are widely used.
Cost Management: Accounting and Control
Price : $149.95  
QAS
Registry
    
20.0

Cost Management: Accounting and Control covers the managerial use of accounting, financial, and operating data for planning, control, and decision making. Emphasis is placed on how to manage costs strategically in order to be globally competitive. The course is designed for managers and entrepreneurs who seek continuous improvement (CI) strategies. Topics include analysis of costs; job order and process costing; break-even and contribution analysis; activity-based costing (ABC); balanced scorecard, cost allocation; responsibility accounting; budget for profit planning; short-term decisions; capital budgeting; quality costs and total quality management (TQM); inventory management and just in time (JIT).

Practice Issues - Compilation and Review Update [Including SSARS No. 21]
Price : $149.95  
Updated ! ! !
QAS
Registry
    
20.0

The objective of this course is to inform the reader of the various changes made to the compilation and review standards by the AICPA’s Accounting and Review Services Committee (ARSC), and to address practice issues related to compilation and review engagements. Section I of this course consists of an overview of newly issued SSARS No. 21 including the three types of engagements that can be performed under SSARS No. 21: a preparation of financial statements engagement, a compilation engagement, and a review engagement.

Section II consists of practice issues in compilation and review engagements. Topics include a discussion of an accountant’s responsibility for fraud, internal control and going concern, representation letters for review engagements, personal financial statements, tax basis financial statements, legends on financial statements, accountant’s liability in compilation and review engagements, saving time in engagements, and more. The focus of the course is to identify, recognize and recall the rules pertaining to various pronouncements, including those related to recent developments.

Financial Analysis: A Business Decision Guide - Second Edition
Price : $146.95  
New ! ! !
QAS
Registry
    
19.0

Financial Analysis describes how to extract meaningful information from the financial statements of a business. The course also delves into a number of analyses that can be used to improve business decisions, such as price optimization, constraint management, and credit granting. Another area addressed is financing, where the course covers financial leverage, capital structure, foreign exchange risk, and more. Other topics include financial forecasting, discounted cash flow analysis, and the valuation of acquisitions.

The New Controller Guidebook - Third Edition
Price : $143.95  
Registry
CFP
    
18.0

The New Controller Guidebook describes each responsibility of the new controller and shows you how to manage each one as efficiently as possible. Topics also include the financial statements, closing the books, budgeting, and computer system selection.

Accounting for Managers - A Business Decision Guide - Second Edition
Price : $143.95  
New ! ! !
QAS
Registry
    
18.0

Accounting for Managers describes how accounting transactions are compiled into financial statements and how information about company performance can be extracted from those statements. The course also discusses a number of accounting-based decision tools and how they can be used to improve upon business decisions in many areas.

Accounting and Finance for Business Analysis
Price : $143.95  
QAS
Registry
    
18.0

This course covers what everything business people and managers need to know about accounting and finance. It is directed toward the businessperson who must have financial and accounting knowledge but has not had formal training in finance or accounting-perhaps a newly promoted middle manager or a marketing manager of a small company who must know some basic finance concepts. The entrepreneur or sole proprietor also needs this knowledge; he or she may have brilliant product ideas, but not the slightest idea about financing. The goal of the course is to provide a working knowledge of the fundamentals of finance and accounting that can be applied, regardless of the firm size, in the real world. It gives nonfinancial managers the understanding they need to function effectively with their colleagues in finance.

Cost Management Guidebook - Second Edition
Price : $135.95  
New ! ! !
QAS
Registry
    
17.0

The Cost Management Guidebook addresses a number of tools that can be used to examine the cost structure of a business, including analyses for cost objects, constraints, and processes. The course also addresses how to reduce costs in all of the major areas of a corporation, including compensation, sales, production, procurement, and administration. There are also extensive discussions of asset reduction techniques, as well as cost management reports and measurements.

Economic Indicators - A Comprehensive Overview
Price : $135.95  
New ! ! !
QAS
Registry
    
17.0

Economic indicators are those often-voluminous statistics released by government agencies, non-profit organizations and even private companies. They provide measurements for evaluating the health of our economy, including the latest business cycles, consumer spending, inflation, housing, and so on. Various economic indicators are released quarterly, monthly, weekly, and even daily.

This course provides an introductory overview of the world’s most prevalent economic indicators, including those related to unemployment, consumer sentiment and confidence, inflation, productivity, housing, manufacturing, and international trade. This course reviews the impact that changes in these indicators have on the financial markets and monetary policy.

Everything You Never Wanted to Know About GAAP
Price : $127.95  
Updated ! ! !
QAS
Registry
    
16.0

This course covers a variety of issues related to GAAP including the unusual reporting and disclosure issues that develop in practice such as how to disclose life insurance, leases, catastrophes, tax-basis financial statements. The course uses materials entitled Everything You Never Wanted to Know About GAAP by Steven C. Fustolo, CPA.

Nonprofit Accounting - A Practitioner’s Guide
Price : $127.95  
QAS
Registry
    
16.0

This course provides guidance in how to create and operate a nonprofit accounting system, close the books, and produce financial statements – all while operating in accordance with the unique nonprofit accounting standards. Coverage of accounting standards includes revenue recognition, joint costs, split-interest agreements, and mergers and acquisitions. The course also describes detailed systems of control, budgeting, and ratio analysis to maintain a proper level of control over funds.

Business Ratios Guidebook - Second Edition
Price : $127.95  
New ! ! !
QAS
Registry
    
16.0

The Business Ratios Guidebook describes more than 200 ratios and other measurements that can be used to analyze the results, liquidity, and cash flows of a business. The measurement areas covered include performance, return on investment, share performance and constraints. Examples of the functional areas also covered by the course include cash management, credit and collections, customer service, human resources, production, and sales.

2015 FASB Review for Industry
Price : $127.95  
New ! ! !
QAS
Registry
    
16.0

The purpose of this course is to inform the reader of the various changes affecting accounting and financial reporting, as well as a review and recall of existing accounting standards. Topics include a summary of newly issued FASB statements, current and pending developments, practice issues, and more.

This course uses materials entitled 2015 FASB Review, authored by Steven C. Fustolo, CPA.

Auditing Developments
Price : $127.95  
Updated ! ! !
QAS
Registry
    
16.0

Part of planning an audit involves consideration of the business and economic environment in which the client operates. Thus, auditors need to be aware of the various types of fraud that clients and employees may be committing, especially in light of myriad lawsuits against auditors and accountants. In addition to applying techniques to limit their liability to their clients and third parties, auditors are confronting other major problems facing the accounting field, including compliance with the Sarbanes-Oxley Act. The peer review comments and new auditing statements provide further guidance on current issues. To deal with the volatility in the business climate, auditors should focus their efforts in key areas and should take lessons from litigation. Additionally, in this course, auditors will learn how to perform more efficient engagements, and lastly, a section on the issuance of SAS Nos. 128 to 130, and much more. The course focuses on reviewing and recalling rules related to auditing standards including new developments related to those standards.

2016 FASB Review for Industry
Price : $127.95  
New ! ! !
QAS
Registry
    
16.0

The purpose of this course is to inform the reader of the various changes affecting accounting and financial reporting, as well as a review and recall of existing accounting standards. Topics include a summary of newly issued FASB statements, current and pending developments, practice issues, and more.

Current Developments as of 2016 - Accounting and Financial Reporting
Price : $127.95  
New ! ! !
QAS
Registry
    
16.0

The purpose of this course is to inform the reader of the various changes to accounting and financial reporting affecting the accounting professional. Topics include a review of proposed FASB projects including those related to financial performance, leases, and financial instruments, practice issues involving the statement of cash flows, fair value reporting, pensions, the international convergence project, little GAAP, and more. The structure of the course is to encourage the reader to recall existing GAAP rules coupled with identifying, stating and outlining rules related to new and proposed pronouncements.

Bookkeeping Guidebook - A Practitioner’s Guide
Price : $121.95  
QAS
Registry
    
15.0

The bookkeeper needs a comprehensive knowledge of the practical aspects of accounting. This means understanding how to issue billings, process cash receipts, calculate depreciation, construct a chart of accounts, value inventory, pay employees and suppliers, file tax returns, and produce financial statements. The Bookkeeping Guidebook course covers all of these topics and more with dozens of examples, as well as forms, templates, and references to the author’s popular Accounting Best Practices podcast.

Corporate Finance - Practical Applications
Price : $121.95  
New ! ! !
QAS
Registry
    
15.0

Corporate Finance follows the flow of funds through a business, including fund raising, internal cash management, and the deployment of funds to dividends, capital expenditures, investments, and acquisitions. This course is intended to give the professional manager direction regarding how to develop an appropriate capital structure and determine the best types of debt and equity funding. Additional tools are provided for calculating the cost of capital and constructing cash flows to analyze potential cash uses. Full coverage of risk management for foreign exchange and interest rates is also included.

Inventory Management - Second Edition
Price : $121.95  
New ! ! !
QAS
Registry
    
15.0

Inventory Management describes all stages of inventory management, including forecasting, purchasing, receiving, storage, and shipping, plus measurement systems and inventory record accuracy. The course also addresses inventory strategy, inventory policies, inventory counting, and more.

Credit and Collection Guidebook
Price : $117.95  
QAS
Registry
    
14.0

The Credit and Collection Guidebook shows how to achieve a balance between more sales and a reasonable amount of bad debt by focusing on the design and management of the credit and collection functions. The discussion ranges from the structure of specific jobs to the full range of collection and litigation tactics that can be used to collect money from customers.

Cost Accounting Fundamentals - Essential Concepts and Examples - Fifth Edition
Price : $117.95  
Updated ! ! !
QAS
Registry
    
14.0

Cost Accounting Fundamentals addresses all aspects of cost accounting, including how to compile inventory costs, when to use job costing, process costing, and standard costing, and how to allocate joint costs. We also explain how to use cost accounting in the development of new products and their prices, as well as how to conduct analyses with direct costing, activity-based costing, and constraint analysis.

Best Practices for Accounts Payable
Price : $112.95  
QAS
Registry
    
13.0

Best practices for the accounts payable function are critical for those organizations concerned about their profitability. For poor practices result in excess cost, duplicate payments, increased processing expenses, fraud and frayed vendor relationships. And, of course there is the growing issue of regulatory compliance as the Feds and states look for their fair share. This course presents information the professional can use to identify best practice problems as well as regulatory concerns. Industry expert Mary S. Schaeffer explains the issues related to the accounts payable function to auditors, controllers, and managers. She then reveals the best practices for a myriad of these issues as well as identifying almost best practices for those cases where it is not possible to use the best practice and the worst practices which are likely to cause trouble.

The Lean Accounting Guidebook - How to Create a World-Class Accounting Department
Price : $112.95  
QAS
Registry
    
13.0

The Lean Accounting Guidebook reveals how to streamline the accounting department with over 150 improvement tips for billing, collections, cost accounting, fixed assets, payables, payroll, and more.

Closing the Books: An Accountant’s Guide - Fourth Edition
Price : $112.95  
Updated ! ! !
QAS
Registry
    
13.0

Closing the Books: An Accountant’s Guide demonstrates how the accounting systems summarize information into financial statements, how to close the books efficiently, how to construct financial statements, and the controls and record keeping systems needed to close the books.

Public Company Accounting and Finance
Price : $112.95  
QAS
Registry
    
13.0

In a public company, the accounting department will find itself buried with additional reporting requirements and controls, though senior management will have a clear opportunity to raise money through the public markets. In the Public Company Accounting and Finance course, we explore both of these aspects of a public company. The accountant must learn about earnings per share, segment reporting, and Staff Accounting Bulletins, as well as quarterly and annual reporting to the SEC. Meanwhile, the treasurer can engage in an initial public offering, file registration statements, or sell shares under the Regulation A or Regulation D exemptions. This course covers all of these topics and more.

Accounting for Inventory - Second Edition
Price : $112.95  
New ! ! !
QAS
Registry
    
13.0

Inventory often represents a company’s largest investment. As a result, management expects the accounting staff to provide thorough, timely information about its status. To meet this expectation, Accounting for Inventory presents every issue that the accountant might need to create and maintain a comprehensive system of inventory accounting. Topics covered include inventory counting systems, cost layering, standard costing, overhead allocation, the lower of cost or market rule, disclosures, transfer pricing, budgeting, measurements, and much more. The course is designed to be a beginning-to-end overview of inventory.

Analyzing Cost Data for Management (Management / Cost Accounting)
Price : $107.95  
Registry
    
12.0 This course covers the managerial use of accounting, financial, and operating data for planning, control, and decision making. It is designed for managers and entrepreneurs who need a hands-on knowledge and tools in processing, developing, and analyzing financial, cost, and business data for managerial use.
Financial Essentials for Nonprofit Managers
Price : $107.95  
Registry
    
12.0 Managers of nonprofit organizations generally are not skilled in financial matters or they are often preoccupied with welfare objectives and ignore the operations efficiency and operating cost controls. A series of appropriate questions that nonprofit financial managers must address in connection with an organization’s financial condition are addressed.
Understanding the Consolidation of Variable Interest Entity Rules - FASB Interpretation No. 46R (FASB ASC Topic 810)
Price : $107.95  
Registry
    
12.0

This course presents the consolidation of variable interest entity rules found in ASC 810, Consolidation (previously found in FASB Interpretation No. 46R, Consolidation of Variable Entities-An Interpretation of ARB No. 51, as amended by FASB No. 167, Amendments to FASB Interpretation No. 46R (FIN 46R)), in a comprehensive format. Following the review of the old rules for consolidation of special purpose entities (SPEs) and the background on consolidations are the general rules of FIN 46R. These include the application of FIN 46R and the special exemptions from FIN 46R. The basic rules of FIN 46R, which include three requirements, are covered in complete detail throughout the remaining course material.

Fixed Asset Accounting
Price : $107.95  
QAS
Registry
    
12.0

Fixed Asset Accounting addresses both the GAAP and IFRS accounting for all aspects of fixed assets, including their initial purchase, impairment, revaluation, and disposal. The course also covers the disclosure of fixed asset information, as well as related controls, measurements, record keeping, and policies and procedures.

Making Money with Special Engagements - Agreed-Upon Procedures, Forecasts, Projections, and Other Special Reporting Opportunities
Price : $107.95  
Updated ! ! !
QAS
Registry
    
12.0

The purpose of this course is to review, recall and identify the changes that SSAE No. 10, Attestation Standards: Revision and Recodification, made to the Attestation Standards. Additionally, the overall theme of special reporting issues, including guidance found in AU-C Section 800: Special Considerations- Audits of Financial Statements Prepared in Accordance With Special Purpose Frameworks (formerly found in SAS No. 62, Special Reports), is covered. You will gain an understanding of the foundation of Attestation Standards and of the fundamental and key changes that SSAE No. 10 made to the existing standards. Moreover, the section covering the general framework of the standards explain the requirements, examination engagements, review engagements and other matters affecting Attestation Standards. Section 2 covers agreed-upon procedures engagements, while Section 3 covers compliance engagements and reporting on specific elements, accounts or items of a financial statement. Section 4 addresses prospective financial information. Because of investors’ and bankers’ need for forward-looking information, accountants in both public accounting and industry need to understand the rules for prospective financial forecasts and projections. Finally, Section 5 of the course covers reporting on pro forma information, summarizes the basics of MD&A, and more. The course focuses on reviewing, recalling and identifying the rules related to the attestation standards.

The Accounting Controls Guidebook - A Practical Guide (Third Edition)
Price : $107.95  
New ! ! !
QAS
Registry
    
12.0

The Accounting Controls Guidebook describes the controls needed for all of the major functional areas of a business, including order entry, shipping, billing, cash receipts, accounts payable, payroll, and more.

Fraud Examination - Prevention, Detection, and Investigation
Price : $107.95  
New ! ! !
QAS
Registry
    
12.0

This course is a practical reference for how to prevent, detect, and investigate fraud within a business. It can be used to identify the different types of fraud and construct an environment in which fraud is minimized. In addition, the book describes the many indicators of fraud, so that it can be detected early. The book also describes the process for investigating fraud, including interviewing techniques, document examination, and how to write a fraud report.

It’s All about Your Bottom Line: Developing Accounts Payable Issues and Practices
Price : $103.95  
New ! ! !
QAS
Registry
    
11.0

Both the business world and more specifically, the accounts payable function are going through a massive upheaval. These changes, if not recognized and dealt with appropriately and in a timely manner can have a huge negative impact on any organization’s bottom line. This course takes a deep dive into the developing issues impacting the AP function of every company. The issues evaluated in this course are critical to those who want to run a cost-effective, efficient, fraud-resistant AP function.

The Interpretation of Financial Statements
Price : $103.95  
New ! ! !
QAS
Registry
    
11.0

This course describes the structure of the financial statements, notes a number of tools for extracting information from the statements, and provides a wealth of additional insights into the reasons for the presence of or changes in certain numbers within the statements.

The Accounting Procedures Guidebook - Third Edition
Price : $103.95  
New ! ! !
QAS
Registry
    
11.0

The Accounting Procedures Guidebook describes the procedures and forms needed for all of the major accounting and other functional areas of a business, including order entry, shipping, billing, cash receipts, accounts payable, payroll, and more.

IFRS in the U.S.A.: An Implementation Guide
Price : $99.95  
QAS
Registry
    
10.0

International Financial Reporting Standards (“IFRS”) represents the future of financial accounting and reporting in the United States. Most of the world already communicates with investors and stakeholders about corporate financial performance in the language of IFRS. The International Accounting Standards Board (IASB) and their U.S. equivalent (the FASB) have made commitments towards the convergence U.S. GAAP and IFRS and are working to eliminate as many differences between the two Standards as possible. The Securities and Exchange Commission has endorsed the outright adoption of IFRS in the United States. This growing acceptance of IFRS as a basis for U.S. financial reporting represents a fundamental change for the U.S. accounting profession.

This course provides an introductory overview of International Financial Reporting Standards, including detailed discussions of the impact that IFRS will have on U.S. businesses. This course also includes comprehensive reviews of the IASB structure and its standard-setting process, the basic framework that serves as the foundation for IFRS and the differences that exist between U.S. GAAP and IFRS.

Fair Value Accounting: An Overview
Price : $99.95  
Updated ! ! !
QAS
Registry
    
10.0

Numerous FASB Standards have been issued requiring certain items to be measured and reported at “fair value” on the Balance Sheet. Prior to the release of ASC 820 Fair Value Measurements and Disclosures (formerly known as SFAS 157), the concept of “fair value” had never been formally defined in U.S. accounting literature. Since its issuance in September 2006, ASC 820 has become one the most controversial accounting standards ever released.

This course provides a conceptual review of fair value accounting, as outlined in ASC 820 and other U.S. accounting standards. This review includes discussions on the ongoing controversy surrounding its impact on the global economy, as well as the current FASB & IASB proposals that will potentially require fair value accounting for all financial instruments. Finally, this course will provide an overview of the authoritative guidance for auditing fair value measurements and disclosures, SAS No. 101.

Governmental Accounting and Reporting
Price : $99.95  
New ! ! !
QAS
Registry
    
10.0

This course on accounting for governmental entities is intended to be used by anyone who would like to gain knowledge of accounting and financial reporting currently recommended for state and local governmental units. The course provides an overview of (1) the fundamental concepts underlying state and local governmental accounting and reporting, (2) the importance of budgetary accounting in government, and (3) the recognition rules and journal entries related to governmental financing. It also describes (1) the accounts and journal entries related to transactions specific to governmental entities, (2) the process of defining the governmental reporting entity, (3) the components of the comprehensive annual financial report (CAFR), (4) the reporting requirements for government- wide and fund-based financial statements, and (5) other required information in the CAFR.

Payables Management - A Practitioner’s Guide
Price : $99.95  
New ! ! !
QAS
Registry
    
10.0

Proper management of the accounts payable function calls for a comprehensive knowledge of transaction flows, controls, and the latest technology. The Payables Management course delves into these topics in detail, addressing the accounting for each type of payables transaction, control systems, use taxes, payables fraud, record keeping, unclaimed property reporting, measurement systems, and more.

The New Compilation and Review Standards - SSARS No. 21- Statements on Standards for Accounting and Review Services: Clarification and Recodification
Price : $99.95  
Updated ! ! !
QAS
Registry
    
10.0

The purpose of this course is to inform the reader of the various changes made to the compilation and review codification by SSARS No. 21. The course addresses the three types of engagements that can be performed under the SSARSs including: a preparation of financial statements engagement, a compilation engagement, and a review engagement.

Derivatives and Hedging for Accountants
Price : $99.95  
Updated ! ! !
QAS
Registry
    
10.0

A derivative is a financial product that derives its value based on an underlying asset, liability or other variable (such as an interest rate, foreign currency or commodity price). Derivatives have become very popular tools for “hedging” (i.e. reducing) financial risk; they have also become an increasingly standard item on big companies' balance sheets. Yet understanding how they work, what they are used for and how they can affect the bottom line of a business has proven to be a significant challenge for the accounting and auditing industries.

This course provides an “accountant-friendly” overview of financial risk management and derivative instruments. This overview focuses on the various types of risk that impact financial markets today, as well as the four major categories of derivatives commonly used to hedge these risks (i.e. forwards, futures, swaps and options).

Real Estate Accounting - A Practitioner’s Guide
Price : $99.95  
New ! ! !
QAS
Registry
    
10.0

This course describes the accounting to be used for all types of real estate transactions, such as retail land sales, real estate sales, property exchanges, and the sale of time-share intervals. It also reveals the related financial statement presentations and accompanying disclosures. In addition, the course describes the accounting related to the rental of property, and investments in real estate ventures.

Enterprise Risk Management
Price : $99.95  
New ! ! !
QAS
Registry
    
10.0

This course describes the concept of risk management, how to integrate it into an organization’s strategy, and who is responsible for it. The course also addresses risk management at the level of the individual functional area, including treasury and accounting, sales and marketing, human resources, and information technology. There is coverage of contingency planning, insurance, financial analysis, and risk-related measurements and reports.

Accounting for Casinos and Gaming
Price : $99.95  
New ! ! !
QAS
Registry
    
10.0

The Accounting for Casinos and Gaming course provides an overview of gaming operations, and describes those accounting issues most relevant to a gaming entity. Topics covered include the accounting for loyalty and incentive programs, jackpots, chips and tokens, licensing fees, payroll, marker collections, fixed assets, and interest capitalization. The course also addresses gaming controls and federal reporting requirements.

Managing and Improving your Cash Flow
Price : $89.95  
QAS
Registry
    
9.0

Cash is the lifeblood of a business. Sound cash management is the key to the survival of any business. You can go broke even while making a profit. Profit is measured on an accrual basis in accounting. This course alerts you to the difference between profit and cash flow and teaches you the tools and techniques that allow you to effectively increase and manage your cash flow.

Internal Control and Fraud Detection
Price : $89.95  
Updated ! ! !
QAS
Registry
    
9.0

Internal Control and Fraud Detection covers the essential tools you need to perform internal-control related services. It will take you through your clients’ responsibility to design and implement programs and controls to prevent, deter, and detect fraud. It touches on internal control over financial reporting in accordance with Section 404 of the Sarbanes-Oxley Act — “Enhanced Financial Disclosures, Management Assessment of Internal Control” — which mandates sweeping changes. Additionally Section 404, in conjunction with the related SEC rules and Auditing Standard (AS) No. 5, An Audit of Internal Control Over Financial Reporting Performed in Conjunction with an Audit of Financial Statements), established by the Public Company Accounting Oversight Board (PCAOB), requires that the management of a public company and the company’s independent auditor issue two new reports at the end of every fiscal year. These reports must be included in the company’s annual report filed with the Securities and Exchange Commission (SEC).

This course also covers Management’s Antifraud Programs and Controls and the risk factors included in AU 240. A major section then deals with forensic accounting, a specialty requiring the integration of investigative, accounting, and auditing skills. The forensic accountant looks at documents and financial and other data in a critical manner in order to draw conclusions, to calculate values, and to identify irregular patterns and/or suspicious transactions. As experts in this area, forensic accountants understand the fraud risk areas and have extensive fraud knowledge and experience of dealing with the application of accounting facts gathered through auditing methods and procedures to resolve legal problems. They do not merely look at the numbers but, rather, look critically behind the numbers in search of significant patterns.

Finally, Internal Control and Fraud Detection provides its readers with practical guides and checklists such as indicators of financial crime, the ACFE’s fraud prevention checkup, an internal control assessment form, computer applications checklist, and financial reporting information systems and controls checklist. All in all, this course will guide its readers to expertise in a specialist, but essential, area of managing their business.

Enron: Fraud, Deception, and the Aftermath
Price : $79.95  
Registry
    
8.0 This course reviews the factors that led to the demise of Enron and at the aftermath including changes that have been made to accounting, auditing and SEC rules. This course reviews the GAAP rules in effect at the time of the Enron abuses with particular emphasis on the four special purpose entities that led to Enron’s restatement of its financial statements and its ultimate bankruptcy filing. It looks at how the Sarbanes Oxley Act of 2002 rules affect auditors and accountants, and the new consolidation rules related to variable interest entities (VIEs) which require that certain off-balance sheet entities be consolidated.
Major Changes to Auditing Standards: Auditing Standards Board Clarity Project- SAS Nos. 122-130
Price : $79.95  
Updated ! ! !
QAS
Registry
    
8.0

This course explains the significant changes made to auditing standards by the Auditing Standards Board’s Clarity Project that resulted in the issuance of SAS Nos. 122-130. The course is written in a format that provides an overview by allowing the reader to review, recall and identify key provisions within the new standards.

Recent GAAP Developments
Price : $79.95  
New ! ! !
QAS
Registry
    
8.0

On May 28, 2014 the Financial Accounting Standards Board (FASB) released its widely anticipated revenue standard, Accounting Standards Update 2014-09, Revenue from Contracts with Customers. The issuance of final documents was the result of a joint effort by the FASB and the International Accounting Standards Board (IASB) to enhance financial reporting with the establishment of common revenue recognition guidance for U.S. GAAP and International Financial Reporting Standards (IFRS). This course will consider the significance of the guidance issued, review the core principle related to the recognition of revenue, identify the specific steps that should be applied to recognize revenue and consider the actions needed in order to be prepared to implement the revenue guidance by the effective date of the standard.

The FASB has also recently released Accounting Standard Updates affecting the presentation of financial statements involving going concern disclosures, discontinued operations and the liquidation basis of accounting. This course will review ASU 2014-15, Presentation of Financial Statements—Going Concern (Subtopic 205-40): Disclosure of Uncertainties about an Entity’s Ability to Continue as a Going Concern, ASU 2014-08, Presentation of Financial Statements (Topic 205) and Property, Plant, and Equipment (Topic 360): Reporting Discontinued Operations and Disclosures of Disposals of Components of an Entity and ASU 2013-07, Presentation of Financial Statements (Topic 205): Liquidation Basis of Accounting by focusing on the key considerations of the Updates.

Accounting for Management: Concepts and Tools - 2015
Price : $74.95  
New ! ! !
QAS
Registry
    
7.5

A primer on the basic theoretical concepts and the practical procedures of financial record keeping and reporting, and the use of financial and cost data in managerial decision making. It provides an understanding and working knowledge of the fundamentals of financial and managerial accounting that can be put to practical application in day-to-day jobs of managers. It also concentrates on providing a working vocabulary for communication. Topics include accounting principles and reporting trends, accounting conventions and systems, interpretation and analysis of financial statements; cast flow statement; break-even analysis; activity-based costing (ABC); responsibility accounting; budget for profit planning; short-term and long-term investment decision making. A list of computer software for accounting, ABC, and budgeting is presented.

Not-For-Profit Accounting: Reporting And Analysis
Price : $69.95  
New ! ! !
QAS
Registry
    
7.0

Business organizations obtain resources by providing goods and services. Many not-for-profit organizations (NFPOs) obtain resources from contributors and are accountable to the providers of those resources or to their representatives. In general, GAAP requires not-for-profit organizations to issue a statement of financial position, a statement of activities, and a statement of cash flows. The focus is on the organization as a whole and on reporting assets, liabilities, and net assets; changes in net assets; flows of economic resources; cash flows, borrowing and repayment of borrowing, and other factors affecting liquidity; and service efforts. This course addresses the accounting and financial reporting for NFPOs (or NPOs) ---colleges and universities, healthcare providers, voluntary health and welfare organizations (VHWOs), and other not-for-profit entities such as religious, educational, social, recreational entities. Also addressed is financial analysis and ratios that can be useful to analyze financial fitness of NFPOs.

The Sarbanes-Oxley Act and Corporate Governance - 2015
Price : $64.95  
New ! ! !
QAS
Registry
    
6.5

The past years has witnessed a number of high-profile corporate scandals: Enron, Tyco International, Healthsouth, Global Crossing, and WorldCom (now-MCI). While these are the most glaring, there are many more companies whose shareholders and employees have suffered as stock prices fell, such as Nokia, Lucent Technologies, and many internet-related businesses. The course examines recent developments in finance and accounting and a series of corporate accounting scandals on the heels of the Enron debacle that have led to new sweeping accounting guidelines, proposals, and legislation—most notably, the Sarbanes-Oxley (SOX) Act. Many of the issues surrounding the SOX Act—especially Section 402, Internal Control over Financial Reporting and Sections 302 and 906, Management Certifications —are discussed. The general issues on corporate governance and corporate social responsibility (CSR), including stock option expensing, are also covered. The illegal practice of stock option backdating is described as well.

The Detection and Prevention of Fraud in Financial Statements
Price : $64.95  
QAS
Registry
    
6.5

In July 2002, President Bush formed a task force comprised of senior executives from various federal agencies to address the barrage of corporate fraud cases that surfaced in the wake of the Enron scandal. As the primary agency investigating corporate fraud, the FBI has focused its efforts on cases which involve accounting schemes, self-dealing by corporate employees, and obstruction of justice to conceal fraudulent activities from criminal and regulatory authorities.

According to the Federal Bureau of Investigation (FBI) “white collar” crime, which this course will refer to as corporate fraud is:

    “Those illegal acts which are characterized by deceit, concealment, or violation of trust and which are not dependent upon the application or threat of physical force or violence. These acts are committed by individuals and organizations to obtain money or services; or to secure personal or business advantage.”
This course will begin by reviewing the efforts made by President Bush and several other federal corporate crime busting governmental bodies within the United States to prevent fraud. In addition you will be provided with some statistics regarding corporate fraud.

Next, you will be introduced to some of the common characteristics of individuals who are most likely to commit fraud and some steps that you can take to identify them.

Subsequently this course will identify the most frequently occurring types of corporate fraud and point out some processes and procedures which can be put into place in order to prevent these types of fraud from taking place.

Finally, you will be provided with several case studies which will include the type of fraud which was committed and the punishment for the act.

Asset Valuation Using Discounted Cash Flows
Price : $59.95  
QAS
Registry
    
6.0

The purpose of this course is to provide an overview of the Discounted Cash-Flow (DCF) Method of valuation. The DCF method requires that an estimated cash-flow and a risk-adjusted discount rate be determined. This course summarizes commonly-used cash-flow proxies and discount rate estimation tools.

A Practical Guide to Mergers, Acquisitions, and Divestitures - 2015
Price : $54.95  
New ! ! !
QAS
Registry
    
5.5

This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, valuation methods, financial effects of the merger, holding companies, takeover bids, SEC filing requirements, accounting and reporting requirements for business combinations, and financial analysis of combinations. Also addressed is emergence of corporate development officers (CDOs).

IFRS Learning Module: Presentation of IFRS Financial Statements
Price : $49.95  
QAS
Registry
    
5.0

IFRS Learning Modules are a series of courses that provide in-depth overviews of various topics related to International Financial Reporting Standards (“IFRS”). IFRS represents the global accounting principles that provide the foundation for most of the world’s financial reporting. These Standards establish the recognition, measurement, presentation and disclosure requirements for transactions and events reflected in IFRS financial statements.

The growing acceptance of IFRS as a basis for U.S. financial reporting represents a fundamental change for the U.S. accounting profession. The International Accounting Standards Board (IASB) and their U.S. equivalent (the FASB) have made commitments towards the convergence of U.S. GAAP and IFRS and are working to eliminate as many differences between the two Standards as possible. In addition, the Securities and Exchange Commission has endorsed the outright adoption of IFRS in the United States. Therefore it is clear that IFRS represents the future of financial accounting and reporting in the United States.

Module 1 of the IFRS Learning Module series provides a “deep dive” into the principles governing the presentation of financial statements under IFRS. This includes a review of the IASB’s Framework, which addresses the concepts underlying the information presented in IFRS financial statements. It also includes detailed discussions of the IAS 1 Presentation of Financial Statements and IAS 7 Statement of Cash Flows. Finally, this course provides an in-depth look at the joint IASB/FASB project that will result in sweeping changes to financial statement presentation in the near future.

IFRS Learning Module: Property, Plant and Equipment
Price : $49.95  
QAS
Registry
    
5.0

IFRS Learning Modules are a series of courses that provide in-depth overviews of various topics related to International Financial Reporting Standards (“IFRS”) . IFRS represents the global accounting principles that provide the foundation for most of the world’s financial reporting. These Standards establish the recognition, measurement, presentation and disclosure requirements for transactions and events reflected in IFRS financial statements.

The growing acceptance of IFRS as a basis for U.S. financial reporting represents a fundamental change for the U.S. accounting profession. The International Accounting Standards Board (IASB) and their U.S. equivalent (the FASB) have made commitments towards the convergence of U.S. GAAP and IFRS and are working to eliminate as many differences between the two Standards as possible. In addition, the Securities and Exchange Commission has endorsed the outright adoption of IFRS in the United States. Therefore it is clear that IFRS represents the future of financial accounting and reporting in the United States.

Module 7 of the IFRS Learning Module series presents an overview of IAS 16 Property, Plant and Equipment, the accounting standard for classifying and measuring property, plant and equipment (also known as ‘fixed assets’) in IFRS financial statements. The course also discusses the IASB’s and FASB’s efforts towards achieving convergence in fixed assets reporting.

Internal Controls in Accounts Payable
Price : $49.95  
QAS
Registry
    
5.0

Strong internal controls are key to any effective accounts payable function. Without such controls, fraud is easier to commit, duplicate payments increase and the function is not cost-effective. This course presents information the professional can use to identify control problems and implement strong controls. Industry expert Mary Schaeffer shows auditors, controllers, and managers where control issues are likely to occur, how to strengthen controls, and best practices for a control effective accounts payable function.

Capital Budgeting
Price : $49.95  
New ! ! !
QAS
Registry
    
5.0

This course describes how requests for capital investments are documented and examined. It also covers the primary methods for determining whether a proposed investment is acceptable, as well as a number of strategic considerations. Lease or buy financing options are also discussed, along with a system of capital budgeting controls.

Working Capital Management
Price : $49.95  
New ! ! !
QAS
Registry
    
5.0

The Working Capital Management course discusses how to reduce the adverse funding effects caused by working capital. The discussion includes a number of specific recommendations on how to manage cash, receivables, inventory, and payables. The course also addresses the operational characteristics that will allow a business to function with zero working capital. The course also examines the characteristics of different types of asset-based lending.

Balance Sheet: Reporting Assets - 2015
Price : $44.95  
New ! ! !
QAS
Registry
    
4.5

This course discusses generally accepted accounting principles (GAAP) for reporting assets on the balance sheet. It includes a discussion of accounts and loans receivable, inventory, prepaid expenses, fixed assets, capitalized interest, exchange of assets, impairment of assets, involuntary conversion, intangibles, and transfer of financial assets. Promulgated GAAP for current assets is provided in ASC 210-10-45-1 through 45-3, Balance Sheet:Overall. Current assets have a life of one year or the normal operating cycle of the business, whichever is greater. The accounting policies and any restrictions on current assets must be disclosed.

IFRS Learning Module: Inventories
Price : $39.95  
QAS
Registry
    
4.0

IFRS Learning Modules are a series of courses that provide in-depth overviews of various topics related to International Financial Reporting Standards (“IFRS”). IFRS represents the global accounting principles that provide the foundation for most of the world’s financial reporting. These Standards establish the recognition, measurement, presentation and disclosure requirements for transactions and events reflected in IFRS financial statements.

The growing acceptance of IFRS as a basis for U.S. financial reporting represents a fundamental change for the U.S. accounting profession. The International Accounting Standards Board (IASB) and their U.S. equivalent (the FASB) have made commitments towards the convergence of U.S. GAAP and IFRS and are working to eliminate as many differences between the two Standards as possible. In addition, the Securities and Exchange Commission has endorsed the outright adoption of IFRS in the United States. Therefore it is clear that IFRS represents the future of financial accounting and reporting in the United States.

Module 4 of the IFRS Learning Module series presents an overview of IAS 2 Inventories, the accounting standard for classifying and measuring inventories in IFRS financial statements. This module also discusses the IASB’s and FASB’s efforts towards achieving convergence in this area of financial reporting.

Accounting for Pensions and Postretirement Benefits
Price : $39.95  
Updated ! ! !
QAS
Registry
    
4.0

The pension fund is a separate legal and accounting entity. Although a company is not required to have a pension plan, if it does it must follow financial accounting standards and government accounting and presentation dictates. The major types of pension plans are defined contribution and defined benefit. The course presents reporting by a trustee for the plan, including the requirements surrounding pension plan financial statements. The accounting for settlements, curtailments, and terminations is presented. Postretirement benefit plans other than pensions are also discussed. Finally, the accounting and reporting for postemployment benefits are presented.

Accounting for Liabilities – Estimation and Valuation
Price : $39.95  
QAS
Registry
    
4.0

This course focuses on the accounting complexities related to estimated liabilities and contingent liabilities. Customer loyalty programs, warranties, asset retirement obligations and other examples are discussed. GAAP-based recognition and disclosure methods are also presented.

Vendor Issues in Accounts Payable
Price : $39.95  
QAS
Registry
    
4.0

Vendor issues in an effective accounts payable function are often ignored. This is unfortunate because poor controls around the master vendor file, the way data is entered and the lack of rigid internal controls all play a key role in preventing fraud and duplicate payments. And, it’s not as easy as you might think. There are numerous details, which if ignored, can cause problems whose impact is felt directly in the bottom line. Industry expert Mary Schaeffer delves into this material revealing where the problems are and what every organization should be doing to minimize, if not eliminate, the impact of these issues.

Financial Ratio Analysis - Practical Uses for the CPA
Price : $39.95  
Updated ! ! !
QAS
Registry
    
4.0

Financial ratio analysis is an effective tool for CPAs to evaluate and analyze financial trends to highlight operational efficiencies and inefficiencies. For the CPA in the attest function, financial ratios can be an important tool for audit planning to identify operational issues as well as any potential going concern questions that should be addressed.

Through the use of example financial statements, this course demonstrates the practical uses of:

    • Common sized financial statements
    • Commonly used financial ratios
    • The DuPont Model for evaluating return on equity
    • Ratios to forecast working capital
    • Cash flow ratios to identify potential liquidity issues

Fraud Overview for Accountants and Auditors
Price : $39.95  
Updated ! ! !
QAS
Registry
    
4.0

The course addresses various issues related to fraud. In particular, accountants and auditors need to be aware of the types of fraud that clients and employees may be committing, especially in light of myriad lawsuits against auditors and accountants. Topics include a review of the results of the fraud Report to the Nation, types of fraud, auditor’s role in addressing fraud, and the accountant’s responsibility for fraud in a compilation and review engagement. The course also discusses miscellaneous fraud-related issues including whistleblowing, anti-fraud measures, considering an entity’s fraud scorecard, and more.

Revenue Recognition
Price : $39.95  
QAS
Registry
    
4.0

Revenue Recognition describes the five-step process for recognizing revenue related to contracts with customers. The discussion includes the establishment of a contract, the determination of performance obligations, and how to set and allocate prices. The course covers many ancillary topics as well, including the treatment of variable consideration, noncash consideration, price discounts, subsequent price changes, consignments, licensing, repurchase agreements, disclosures, and much more.

Investing Fundamentals and Products
Price : $39.95  
New ! ! !
QAS
Registry
    
4.0

This basic course covers the preparation for investing by determining goals and objectives, learning the vehicles and indexes that may be used, and determining your loss tolerance. The different facets of the securities markets are covered as well as the various risks involved in investing and the tools used to measure those risks. One can only loan money or purchase an ownership interest in a firm. These two basic investments are examined as to the various vehicles used within each.

The decisions that are to be made are discussed. These include the risks to be taken, diversification of assets, asset allocation, whether to attempt to time the market, and whether to do all of the investing based on your own knowledge or to seek the assistance of a financial advisor. After your portfolio has been finalized and implemented do you want to periodically review it?

Insurance Basics for the Individual - 2015
Price : $39.95  
New ! ! !
QAS
Registry
    
4.0

This basic course covers the preparation for personal risk management in order for you to do your financial planning to achieve your goals without fear that it will be all negated with a single occurrence. The different facets of risk management are covered as well as the various types of insurance policies that may be used for the transferring of risks.

Challenges addressed are: The amount, if any, of property, liability, and life insurance needed to assure achievement of personal plans and goals in spite of the occurrence of an event of which you were at risk. Choosing between the various types of insurance policies as they relate to the protection of your needs and goals. The special contracts and clauses that are present in life insurance policies.

Business Combinations and Consolidated Financial Reporting - 2015
Price : $39.95  
New ! ! !
QAS
Registry
    
4.0

This course reviews the two standards reflected in the Codification as ASC 805, Business Combinations, and ASC 810, Consolidation. These statements, which require prospective treatment for new business combinations having fiscal years beginning after December 15, 2008, mandate what is referred to as the acquisition method.

This course emphasizes both the theory and practice relating the acquisition method standards. A comparison of old (e.g., poolings of interest and purchase methods) and acquisition method rules will prepare practitioners for dealing with the variety of practices they will encounter at their clients or employers. This course also addresses the preparation of consolidated financial statements, the appropriate treatment of the costs affecting a combination, and other related issues.

Time Value of Money: Useful Applications - 2015
Price : $39.95  
New ! ! !
QAS
Registry
    
4.0

CPAs must have a working knowledge of future value and present value concepts because of their application to numerous types of business events and transactions that require proper valuation and presentation. Time value of money is also a critical consideration in financial and investment decisions. For example, compound interest calculations are needed to determine future sums of money resulting from an investment. Discounting is used to evaluate the future cash flow associated with capital budgeting projects. This course aims at presenting the time value tools and techniques that are necessary for fair value measurements and for various financial decisions.

Accounting for Leases
Price : $34.95  
QAS
Registry
    
3.5

Many U.S. companies have become heavily involved in leasing assets rather than owning them. For example, according to the Equipment Leasing Association (ELA), the global equipment-leasing market is a $600-$700 billion business, with the U.S. accounting for about one-third of the global market. Any type of equipment can be leased, such as railcars, helicopters, bulldozers, barges, CT scanners, computers, and so on. The largest group of leased equipment involves information technology equipment, followed by assets in the transportation area (trucks, aircraft, rail), and then construc¬tion and agriculture. This course discusses the accounting, reporting, and disclosures of leases by lessees and lessors. It includes a discussion of sale-leasebacks, subleases, renewals and extensions, terminations, leveraged leases, and other issues.

Principles of Financial Statement Presentation
Price : $34.95  
New ! ! !
QAS
Registry
    
3.5

This course provides an overview of the key presentation requirements with respect to an entity’s financial statements. This includes a discussion of key principles related to an entity’s overall presentation as well as specific topics with respect to its balance sheet, income statement, comprehensive income, statement of cash flows, as well as notes to the financial statements. The course also addresses the considerations around changes in accounting principles. The information related to this course is primarily sourced from the Financial Standards Accounting Board’s (FASB) Accounting Standards Codification (ASC).

Revenue Recognition Principles
Price : $34.95  
New ! ! !
QAS
Registry
    
3.5

This course provides an overview of the new revenue recognition standards prescribed by the Financial Accounting Standards Board (FASB) issued in May 2014. The new standards are effective for public business entities for annual reporting periods after December 1, 2017, including interim periods within that reporting period. For calendar year public filers, these entities will need to implement the new standards starting in 2018.

The New Lease Accounting Standards
Price : $52.95  
New ! ! !
QAS
Registry
    
3.5

This course provides an in-depth overview of the new lease accounting standards issued by the Financial Accounting Standards Board (FASB) in February 2016. This includes a discussion of the primary reasons for the change as well as how to identify a lease within a contract. This course also provides an in-depth review of lease classification, initial measurement, subsequent measurement, presentation & disclosure, as well as transition requirements. The course concludes with a discussion of some of the significant differences between IFRS 16 (the IASB’s new lease accounting standard) as well as private company considerations.

XBRL: Revolutionizing Financial Reporting
Price : $29.95  
Updated ! ! !
QAS
Registry
    
3.0

XBRL is revolutionizing business and financial reporting around the world. It is a reporting language which electronically communicates business and financial data globally. Besides providing major benefits in the preparation, analysis and communication of business information, it also offers cost savings, greater efficiency and improved accuracy and reliability to all those involved in supplying or using financial data, claims XBRL International.

This course will begin by recapping why and how XBRL came into existence and then defining XBRL. We will next discuss a few of the more common uses of XBRL reporting and some of its benefits.

You will then be introduced to how XBRL reporting works through the use of taxonomies and specifications. As part of this process, you will be provided with a glossary of the more common XBRL related terminology.

Accountants Wanted
Price : $29.95  
QAS
Registry
    
3.0 “An increase in the number of businesses, changing financial laws and regulations, and greater scrutiny of company finances will drive faster-than-average growth of accountants and auditors, ” reports the Department of Labor (DOL). Since new Federal legislation restricts the non-auditing services that public accountants can provide to the same clien;t in most cases one firm must be hired to handle their annual accounting and another for financial services needs. This course will also review effects of the increasing demand for accountants and steps to retain quality accountants within your organization.
IFRS Learning Module: Segment Reporting
Price : $29.95  
QAS
Registry
    
3.0

IFRS Learning Modules are a series of courses that provide in-depth overviews of various topics related to International Financial Reporting Standards (“IFRS”). IFRS represents the global accounting principles that provide the foundation for most of the world’s financial reporting. These Standards establish the recognition, measurement, presentation and disclosure requirements for transactions and events reflected in IFRS financial statements.

The growing acceptance of IFRS as a basis for U.S. financial reporting represents a fundamental change for the U.S. accounting profession. The International Accounting Standards Board (IASB) and their U.S. equivalent (the FASB) have made commitments towards the convergence of U.S. GAAP and IFRS and are working to eliminate as many differences between the two Standards as possible. In addition, the Securities and Exchange Commission has endorsed the outright adoption of IFRS in the United States. Therefore it is clear that IFRS represents the future of financial accounting and reporting in the United States.

Module 5 of the IFRS Learning Module series presents an overview of IFRS 8 Operating Segments; this overview includes a detailed discussion of the processes for identifying, aggregating and reporting operating segments in IFRS financial statements. The course also discusses the IASB’s and FASB’s efforts towards achieving convergence in segment reporting.

IFRS Learning Module: Earnings per Share
Price : $29.95  
QAS
Registry
    
3.0

IFRS Learning Modules are a series of courses that provide in-depth overviews of various topics related to International Financial Reporting Standards (“IFRS”). IFRS represents the global accounting principles that provide the foundation for most of the world’s financial reporting. These Standards establish the recognition, measurement, presentation and disclosure requirements for transactions and events reflected in IFRS financial statements.

The growing acceptance of IFRS as a basis for U.S. financial reporting represents a fundamental change for the U.S. accounting profession. The International Accounting Standards Board (IASB) and their U.S. equivalent (the FASB) have made commitments towards the convergence of U.S. GAAP and IFRS and are working to eliminate as many differences between the two Standards as possible. In addition, the Securities and Exchange Commission has endorsed the outright adoption of IFRS in the United States. Therefore it is clear that IFRS represents the future of financial accounting and reporting in the United States.

Module 6 of the IFRS Learning Module series presents an overview of IAS 33 Earnings per Share; this overview includes a detailed discussion of the processes for calculating and reporting earnings per share measurements in IFRS financial statements. The course also discusses the IASB’s and FASB’s efforts towards achieving convergence in EPS reporting.

Full Disclosures in Financial Reporting
Price : $29.95  
QAS
Registry
    
3.0

The full disclosure principle , one of major accounting principles, requires that information provided in financial statements be sufficiently complete to avoid misleading users of the reports by omitting significant facts of information. The full disclosure principle also refers to revealing information that would be useful in the decision-making processes of informed users. Full disclosure is required for the fair presentation of financial statements. This course discusses the disclosures required of companies, including those related to accounting policies, segmental information, related parties, contingencies, long-term purchase contract obligations, inflation, and derivatives. Sample annual reports addressing this requirement are illustrated.

Intangible Asset Valuation
Price : $29.95  
QAS
Registry
    
3.0

The purpose of this course is to provide an overview of intangible asset recognition and valuation methods. First, the course presents historical perspective and current trends in intangible asset creation and valuation. Next, GAAP-based rules are discussed. A discussion of various intangible asset categories follows. The course concludes with a presentation of various intangible asset valuation techniques.

The Balanced Scorecard: Strategic-Based Control
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

The Balanced Scorecard (BSC) is a strategic-based responsibility accounting system that converts an organization’s mission and strategy into operational objectives and measures for four perspectives: the financial perspective, the customer perspective, the internal process perspective, and the learning and growth perspective. The course addresses the main features of the Balanced Scorecard and its implementation. Presented are several notable case studies that implemented and applied the BSC.

Accounting Practitioner’s Documentation for Risk Management
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

Risk management for accounting professionals begins with accepting engagements with clients and does not end until the date on which record retention requirements expire. Along the way, practitioners may encounter special cases in which documentation of accounting information becomes more complex.

This course will provide an overview of engagement documentation and retention for various types of engagements.

Stockholders Equity: Accounting and Reporting
Price : $29.95  
QAS
Registry
    
3.0

Stockholders equity represents the cumulative net contributions by stockholders plus accumulated earnings less dividends. Stockholders equity is synonymous with net worth, or net assets (assets less liabilities). This course discusses the accounting, financial statement presentation, and disclosures associated with preferred and common stock, stock retirement, treasury stock, dividends, appropriation of retained earnings, stock splits, stock warrants (including fractional share warrants), and quasi-reorganization.

Accounting for Investments - by Steven Bragg
Price : $29.95  
Updated ! ! !
QAS
Registry
    
3.0

Accounting for Investments describes how the accounting varies for each type of investment classification, notes the treatment of impaired assets, how to deal with realized and unrealized gains and losses, and the treatment of other accounting concepts. The course also describes the controls, forms, and procedures needed to effectively manage investments.

Project Accounting
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

Project Accounting describes the role of the accountant in designing a cost collection system for a project, charging expenses to it, and measuring the amount of revenue to be recognized. The course also addresses the management of change orders, allowances, and contingencies, while noting the impact of GAAP requirements on specific project issues, including interest capitalization and the treatment of research and development costs. The controls and measurements used for projects are also discussed.

Business Combinations and Consolidations
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

The Business Combinations and Consolidations course describes the accounting for business combinations, including the identification of goodwill, reverse acquisitions, and disclosures. The course also notes how to account for a reduced investment in an investee using the equity method. The course goes on to discuss goodwill impairment, the consolidation of financial statements, and the steps involved in integrating accounting activities following a business combination.

Accounting for Derivatives and Hedges - by Steven Bragg
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

Accounting for Derivatives and Hedges describes a number of derivatives that can be used to mitigate certain types of risk, with an emphasis on how these derivatives are deployed. The course also notes the accounting, controls, and disclosures for derivatives and hedges, with specific emphasis on cash flow hedges and fair value hedges.

The Year-End Close
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

The Year-End Close course notes the actions to be taken to close the books at the end of the fiscal year, as well as other activities required at the end of the calendar year. There is a particular emphasis on several major areas of accounting, including receivables, inventory, fixed assets, payables, and payroll. Additional tasks required for the year-end close of a publicly held company are also described.

Business Insurance Fundamentals
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

The Business Insurance Fundamentals course provides an overview of the insurance industry, including the operations and distribution systems of insurers. The course also notes the more common insurance policy terms and conditions, the types of insurance most applicable to businesses, and how to manage and account for insurance. There is a particular emphasis on managing the cost of insurance.

Accounting for Investments - 2015
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

Companies have different motivations for investing in securities issued by other companies. One motivation is to earn a high rate of return. Another motivation for investing (in equity securities) is to secure certain operating or financing arrangements with another company. This course addresses the accounting for debt and equity investments and disclosure requirements. To provide useful information, companies account for investments based on the type of security (debt or equity) and their intent with respect to the investment. The course organizes the study of investments by type of security. Within each section, it explains how the accounting for investments in debt and equity securities varies according to management intent.

Balance Sheet: Reporting Liabilities - 2015
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

This course discusses the accounting, reporting, and disclosures associated with liabilities on the balance sheet. It includes items covered in ASC 210-10-45-5 through 45-12, Balance Sheet: Overall and 470-10, Debt: Overall. Topics include loss contingencies, compensated absences, termination benefits, troubled debt restructuring, refinancing of current to noncurrent debt, callable obligations by creditors, issuance of bonds, calling debt, imputing interest on noninterest notes payable, environmental liabilities, and offsetting of liabilities.

Fair Value Accounting: Tools and Concepts - 2015
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

Fair values are more common in financial reports because fair values have increased in business importance in recent years. Increasingly elaborate financial instruments and risk management practices have created financial statement elements for which historical cost is almost irrelevant, and fair value, and fluctuations in fair value, are extremely relevant. This course is a comprehensive survey of fair value accounting with a discussion of :(1) ASC 820, Fair Value Measurements and Disclosures, (2) A list of the financial statement items for which fair value reporting is required or allowed. (3) A variety of valuation models, and (4) Fair value disclosure requirements business.

Revenue Recognition: The New Guidelines - 2015
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

On May 28, 2014, after years of deliberations, the Financial Accounting Standards Board (the FASB) and the International Accounting Standards Board (the IASB) jointly issued the Accounting Standard Update (ASU) No. 2014-09. This new revenue recognition standard will replace virtually all revenue recognition guidance found in U.S. GAAP and IFRS, including the existing guidance found in Topic 605, Revenue Recognition.

The new revenue standard creates a single source of revenue guidance for all companies in all industries. This is a significant difference from the guidance used currently, which contains many instances of industry- or transaction-specific recommendations. This course reviews many of the new provisions.

Statement of Cash Flows: Reporting and Analysis - 2015
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

A statement of cash flows is required as part of a full set of financial statements. It must be prepared in conformity with generally accepted accounting principles (GAAP). The statement is not required if the financial statements are prepared on a basis of accounting other than GAAP. The statement must be included in both annual and interim financial statements. This course discusses the requirements of ASC 230, Statement of Cash Flows (ASC 230-10-45-18 and 45-27). ASC 958-205, Not-for-Profit Entities: Presentation of Financial Statements, requires the statement of cash flows for not-for-profit entities.

Analysis of the Corporate Annual Report - 2015
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0 This course focuses on an analysis of the corporate annual report. It help you interpret and understand its components, including the financial statements, footnotes, review of operations, auditor's report, supplementary schedules, management discussion and analysis (MD&A), and Management’s Report On Internal Control Over Financial Reporting. It touches upon how the Sarbanes-Oxley 404 reporting differs from traditional reporting. The course also teaches you how to perform financial ratio and cash flow analyses.
Business Valuation
Price : $29.95  
New ! ! !
QAS
Registry
    
3.0

The Business Valuation course explores the full range of valuation methods that can be used to derive a business valuation. The course notes the circumstances under which each method should be used, and also describes how to sort through situations in which a range of valuations are indicated. The course goes on to describe valuation methods for intangible assets, a number of valuation adjustment factors, valuation mistakes, and similar topics.

Fraud Audit Techniques Using Excel
Price : $29.95  
Updated ! ! !
QAS
Registry
    
3.0

Microsoft Excel provides some easy to use tools that can greatly enhance and expedite the fraud audit process. With all detective work, you want to be able to sift through a large volume of data and utilize a tool that is adequately flexible for you to perform immediate investigations of anything questionable. Excel provides a number of different tools however we are going to focus on a couple of extremely useful ones Auto filter, Arrays as well as a couple of extremely useful functions that include WEEKDAY and MOD.

Accounting for Income Taxes
Price : $24.95  
Updated ! ! !
QAS
Registry
    
2.5

Corporations must file income tax return following the guidelines developed by the IRS. Since GAAP and tax regulations differ in a number of ways, so frequently do pretax financial income and taxable income. In consequence, the amount that a company reports as tax expense will differ from the amount of taxes payable to the IRS. This course covers the basic guidelines that companies must follow in reporting income taxes and the disclosure requirement associated with deferred taxes, reviewing some of the concepts and items discussed in ASC 740, Income Taxes.

An Overview of Fraud in the Workplace
Price : $24.95  
QAS
Registry
    
2.5

The purpose of this course is to provide an overview of occupational fraud. First, the author presents a historical perspective of workplace fraud. Then, several common types of fraud are reviewed and various fraud prevention and detection techniques are discussed. Relevant court case summaries are presented throughout the course.

Accounts Receivable Best Practices for Small to Medium Sized Commercial Entities
Price : $24.95  
Updated ! ! !
QAS
Registry
    
2.5

This course reviews best practices in the accounts receivable function of small to medium commercial entities as it relates to invoicing and pricing. It also focuses on credit best practices including credit evaluation, use of Z Score and other ratios and methods to secure customer payment when open ended credit is deemed too risky. Collection best practices are explored including those related to account reconciliation. Payment application, internal controls and available banking technology are also reviewed.

This course is appropriate for any CPA who has a beginning to moderate degree of familiarity with the accounts receivable function.

Spreadsheet Controls Under Sarbanes-Oxley Section 404
Price : $19.95  
Updated ! ! !
QAS
Registry
    
2.0

Spreadsheets have become pervasive in most companies and have many uses. Those that are used in the financial reporting process are of most concern to the assessment of the effectiveness of internal controls over financial reporting mandated by Sarbanes-Oxley. This course discusses how to evaluate spreadsheets under the rules of Section 404 and Auditing Standard No. 5 as well as what specific compensating spreadsheet controls are supported by Excel 2007, Excel 2010, Excel 2013 and Excel 2016. This course has been written for 2007. Steps that differ in Excel 2010, 2013 and 2016 have been noted in gray shadow boxes.

IFRS Learning Module: Accounting Changes and Error Corrections
Price : $19.95  
QAS
Registry
    
2.0

IFRS Learning Modules are a series of courses that provide in-depth overviews of various topics related to International Financial Reporting Standards (“IFRS”). IFRS represents the global accounting principles that provide the foundation for most of the world’s financial reporting. These Standards establish the recognition, measurement, presentation and disclosure requirements for transactions and events reflected in IFRS financial statements.

The growing acceptance of IFRS as a basis for U.S. financial reporting represents a fundamental change for the U.S. accounting profession. The International Accounting Standards Board (IASB) and their U.S. equivalent (the FASB) have made commitments towards the convergence of U.S. GAAP and IFRS and are working to eliminate as many differences between the two Standards as possible. In addition, the Securities and Exchange Commission has endorsed the outright adoption of IFRS in the United States. Therefore it is clear that IFRS represents the future of financial accounting and reporting in the United States.

Module 2 of the IFRS Learning Module series presents an overview of IAS 8 Accounting Policies, Changes in Accounting Estimates and Errors and discusses the IASB’s and FASB’s efforts towards achieving convergence in these areas of financial reporting.

IFRS Learning Module: Events after the Reporting Period
Price : $19.95  
QAS
Registry
    
2.0

IFRS Learning Modules are a series of courses that provide in-depth overviews of various topics related to International Financial Reporting Standards (“IFRS”) . IFRS represents the global accounting principles that provide the foundation for most of the world’s financial reporting. These Standards establish the recognition, measurement, presentation and disclosure requirements for transactions and events reflected in IFRS financial statements.

The growing acceptance of IFRS as a basis for U.S. financial reporting represents a fundamental change for the U.S. accounting profession. The International Accounting Standards Board (IASB) and their U.S. equivalent (the FASB) have made commitments towards the convergence of U.S. GAAP and IFRS and are working to eliminate as many differences between the two Standards as possible. In addition, the Securities and Exchange Commission has endorsed the outright adoption of IFRS in the United States. Therefore it is clear that IFRS represents the future of financial accounting and reporting in the United States.

Module 3 of the IFRS Learning Module series presents an overview of IAS 10 Events after the Reporting Period (a topic commonly referred to as “subsequent events” under U.S. GAAP) and discusses the IASB’s and FASB’s efforts towards achieving convergence in this area of financial reporting.

Corporate Fraud Investigators
Price : $19.95  
Updated ! ! !
QAS
Registry
    
2.0

As the primary agency investigating corporate fraud, the FBI has focused its efforts on cases which involve accounting schemes, self-dealing by corporate employees, and obstruction of justice to conceal fraudulent activities from criminal and regulatory authorities.

This course will review the efforts being made by the FBI and several other federal corporate crime busting governmental bodies within the United States to prevent fraud.

Revenue and Margin Analysis - Explaining variances by computing the impact of price, volume and mix
Price : $19.95  
Updated ! ! !
QAS
Registry
    
2.0

The comparison of actual revenue or margin amounts to either budget or prior year results will generally result in a variance. This course demonstrates mathematical formulas to compute the amount of that variance that is attributable to pricing decisions, unit volume and product mix. In the case of margin variances, the calculation for product cost is an additional component. This method is an important tool to clearly and concisely explain revenue and margin variances to marketing, operations and executive personnel. Specific topics covered are the calculation of the price, volume, mix and cost components as well as an explanation of the concept of product mix. Applicable to CPA’s working in the manufacturing or distribution industry as well as CPA’s in public accounting who serve these industries.

Accounting for Foreign Currency
Price : $19.95  
Updated ! ! !
QAS
Registry
    
2.0

This course discusses the process of translating financial statements from foreign currency into U.S. dollars. It also covers a range of topics for the accounting and reporting of foreign currency transactions. For instance, forward contracts may be entered into for hedging or speculative purposes. A sale or liquidation of an investment in a foreign entity may occur. Foreign currency dealings may create a tax impact. Finally, footnote disclosures are discussed so readers can properly appraise a companys exposure in overseas operations to variability in foreign exchange rates.

Private Company Financial Reporting Update
Price : $19.95  
QAS
Registry
    
2.0

The differences in the financial reporting needs of private and public companies is a topic that has been studied at various times over the years. This course will provide an update on recent projects and activities focusing on private company financial reporting. As background for the update, the standard setting process will be reviewed.

The recent committees and panels that have studied private company financial reporting issues will be outlined along with the considerations and actions leading up to the Financial Accounting Foundation’s creation of the Private Company Council. The American Institute of Certified Public Accountants’ plan for a new Financial Reporting Framework for Small – and Medium- sized Entities will also be reviewed.

The international community experienced similar private company reporting issues as those raised in the U.S. This course will review how the International Accounting Standards Board addressed the issue with a discussion of IFRS for SMEs. The differences between IFRS for SMEs and U.S. GAAP along with the considerations regarding a U.S. private company’s use of IFRS for SMEs will also be reviewed.

IFRS and U.S. GAAP - An Update on Convergence, the SEC’s Reports and Other Activities
Price : $19.95  
Updated ! ! !
QAS
Registry
    
2.0

Since 2002 the International Accounting Standards Board and the Financial Accounting Standards Board have been committed to developing high-quality, compatible accounting standards for both domestic and cross-border financial reporting. The American Institute of Certified Public Accountants and other organizations have expressed support for a set of global standards that would result in the worldwide comparability of financial statements.

This course will review the significant events that have occurred to achieve the goal of a common set of global accounting standards. The accomplishments and challenges that have occurred and status of the convergence efforts will be examined.

Fraud Update: The Impact of Fraud and Actions to Address Fraud
Price : $19.95  
QAS
Registry
    
2.0

As fraud has evolved over the years the controls and procedures to prevent and detect fraud have also evolved. This course will consider the significant impact of fraud and the measures that have occurred to address fraud, particularly white-collar crime. The United States government response to events and situations involving fraudulent activity will be looked at along with the consequences for committing fraud.

The effectiveness of an organization’s internal control system plays an important role regarding fraud. The recently updated Internal Control – Integrated Framework provides valuable information for organizations of all sizes to consider regarding sound actions to deter and detect fraud. Examples of fraud risks will be reviewed along with steps that can be implemented as part of an anti-fraud program.

An ACH (Electronic Payment) Primer: How Savvy Companies Now Pay Their Bills
Price : $19.95  
QAS
Registry
    
2.0

Almost three-quarters of all companies now make at least a few payments electronically using the ACH. Those numbers, along with the size of those programs will only grow as organizations recognize the cost-savings and efficiencies associated with an ACH payment program. This course presents basic information the professional can use to properly set up and grow and ACH payment program. Industry expert Mary Schaeffer shows auditors, controllers, and managers exactly how to do this. She also alerts readers to the growing threat of fraud in this arena, offering advice for everyone – whether or not they are currently making electronic payments. “Everyone who does not take the proper precautions is at risk,” she warns.

Corporate Fraud Case Studies
Price : $19.95  
Updated ! ! !
QAS
Registry
    
2.0

Commonly referred to as “white collar” crime, corporate fraud is those illegal acts which are characterized by deceit, concealment, or violation of trust and which are not dependent upon the application or threat of physical force or violence. These acts are committed by individuals and organizations to obtain money or services; or to secure personal or business advantage. This course will recap several actual cases of corporate fraud as presented by the Federal Bureau of Investigations (FBI) and U.S. Department of Justice (DOJ).

In addition, you will be introduced to an organization known as the Fraud Deterrence Initiative and have the opportunity to read the story of an actual corporate fraud criminal.

The purpose of this course is to educate you through the presentation of the crimes of others in the hopes that their stories will provide you with additional insight in how you can prevent crime from occurring in your workplace or those of your clients.

Preparing for Year-end in Accounts Payable
Price : $19.95  
QAS
Registry
    
2.0

The year-end tasks in accounts payable are critical to accurate financial statements for any organization. Yet, often, they are a last minute affair, and proper attention is not accorded the tasks. This course is designed to highlight the issues both directly related to the year-end close and present information the professional can use to implement a smoother close in accounts payable. Industry expert Mary Schaeffer shows auditors, controllers, and managers where year-end problems are likely to occur, how to prevent those problems moving forward. She also offers some straightforward best-practice advice on how to run the close in accounts payable as smoothly as possible.

New Revenue Recognition Rules: ASU 2014-09, Revenue from Contracts with Customers
Price : $19.95  
QAS
Registry
    
2.0

On May 28, 2014 the Financial Accounting Standards Board (FASB) released its widely anticipated revenue standard, Accounting Standards Update 2014-09, Revenue from Contracts with Customers. The issuance of final documents was the result of a joint effort by the FASB and the International Accounting Standards Board (IASB) to enhance financial reporting with the establishment of common revenue recognition guidance for U.S. GAAP and International Financial Reporting Standards (IFRS). This course will consider the significance of the guidance issued, review the core principle related to the recognition of revenue, identify the specific steps that should be applied to recognize revenue and consider the actions needed in order to be prepared to implement the revenue guidance by the effective date of the standard.

Creating Custom Financial Statements using Excel
Price : $19.95  
Updated ! ! !
QAS
Registry
    
2.0

Most general ledger packages do a great job of aggregating journal entries and creating a trial balance. Where many fall short is in the presentation of financial information in the form of financial statements. Many have default financial statements that conform to the presentation needs of a manufacturing entity or a wholesaler, but are not very flexible beyond that. If they do provide for customizable financial statement formats, it can be a difficult and time consuming process.

The good news is that using Excel to prepare custom financial statements from a trial balance is a relatively easy and straightforward process. If the general ledger account numbers already have financial statement mapping embedded in them, the process is a few simple steps. If the general ledger account numbers do not indicate the appropriate financial statement line item, there is one intermediate step that provides a map to the financial statement from the trial balance.

Using the techniques in this course, you can create custom financial statements in any form or format that is necessary using Excel.

Accounting and Auditing - Guidance and Resources
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

With the complexity of a fast paced business environment and continued emphasis by regulators on preventing and detecting improper financial reporting, it is important that CPAs remain current regarding the accounting guidance and regulations affecting their daily functions and professional responsibilities.

This course will consider several areas of accounting and auditing guidance and resources. The FASB’s Accounting Standards Codification is the source of U.S. GAAP to be applied to nongovernmental entities. The content and organization of the Codification will be reviewed in order for CPAs to effectively access and research the proper accounting standards. The sections of the Sarbanes-Oxley Act addressing oversight, the Public Company Accounting Oversight Board and internal controls over financial reporting will be reviewed along with the auditing standards issued by the PCAOB. The activities of the Private Company Council and the guidance issued by the Council will also be outlined.

Equity Investing Essentials
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

This course describes the various equity vehicles that are available, from the purchase of individual stocks to investing in a limited partnership. Investment approaches for common stocks as well as the analytical tools and definitions used in evaluating them are covered. The risks faced and indexes that may be used in choosing the investment portfolio are included. Topics such as diversification of the portfolio, market timing, portfolio design, and do-it-yourself investing versus using a financial advisor are discussed.

Life Insurance Essentials
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

This basic course describes the variables that need to be used in calculating the need, if any, for sharing the financial risk of death. The importance of knowing the investment vehicle to be used by the beneficiaries is discussed in some detail. The various types of life insurance and the appropriateness of each type are covered. Life insurance vehicles such as Term, Whole Life, Universal Life, and Variable Life policies and their attributes are discussed. Special contracts and clauses coverage are included.

Foreign Currency Accounting - by Steven Bragg
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

Foreign Currency Accounting describes all accounting activities related to foreign currencies. There is complete coverage of the steps needed to convert foreign currency financial statements into the reporting currency of the parent entity, as well as the accounting for basic foreign exchange transactions and hedging activities. Related financial statement disclosures are also noted. In addition, the course addresses related topics, such as the additional steps required to close the books and internal auditing tasks related to foreign currencies.

Fair Value Accounting - by Steven Bragg
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

The Fair Value Accounting course addresses all aspects of the GAAP requirement to report certain assets and liabilities at their fair values. This includes when fair value measurements should be performed, the parameters for measuring fair value, and how to disclose this information in the financial statements. The course also notes those situations in which fair value is used to evaluate whether assets have been impaired.

Corporate Fraud Statistics
Price : $19.95  
QAS
Registry
    
2.0

“Security experts estimate that as many as 30 percent of all employees do steal, and that another 60 percent will steal if given sufficient motive and opportunity. The current economic hard times only add to the temptation of personnel to take what does not belong to them.1” This means that it is estimated that only 10 percent of employees will not steal under any circumstances.

The least expensive way to fight corporate fraud within your organization or those of your clients is to be aware of the statistics surrounding its occurrence and then use that knowledge to put processes and procedures into place which will aide in preventing its occurrence. In this course, you will be provided with several statistics which should help you meet this goal.

Following the statistical analysis, you will be provided with the ACFE “Fraud Prevention Check-up” in order to assess the vulnerability of your organization or those of your clients to corporate fraud.

_______________________
1 “Common Sense Measures Preventing Employee Theft,” a U.S. Small Business Administration report

Who Commits Fraud and Their Methods
Price : $19.95  
QAS
Registry
    
2.0

Many people consider accounting a tedious job, but not John Lewis. Throughout his three-year tenure with Unified Trucking he had ostensibly been a model employee, missing only a few days of work and conquering the Herculean task of bookkeeping single-handedly. The company’s continued growth and profitability were the only indications management had ever needed to determine that John performed his job well. His professionalism and dedication made supervision unnecessary. John insisted on handling any problems or discrepancies personally, and made it clear that the buck stopped with him.

In fact, many bucks did stop with him, followed him home and neatly deposited themselves into his bank account. In three short years John managed to use his authority and exclusive bookkeeping access to bilk the company of nearly $100,000. As often happens, John’s illicit activities were only revealed by accident. If janitorial workers had not discovered a suspicious amount of discarded receipts, the theft would have continued undetected.

This course will discuss the typical profile of an employee who is liable to commit corporate fraud as revealed by numerous studies. In addition, you will be provided with several types of common schemes which these criminals utilize to embezzle funds from their organizations.

Finally, this course will provide you with various tips and techniques which may be utilized to prevent fraud from occurring in your workplace or those of your clients.

Accounting for Stock-Based Compensation
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

The Accounting for Stock-Based Compensation course describes the treatment of equity-based compensation that is paid to employees and outsiders. The valuation and expense recognition for these stock awards is discussed, along with the related concepts of employee stock ownership plans and employee share purchase plans. In addition, the views of the Securities and Exchange Commission in regard to this topic are summarized.

Specialized Industry GAAP: Entertainment
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

Specialized Industry GAAP: Entertainment This course discusses all of the important authoritative pronouncements on GAAP for entertainment industries. This course addresses accounting principles, financial reporting presentation requirements, required and recommended disclosures for the entertainment industries such as broadcast, cable television, film, and music.

Each citation in this course will have its ASC topic number and description, ASC citation (XXX-YY-ZZ-PP).

Accounting Changes and Error Corrections - 2015
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

A company’s financial statements sometimes report significantly different results from year to year. This may be due to changes in economic circumstances, but it may also be due to changes in accounting methods or corrections of errors in recording past transactions. Changing the accounting method used can have dramatic impact on a company’s financial statements. This course covers the accounting, reporting, and disclosures associated with changes in accounting principles (method), estimates, and reporting entities as stipulated in ASC 250-10-05, Accounting Changes and Error Corrections: Overall.

Accounting for Derivatives - 2015
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

A derivative is a financial instrument or other contract that derives its value from the movement of prices, interest rates, or exchange rates associated with an underlying item. Uncertainty about the future fair value of assets and liabilities or about future cash flows exposes firms to risk. One way to manage the risk associated with fair value and cash flow fluctuations is through the use of derivatives. This course addresses the accounting and disclosure requirements related to derivative financial instruments (derivatives). Also addressed are selected disclosure requirements for other financial instruments, primarily those related to fair value and concentrations of credit risk.

Accounting for Earnings per Share - 2015
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

Earnings per share (EPS) is a popular and useful summary measure of a company’s profit performance. It tells you how much profit (or loss) each share of common stock has earned after adjustments for potential dilution from options, warrants, and convertible securities are factored in. This course covers the computation, reporting, presentation, and disclosures associated with earnings per share.

Balance Sheet: Reporting Stockholder’s Equity - 2015
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

This course discusses generally accepted accounting principles (GAAP) for reporting stockholder’s equity on the balance sheet. Stockholders' equity represents the cumulative net contributions by stockholders plus accumulated earnings less dividends. Stockholders' equity is synonymous with net worth, or net assets (assets less liabilities). This course discusses the accounting, financial statement presentation, and disclosures associated with preferred and common stock, stock retirement, treasury stock, dividends, appropriation of retained earnings, stock splits, stock warrants (including fractional share warrants), and quasi-reorganization.

The Statement of Cash Flows
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

The Statement of Cash Flows course describes the objectives of the statement of cash flows, the different presentation methods that can be used, and how to prepare it. The course also notes the presentation treatment of many special situations, data collection issues, and the disclosure requirements for related information. In addition, the course describes several key cash flow analyses, including how to interpret the statement of cash flows.

Accounting for Leases - by Steven Bragg
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

The Accounting for Leases course discusses the different components of leases, the types of leases that may be used by a lessee and lessor, and the accounting for each type of lease. The course also addresses how lease liabilities and right-of-use assets are calculated and presented in the financial statements. A number of additional topics are addressed, including the treatment of initial direct costs, sale and leaseback transactions, and lease-related disclosures.

Accounting Changes and Error Corrections - by Kelen Camehl
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

This course provides a comprehensive overview of the accounting requirements with respect to accounting changes and error corrections and the related reporting implications within an entity’s financial statements. The scope of accounting changes includes a discussion of changes in accounting principles, changes in accounting estimates, as well as changes of a reporting entity. The course also provides an overview of the accounting requirements of correcting errors in previously issued financial statements as well as restatement considerations. A majority of the information included within this course is sourced from the requirements found within FASB ASC Topic No 250, Accounting Changes and Error Corrections.

A Guide to IFRS
Price : $14.95  
QAS
Registry
    
1.5

International Financial Reporting Standards (IFRS) is the framework used by many publicly traded companies around the world today to report their financial results. With support from important constituencies, the SEC and the FASB have taken several steps toward what will be a major transition from accounting and reporting framework currently in place in the United States to IFRS. In an effort to better understand how convergence will affect financial reporting in the United States, depending on the IFRS implementation action taken by the SEC, this course examines some of the material differences that currently exist between U.S. GAAP and IFRS.

An Effective Accounts Payable Policy & Procedures Manual
Price : $14.95  
QAS
Registry
    
1.5

Effective policies and procedures in the Accounts Payable function is critical for any organization wishing to reduce or eliminate duplicate payments, prevent and detect fraud, be cost effective and compliant with all regulatory issues affecting the payment function. The first step in that battle is having a current, detailed policy and procedures manual. This course presents information the professional can use to create an effective manual, that not only documents the organizations policies and procedures, can be used as a reference and training guide. Industry expert Mary Schaeffer shows auditors, controllers, and managers how to create such a manual when none exists. She also includes an outline for a sample policy as well as a checklist they can use to determine if their current policy is best practice or something less.

An Overview of Statements on Standards for Accounting and Review Services (SSARS) No. 21
Price : $14.95  
New ! ! !
QAS
Registry
    
1.5

While the user of this course will develop a strong foundation for the key principles and requirements of SSARS No. 21, the user should read the full text of the standard available at the AICPA store at www.cpa2biz.com.

Specialized Industry GAAP: Real Estate - 2015
Price : $14.95  
New ! ! !
QAS
Registry
    
1.5

Specialized Industry GAAP - Real Estate discusses all of the important authoritative pronouncements on GAAP for this specialized industry. This course addresses accounting principles, financial reporting presentation requirements, required and recommended disclosures for real estate, title plant, and mortgage banking industries.

Financing Strategies: Capitalizing Your Business to Maximize Return (Video)
Price : $21.95  
New ! ! !
QAS
Registry
    
1.5

In this course you are going to learn about the financing strategies for your business throughout its lifecycle. You will learn about all the various debt and equity financing arrangements at an application based level.

In the debt sections of the course, you will learn about how operating lines of credit works and what to watch out for. We will also talk about asset based lending facilities, term loans, and leasing. Mezzanine financing is an increasingly popular way of replacing equity financing with hybrid financial instruments. In the equity sections of the course, you will learn about venture capital, private equity, and the process of going public.

Accounting Changes and Error Corrections - by Steven Bragg
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

The Accounting Changes and Error Corrections course describes the situations in which it is necessary to make adjustments to prior period financial statements, and when adjustments are only needed for the current period or in future periods. The differing treatments of changes in accounting principle, accounting estimate, and reporting entity are noted, as well as how to deal with the correction of errors in previously issued financial statements. The course also addresses the concept of materiality, which pertains to the correction of accounting errors.

Accounting for Earnings per Share - by Steven Bragg
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

The Accounting for Earnings per Share course notes the types of organizations that are required to present earnings per share information, and describes the requirements for calculating and presenting basic earnings per share and diluted earnings per share. It also addresses the calculation methods used to derive earnings per share, including the treasury stock method, reverse treasury stock method, and two-class method.

The Soft Close
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

The Soft Close course describes the normal closing steps that can be eliminated or altered in order to achieve a simpler soft close. It also describes the risks associated with using a soft close, and the situations in which this type of close can be used. Ancillary topics are also covered, including recommended disclosures and how to employ a soft close in a multi-subsidiary environment.

Emerging Payment Frauds (Cyber and Expense Related) and How to Deal with Them
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

Technology is making a huge impact on every facet of the business world. The expense reporting function is no exception. It is making it easier for employees to play games but at the same time it provides companies the tools they need to identify that game playing without spending a fortune. This course takes a deep dive into the developing expense reporting issues and reveals the way savvy companies can effectively deal with them. The issues evaluated in this course are critical to those who want to run a cost-effective, efficient, fraud-resistant expense reimbursement function.

Often-Overlooked Internal Control Breakdowns in Accounts Payable and How to Deal with Them
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

Strong internal controls are a good part of the fraud prevention framework any organization creates for the purposes of thwarting crooks. However, there are many places these controls fall down, and often they are in places where you least expect them. This is especially important when it comes to the accounts payable function. For control breakdowns in this area allow crooks easy access to the organization’s financial assets. This course takes a look at control breakdowns that are sometimes unintentionally ignored to the peril of the organization not addressing them. The issues evaluated in this course are critical to those who want to run an efficient, fraud-resistant accounts payable function.

The Developing Expense Receipt Issues and How to Deal with Them
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

Technology is making a huge impact on every facet of the business world. The expense reporting function is no exception. It is making it easier for employees to play games but at the same time it provides companies the tools they need to identify that game playing without spending a fortune. This course takes a deep dive into the developing expense reporting issues and reveals the way savvy companies can effectively deal with them. The issues evaluated in this course are critical to those who want to run a cost-effective, efficient, fraud-resistant expense reimbursement function.

Accounting Fraud - Recent Cases
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

This course uses cases of three recent accounting frauds to demonstrate the importance of internal controls, management oversight by the board of directors and an organizational emphasis on ethics in the prevention of fraud. It also examines the CPA auditor’s responsibility for internal controls and the prevention and detection of fraud as part of its work. The case studies utilized relate to Koss Corporation, Fair Finance Company and Diamond Foods.

Social Engineering Fraud Schemes - How they work
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

Simple fraud schemes that use social engineering techniques are gaining popularity in the United States. These schemes rely on trickery to persuade an unsuspecting employee to divert cash or sensitive information to the fraudster. This course examines techniques being employed such as email spoofing, phishing and vishing using actual recent cases and discusses techniques to minimize the possibility of this type of fraud in your organization.

Consulting Services    [Top]

Name CPE Credits IRS Credits Description
Financial Markets: A Comprehensive Overview
Price : $149.95  
Updated ! ! !
QAS
Registry
    
20.0

Financial markets represent the lifeblood of our global economy. These mechanisms promote greater economic efficiency by transferring funds from individuals, businesses and governments with an excess of available funds to those with a shortage. Funds are transferred in the financial markets through the purchase and sale of financial instruments (such as stocks and bonds). Short-term financial instruments are available in money markets, while longer-term financial instruments are purchased and sold in the world’s capital markets. Many financial markets have been in existence for hundreds of years; however the modern era has brought along many new innovations such as securitization and the derivatives market.

This course provides an introductory overview of the world’s largest financial markets, including the money, bond, stock, mortgage, foreign currency and derivatives markets. This course reviews the various types of financial risk that impact these markets, as well as the economic variables that influence market activity (such as interest rates and monetary policy).

Personal Financial Planning for Accountants - 2015
Price : $139.95  
New ! ! !
QAS
Registry
    
17.5

Personal Financial Planning for Accountants is a comprehensive course on personal finance. What is more important to the average person than making sure their finances are secure proper planning and money management? This course includes all the major areas in personal financial planning—planning your personal finances, managing your personal finances, making your purchase decisions, insuring your resources, investing tour financial resources, and controlling your financial future. Topics covered include time value calculations, budgeting, career planning, banking, insurance, home buying, consumer credits and money management, investment planning, retirement planning, and estate planning. Personal Financial Planning for Accountants has text discussion and numerous examples. To clarify and supplement the discussion in each chapter, we will make use of charts, tables, illustrations, exhibits, and checklists.

Applied Operations Management: Manufacturing and Services
Price : $135.95  
Registry
    
17.0 This course reviews and teaches operations management. It involves the planning, coordination, and execution of all activities related to manufacturing and service businesses.
A Complete Guide To Investing (Fundamentals of Investments) - 2015
Price : $107.95  
New ! ! !
QAS
Registry
    
12.0

This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each. It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management. The course tells you what are available to invest in, the features of each type of investment, the advantages and disadvantages of each investment category, including global investing, and when a particular investment type might be suitable for you.

The Professional Financial Consultant: Commercial, SBA, Real Estate, and Venture Capital Financing
Price : $79.95  
Registry
    
8.0 This course designed to train people interested in financing services to develop the knowledge and techniques required to approve and package a variety of loans and financing. Understanding the new money markets and finding available sources of capital for investment, expansion, real estate development, and investment are also explored.
Financial Planning Basics for Individuals
Price : $59.95  
Updated ! ! !
QAS
Registry
    
6.0

This basic course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the individuals implementation of the financial planning process, from the data gathering, risk management, investment selection, through the implementation of the financial plan, and to periodic reviews.

Adding Financial Planning to Your CPA Practice
Price : $59.95  
Updated ! ! !
QAS
Registry
    
6.0

This course covers the process to be used when the CPA firm adds the service of Financial Planning for their clients. It encompasses the areas of expertise needed by the CPA to be a professional Financial Planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the CPAs implementation of the financial planning process from the data gathering through the implementation of the financial plan to the periodic reviews.

Exchange Traded Funds - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
6.0

An exchange-traded fund (ETF) is a basket of securities designed to replicate the performance of a stock or bond index (e.g., S&P 500 Index or Lehman Brothers 20+ Yea. Treasury Index.)

ETFs are listed on an exchange, and unlike regular open-end mutual funds, ETFs can be bought and sold throughout the trading day. They can also be sold short and bought on margin. In brief, anything you might do with a stock, you can do with an ETF.

Most ETFs also charge lower annual expenses than even the least costly index mutual funds. However, as with stocks, investors must pay a commission to buy and sell ETF shares.

In contrast to most mutual funds, ETFs have no investment minimums. Investors can literally buy a single share of an ETF in the secondary market through their broker (an online broker or the traditional type.)

All the above features have led to the rapid growth of ETFs since the first offering came to fruition in 1993. An increasing number of financial professionals, including CPAs, are turning their attention to this unique breed of investment products.

As such, this course will provide you with a thorough understanding of exchange traded funds.

We will cover the manner in which ETFs are created and offered to investors. We will take a more comprehensive look at the key features of ETFs and how they stack up to comparable products, such as index mutual funds, including in such areas as tax advantages. We will also feature some of the biggest, as well as most popular, ETF offerings and the companies that offer them. Most importantly, we will provide you with information on useful tools and resources, which you can use to further research and utilize exchange traded funds in your practice.

Ethics    [Top]

Name CPE Credits IRS Credits Description
West Virginia: Ethics for West Virginia
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a West Virginia ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Washington: Ethics and Professional Conduct for State of Washington CPAs - 2016 (WABoA Approved)
Price : $59.95  
New ! ! !
Registry
    
4.0

This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Washington State CPA as outlined by the Washington State Board of Accountancy. This course covers the Washington State Public Accountancy Act and the Board’s rules and policies. It also discusses the AICPA Code of Conduct and the key differences between Washington State law and the AICPA Code of Conduct.

Approved by the Washington State Board of Accountancy as meeting the minimum requirements of WAC 4-30-134(6) which requires four CPE hours in the subject area of professional ethics and regulations with specific application to the practice of public accounting in Washington State.

Washington Ethics: An Overview for All Accountants - 2016 (WABoA Approved)
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. Throughout this course, you will be provided with a summary of the rules and regulations specific to Washington State in regards to practicing CPAs.

Approved by the Washington State Board of Accountancy as meeting the minimum requirements of WAC 4-30-134(6) which requires four CPE hours in the subject area of professional ethics and regulations with specific application to the practice of public accounting in Washington State.

Vermont: Ethics for Vermont
Price : $59.95  
Registry
    
4.0 This course covers standards of professional conduct, business practices adhered to, and responsibilities of accountants such as CPAs, CMAs, and CFMs. It outlines how to develop business ethics programs and the Sarbanes-Oxley Act and its impact on business ethics. It is appropriate for Vermont board of accountancy requirements.
Texas: Professional Ethics and Updates for Texas CPAs (TSBoA Approved)
Price : $59.95  
Updated ! ! !
Registry
    
4.0

This course satisfies the Texas State Board of Accountancy four-hour ethics course requirement for all licensees.

This course deals with the effort of the Board to have CPAs taught to achieve and maintain the highest standards of ethical conduct. These deal with the areas of ethical principles and values, ethical reasoning and dilemmas. Cases covering these areas are covered.

It also explains the issues, developments, and problems addressed by the Texas State Board of Public Accountancy Code of Ethics and Cases dealing with Ethical Problems are included.

Texas: Ethics and Professional Conduct for Texas CPAs (TSBoA Approved)
Price : $59.95  
Updated ! ! !
Registry
    
4.0

This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Texas CPAs. It focuses on case studies applying the spirit and intent of the Texas State Board of Public Accountancy Rules of Professional Conduct and emphasizes ethical judgment and the ethical standards of the profession.

Texas Ethics: An Overview for CPAs (TSBoA Approved)
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

This course satisfies the Texas State Board of Accountancy four-hour ethics course requirement for all licensees.

Subsequent to the collapse of Enron and the controversies surrounding Arthur Andersen, the Texas State Board of Public Accountancy (TSBPA) decided that two hours of board-approved ethics continuing professional education (CPE) each three years was not enough. Beginning January 1, 2005, every licensee must take a four-hour ethics course on the Board’s Rules of Professional Conduct every two years. This course is approved by the TSBPA to meet that requirement.

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct as a CPA.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience.

Next, we will review the core values of the CPA profession (integrity, objectivity and independence).

The final chapter of this course will discuss the Texas Board’s Rules of Professional Conduct as they apply to all aspects of professional accounting work whether performed by CPAs in client practice, in industry, in education or in government. This chapter will also illustrate enforcement procedures which the TSBPA has taken to apply the Rules.

Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, ethical reasoning and the Rules of Professional Conduct.

Tennessee Ethics: An Overview for CPAs - 2014
Price : $29.95  
New ! ! !
QAS
Registry
    
2.0

The Tennessee State Board of Accountancy (TNSBA) is established by Tennessee Code Annotated § 62-1 et seq. and is cited as the “Tennessee Accountancy Act of 1998.” This CPE course, which is approved by the TNSBA to meet its 2 hour ethics requirement, describes the Rules which are detailed in the Act as well provides some background regarding the TNSBA and its Board. Throughout this course, you will be provided with case studies reported by the TNSBA regarding disciplinary action taken by the Board against CPAs for failing to abide by the Rules.

Tax Return Preparer Ethical Issues
Price : $59.95  
Updated ! ! !
QAS
Registry
Return Preparer
    
4.0 4

The Internal Revenue Service routinely processes more than 200 million tax returns each year, many of them prepared by tax professionals. Not surprisingly, as tax law becomes increasingly complex, taxpayers often seek for the knowledgeable assistance of attorneys, CPAs, enrolled agents and other qualified tax return preparers.

To help ensure such professionals understand their ethical responsibilities in representing their clients before the IRS and in preparing their tax returns, the IRS has published Treasury Department Circular No. 230. Circular 230 offers substantial guidance by:

    • Setting forth rules relating to the authority to practice before the IRS;
    • Identifying the duties and restrictions relating to practice before the IRS; and
    • Prescribing sanctions for violating the regulations.
This course will examine many of those rules, duties and restrictions as well as the sanctions imposed for their violation. In that examination of applicable rules, the course will discuss the requirements imposed on tax return preparers by them and will then present real-world scenarios focusing on specific ethical issues preparers may encounter in their professional activities. The preparer will be asked to analyze the scenario, identify the ethical issue or issues presented and determine an appropriate response.

Regulatory Ethics: An Overview for All Accountants
Price : $29.95  
Updated ! ! !
QAS
Registry
    
2.0

In this course, we will review the core values of the CPA profession (integrity, objectivity and independence). This course will also recap the key requirements of the Sarbanes-Oxley Act and the AICPA Code of Professional Conduct. Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning.

Professional Ethics/Code of Conduct
Price : $29.95  
QAS
Registry
    
2.0

This course is based upon the AICPA’s Code of Professional Conduct which has been updated for all Official Releases through June, 2012. This course covers the AICPA’s Principles and Rules which are the two sections that comprise the Code of Professional Conduct. It includes Interpretations of Rules of Conduct which consist of interpretations by the professional ethics executive committee to provide guidelines as to the scope and application of the Rules although they are not intended to limit such scope or application. These Interpretations have been adopted, after review by state societies, state boards and other interested parties. Also included are Ethics Rulings which consist of formal rulings that summarize the application of Rules of Conduct and Interpretations to a particular set of factual circumstances. Examples of some of these Rulings are included.

Professional Ethics for CPAs
Price : $52.95  
New ! ! !
QAS
Registry
    
3.5

This course provides an in-depth overview of the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct. The Code of Professional Conduct is a set of principles, rules and interpretations that guides CPAs in the performance of their professional responsibilities. The course includes a discussion of those principles applicable to all members, but also addresses those requirements for members in business, members in public practice, and members in neither business nor public practice. A full copy of the most recent AICPA Code of Professional Conduct is available on the AICPA website and can be accessed here.

Pennsylvania: Professional Ethics for Pennsylvania CPAs
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This 4-hour course is designed to meet the 4-hour professional ethics CPE requirement for Pennsylvania CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. The applicable rules promulgated under the Pennsylvania Board of Accountancy Regulations found in Title 49, Chapter 11 of the Pennsylvania Code are covered in detail. The AICPA Code of Professional Conduct is also covered in detail. Case studies are utilized throughout the course to emphasize material.

Pennsylvania: Ethics for Pennsylvania
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a Pennsylvania ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Oregon: Ethics for Oregon - 2016
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an ethics course for Oregon CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations. Chapter 3 covers the specific Oregon Statutes, Code of Professional Conduct, and an overview of recent case studies pertaining to Board rules.

Oklahoma: Ethics for Oklahoma
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an Oklahoma ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Ohio: Ohio Professional Ethics
Price : $44.95  
New ! ! !
QAS
Registry
    
3.0

This 3 hour course is designed to meet the 3 hour Ethics CPE requirement for Ohio CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The applicable laws and rules promulgated under Chapter 4701 of the Ohio Revised Code and Chapter 4701 of the Ohio Administrative Code are covered in detail. The AICPA Code of Professional Conduct is also covered in detail. Case studies are utilized throughout the course to emphasize material.

Ohio: Ethics for Ohio - Professional Standards and Responsibilities - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an ethics course for Ohio CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations.

Chapter 3 covers Ohio Professional Standards and Responsibilities.

Ohio Ethics, Professional Standards and Responsibilities: An Overview for All Accountants
Price : $44.95  
Updated ! ! !
QAS
Registry
    
3.0

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct. The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. Next, we will review the core values of the CPA profession (integrity, objectivity and independence). This course will also review the Ohio Chapter 4701 Accountancy Board Laws and Rules. Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning.

North Carolina: Ethics for North Carolina - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an ethics course for North Carolina covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

North Carolina: Ethical Reasoning and Conduct
Price : $59.95  
QAS
Registry
    
4.0

As part of the annual continuing professional education (CPE) requirement, all active Certified Public Accountants (CPAs) licensed in the state of North Carolina must complete annual CPE on professional ethics and conduct. This course is designed not only to meet that requirement, but also to introduce you to the concept of ethical reasoning as it relates to you as a CPA.

This course will begin by providing you with a definition of ethics and why it is considered to be a science. You will then be introduced to the concept of ethical reasoning and how ethical reasoning applies to accountants. A few case studies will be provided and then you will given a list of the consulting services which are prohibited by the Sarbanes-Oxley Act of 2002.

The remainder of the course will discuss the key features of the AICPA Code of Professional Conduct and the North Carolina Professional Ethics and Conduct Rules.

North Carolina Ethics: An Overview for All Accountants
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning.

The remainder of this course will discuss the North Carolina Professional Ethics and Conduct Rules.

New York: New York Code of Conduct
Price : $59.95  
Registry
    
4.0

This course is specifically applicable to New York licensed CPAs. It addresses the issues, developments, and unprofessional conduct covered by the New York State Education Department’s Office of the Professions. All of the Unprofessional Conduct sections are addressed. The ethical foundation for all CPAs, the AICPA Code of Ethics, is covered.

New York: Ethics for New York CPAs - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an ethics course for New York CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations. Chapter 3 deals specifically with New York State rules on ethics as found in the NYS Law, Rules and Regulations.

New York: Ethics for New York CPAs (Tax Concentration) - 2015
Price : $59.95  
QAS
Registry
    
4.0

This is an ethics course for New York CPAs with a taxation concentration covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations. Chapter 3 covers the Standards for Tax Professionals and IRS Circular 230. Chapter 4 deals specifically with New York State rules on ethics as found in the NYS Law, Rules and Regulations.

New York: Ethics and Professional Conduct for New York CPAs
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for New York CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. Board of Regents Rules found in Title 8 of the New York Codes, Rules & Regulations, Chapter 1, Part 29.1 and 29.10 are covered in detail in the course. Certain administrative rules found in Title 8, Chapter 2, Part 70 and Title 8 of the New York Code, Article 149, Sections 7400-7410 are reviewed. The AICPA Code of Professional Conduct, as adopted by the New York State CPA Society is also covered in detail. Case studies are utilized throughout the course to emphasize material.

New Mexico: Ethics for New Mexico
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a New Mexico ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Nevada: Ethics for Nevada
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a Nevada ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Nebraska: Ethics for Nebraska
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a Nebraska ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Montana: Ethics for Montana
Price : $29.95  
Registry
    
2.0

This course contains 1 hours regulatory ethics and 1 hour behavioral ethics, and is designed to meet the Montana 2 hour ethics CPE requirement for Montana CPAs. It also covers standards of professional conduct and business practices adhered to by accountants such as CPAs, CMAs, and CFMs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. The Sarbanes-Oxley Act and its impact on business ethics and the CPA’s responsibilities are summarized.

Missouri: Ethics for Missouri
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a Missouri ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPAs responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Mississippi: Ethics for Mississippi (3 hrs Regulatory, 1 hr Behavioral) - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an ethics course for Mississippi CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations.

Chapter 3 covers Mississippi Licensing Rules and Regulations.

Minnesota: Ethics for Minnesota
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0 This is a Minnesota ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.
Michigan: Michigan Professional Ethics
Price : $29.95  
New ! ! !
QAS
Registry
    
2.0

This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Michigan CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The AICPA Code of Professional Conduct is covered in detail. Case studies are utilized throughout the course to emphasize material.

Michigan: Ethics for Michigan - AICPA Code of Professional Conduct
Price : $29.95  
New ! ! !
QAS
Registry
    
2.0

This is an ethics course for Michigan covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations. It fulfills the 2-hour annual ethics requirement.

Massachusetts: Ethics for Massachusetts - 2015
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

This is an ethics course for Massachusetts covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Maryland: Ethics for Maryland
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

This is an ethics course for Maryland covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Maine: Ethics for Maine - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a Maine ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Kentucky: Kentucky Professional Ethics
Price : $29.95  
New ! ! !
QAS
Registry
    
2.0

This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The contents of Kentucky Administrative Regulations, Title 201, Chapter 1, Part 300 – Rules of professional conduct, are covered. The AICPA Code of Professional Conduct is covered in detail. Case studies and example situations are utilized to emphasize material.

Kentucky: Ethics for Kentucky
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a Kentucky ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Kansas: Ethics for Kansas - AICPA Code of Professional Conduct
Price : $29.95  
New ! ! !
QAS
Registry
    
2.0

This is an ethics course for Kansas covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations. It fulfills the 2-hour annual ethics requirement.

Iowa: Ethics for Iowa
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an Iowa ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Indiana: Ethics for Indiana CPAs - 2016
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Indiana CPAs. It provides an overview of ethical thought along with the core values of the profession and the application of these values to ethical reasoning. The course addresses the key features of the AICPAs Code of Professional Conduct. It also covers standards of professional conduct and business practices adhered to by Indiana CPAs in order to enhance their profession and maximize fairness and justice when dealing with the public, clients and other members of their profession. This is covered by a review of Indiana statutes and Indiana Administrative Code as they relate to CPAs. Case studies and examples are utilized throughout the course to emphasize material.

Indiana: Ethics for Indiana
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an Indiana ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Illinois: Ethics for Illinois
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an Illinois ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Idaho: Ethics for Idaho - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an ethics course for Idaho CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations.

Chapter 3 covers Idaho State Specific Ethics.

    This course satisfies the 2 hour state Idaho specific ethics requirement as well as the 4 hour general ethics requirement.

Hawaii: Ethics for Hawaii - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a Hawaii ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Generic: Ethics for Accountants
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

This is an ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Florida: Ethics for Florida CPAs - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an ethics course designed for Florida CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an ethical overview, the AICPA Code of Professional Conduct and the threats and safeguards approach to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations.

Chapter 3 covers Florida Ethics, including a review of key sections within Chapter 61H1: Administrative Code, Chapter 473: Regulation of Professions and Occupations – Public Accountancy, and Chapter 455: Business and Professional Regulation: General Provisions.

Florida: Ethical Conduct for Florida CPAs
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Florida CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. Chapters 455 and 473 of the Florida Statutes and the related administrative rules found in section 61H1 of the Florida Administrative Code are reviewed along with the AICPA Code of Professional Conduct. Case studies are utilized throughout the course to emphasize material.

Florida Ethics: An Overview for Accountants
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This course is approved to meet the 4 hour ethics requirement of the Florida Board of Accountancy. In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning.

This course will also review the rules and statutes as applicable to CPAs practicing in the State of Florida.

Ethics: An Overview for All Accountants
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience.

Next, we will review the core values of the CPA profession (integrity, objectivity and independence).

Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning.

In conclusion, this course will recap the key requirements of the Sarbanes-Oxley Act and the AICPA Code of Professional Conduct.

Ethics for Real Estate Professionals
Price : $59.95  
Registry
    
4.0 A course covering standards of professional conduct and business practices adhered to by real estate professionals in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession.
Ethics for CPAs in Business
Price : $29.95  
New ! ! !
QAS
Registry
    
2.0

This course provides an overview of ethical thought as well as the core values of the CPA in business and the application of these values to ethical reasoning. The reformatted AICPA Code of Professional Conduct which is effective December 15, 2014 (The Conceptual Framework is effective December 15, 2015) is used as a basis for ethical conduct for CPAs in business and case studies are used to reinforce concepts.

Ethics for CPAs - Includes the AICPA Code of Conduct
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This course provides an overview of ethical thought as well as the core values of the CPA profession and the application of these values to ethical reasoning. The reformatted AICPA Code of Professional Conduct which is effective December 15, 2014 (The Conceptual Framework is effective December 15, 2015) is used as a basis for ethical conduct for CPAs and case studies are used to reinforce concepts. Additionally, the ethical requirements of CPA tax practitioners under Treasury Department Circular No. 230 are also covered in the course materials.

EITC Due Diligence
Price : $44.95  
Updated ! ! !
QAS
Registry
EA
    
3.0 3

The Earned Income Credit (EIC) is a refundable tax credit that has a significant impact on United States revenue. It is also the source of a disproportionately large number of errors in tax returns in which a claim for it is made. In a recent year, 147 million individual federal tax returns were filed, and about 17% claimed the Earned Income Credit. Based on that percentage, it would not be unexpected that, in the years ahead, approximately one taxpayer in every six will claim the EIC. Approximately 70% of federal income returns claiming the earned income credit are prepared by professional tax return preparers.

This course briefly summarizes the earned income credit rules, examines the common errors committed when claiming the credit, discusses the EIC due diligence requirements imposed on professional tax return preparers, and identifies the sanctions to which preparers and their employers may be subject for a failure to meet expected due diligence requirements.

EA Ethics: 2015 - 2016 Federal Tax Update: Ethics and Due Diligence Issues (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

In this course, Stuart discusses due diligence and other ethical issues affecting tax preparation and representation of clients before the Internal Revenue Service.

Designed For: All tax practitioners in public and private practice who need to identify and apply the basics and recent changes in the tax law and procedures.

Topics Covered:

    • Due diligence
    • Competence
    • Use of tax information
    • New clients with previous preparers
    • IRS enforcement and the E-File Program
    • Impact of the Taxpayer Bill of Rights
    • Tax planning issues
    • Use of tax information
    • Disclosure
    • Complaints against preparers
The course satisfies the 2 hour IRS ethics requirements for Enrolled Agents (EAs).

Delaware: Ethics for Delaware - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a Delaware ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Chapter 3 discusses specific rules and regulations for Delaware CPAs.

Delaware Ethics: An Overview for Accountants
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning.

This course will conclude with a discussion of the Delaware rules and regulations that pertain to CPAs licensed to practice in the state of Delaware.

Connecticut: Ethics for Connecticut
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an ethics course for Connecticut CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations.

Chapter 3 covers Connecticut Licensing Regulations and Codes.

Colorado: Ethics and Professional Conduct for Colorado CPAs (CR&R)
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

This 4 hour course is designed to meet the Ethics and 2 hour CR&R requirement of the Colorado State Board of Accountancy. The course overviews Colorado’s Accountants Practice Act (7/1/2011) and examines in depth CCR 705-1 : RULES OF THE STATE BOARD OF ACCOUNTANCY ( effective 7/1/2013) as well as Colorado State Board of Accountants Policies (1/2014) updates and discusses the newly revised AICPA Code of Conduct and how it applies to accountancy.

Colorado Ethics: An Overview for Accountants (CR&R)
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning.

This course will also discuss the Colorado Statutes and Rules that pertain to CPAs licensed to practice in the state of Colorado. Students will become familiar with the Colorado Revised Statutes, the Rules of the State Board of Accountancy, and the Policies adopted by the Board currently in effect and how the statutes, rules, and policies pertain to them.

    This course is designed to meet the four hour Colorado Board of Accountancy CR&R ethics requirement.

California’s Regulatory Review for CPAs - by Patricia Stephens
Price : $39.95  
Updated ! ! !
Registry
    
2.0

This course is approved by the California Board of Accountancy and satisfies the two-hour regulatory review requirement that began January 1, 2011 for license renewal once every six years. This ethics requirement is in addition to four hours of general ethics education due each license renewal period.

A passing grade of 90% is required by the California Board of Accountancy.

Included is a review of specific articles of the Legislature’s Accountancy Act and The Board’s Accountancy Regulations as they pertain to the practice of public accountancy in California. A link is provided in the Resources section to the most recent Accountancy Act and Accountancy Regulations.

The course contains a brief overview of the history of certified public accountants in the United States. Disciplinary actions by the California Board of Accountancy will be reviewed highlighting the misconduct sited.

California Regulatory Review for CPAs
Price : $39.95  
New ! ! !
Registry
    
2.0

This course is designed for California CPAs to meet the 2 hour Regulatory Review requirement. It includes a review of current the California Accountancy Act and the current California Board of Accountancy Regulations. Also included are historic and recent disciplinary actions taken by the Board to help illustrate how the acts and regulations are enforced.

The course must be passed with a grade exceeding 90 percent.

California Non-Regulatory Ethics: Professional Ethics and Conduct for CPAs
Price : $59.95  
Registry
    
4.0

This course satisfies the California non-regulatory Four-hour ethics requirement for all licensees. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area.

Also covered are the following topics:
• Professional Standards/Pronouncements and Recent Changes and Additions
• Continuing Education (CE) and CE Reporting Requirements
• Commissions and Contingent Fees
• Common Violations/Complaints
• Recent Relevant Court Decisions.

Ethics of other professions such as attorneys and internal auditors are discussed and compared to the CPA code of ethics. Relevant court cases and the current Enron case are discussed.

California Non-Regulatory Ethics: Ethics Rules and Interpretations for CPAs
Price : $29.95  
Registry
    
2.0

This course satisfies 2 hours of the 4 hour California non-regulatory ethics requirement for all licensees.

This basic course introduces and explains General Standards of the Ethical Rules and Independence Interpretations for the CPA, whether employed in public, governmental, or private accounting. The concepts of integrity and objectivity are discussed. When broad guidelines are used, interpretations are necessary in many cases due to the fact that guidelines are non-specific. Applications of these are discussed in a professional context. These Rules and Interpretations are from pronouncements of the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct, which is the standard for all CPAs.

California Non-Regulatory Ethics: Ethics Principles for CPAs
Price : $29.95  
Registry
    
2.0

This course satisfies 2 hours of the 4 hour California non-regulatory ethics requirement for all licensees.

This basic course introduces and explains the ethical standards for the CPA, whether employed in public, governmental, or private accounting. Applications of these are discussed in a professional context. These Principles are based on the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct, which is the standard for all CPAs.

This course explains the issues, developments, and problems addressed by recent AICPA and SEC Ethics pronouncements and updates.

California Non-Regulatory Ethics: Ethics Interpretations and Guidance for CPAs
Price : $59.95  
Registry
    
4.0

This course satisfies the California non-regulatory Four-hour ethics requirement for all licensees. It covers what interpretations of ethics rules and some other professions ethics. The course covers much of the AICPA Ethics interpretations of the Code, particularly in the independence area.

Also covered are the following topics:
• Interpretations on Independence rules.
• Interpretations on Commissions and Contingent Fees
• Common Violations/Complaints
• Recent Relevant Court Decisions.

Ethics of other professions such as attorneys and internal auditors are discussed and compared to the CPA code of ethics. Relevant court cases and the current Enron case are discussed.

California Non-Regulatory Ethics: Ethics for California - 2015
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is a California ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

California Non-Regulatory Ethics: Ethics and Professional Conduct for California CPAs
Price : $59.95  
New ! ! !
Registry
    
4.0

This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for California CPAs. It focuses on case studies applying the spirit and intent of the California State Board of Public Accountancy Rules of Professional Conduct and emphasizes ethical judgment and the ethical standards of the profession. It also overviews the AICPA Code of Conduct.

Bernard Madoff Investment Securities’ Auditor – A Case Study in the AICPA Code of Conduct - 2016
Price : $29.95  
Updated ! ! !
QAS
Registry
    
2.0

Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history. Madoff perpetrated a simple Ponzi scheme whereby older investors were paid with newer investor funds, thus providing the impression of actual investment returns. The extent of the losses related to Madoff’s Ponzi scheme have been estimated at $50 - $65 billion.

Many are astounded to hear that Bernard Madoff Investment Securities LLC was audited by a CPA. Unfortunately, Madoff’s CPA apparently did not subscribe to the AICPA Code of Conduct as most of the rules contained in the code were ignored. What follows is a case study examining the conduct of Friehling & Horowitz CPA’s P.C., the CPA firm that audited Bernard Madoff Investment Securities LLC, within the context of the AICPA Code of Professional Conduct.

Behavioral Ethics: An Overview for All Accountants
Price : $29.95  
Updated ! ! !
QAS
Registry
    
2.0

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience.

Behavioral Ethics for CPAs (Video)
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

You are about to make an important ethical decision, one that affects you and your client or organization. Make the right decision and everything is fine. Make the wrong decision and…

Who can you turn to for advice?

How did you get here, anyway?

This 1-hour self-study video course will:

    • review sources of guidance for handling ethical conflicts, with a focus on that found in the AICPA’s Code of Professional Conduct; and
    • explore ways to steer clear of ethical conflicts.

Arkansas: Ethics for Arkansas
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This is an Arkansas ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Note: CPAs must take 1 hour of ethics from the Arkansas Board or their website once every renewal cycle. This course fulfills 4 hours of ethics, but the 1 hour must still be taken.

Arkansas: Ethics and Professional Conduct for Arkansas CPAS
Price : $59.95  
QAS
Registry
    
4.0

This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Arkansas CPAs. The course covers Arkansas Code Title 17, Chapter 12, as well as the Rules and Code of Professional Conduct promulgated by the Arkansas State Board of Accountancy. The course then addresses the key features of the AICPA's Professional Ethics and Code of Conduct.

Arizona: Ethics for Arizona - 2015
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

This is an ethics course for Arizona covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Arizona: Ethics and Professional Conduct for Arizona CPAs - 2014
Price : $59.95  
New ! ! !
QAS
Registry
    
4.0

This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Arizona CPAs. The course covers the Arizona Revised Statutes Title 32, Chapter 6 (together with the Administrative Code) which govern Arizona's Board of Accountancy. The course then addresses the key features of the AICPA's Professional Ethics and Code of Conduct. Arizona statutes and code were revised Feb 2014.

Alaska: Ethics for Alaska
Price : $59.95  
Registry
    
4.0

This course is designed to meet the 4 hour ethics CPE requirement for Alaska CPAs. It specifically discusses the Boards statutes and regulations under AS 08.04 and 12 AAC. It also covers standards of professional conduct and business practices adhered to by accountants in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPAs responsibilities are summarized. Also included are some cases of AICPA ethics violations.

Alaska Ethics: An Overview for Accountants
Price : $59.95  
Updated ! ! !
QAS
Registry
    
4.0

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning.

This course will also discuss the Alaska Statutes and Regulations that pertain to CPAs licensed to practice in the state of Alaska. Students will become familiar with the Board of Public Accountancy Statutes and Regulations, Centralized Licensing Statutes, and Centralized Licensing Regulations currently in effect.

AICPA Generic: Professional Ethics and Conduct for CPAs
Good for Arkansas, Hawaii, Illinois, Nebraska and other states that require 4 hours of non-specific ethics.

Price : $59.95  
Registry
    
4.0

This course satisfies some states Four-hour ethics requirement for all licensees. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area.

Also covered are the following topics:
• Professional Standards/Pronouncements and Recent Changes and Additions
• Continuing Education (CE) and CE Reporting Requirements
• Commissions and Contingent Fees
• Common Violations/Complaints
• Recent Relevant Court Decisions.

Ethics of other professions such as attorneys and internal auditors are discussed and compared to the CPA code of ethics. Relevant court cases and the current Enron case are discussed.

AICPA Generic: Ethics Rules and Interpretations for CPAs
Good for Indiana, Michigan, Missouri, Oklahoma and other states that require 2 hours of non-specific ethics.

Price : $29.95  
Registry
    
2.0

This basic course introduces and explains General Standards of the Ethical Rules and Independence Interpretations for the CPA, whether employed in public, governmental, or private accounting. The concepts of integrity and objectivity are discussed. When broad guidelines are used, interpretations are necessary in many cases due to the fact that guidelines are non-specific. Applications of these are discussed in a professional context. These Rules and Interpretations are from pronouncements of the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct, which is the standard for all CPAs.

AICPA Generic: Ethics Principles for CPAs
Good for Indiana, Michigan, Missouri, Oklahoma and other states that require 2 hours of non-specific ethics.

Price : $29.95  
Registry
    
2.0

This basic course introduces and explains the ethical standards for the CPA, whether employed in public, governmental, or private accounting. Applications of these are discussed in a professional context. These Principles are based on the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct, which is the standard for all CPAs.

This course explains the issues, developments, and problems addressed by recent AICPA and SEC Ethics pronouncements and updates.

AICPA Generic: Ethics Interpretations and Guidance for CPAs
Good for Arkansas, Hawaii, Illinois, Nebraska and other states that require 4 hours of non-specific ethics.

Price : $59.95  
Registry
    
4.0

This course satisfies some states Four-hour ethics requirement for all licensees. It covers what interpretations of ethics rules and some other professions ethics. The course covers much of the AICPA Ethics interpretations of the Code, particularly in the independence area.

Also covered are the following topics:
• Interpretations on Independence rules.
• Interpretations on Commissions and Contingent Fees
• Common Violations/Complaints
• Recent Relevant Court Decisions.

Ethics of other professions such as attorneys and internal auditors are discussed and compared to the CPA code of ethics. Relevant court cases and the current Enron case are discussed.

Management    [Top]

Name CPE Credits IRS Credits Description
The Complete Business Math for Accountants
Price : $174.95  
QAS
Registry
    
25.0

The Complete Business Math for Accountants provides accountants, managers, and business entrepreneurs with the information, analyses, and insights necessary to analyze and calculate the consequences of a wide range of business financial strategies and problems. The ability to select the right operational technique is vital if the business is to survive, profit, and grow in todays uncertain economic environment. The owner of a small business must be able to make the right financial decision based on sound mathematical reasoning in order to run the business efficiently. They must understand the problem, and then apply math skills to solve it.
This course contains hundreds of filled-in examples, illustrations, practical applications, measures, procedures, rules of thumb, statistical data, exhibits, tables, graphs, and diagrams. They are presented to aid in the comprehension and successful solution of a particular problem. The reader will also learn when and how to use the appropriate computational method, why it is used, when computer techniques such as spreadsheets should be used, and how to read and analyze the computer printout.

The Pocket CFO: Tools and Metrics
Price : $167.95  
QAS
Registry
    
24.0

This course is a one-stop problem-solver for today’s busy executive. It is a sequel to The Pocket MBA: Concepts and Strategies. The course is a working guide to help you quickly pinpoint in the complex world of business.

    • What to look for
    • What to do
    • What to watch out for
    • How to do it
You’ll find ratios, formulas, guidelines, and rules of thumb to help analyze and evaluate any business-related problem. Throughout, you’ll find this course practical, quick, and useful. Part I takes you through accounting principles and guidelines for evaluating a company’s financial health. You will have an increased understanding of various financial statements and their implications. You will be exposed to Corporate Responsibility Law, better known as the Sarbanes-Oxley (SOX) Act. Part II takes a look at financial analysis tools, financial metrics, and financing methods for decision making. Part III takes you through the seemingly complex world of quantitative analysis. You’ll use statistics for forecasting and validity testing. Decision theories include linear programming, learning curve theory, and queuing models; these are presented concisely and comprehensively to help you use such sophisticated techniques with relative ease. And, you’ll learn how computer applications facilitate the many complex procedures. This course has been designed in question-and-answer format in order to address the pertinent issues that come up during the course of business.

The CFO Guidebook - Second Edition
Price : $157.95  
New ! ! !
QAS
Registry
    
22.0

The CFO Guidebook discusses risk management, the control environment, mergers and acquisitions, budgeting, cash management, fund raising, going public, and more.

Financial Fitness Final Exam Only (we do not offer the course you MUST already have the course)
Price : $59.95  
New ! ! !
QAS
Registry
    
22.0

In our society, so many people have not seen the principles of financial fitness modeled. This makes it difficult to understand or apply them. People tend to do what they know based on their experience.

In this course, you will learn our view of the principles of financial success that brought us true financial fitness. This course combines all three approaches: 1) Offense - Making Money; 2) Defense - Budgeting and Discipline; and 3) The Playing Field - Rules and Philosophy of Money. This is done by outlining the key principles of financial success that we believe are necessary for a person or family to become financially fit.

The MBA Guidebook - The Essentials of an MBA Program
Price : $154.95  
New ! ! !
QAS
Registry
    
21.0

This course describes the essentials of the core topics covered in a top-tier MBA program. The intent is to give the user a broad understanding of the key concepts needed to run a business – in one comprehensive course. Topics covered include sales and marketing, operations management, product development, risk management, business valuation, capital structure analysis, and the interpretation of financial statements.

Human Resources Guidebook - A Comprehensive Reference - Second Edition
Price : $149.95  
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20.0

The course describes how to plan for the appropriate staffing and skill levels in a business, as well as how to design jobs and tailor recruiting campaigns to attract the correct types of candidates. There is extensive coverage of employee development, including career development, training programs, and succession planning. The course also notes the many types of compensation and benefits, as well as their tax implications, and finishes with coverage of legal issues, including discrimination, related laws, and records management requirements.

Mergers & Acquisitions - A Comprehensive Guide - Third Edition
Price : $146.95  
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19.0

Mergers & Acquisitions describes all of the steps in the acquisition process, with an emphasis on strategy, valuation, synergies, due diligence, integration, and acquisition accounting.

The Pocket MBA: Concepts and Strategies
Price : $127.95  
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16.0 In this course are concepts, guidelines, and rules of thumb to help you conceptualize, analyze, and evaluate any business-related problem. Part I covers business strategy, management, marketing, and legal environments of business. Part II covers the economic issues of interest to business managers because they have a significant impact upon corporate success or failure. Topics included are foreign exchange rates, currency risk management, political risk, international sources of financing, and information technology (IT). This course has been designed in question-and-answer format in order to address the pertinent issues that come up during the course of business.
Launching a Leadership Revolution (LLR) - Part 1 - Final Exam Only (we do not offer the course you MUST already have the course)
Price : $44.95  
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15.0

The development of leaders and leadership potential is one of the critical challenges of our time. In this course, you will learn to identify the qualities of effective leaders and the principles of effective leadership by examining and understanding the Five Levels of Influence. By understanding the Five Levels of Influence, you will also be able to evaluate leadership and leadership potential and mentor and develop other leaders within an organization. In addition, you will learn to appreciate how there is a leadership role for all types of individuals and how leadership effectiveness can contribute to the betterment of your organization as well as society as a whole.

The Investor Relations Guidebook - Second Edition
Price : $117.95  
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14.0

The Investor Relations Guidebook reveals how to communicate with investors, manage earnings calls, issue guidance, develop an investor relations website, plan for an annual meeting, conduct a road show, and more.

Budgeting: The Comprehensive Guide - Third Edition
Price : $117.95  
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14.0

Budgeting: The Comprehensive Guide shows how to create a budget, whether there are variations on the traditional budgeting concept that may work better, and how to operate without any budget at all. The discussion also covers capital budgeting, flexible budgeting, zero-base budgeting, and all of the procedures, controls, and reports needed for a functioning budget system.

Corporate Cash Management - A Treasurer’s Guide - Second Edition
Price : $117.95  
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14.0

Corporate Cash Management reveals how to create a cash forecast, invest cash, raise funds, implement cash controls, mitigate foreign exchange risk, and more.

Payroll Management - 2015
Price : $117.95  
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14.0

Payroll Management describes how to properly manage the payroll department with a variety of efficiency techniques, procedures, and controls. It also shows how to comply with an array of payroll regulations, deposit taxes, account for payroll transactions, and issue payroll reports. It also addresses such special topics as payroll recordkeeping systems and whether to outsource payroll processing.

Purchasing Guidebook
Price : $117.95  
New ! ! !
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14.0

This course reveals how the purchasing department’s performance can be fine-tuned, focusing on supplier selection and management, the competitive bidding process, negotiations, and contract management. The course also addresses the many ways in which purchasing can be used to control costs in the areas of inventory management, logistics, and quality, while also providing the financial tools to improve a number of purchasing decisions.

Controllers’ Guide to Multinational Financial Management - 2015
Price : $115.95  
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13.5

This course is designed for managers working for multinational companies (MNCs) as well as accountants, CFOs, controllers, treasurers, and international investors. In a modern economy, neither businesses nor individual investors can afford to be ignorant of the basic concepts of international finance. Changes in exchange rates and differences in national inflation and interest rates can affect the competitive position of businesses regardless of whether they are engaged in international operations.

For companies that are engaged in international business, national differences in banking, commercial laws, regulations, and political stability also complicate decision making. Today’s investors must also understand the effects of, and interactions among, exchange rates, inflation rates, and interest rates if they wish to maximize their returns and minimize their risks.

The study of multinational finance constitutes an essential component of a modern business education. The subject multinational finance is offered in a variety of titles including international finance, global finance, international financial management, or financial management of multinational corporations etc. at both the undergraduate and graduate levels.

Controllers’ Guide to Multinational Financial Management provides a clear and concise introduction to international finance. This course is written and compiled for working professionals engaged in the fields of international finance, global trade, foreign investments, and banking. It may be used for both day-to-day practice and for technical research. This course is a practical reference of proven techniques, strategies, and approaches that are successfully used by professionals to diagnose multinational finance and banking problems. The course covers virtually all important topics dealing with multinational business finance, investments, financial planning, financial economics, and banking. This course will benefit accountants, practicing financial analysts, CFOs, controllers, financial managers, treasurers, money managers, fund managers, investment analysts, and professional bankers, who are engaged in multinational operations.

Controllers’ Guide to Multinational Financial Management will enlighten the practitioner by presenting the most current information, offer important directives, and explain the technical procedures involved in the aforementioned dynamic business disciplines. The course applies to large, medium, or small multinational companies. It will help you to make smart decisions in all areas of international finance and banking.

You’ll find ratios, formulas, examples, applications, exhibits, charts, and rules of thumb to help you analyze and evaluate any global finance-related situation.

Retailing: Brick-Mortar/Click-Mortar
Price : $112.95  
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13.0 This course teaches you the main requirements of effective retail management: personal qualifications of management; an adequate financial structure; necessary physical facilities; effective policies and procedures; and competence, loyalty, productiveness of personnel, and online retailing (e-tailing) strategy.
Accountant’s Guide to Retail Management
Price : $112.95  
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13.0

Retailing, the business of selling consumer goods to final consumers, is constantly changing. Retailers are particularly affected by changes in the consumer population; in the economic, social, technological, and political environment; and in competitive conditions. This course teaches you the main requirements of effective retail management: personal qualifications of management; an adequate financial structure; necessary physical facilities; effective policies and procedures; and competence, loyalty, and productiveness of personnel. Also discussed are online retailing strategy, improving Internet presence, and future changes in retailing.

Information Systems and Technology for Managers
Price : $107.95  
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12.0 The course covers practical and efficient use of information systems and computer technology, both software and hardware. Decision support systems (DSS), Executive Information Systems (EIS), and Artificial Intelligence (AI) such as financial modeling, budgeting, strategic planning and control, forecasting, data analysis, inventory planning, etc. are reviewed and analyzed along with traditional technologies.
Effective Business Communications
Price : $107.95  
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12.0 Good communications, oral or written, is the key to success in business life. The course is intended to assist business people in gaining understanding of the communication process, writing and organization methods, and oral aspects of communication in business. Emphasis is also placed on new technology in business communications, including e-mails, blogs, social networking, and meeting systems. Effective Business Communications is intended for:
    • People in business who have not studied business communications---particularly business writing--as part of their formal education.
    • Students preparing for subject or credit examinations and practitioners in fields in which competence in communication skills is part of a certification program.
    • Business, government, and educational organizations conducting in-service training programs.
The course is easy to use and should assist the user in gaining understanding of the communication process, writing and organization methods, and oral aspects of communication in business. At the same time, to develop skill in applying this understanding takes practice which can only be gained in day-to-day application.
Project Management: A Financial Perspective - 2015
Price : $107.95  
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12.0

This course is designed to provide you with a deep understanding of the applications and importance of Project Management. You will learn how to assess a project with respect to time, costs, and resources in order to effectively and efficiently reach your goals. You will become familiar with the five processes involved in Project management – Initiating, Planning, Executing, Controlling, and Closing on time and within budget-- Project Integration, Project Scope, Project Time, Project Cost, Project Quality, Project Human Resources, Project Communications, Project Risk Management, and Project Procurement – that are essential to being an expert Project Manager. This course follows for the most part the framework within the Project Management Institute’s Project Management Body of Knowledge (PMBOK). The material, however, places a financial focus on projects as a way to accomplish desired changes in the enterprise in a coordinated and predictable way for favorable outcomes. Topics covered include economic feasibility study, life-cycle costing, target costing, and earned value analysis. Through better project management, you can reduce or eliminate failed projects and reduce the costs associated with successful ones, increasing enterprise effectiveness in providing the maximum value to shareholders.

Financial Forecasting: Tools and Applications (Business Forecasting)
Price : $103.95  
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11.0 The goal of this course is to provide a working knowledge of the fundamentals of business forecasting that can be applied in the real world regardless of firm size.
Sales Management: Products and Services
Price : $103.95  
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11.0 This course is an overview of the role of the sales manager, a variety of techniques and pertinent concepts of behavioral science are applied to the management of the sales effort and sales force.
Business Law: The Legal Environment of Business
Price : $103.95  
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11.0

The major purpose of Business Law: The Legal Environment of Business is to provide you with a concise summary of the major legal principles affecting businesspeople and business transactions. It provides a quick, yet comprehensive, review of this vital and wide-ranging area of the law. You will be able to analyze business decisions from a legal responsibility perspective.

101 Financial Solutions: Diagnosis and Remedy
Price : $103.95  
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11.0 This course is designed to help managers pinpoint, remedy, and prevent business and financial problems. For example a short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. While covering the daily management of a business’s finances the ripple effects of how a problem in one sector can disrupt operations in other areas will be covered.
Strategy Management: Concepts and Tools
Price : $103.95  
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11.0

Strategic Management introduces, explains, and analyzes the activities needed to develop, select, implement, and evaluate a firms competitive strategy. This course focuses on both the content of a firms strategy and the process by which this strategy is developed and executed. This course is designed to illustrate development, formulation, implementation, and evaluation of business strategy. Emphasis is placed on the need for awareness of, and accommodation to, changes in an organizations internal and external environments. Generic types of business strategies and techniques for analyzing strategies are also covered.

Economic Analysis for Business and Strategic Decisions (Managerial Economics) - 2015
Price : $103.95  
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11.0

This course provides a clear and concise introduction to managerial economics. The course managerial economics is offered in a variety of titles including business economics, economic analysis for business decisions, economics for management decisions, etc. at both the undergraduate and graduate levels.

It focuses on the fundamentals and essentials needed to understand how business decisions are made and tackled using economics and other quantitative tools. It illustrates decisions with many solved problems to test and help students reinforce their understanding of the subject. Further, many business professionals can benefit from this course. The reader is assumed to have done some introductory-level work in economics. A minimal amount of background in college-level math and statistics is also expected.

This course extensively and intensively shows the application of economic theory and concepts to real-life business decisions. It consists of questions and problems along with their answers and suggested solutions.

Modern Budgeting for Profit Planning & Control
Price : $99.95  
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10.0

The course is intended for business professionals engaged in budgeting, financial planning, forecasting, profit planning, and control. A budget is the formal expression of plans, goals, and objectives of management that covers all aspects of operations for a designated time period. The budget is a tool providing targets and direction. Budgets provide control over the immediate environment, help to master the financial aspects of the job and department, and solve problems before they occur. Budgets focus on the importance of evaluating alternative actions before decisions are actually implemented. This course explains what budgets are, how they work, how to prepare and present them, and how to analyze budget figures and results. The new development and use of budgets such as rolling budgets at various managerial levels within a business are illustrated. Active financial planning software and e-budgeting that combine budgeting, forecasting analytics, business intelligence, and collaboration.

Accountant’s Guide to Financial Management
Price : $99.95  
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10.0 This course is designed for managers and entrepreneurs who need financial knowledge without formal training in finance. Topics include: financial ratio analysis, financial forecasting and cash budgeting, risk and return, valuation of stocks and bonds, time value of money, investing and financing, leverage, optimal capital structure, and management of financial resources.
Managing the Marketing Process (or Marketing)
Price : $99.95  
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10.0 This course teaches you key components of marketing strategy and tactics including: identification, analysis and selection of target markets; development of product/service lines; pricing; distribution systems; advertising and promotions; service marketing; and international marketing.
Constraint Management - A Financial and Operational Guide
Price : $99.95  
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10.0

Constraint Management describes the impact of constraints on an organization, and how constraints can be managed to optimize profitability. The text includes discussions of where the constraint may be located, how constraint analysis compares to traditional cost accounting, and how to design measurement, reporting, and control systems around a constraint. There is also extensive treatment of financial modeling around constraints, as well as how to develop constraint-based strategies.

E-Commerce: Applications for Cyberspace Technology
Price : $99.95  
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10.0

The combination of growth in the commercial utilization of the Internet, the rapid changes in technology, and the complexity of management has expanded the scope of the duties of business managers. This covers all aspects of electronic commerce: the World Wide Web, Internet, Intranet, Extranet, advertising and marketing, Web 2.0, XML, etc. It helps managers implement electronic commerce in their organization. It also addresses steps to move business online, e-commerce strategies, and the concerns of business managers such as security concerns.

Modern Supervision
Price : $99.95  
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10.0

This course is especially designed to teach you the essential knowledge of supervision and the key role that the supervisor plays in today’s organizations. In most organizations it is recognized that the supervisory job is demanding and exacting. Success or failure of the entire organization is often conditioned by the competency at the supervisory level. This course attempts to present and discuss those things that are essential to being a successful supervisor. It is designed to meet the special needs of a person aspiring to a supervisory job, and the practicing supervisor. The course is applicable to all types of supervisory jobs whether in manufacturing, service, or not-for-profit organizations. For the potential supervisor the course affords a concise but complete presentation and acquaintance with the many problems that will be confronted. For the experienced supervisor the material provides an overall review, a broadening of supervisory horizons, and a kindling of new and fresh thinking in the supervisory area.

Wage and Hour Laws
Price : $89.95  
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9.0

In service for nearly a century, the Department of Labor is an executive department of the U.S. government. As defined in the enabling legislation, its duties are “to foster, promote and develop the welfare of the wage earners of the United States, to improve their working conditions, and to advance their opportunities for profitable employment."

This course provides an overview of the wage and hour laws as mandated by the U.S. Department of Labor under the Fair Labor Standards Act. Wage and hour laws have been in place for some time now; however, changes to existing laws and new laws do come about. The most recent significant change to the Fair Labor Standards Act went into effect August 23, 2004 and is defined by the Department of Labor as the “FairPay rules.” This law guarantees overtime protection to salaried employees earning less than $23,660 per year - or $455 per week - thereby strengthening overtime rights for millions of American workers who were previously denied overtime under the old rules.

The Department of Labor enforces more than 180 federal labor laws. These mandates and the regulations that implement them cover many workplace activities for about 10 million employers and 125 million workers. Minimum wage, overtime pay, freedom from employment discrimination, unemployment insurance, and workers’ compensation are areas of high concern.

Basic Business Essentials: Concepts and Tools
Price : $84.95  
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8.5

This course provides an overview on the basic concepts and tools of business. Every functional aspect of business is covered. Topics covered are management, organization, human resource management, purchasing, production/operations, accounting, finance, marketing, quantitative methods, legal environment, information technology, business ethics, and international business.

Managing for Competitive Advantage
Price : $79.95  
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8.0 This course teaches you the process of coordinating and integrating work activities so that they are completed efficiently and effectively with and through other people. Topics include functions of managers, planning, decision making, organization, leadership, motivation, control, total quality management (TQM), international management, management information systems (MIS), and analysis of problems central to management.
Management Handbook
Price : $79.95  
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8.0

This course teaches you the art and science of managing and accomplishing organizational goals and improving the way organizations are managed. Management refers to the process of coordinating and integrating work activities so that they are completed efficiently and effectively with and through other people. Managers of today need to be equipped with all the tools and concepts necessary to perform managerial activities in order to be globally competitive. Topics include functions of managers, strategies, planning, decision making, organization, leadership, motivation, control, total quality management (TQM), the role of technology, international business, management information systems (MIS), and analysis of problems central to management.

Social Media Marketing
Price : $79.95  
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8.0

In technical terms, social media refers to a variety of Web-based applications (such as Facebook, Twitter, YouTube, et al) that facilitate (1) communication and collaboration amongst users of the Internet and (2) the creation of “user-generated content” in the form of words, pictures, audios and videos. However social media represents much more than this simple definition; social media signifies nothing less than a revolution in the ways that people communicate, consume media and conduct business. Many businesses are rethinking entire marketing strategies in order to focus on this new world known as “Web 2.0”. Social media tools such as social networks, blogs and podcasts are now commonly used to market products and services to consumers.

This course provides an overview of social media and its impact on the marketing process. This overview includes descriptions of the various forms of social media and profiles of the most popular social media websites. This course also introduces the concept of social media marketing and discusses how you can use social media to market your business, promote your brand and influence your potential customers. Finally, this course provides a step-by-step guide for CPA’s and other professionals to utilize when launching a social media marketing campaign.

Financial Concepts and Tools for Managers
Price : $69.95  
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7.0 Finance involves obtaining, using, and managing funds to achieve the company’s financial objectives (e.g., maximization of shareholder value). The course is a primer that emphasizes and develops an understanding of financial concepts, tools, strategies, and major decision areas related to the financial management of the business.
Customer Loyalty - Cost vs. Benefits: A Quantitative Approach
Price : $59.95  
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6.0 This course will give the participant a firm understanding of what customer loyalty is, and how to quantify the cost and benefits associated with customer loyalty in order to create shareholder value. Included will be how to properly measure the quantitative value of a customer, how to evaluate initiatives that seek to maximize customer loyalty, and how to create an incentive compensation plan that will reward the economic value attained through the adoption of a customer-centric program of operations.
Performance Execution
Price : $54.95  
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5.5

What does it take for a business or an individual to achieve peak performance? In this powerful program presented by Jeff Magee, participants look at 18 years of research on peak performance and what typically needs to happen "under the hood" to make a person or a business a peak performer. This course investigates best practices in high-performing businesses, government agencies, and nonprofit organizations. Discussion includes the traits and personalities of many top personalities in business, athletics, and entertainment, and the underlying reasons for their success. Jeff also shares the results of exhaustive research on the driving forces of peak performance, and he offers suggestions on how to achieve peak performance personally and in a business. Past participants confirm that Jeff’s program has taken them to an entirely new level of performance.

Accountant’s Guide to Computers and Information Technology - 2015
Price : $54.95  
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5.5

The course covers what every accountant should know about computers and information systems and technology. The practical and efficient use of computer technology is highlighted. Popular accounting, compliance, taxes, audit, write-up, forecasting and statistical, budgeting and planning, project management software are explained. The importance of information system and data protection, data bases, client/server computing, and cloud computing are discussed, with an emphasis on security issues. The course also teaches you how to make lease-purchase decisions and analyze and evaluate information technology (IT) investments.

Disaster Plan Development
Price : $39.95  
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4.0

Ensuring the business continuity, the continuation of critical business operations in the event of an unforeseeable disaster, is a chief responsibility of an organization’s management team including its financial officer or external CPA. According to Kit Tuveson, chairman of the International Facility Management Association and worldwide facility operations manager for Hewlett-Packard in San Francisco, only 40% of the companies that experience a disastrous event at their place of business will ever open their doors again. In addition, a study developed by the University of Minnesota found that the average company which was put out of business for as little as four and a half days, experienced up to a 50% loss in its capacity to operate1.

Many companies believe that because they are small that they are at less risk and are unable to afford the protection that larger companies can afford. However, it is the smaller companies that are at the greatest risk and therefore should be even more inclined than the larger companies because they are more likely to have all their eggs in one basket. For example, the smaller company commonly has only one work location, a limited number of employees, all of their assets stored at one location, etc.

This course will introduce you to the process of developing, communicating and testing a disaster recovery plan to avoid this potential pitfall and ensure the continuation of critical business operations in the case of an unforeseeable event.

Throughout this course the term “disaster” shall mean any unforeseeable event which has the potential ability to cause interruption in the normal business operations of an organization. This would include natural disastrous events such as fire, flood, hurricane, earthquake, tornado, etc. in addition to electrical power failure, communication system malfunction, information system crashes, etc.

We will begin by taking a look at a mock scenario of a company which experiences a flood during the normal course of a day. This company does not have a disaster plan in place and as a result, experiences a huge loss both financially and emotionally.

You will then be introduced to some of the processes and procedures which this mock company and your company or clients can utilize to ensure the continuation of critical business operations in the event of an unforeseeable disaster in order to reduce your financial and emotional risk.

This course will then revisit the mock scenario under the assumption that the company did have a disaster plan implemented when the flooding took place and compare the resulting damages imposed by the event.

Finally, you will be provided with additional resources that you may choose to utilize when developing your own disaster plans and a glossary of some of the more common disaster recovery terms.

________________________________________
“Tips for Crisis Management,” by Kara Stefan, bankrate.com, August 10, 2000,
http://www.bankrate.com/brm/news/mtg/20000518j.asp?print=on

Quality Management and Benchmarking
Price : $39.95  
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4.0

This course covers pervasive topics concerning quality management systems, such as total quality management (TQM), benchmarking, and the ISO standards. A pervasive consideration is the pursuit of quality in all aspects of the organization’s activities. Benchmarking and TQM are aspects of the modern approach to quality. Quality management has been recognized by the International Organization for Standardization, which has issued quality assurance standards.

Developing and Managing Teams
Price : $39.95  
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4.0

The Developing and Managing Teams course describes when to use teams, why it is critical to staff a team with a mix of personality types, and how to develop a high-performing team. The course also notes the importance of emotional intelligence, conflict resolution, and consensus building. It addresses many additional team topics, including how to manage a team, self-directed teams, and the decision-making process within a team.

Recruiting and Hiring
Price : $39.95  
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4.0

The Recruiting and Hiring course shows how to create a job specification, and the many methods available for locating the most highly qualified candidates for a position. The course also describes general hiring principles, preliminary screening activities, how to conduct an interview, and the best way to manage the reference checking process. The course also notes how to evaluate candidates, describes the job offer, addresses how to handle counteroffers, and several related topics.

Launching a Leadership Revolution (LLR) - Audio Series - Part 2 - Final Exam Only (we do not offer the course you MUST already have the course)
Price : $11.95  
New ! ! !
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4.0

By participating in this course, you will be able to identify the essential qualities and mindset of leadership, employ the methods leaders use to deal with conflict and opposition, identify negative emotions, and distinguish between unhealthy and healthy coping methods, and employ the healthy methods for dealing with negative emotions. You will also learn to develop your own leadership potential by creating a vision for your leadership, setting goals, developing game plans, integrating this into your leadership style.

Launching a Leadership Revolution (LLR) - Audio Series - Part 3 - Final Exam Only (we do not offer the course you MUST already have the course)
Price : $11.95  
New ! ! !
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4.0

In this course, you will learn to utilize the PDCA process in order to achieve your goals, identify and apply the four stages of a successful person’s life to your success as a leader and to your legacy, describe the techniques and steps to resolve conflict and apply them to your own conflict resolution practices. You will also be to enhance personal relationships within your organization by building trust and distinguishing why people in an organization become disgruntled in order to more effectively address these problems. By learning and employing these people skills, you become a more effective leader in your organization.

Launching a Leadership Revolution (LLR) - Audio Series - Part 4 - Final Exam Only (we do not offer the course you MUST already have the course)
Price : $11.95  
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4.0

Completing this course will enable you to identify and practice the foundational qualities of a successful leader, avoid the ways you can trip yourself up by employing counter-techniques and mindset of a successful leader in achieving your goals and realizing your vision. You will also be able to enhance your speed of trust by utilizing the five ways to build trust. Finally, you will be able to improve your public speaking performances by learning the techniques and strategies of effective and successful public speakers.

Launching a Leadership Revolution (LLR) - Audio Series - Part 5 - Final Exam Only (we do not offer the course you MUST already have the course)
Price : $11.95  
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4.0

By taking part in this course, you will be able to apply the life lessons from the Mel Fisher story as a model of success Summarize the life lessons related to the Mel Fisher story, identify qualities and practices common to successful leaders and mentors and apply them to your own leadership. You will also be able to make informed decisions, overcome obstacles, employ self-knowledge, and use a mentor to keep you focused and on track toward realizing your dream of success.

Launching a Leadership Revolution (LLR) - Audio Series - Part 6 - Final Exam Only (we do not offer the course you MUST already have the course)
Price : $11.95  
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4.0

By the time you complete this course, you will be able to distinguish between competency and incompetency in analyzing organizational leadership and growth in finding the right people, identify and employ the basic principles informing a philosophy of winning, recognize negative self-talk and utilize visualization and positive self-talk to improve your performance, and utilize the three ingredients for success while overcoming fear.

Avoiding Boomer Bust: Effective Life Planning for American Baby Boomers
Price : $29.95  
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3.0 This course sketches a profile of Americans born from 1946 through 1964: baby boomers. It explores the possible financial shortfalls boomers may encounter, the causes of the boomers’ dilemma, the approaches to prevent financial, emotional, and personal trauma, and the creative strategies devised to address these issues. The Planning Resources at the end of each chapter offer helpful websites and other sources of information.
To Franchise Or Not To Franchise
Price : $29.95  
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3.0

In this training document you will learn about the franchise model of doing business. It offers the data to help you learn about what franchising is, what you need to think about before buying a franchise, and a brief overview of financial and management processes.

Coaching and Mentoring
Price : $29.95  
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3.0

The Coaching and Mentoring course discusses how to engage in the coaching and mentoring of employees, so that the results of these engagements are maximized. Topics covered include coaching models, the types of questions to use, how to issue feedback, session preparation, the different types of mentoring arrangements, and more.

Records Management
Price : $29.95  
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3.0

The Records Management course describes the types of records, the record life cycle, record formats, and the concept of information governance. The course then delves into the use of alphabetic storage, numeric storage, and geographic storage, along with a variety of records management best practices and a discussion of records retention. The course concludes with coverage of electronic records management, including such topics as the different types of electronic media, record safety, and the mitigation of catastrophic record damage. The course is intended for anyone who wants a solid grounding in the concepts of record management.

Skills and Attributes of Successful CFOs
Price : $19.95  
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2.0

The complexities of financial regulations and accounting pronouncements and the impact of global competition present businesses and executives with a demanding environment. Along with the necessary technical financial experience that a Chief Financial Officer (CFO) must possess, many other skills and attributes are required to address the challenges of the role. This course will discuss many key skills and attributes that contribute to the success of CFOs.

EQ vs. IQ: The Secret to a CPA’s Success
Price : $19.95  
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2.0

Many people still believe that Intelligence Quotient (IQ) outweighs Emotional Quotient (EQ) in the workplace and that the success of our business, family and community is dependent on our IQ level. They couldn’t be more wrong. While assuming a smarter individual was bound to excel over someone with less intelligence may have been a good indicator of success in the past, modern research is showing over and over, that a high IQ might get you in the door, but a high EQ will get you ahead. As Accountants these new findings are also starting to affect us as more and more companies are beginning to look at how we behave in the work environment and not just our accounting capability.

In this course we will learn to understand IQ and EQ, why they both have their place and why our success depends on them. We will then review the breakdown of an IQ scale, the components of EQ and some comparison examples. You will also have an opportunity to perform a quick test of your EQ.

Realistic Budgeting for the Small Nonprofit - Incremental versus Logistics-Based Budgeting (Video)
Price : $29.95  
New ! ! !
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2.0 2

Why do small nonprofits fail? Their failure often results from a lack of proper planning. An organization must develop a plan with an achievable destination (goals). Then the budget acts as the roadmap and GPS system that lead the organization to its destination.

This class provides unique insight into the creation of a budget for an organization in our financially distressed economy. The course provides tools and techniques that will benefit novice and experienced professionals alike.

The following topics are discussed in detail:

    • Creation of a strategic management model for an organization
    • The Deming Cycle: Plan, Do, Check, Act
    • Challenges of the struggling economy and the proliferation of new nonprofits
    • Importance of pro bono or in-kind donations
    • Allocation of expenses between programming, administration, and fundraising
    • Analysis of incremental budgeting
    • Utilization of logistics-based or zero-based budgeting
    • How a lack of internal control impacts on a budget
    • Detriments of unrelated business taxable income
    • Proper utilization of budget variances

Effective Internal Controls for Small Businesses
Price : $14.95  
New ! ! !
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1.5

Small business enterprises sometimes take the position that effective internal controls cannot be achieved. There aren’t enough employees for adequate segregation of duties. Many, if not most, have no internal audit function. However, even within the confines of these and other challenges, small businesses can achieve an effective internal control structure.

To overcome an inability to segregate duties as well as other issues, small businesses must look for mitigating controls. The most pervasive mitigating control is the direct oversight of management. This oversight may take the form of financial statement review, approving disbursements, signing checks as well as other review processes. While there are other considerations as to whether the oversight of management may mitigate a lack of segregation of duties and other internal control challenges, if done correctly, this is one of the best ways to overcome these inherent issues.

There are internal control fundamentals that are appropriate for small businesses. This course discusses fundamental operational and accounting controls and also reviews the optimal company culture for an effective internal control environment.

Growing Your CPA Firm with Google Adwords (Video)
Price : $0.00  
New ! ! !
Registry
    100.00% Discount!!!
1.0

This course will provide an overview of the Google Adwords advertising platform and explain how it can be a valuable marketing channel for your practice.

We will review the basics on how to create an Adwords account, how to properly structure the account for best results and how to make sure you’re tracking everything in such a way that you can see exactly how this advertising channel is affecting your business.

We will also review how outsourcing the management of your Adwords campaign may make sense in order to achieve best results.

Competency Assessment for the Office of the CFO (Video)
Price : $14.95  
New ! ! !
QAS
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1.0

The success of every finance function hinges on the competency of its employees. All the best financial technology and processes that money can buy will not be enough to overcome a deficiency in people. Companies that use competency assessment enjoy lower employee turnover, higher employee performance and increased sales and profits. A competency assessment framework will improve self-managing your own career and/or manage your finance team more effectively.

Personal Development    [Top]

Name CPE Credits IRS Credits Description

Specialized Knowledge & Applications    [Top]

Name CPE Credits IRS Credits Description
Understanding and Managing Organizational Behavior
Price : $117.95  
Registry
    
14.0 This course is an examination of human relations theory and individuals, group, and organizational performance in relation to organizational structure in contemporary business and public agencies. Covered are personality and attitudes, work motivation, interpersonal and group processes, organizational design, and decision making.
QuickBooks Pro 2013
Price : $112.95  
QAS
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13.0

This course covers the more basic aspects of QuickBooks Pro 2013, teaching the student how to

    • Set up a QuickBooks company file
    • Work with preferences, items, lists, and forms
    • Work with the Fixed Asset Item List and the Loan Manager
    • Create purchase orders, accounts payable transactions, and automated and manual checks
    • Create customer invoices, and receive payments and make deposits
    • Process payroll transactions and create payroll checks
    • Modify forms to create a customized appearance
    • Create journal entries and understand when they are needed
    • Reconcile bank accounts
    • Create, modify, and export reports
    • Maintain QuickBooks company data files

QuickBooks Pro 2014
Price : $107.95  
New ! ! !
QAS
Registry
    
12.0

This course covers the more basic aspects of QuickBooks Pro 2014, teaching the student how to

    • Set up a QuickBooks company file
    • Work with preferences, items, lists, and forms
    • Work with the Fixed Asset Item List and the Loan Manager
    • Create purchase orders, accounts payable transactions, and automated and manual checks
    • Create customer invoices, and receive payments and make deposits
    • Process payroll transactions and create payroll checks
    • Modify forms to create a customized appearance
    • Create journal entries and understand when they are needed
    • Reconcile bank accounts
    • Create, modify, and export reports
    • Maintain QuickBooks company data files

QuickBooks Pro 2010
Price : $105.95  
QAS
Registry
    
11.5

This course covers the more basic aspects of QuickBooks Pro 2010, teaching the student how to

    • Set up a QuickBooks company file
    • Work with preferences, items, lists, and forms
    • Work with the Fixed Asset Item List and the Loan Manager
    • Create purchase orders, accounts payable transactions, and automated and manual checks
    • Create customer invoices, and receive payments and make deposits
    • Process payroll transactions and create payroll checks
    • Modify forms to create a customized appearance
    • Create journal entries and understand when they are needed
    • Reconcile bank accounts
    • Create, modify, and export reports
    • Maintain QuickBooks company data files
Guide to Commercial Real Estate and Finance
Price : $105.95  
New ! ! !
QAS
Registry
    
11.5

This course is designed to train both working CPAs and financial personnel to develop the knowledge and techniques required to review a variety of financing activities for businesses, and commercial and residential real estate.

In the last few decades the financial institutions of America have gone through many radical changes and periods of uncertainty. Understanding the money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of investors seeking loans.

The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to review a client, a loan, and delineate the various services available in the financial community.

Chapter 1 identifies the skills and duties performed by a professional loan broker. Chapter 2 introduces the reader to the available commercial financial services, specialized terminology and financial documents and instruments used in these services. Various business financing sources are covered. Chapter 3 covers real estate loans and packaging of these loans along with the necessary documentation and terminology, and the instruments used to prepare a variety of real estate transactions. Chapter 4 covers commercial real estate financing, analyzing income property loans, and the lending processes involved. A sample analysis for purchasing apartments, shopping centers, office-warehouses, general offices, and other types of real estate ventures are included in this chapter. Chapter 5 discusses in detail real estate financing and fundamentals of investing.

The glossary defines the specialized vocabulary use in loan processing. A sample number of documents are provided in the Appendix including, loan application forms, income statements, and Equal Credit Opportunity Act Notice.

QuickBooks Pro 2012
Price : $101.95  
QAS
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10.5

This course covers the more basic aspects of QuickBooks Pro 2012, teaching the student how to

    • Set up a QuickBooks company file
    • Work with preferences, items, lists, and forms
    • Work with the Fixed Asset Item List and the Loan Manager
    • Create purchase orders, accounts payable transactions, and automated and manual checks
    • Create customer invoices, and receive payments and make deposits
    • Process payroll transactions and create payroll checks
    • Modify forms to create a customized appearance
    • Create journal entries and understand when they are needed
    • Reconcile bank accounts
    • Create, modify, and export reports
    • Maintain QuickBooks company data files
QuickBooks Pro 2009
Price : $94.95  
QAS
Registry
    
9.5

This course covers the more basic aspects of QuickBooks Pro 2009, teaching the student how to

    • Set up a QuickBooks company file
    • Work with preferences, items, lists, and forms
    • Work with the Fixed Asset Item List
    • Create purchase orders, accounts payable transactions, and automated and manual checks
    • Create customer invoices, and receive payments and make deposits
    • Process payroll transactions and create payroll checks
    • Modify forms to create a customized appearance
    • Create journal entries and understand when they are needed
    • Reconcile bank accounts
    • Create, modify, and export reports
    • Maintain QuickBooks company data files

Real Estate Financing and Investment - 2014
Price : $94.95  
New ! ! !
QAS
Registry
    
9.5

This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing: (1) financial instruments and (2) the means of financing. It examines the financial side of the lending process. The second section deals with investing in real estate• Topics include: the advantages and pitfalls of real estate investing, how to value an income-producing property, how to use leverage and increase return, and buying a home.

Healthcare Reform: Pre-Existing Conditions, Benefit Limits, Rescission & Patient Protection Rules
Price : $89.95  
QAS
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9.0

The course entitled Healthcare Reform: Pre-Existing Conditions, Benefit Limits, Rescission & Patient Protection Rules provides important information for insurance agents and other advisers who are counseling clients on certain requirements imposed on group health plans and individual insurance coverage by the Act and Regulations. The course begins with a discussion of “grandfathered” health plans, their definition and the implications of grandfathered status for the timing and applicability of the Act’s provisions. The requirements of the Act and Regulations addressed in this course are those relating to ensuring patient protections—specifically, protections related to their ability to choose healthcare professionals and the provision of emergency services—and the ability of health plans to:

    • Exclude coverage for pre-existing conditions;
    • Impose annual and lifetime benefit limits for essential health benefits; and
    • Rescind health coverage.
Accordingly, the course provides information concerning the rules applicable to the ability of a group health plan or a health insurer offering group or individual health insurance coverage to exclude coverage for pre-existing conditions and the effective dates of such rules. In addition, the course discusses the rules governing the ability of a group health plan or a health insurer offering group or individual health insurance coverage to impose dollar limits on essential health benefits. The limited ability of a group health plan or health insurer offering group or individual health insurance coverage to rescind such coverage is also addressed. Finally, the course discusses the protections guaranteed to patients in their choice of available healthcare professionals in plans involving a network of healthcare providers and in the availability of patient emergency services.

How to Organize and Run a Small Business
Price : $89.95  
QAS
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9.0

This course is a primer for aspiring small business owners and entrepreneurs. The course explores step-by-step procedures necessary to set up and manage a small business. Topics include the development of the business plan, market entry strategies, organization and management, financing, Internet marketing, and software, and critical factors for small business owners and entrepreneurs.

Understanding the Economy - 2015
Price : $74.95  
New ! ! !
QAS
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7.5

Understanding the economy and coping with the economic environment is critical in today's business performance, which is a major concern for managers and investors. The course will address macro-economic factors that may affect the performance of the business. Macro-economic factors include business cycles, interest rates, economic policy, inflation, unemployment, housing starts, money supply, and foreign exchange rates. For example, how the Fed's monetary policy affects corporate earnings is stressed. A variety of economic statistics and indicators are also explained in depth.

Outlook 2007 - Everything You Always Wanted to Know, and More
Price : $64.95  
Registry
    
6.5 In this course you will learn about Outlook 2007, and its components. You will learn the steps to setup Outlook for a POP3 mail server. This course will teach you about the components of Outlook, including Mail, Calendar, Contacts, Tasks, Notes and Journal.
Must Know Excel Functions for CPAs
Price : $59.95  
Updated ! ! !
QAS
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6.0

This course explores functions in Excel that CPAs should use to enhance productivity and ensure accurate answers when working with data. Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal. Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas. This course covers basic functions and then goes into logic functions, text functions, lookup functions and financial functions. This course provides step by step instruction and Excel practice exercises.

Real Estate Accounting and Mathematics
Price : $49.95  
Registry
    
5.0 A refresher course covering basic concepts and tools of accounting, finance, and math that real estate professionals as well as real estate investors need to be familiar with.
Use Pivot Tables to Organize, Summarize and Analyze Data
Price : $49.95  
Updated ! ! !
QAS
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5.0

This course will help you get out from all of that data and show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you want to know about pivot tables.
It starts with having you create a pivot table and then modify and format it. It discusses how to drill down as well as how to create multiple reports from one pivot table. It also discusses how to create and add other formulas and items to an existing pivot table. Finally, it shows you how to update your pivot table with new data without recreating it every time.

Managing Data with Excel
Price : $49.95  
QAS
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5.0

This manual briefly overviews what an Excel database is and then walks students through the following topics in a step by step manner. There are practice exercises for you to try and each file has the answer to the practice exercise so that you can compare your results.

    Table of Contents:
      • Sorting data
      • Filtering data (hiding rows of unwanted information).
      • Outlining
      • Subtotaling and nested subtotals
      • Pivot tables
      • Database functions.
      • Conditional formats

Become an Expert on Lookup Functions
Price : $49.95  
Updated ! ! !
QAS
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5.0

This course provides a comprehensive examination of the Lookup and Reference category in Excel. It covers the LOOKUP and VLOOKUP functions.

With VLOOKUP, you will learn how to: use Wildcards; search through multiple sheets for a match; and what to do if a match is not in the first column of your table.

The course also explores HLOOKUP. It explains the advantages and disadvantages of INDEX MATCH versus VLOOKUP. It reviews the OFFSET function, which allows you to write calculations that automatically update as new data is added. With the INDIRECT function, you will learn how to find data on other worksheets sheets. Finally, HYPERLINK is briefly discussed.

Long Term Care Fundamentals
Price : $49.95  
Updated ! ! !
QAS
Registry
    
5.0

The risk of needing long term care—a designation given to a broad range of services designed to meet an individual’s mental, emotional or physical health and personal needs and which are often provided over an extended period of time—is present at all ages. However, as individuals become older the risk of requiring long term care increases significantly.

The U.S. population is expected to increase in size by about 27% by the year 2050. In contrast, the part of the U.S. population most at risk for needing long term care—the segment comprised of individuals 85 years old or older—is expected to grow about 280% during this same period. Not only is the part of the population most at risk for needing long term care growing disproportionately, the cost to provide that care is also increasing. Long term care costs are substantial and, over the last several years, have been increasing at a rate that exceeds the inflation rate.

The growing risk of needing long term care fueled by a rapidly aging population coupled with the high and continually increasing cost of such care can present burdensome financial concerns to many clients and their heirs. This course examines the nature of long term care, the forms in which it may be delivered, the risk of needing such care, the costs of long term care, the sources available to pay long term care costs and the features of long term care insurance.

Excel Tips Tricks and Tools for CPAs - 2015
Price : $49.95  
New ! ! !
QAS
Registry
    
5.0

This course is designed for the intermediate user of Excel 2010 and 2013 who are looking to improve their productivity and to learn some cool new Excel skills. The course covers some basics, along with some advanced tips and tricks on selecting, navigating as well as copying and moving data efficiently. It also covers a spectrum of functions that can be used in everyday practice. Functions such as SUBTOTAL, SUMIF, SUMIFs as well as INDEX MATCH are discussed. The 2013 AGGREGATE and IFNA functions are covered. Comparing lists using arrays is overviewed. Pivot tables are discussed in detail. Other topics include: functions and tools for importing data into Excel, conditional formatting as well as charts. There are no associated Excel files.

Creating Effective Charts - Excel 2007/Excel 2016
Price : $49.95  
Updated ! ! !
QAS
Registry
    
5.0

The Journal of Accountancy stated that “an audience understands and remembers numerical information more easily when a CPA presents it visually as well as verbally.” This course covers the basics of creating, editing and formatting a chart and more. It shows you how to create a default chart using your corporate colors or logo as well how to create custom charts that can be saved and used as needed. In addition, it covers how to create and how to read different chart types such as a combination chart and a 2 y axis chart. The course also discusses how to efficiently link your Excel charts into PowerPoint presentation and into Word reports.

Personal Life Insurance Planning
Price : $44.95  
Updated ! ! !
QAS
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4.5

Personal Life Insurance Planning is divided into six lessons that include the following:

    1. An Introduction to Human Life Value and Needs Analysis
    2. Gathering Client Information
    3. Identifying & Calculating Lump-sum Needs at Death
    4. Social Security Survivor Benefits
    5. Identifying Survivor Income Needs at Death
    6. Calculating Survivor Income Needs at Death
Students learn the type of client data needed and how to build client rapport and create trust. The various lump-sum cash needs at the death of a breadwinner are identified, and guidelines are provided that enable students to recommend life insurance in amounts that fully protect their clients. The surviving family’s income needs are examined, and the students learn how to calculate adequate survivor income and the life insurance needed to provide that income. Social Security survivor benefits are discussed, including the Child’s benefit, the Mother’s or Father’s benefit, and Widow’s and Widower’s benefit.

Excel Time Value of Money Functions for CPAs (Practical Applications for Accounting, Financial Planning and Capital Budgeting)
Price : $39.95  
Updated ! ! !
QAS
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4.0

This course uses practical examples to provide an overall understanding of time value of money concepts and to illustrate time value of money functions in Microsoft Excel. The course covers present and future values of both single sums and annuities as well as computing the rate, periodic payment and number of periods in accounting and financial planning scenarios. Also included is the creation of an amortization table, Excel CUMIPMT and CUMPRINC functions, capital budgeting and the use of data tables. Written for Excel 2007, the course is intended for intermediate to advanced Excel users.

This course provides step by step instruction however it does not include exercise files as the examples are simple and can be created easily.

Using Excel 2010-2016 Solver for Optimum Business Solutions
Price : $39.95  
Updated ! ! !
QAS
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4.0

This course provides instruction on the uses of Excel Solver to solve complex business problems. Through the use of examples, an overall understanding of the following will be achieved:

    • Optimization of a target cell (called an Objective)
    • The use of constraints
    • The use of binary constraints to make choices
    • Ideas for spreadsheet design
    • The SUMPRODUCT function
Examples include production environments, advertising, capital budgeting, lockbox selection and employee scheduling.

Using SQL View in Microsoft Access 2007
Price : $29.95  
Registry
    
3.0 In this course you will learn to work with Design View and SQL View within Access 2007 to create queries. This course will also show how to calculate within the Access database using aggregate functions and operators for computation. This course is designed for moderate to intermediate users of databases.
Visual Basic for Applications in Excel 2010
Price : $29.95  
Updated ! ! !
QAS
Registry
    
3.0

This training is designed as an introductory course to Visual Basic for Applications (VBA) for Excel 2010. You will learn what VBA is, and how it is used in Excel to create programs that will enhance your daily grind. You will learn how to write the code to create a calculator, how to add new worksheets to a workbook that duplicates an existing worksheet, and you will learn how to create a time logging application (DayLogger) that allows you to start and end time as you work on a client’s job, and then calculates the time spent and logs it to a spreadsheet.

Note: You do not need to have any programming experience for this training. But, it is assumed you do have experience working with Excel columns and rows.

Decision-Making Functions in Excel - Excel 2007/Excel 2016
Price : $29.95  
Updated ! ! !
QAS
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3.0

This course overviews a number of Logical functions in Excel and then covers other decision-making functions such as SumIF, SUMIFs and IFERROR. You will find these functions useful in your budgeting and analysis work. This EBook is based upon Excel 2007 through 2016 and includes exercise files.

Postrecession Strategies for Boomer Retirement
Price : $29.95  
QAS
Registry
    
3.0

After an overview of how today’s middle-aged Americans are changing the stereotypes of the work world, personal lifestyles, and family home life, this course explores the possible—perhaps even probable—financial and lifestyle shortfalls boomers may encounter. The causes of the boomers’ dilemma, which are explored in Chapter 2—are many, and the approaches to prevent financial, emotional, and personal trauma will not be simple; Chapter 3 outlines the creative strategies this forceful generation will devise to deal with this first-ever long-lived, massive cohort. The Planning Resources at the end of each chapter offer helpful web sites and other sources of information vital for forging ahead with the second half of life.

Dynamic and Interactive Charts – Excel 2007/2010/2013
Price : $29.95  
Updated ! ! !
QAS
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3.0

This EBook covers:

    • Creating Range Names in a SERIES formula
    • Using OFFSET and Count functions for charting purposes
    • Self Expanding Charts
    • Displaying the last x number of data points
    • Selecting a beginning and ending point for a data series
    • Creating and using Spinners
    • Linking a Chart Title to a Cell
There are practice exercises for you to try and each class file has the answer to the practice exercise so that you can compare your results if necessary.

QuickBooks Pro 2015: Setting Up (Video)
Price : $44.95  
New ! ! !
QAS
Registry
    
3.0

This is a brand new approach to the QuickBooks Pro series of CPE courses created by L. Keith Jordan, CPA. Previous courses have used a text format with illustrations. This course uses an audio-visual format with demonstrations (of course, a transcript is included for those who prefer). The video contains navigation controls and ADA captioning, and you can also jump to a particular part of the content by using the interactive table of contents or the search box.

    • In Part 1 of this course, we explore QuickBooks product lines, categories, versions, and features; network or standalone setup issues; and how to determine if QuickBooks is the right answer for a particular organization.
    • In Part 2 of this course, we explore how to start the process of creating a new QuickBooks Company Data file using the “Setup” or “No Company Open” window; how to use the EasyStep Interview or the Express Start process to create a new QuickBooks Company Data file; and how to enter company information into QuickBooks.
    • In Part 3 of this course, we explore the basic elements of the QuickBooks Desktop and Home Page and how to navigate both; how to determine the difference between QuickBooks User and Company Preferences; how to set or customize Preferences; and general recommendations for Preference settings.

QuickBooks Pro 2015: Opening Moves (Video)
Price : $44.95  
New ! ! !
QAS
Registry
    
3.0

This is a brand new approach to the QuickBooks Pro series of CPE courses created by L. Keith Jordan, CPA. Previous courses have used a text format with illustrations. This course uses an audio-visual format with demonstrations (of course, a transcript is included for those who prefer). The video contains navigation controls and ADA captioning, and you can also jump to a particular part of the content by using the interactive table of contents or the search box.

    • In Part 1 of this course, we explore the importance of lists in QuickBooks, and the importance of the Chart of Accounts in particular; look at an overview of the Chart of Accounts; and take a more detailed look at the Chart of Accounts.
    • In Part 2 of this course, we explore the Item List window and the types of Items in QuickBooks; learn how to include Sales Tax in the Item List; and discuss using QuickBooks tools to import and export Items.
    • In Part 3 of this course, we identify QuickBooks payroll solutions by type; explore payroll solutions available to QuickBooks users; and discuss basic payroll features and setup in QuickBooks.

Using Microsoft Excel for Financial Analysis - Using Formulas and Functions
Price : $24.95  
Updated ! ! !
QAS
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2.5

The following training introduces you to Microsoft Excel formulas and functions that are commonly used for financial analysis. You will be exposed to what a formula is, how to use relative references, and how Excel uses operator precedence during calculation of these formulas. This training also teaches what the PMT, CUMIPMT, FV, DB, NPER and Rate functions are.

Note: All screenshots in this training show Excel 2010. Where there is any significant difference between 2007 and 2010, there will be an additional screenshot of 2007.

Valuations: Businesses, Securities, and Real Estate - 2015
Price : $24.95  
New ! ! !
QAS
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2.5

This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return. The value of a bond is essentially the present value of all future interest and principal payments. Stock price may be expressed as a function of the expected future dividends and a rate of return required by investors. The Gordon's valuation model reflects this process. Real estate valuation involved several rule-of-thumb valuation methods.

Audit & Analytical uses for Filters and Tables in Excel (Excel 2007)
Price : $19.95  
Registry
    
2.0 P> This course provides a brief introduction to some the Excel 2007 features that can assist you in auditing and analyzing large volumes of data. It is an overview level course.

This course provides step by step instruction and Excel practice exercises as well as answer files.

Telework From Your Home Office
Price : $19.95  
Registry
    
2.0 More than 20 million people telework, or telecommute, at least one day per month. Telework refers to an arrangement in which the employee does work from his home instead of the office. This arrangement can provide flexibility on the hours the work is done and eliminates the commute to the office. In this course teleworkers will discuss the pros and cons of having a home office, ways to convince your boss and your clients that working from home is a viable alternative, possible locations for your home office, what you need to get started, personal experiences, and available tax deductions.
Microsoft Excel 2010 PivotTables and PivotCharts
Price : $19.95  
Updated ! ! !
QAS
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2.0

This document introduces you to using PivotTables and PivotCharts within Excel 2010. You will learn how to use pivots to manipulate data available in an Excel spreadsheet. You will work with columns and rows, and learn how to summarize data, such as the Sum and Average functions. You will learn how to open and use PivotChart Tools, including chart types, chart designs, and add chart titles. This document also instructs how to import data from an external source.

Arrays: A Powerful Excel Tool
Price : $19.95  
Updated ! ! !
QAS
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2.0

Arrays in Microsoft Excel are a very powerful, yet generally unknown tool. Using array formulas allows you to perform tasks that may currently take more than one step, and consolidate them into one step, improving efficiency. Array formulas make it easier to perform tasks such as comparing lists, mathematical operations ignoring errors, summing data using one or more criteria and finding minimums and maximums of data using various criteria.

Working with Downloaded Text Data in Excel
Price : $19.95  
Updated ! ! !
QAS
Registry
    
2.0

This is an introductory course covering the basics of Excel tools and techniques dealing with downloaded data in a text format. It covers converting numbers formatted as text to numbers usable by Excel functions, concatenation, text to Columns and specific Excel text functions to manipulate and analyze data.

This course provides step by step instruction however it does not provide any exercise files.

Customizing the Ribbon in Microsoft Office 2007/2010
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

The following training introduces you to Microsoft Excel 2007 and 2010 Ribbon customizations. You will learn how to add customized tabs and groups to Excel 2007 and 2010. You will learn to edit XML while working with the Custom UI Editor. You will also learn how to create and insert a Visual Basic Application (VBA) command into the Ribbon using the Visual Basic Editor.

Note: The Office Custom UI Editor program is a third party program and needs to be downloaded from the Internet. You can find this program at:

http://openxmldeveloper.org/blog/b/openxmldeveloper/archive/2006/05/26/customuieditor.aspx

This program is required for Module 3.

QuickBooks Pro 2015: Middle Game (Video)
Price : $29.95  
New ! ! !
QAS
Registry
    
2.0

This is a brand new approach to the QuickBooks Pro series of CPE courses created by L. Keith Jordan, CPA. Previous courses have used a text format with illustrations. This course uses an audio-visual format with demonstrations (of course, a transcript is included for those who prefer). The video contains navigation controls and ADA captioning, and you can also jump to a particular part of the content by using the interactive table of contents or the search box.

    • In Part 1 of this course, we explore the importance of forms in QuickBooks, and demonstrate how forms can be designed and modified to better meet the needs of the entity.
    • In Part 2 of this course, we explore how to enter transactions using forms and classes, how to memorize and print transactions individually or in a batch, and how to utilize other QuickBooks features such as the calendar, the fixed asset list, and the loan manager.

Creating Custom Functions in Excel
Price : $19.95  
New ! ! !
QAS
Registry
    
2.0

This course covers how to create a custom function (sometimes called a user-defined function) in Excel. A custom function is a calculation that the user creates and names. This custom function is then stored in Excel and can recalled when it is needed. In this course we will be using the Visual Basic Editor and using a couple of VBA keywords; however this is NOT a VBA or programming course. You will create a couple of different custom functions and then see how to create an ADD-IN file so that these functions can be used in all your workbooks.

Financial Forecasting Tools - Using Excel and Financial Ratios to Build a Forecast
Price : $14.95  
QAS
Registry
    
1.5

Financial forecasting is an estimate of financial performance for a future period. Essentially, it’s an educated guess of the composition of future financial statements. It’s a guess as no one, no matter how good they are, can accurately predict the future. However, it’s an educated guess because one can use historical factors and adjust them for known current events and future plans to arrive at the forecasts. There is a difference between forecasting and planning. Forecasting is much faster and involves significant uses of estimates whereas planning entails the aggregation of a much greater level of detail to support the end result and to use as a comparison to actual results. This course will not cover planning nor a detail “build” of data. The intent is to use overall data to create summary forecasts of financial performance so that lenders may be timely informed of covenant issues, cash and debt needs may be anticipated and other issues may be addressed on a timely basis. There will not be supporting detail. However, the results will be explainable to shareholders, owners, potential investors or lenders and, more importantly, will make sense from an overall standpoint.

Payment Processing Considerations to Comply with IRS and PCI-DSS Regulations & Policies (Video)
Price : $0.00  
QAS
Registry
EA
    100.00% Discount!!!
1.0 1 This 1 hour pre-recorded webinar will focus on the credit card and payment processing industry. It discusses an overview of the industry, IRS forms and filings related to payment processing methods (IRS section 6050W and form 1099-K), Payment Card Industry – Data Security Standards (PCI-DSS), the Durbin Amendment to the Dodd-Frank Act, and other industry issues. These issues are of primary interest to CPAs and tax professionals. Updated as of January 28, 2012.
Decision Making Functions in Excel (Video)
Price : $14.95  
New ! ! !
QAS
Registry
    
1.0

Become a decision-maker using Excel. Excel has many logic functions that can help you automate decision-making whether it is determining if sales quotas have been met, compensation plans met, discounts achieved based on quantity or simply selecting a sample. This course is a video and covers the Excel logic functions of IF, AND and OR. It then discusses other decision-making functions such as SumIF, SUMIFs, COUNTIF, AVERAGEIFs, as well as IFERROR and IFNA. This course is based upon Excel 2007 through 2013 and includes an Excel worksheet.

Franchising for Certified Public Accountants (Video)
Price : $0.00  
New ! ! !
Registry
    100.00% Discount!!!
1.0

In this video course you will learn about the franchise model of doing business. It offers the data to help you learn about what franchising is, what you need to think about before buying a franchise, and a brief overview of financial and management processes.

Taxation    [Top]

Name CPE Credits IRS Credits Description
1040 Tax Workshop - 2016
Price : $239.95  
New ! ! !
QAS
Registry
EA
    
40.0 40

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.

1040 Tax Workshop - 2014
Price : $239.95  
QAS
Registry
EA
    
40.0 40

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.

1040 Tax Workshop - 2015
Price : $239.95  
QAS
Registry
EA
    
40.0 40

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.

Essential Legal Concepts with Tax Analysis
Price : $233.95  
Updated ! ! !
QAS
Registry
EA
    
39.0 39

While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, contracts, property rights, employment law, divorce, consumer protection, will & trusts, and even bankruptcy law. This course explores these specific areas with emphasis on business and accounting issues. This informal and clear guide to the basic concepts of business law provides accountants with an excellent review of legal concepts that arise in any tax professional’s practice. The attendees will gain the ability to recognize and discuss general legal concepts with both client and their counsel.
Knowledge is power and nowhere is that truer than in the field law. To gain such a working knowledge of law, readily understandable explanations are given to essential and related business law subjects. The accountant is guided through the complex maze of literally hundreds of legal principles from acceptance to zoning.

The Ultimate Guide to Retirement Planning from a Tax Perspective
Price : $227.95  
Updated ! ! !
QAS
Registry
EA
    
38.0 38

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.

Complete Guide to Estate & Gift Taxation
Price : $227.95  
Updated ! ! !
QAS
Registry
EA
    
38.0 38

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients.
The course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

Guide to Federal Corporate & Individual Taxation
Price : $209.95  
Updated ! ! !
QAS
Registry
EA
    
35.0 35

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques.

Family Tax Planning
Price : $167.95  
Updated ! ! !
QAS
Registry
EA
    
24.0 24

While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

Fast Track Retirement Planning from a Tax Perspective
Price : $167.95  
Updated ! ! !
QAS
Registry
EA
    
24.0 24

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.

Choosing the Right Entity & Getting Cash Out of It from a Tax Perspective
Price : $167.95  
Updated ! ! !
QAS
Registry
EA
    
24.0 24

This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the reader to properly select the right business entity for their tax and liability needs. Major emphasis is given the maximization of tax benefits in each business format. Fringe benefits, retirement plan alternatives, and nonqualified deferred compensation are discussed in detail.

Getting Cash Out of Your Business with Tax Analysis
Price : $167.95  
Updated ! ! !
QAS
Registry
EA
    
24.0 24

This course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest free loans, and investment planning are investigated. Effective pay plans essential to attract, motivate, and retain key people are defined and evaluated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. Equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOTs, stock options, and bonuses. The new field of professional services is probed to provide tax, financial and estate planning to the key executive.

Tax, Bankruptcy and Financial Problems
Price : $167.95  
Updated ! ! !
QAS
Registry
EA
    
24.0 24

Test the treacherous (and shark infested) waters of tax, bankruptcy and financial problems. This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of bankruptcy, property settlements, debt cancellation, and foreclosure. Current perspectives on asset protection, repossession, and bad debts are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in §108. The tax treatment of property repossession under §1038 is explored with detail given to the calculation of gain and received property basis. Finally, eldercare and estate planning are reviewed and detailed.

Partnership Taxation
Price : $167.95  
Updated ! ! !
QAS
Registry
EA
    
24.0 24

The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution. This course is presented in four practical segments: (1) the formation of partnerships, (2) the basic day-to-day operations of partnerships, (3) distributions of assets to partners, and (4) the termination of partnership affairs.

Business Taxation
Price : $167.95  
Updated ! ! !
QAS
Registry
EA
    
24.0 24

Americans who want to be their own boss are not entirely on their own. They have a rich uncle - Uncle Sam - who is there to help, as well as to make demands. The nations tax laws are intended to encourage people to start new businesses and are chock full of incentives and tax breaks, as well as sometimes onerous reporting requirements.

This course is a fast-paced and entertaining guide through tax issues affecting business entities and their owners. The focus of this class is on tax devices and techniques available to the small-business owner. Emphasis will be given to operational deductions, fringe benefits, compensation, family income splitting, retirement plans, and estate planning.

Using the Internet in Estate Planning - Electronic Estate Planning and Presentation
Price : $167.95  
Updated ! ! !
QAS
Registry
    
24.0

While many tax professionals are aware of the general tax resources available on the Internet, this course focuses on the expanding electronic resources for estate planning. Whether it is historical stock quotes, cusip numbers or just access to the Code, the Internet now offers a wealth of information, research tools, and calculators specifically designed for the estate planning practitioner. These resources permit the tax professional to not only better serve their clients but to network with fellow practitioners, market their services and become more cost-efficient. Be there or be square!

Travel, Entertainment, & Auto Rules from a Tax Perspective
Price : $167.95  
Updated ! ! !
QAS
Registry
EA
    
24.0 24

Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning opportunities identified. Creative strategies are discussed and evaluated along with traditional approaches. Taxpayers are once again looking to their tax professional for guidance and planning related to travel and entertainment expenses. The goal of this course is to understand and solve problems. Participants will learn to master the proper administration of these complex and often cumbersome provisions in a humorous and entertaining format.

Asset Protection - Tax & Financial Aspects
Price : $160.95  
Updated ! ! !
QAS
Registry
EA
    
23.0 23

This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products and other conventional tools. Special topics include: protection against lawsuits, costs of long-term illness, divorce settlements, foreign asset protection trusts, statutory protections, homestead provisions, exempt assets, cancellation of indebtedness taxation and marital agreements.

Defensive Divorce
Price : $157.95  
Updated ! ! !
QAS
Registry
EA
    
22.0 22

This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies, and the family residence.

Estate Planning with Selected Issues from a Tax Perspective
Price : $154.95  
Updated ! ! !
QAS
Registry
EA
    
21.0 21

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

Dealing with Debt & Interest
Price : $149.95  
Updated ! ! !
QAS
Registry
EA
    
20.0 20

This course brings the practitioner up-to-date information on tax issues affecting interest and debt. It covers the definition of bona fide debt, the avoidance of equity and lease treatment, imputed interest rates and debt modification. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, equity participation debt, taxable interest, and bad debts.

Visual Estate Planning - A Visual Guide to Effectively Structuring an Estate Plan
Price : $144.95  
Updated ! ! !
QAS
Registry
    
18.5

Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan - from the simplest to the most complex.

Online Investing: Evaluating Investment Alternatives
Price : $139.95  
QAS
Registry
    
17.5

All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. Over 20 million investors have switched to online investment brokerages. Learn about: investing in Bull and Bear markets, direct investing, investment vehicles for maximum tax savings, risk management, investment evaluation, alternative investments and the impact of global economic factors - all this at the speed of the Internet. This course will explore the use of the Internet in company research, fundamental analysis, technical research and the use of key ratios. Whether you intend to invest yourself or just assist clients in reporting their transactions - this course is a must for the techno-accountant!

Tax Research on the Internet
Price : $127.95  
Updated ! ! !
QAS
Registry
EA
    
16.0 16

The digital divide is upon us! There are those who are getting on the information highway and those who will be left behind. This course gives the practitioner the ability to immediately access information-rich tax Websites at tremendous savings. Emphasis will be given to the substantial speed and cost advantages of the Internet over traditional paper and CD tax “services.” If you want “instant” tax information that’s down to the wire - this is the course.

Corporate Tax Planning
Price : $127.95  
Updated ! ! !
QAS
Registry
EA
    
16.0 16

This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.

Assets, Income & Cash from a Tax Perspective
Price : $127.95  
Updated ! ! !
QAS
Registry
EA
    
16.0 16

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

Making the Best of Bad Situations
Price : $127.95  
Updated ! ! !
QAS
Registry
EA
    
16.0 16

This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in §108. The tax treatment of property repossession under §1038 is explored with detail given to the calculation of gain and received property basis. Finally, bad debt treatment under §166 is reviewed and critical distinctions made between business and nonbusiness debts.

Estate Planning Essentials
Price : $127.95  
Updated ! ! !
QAS
Registry
EA
    
16.0 16

Just the facts; just the estate planning facts. Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there is even a quick review of immediate postmortem death tax planning and filling out the Form 706.

Matching Investments to Tax Savings Techniques
Price : $127.95  
Updated ! ! !
QAS
Registry
EA
    
16.0 16

Taxes are not taxes – they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool.
The tax professional is in a special position to detect a clients need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge of the clients assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return.
The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce, and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quanitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.

Concepts & Mechanics of Exchanges
Price : $127.95  
Updated ! ! !
QAS
Registry
EA
    
16.0 16

While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a bridge over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging. Participants will be able to identify, analyze, and handle effectively the complex tax problems that arise under 1031. This understanding will be directly applied to the structuring and audit survival of multi-party and delayed exchanges.

2011/2008 Statutory Tax Update
Price : $127.95  
QAS
Registry
EA
    
16.0 16

During 2008, 2009, 2010 and early 2011, Congress produced massive legislation to “jumpstart” the economy. This course presents the main tax provisions of seven Congressional Acts passed and enacted during this critical time. Included in these Acts are provisions for agriculture, conservation, energy, housing, and individual and business tax credits and deductions. These Acts impact taxation of individual taxpayers, farmers, servicemen and women, small business owners, and large corporations. No one is left out of this package!

Tax Analysis of Investments Using the Internet
Price : $123.95  
Updated ! ! !
QAS
Registry
EA
    
15.5 15

Taxes aren't taxes - they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool.
The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge of the client's assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return.
The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce, and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quanitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.

Passive Activity Losses from a Tax Perspective
Price : $119.95  
Updated ! ! !
QAS
Registry
EA
    
14.5 14

This course addresses the practical aspects of §469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive program is to understand and solve problems under §469, with emphasis on tax savings ideas. Readers will overview the proper administration of this complex and often cumbersome provision.

Special Problems in Real Estate Taxation
Price : $117.95  
Updated ! ! !
QAS
Registry
EA
    
14.0 14

This book is designed to survey selected “hot” topics having a direct impact on the property owner and investor. The emphasis is on problem areas where the unwary beginner and expert alike can be trapped. You will learn to identify dangers involving installment sales, imputed interest, exchanging, equity participation, condemnation, passive loss rules, and transactions with foreign investors.

Tax & Financial Planning for Retirement
Price : $117.95  
Updated ! ! !
QAS
Registry
EA
    
14.0 14

This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

2017 Tax Filing Season Update
Price : $101.95  
New ! ! !
QAS
Registry
EA
    
10.5 10

Each year, income tax return preparation is affected by inflation-related changes to various limits and new tax laws. This course will look at those changes and new laws.

The 2017 Annual Tax Season Update course is based on the 2017 Annual Federal Tax Refresher course and is designed to provide valuable information to persons preparing individual 1040 income tax returns reflecting clients’ 2016 income. It does not, however, satisfy the Internal Revenue Service’s voluntary annual filing season program.

The course a) examines new tax law and changes in various limits that reflect inflation, b) provides a general tax review, and c) discusses important rules governing tax return preparer ethics, practices and procedures.

2010/2008 Statutory Tax Update
Price : $99.95  
Registry
EA
    
10.0 10

This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.

2016 Tax Filing Season Update
Price : $99.95  
New ! ! !
QAS
Registry
EA
    
10.0 10

Each year, income tax return preparation is affected by inflation-related changes to various limits and new tax laws. This course will look at those changes and new laws.

The 2016 Annual Tax Season Update course is based on the 2016 Annual Federal Tax Refresher course and is designed to provide valuable information to persons preparing individual 1040 income tax returns reflecting clients’ 2015 income. It does not, however, satisfy the Internal Revenue Service’s voluntary annual filing season program.

The course a) examines new tax law and changes in various limits that reflect inflation, b) provides a general tax review, and c) discusses important rules governing tax return preparer ethics, practices and procedures.

Education Tax Benefits
Price : $79.95  
Updated ! ! !
QAS
Registry
EA
    
8.0 8

Few advantages are as sought after by parents for their children than an education that will enable them to grow professionally and enjoy the benefits such an education can help bestow. The federal government supports and encourages their efforts to provide that education through various programs and income tax incentives.

This course will examine the programs, credits, deductions and federal income tax treatment of various items that affect saving for and financing an individual’s education. In so doing, it will consider:

    • Qualified tuition programs;
    • Coverdell education savings accounts;
    • The education savings bond program;
    • Federal tax credits for education;
    • The federal tax treatment of scholarships, fellowships, grants and tuition reductions; and
    • Deductions available for student loan interest, tuition and fees.

Healthcare Reform: The Affordable Care Act Tax Provisions
Price : $79.95  
Updated ! ! !
QAS
Registry
EA
Return Preparer
    
8.0 8

The landmark legislation known as the Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, is likely to affect virtually every person and institution in the United States in some way. It imposes healthcare-related requirements on health plans, health insurers, employers and individuals.

In addition to imposing various tax increases to increase revenue, the PPACA uses a carrot and stick approach to ensure compliance with its provisions, offering tax credits for compliance and imposing tax penalties for non-compliance. This course will review the principal provisions of the law and will examine its tax impact on individuals and businesses.

In so doing, it will consider the:

  • Coverage-related provisions of the PPACA addressing –
    • Plan grandfathering pursuant to which health coverage in force at the time of the laws passage may be continued,
    • The prohibition of pre-existing condition exclusions,
    • The proscription of lifetime and annual benefit limits,
    • The limitation of health coverage rescissions,
    • The requirement for certain patient protections,
    • The general requirement for universal health care coverage, and
    • The requirement that plans covering children extend child coverage until age 26;
  • Tax credits available to small businesses to encourage them to sponsor employee health plans;
  • Shared responsibility for certain large employers to provide employee health coverage and the tax penalties imposed for noncompliance;
  • Various personal income tax changes affecting taxpayers; and
  • Tax credits and tax penalties authorized to help enforce the PPACA requirement that individuals maintain minimum essential coverage.

Federal Income Tax Changes - 2016
Price : $69.95  
New ! ! !
QAS
Registry
EA
Return Preparer
    
7.0 7

Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law.

This course will examine the tax changes that took effect in 2016 that are more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes. In addition to these customary annual changes affecting various limits, certain other tax changes effective in 2016 that were brought about by the Patient Protection and Affordable Care Act (PPACA) will be discussed.

Earned Income Credit
Price : $59.95  
Updated ! ! !
QAS
Registry
EA
    
6.0 6

The Earned Income Credit (EIC) is a refundable tax credit that has a significant impact on United States revenue. In fact, EIC claims in any year generally total more than $60 billion.

EIC claims are also increasing in both number and amount1 . In the ten year period ending in 2010, the number of EIC claims increased from 19.6 million to 27.4 million, an increase of 39.8%. Not only had the number of claims for EIC increased over the period, the average credit per family also increased by 28.8%, from $1,704 at the beginning of the period to $2,194 in the year the 10-year period ended. The combination of an increased number of EIC claims coupled with an increase in the average credit caused the total amount of EIC claimed to skyrocket by 82.3% over the period from $33.4 billion to $60.9 billion.

In a recent year, 147.4 million individual federal tax returns were filed, and 24.4 million—16.6% of individual taxpayers—claimed the Earned Income Credit. Based on that percentage, it would not be unexpected that approximately one taxpayer in every six may claim the EIC.

____________________________________________
1 Source: Internal Revenue Service, Statistics of Income Division, Table 1, Individual Income Tax Returns: Selected Income and Tax Items for Tax Years 1999 – 2011. http://www.irs.gov/uac/SOI-Tax-Stats-Historical-Table-1

Annuities
Price : $54.95  
Updated ! ! !
QAS
Registry
EA
    
5.5 5

Annuities examines the annuity concept and explains what an annuity is and how it works. The mechanics of the accumulation and payout phases of an annuity are examined and sample calculations are discussed. An explanation of settlement options and their appropriate uses are covered.

The course also discusses annuity taxation. Federal income tax treatment of premature withdrawals, lump-sum distributions and periodic payments is considered. Annuities discusses the different annuity contracts available and compares them with respect to client suitability, with particular emphasis on variable and fixed annuities. Both product types are discussed in terms of single vs. periodic premium, immediate vs. deferred, qualified vs. non-qualified, and settlement options.

American Recovery & Reinvestment Act of 2009 - Mini Course
Price : $49.95  
Updated ! ! !
QAS
Registry
EA
    
5.0 5

This course focuses on key tax provisions enacted under the $800 billion American Recovery and Reinvestment Act of 2009 by analyzing tax issues affecting individuals and businesses contained in this first installment of President Obama’s massive economic and recovery agenda. Individual provisions included a new "making work pay” tax credit, an AMT patch, a sales tax deduction, tax credits for education and first-time homebuyers and enhanced tax benefits for energy efficient improvements to homes. Business provisions included the treatment of such issues as extended bonus depreciation, a limited five-year net operating loss carryback period, small business expensing and capital gains, estimated tax payments, and COBRA coverage. In addition, the course discusses new energy incentives and changes made to former energy regulations.

Tax Treatment of Retirement Plans, Pensions and Annuities
Price : $49.95  
Updated ! ! !
QAS
Registry
EA
Return Preparer
    
5.0 5

Employer-sponsored retirement plans, generally referred to in the aggregate as qualified employee plans, constitute one of the important “legs” of the retirement stool that individuals look to for their income in retirement. The other two legs of that stool are personal savings—through investment in securities, deferred annuities, savings accounts, etc.—and Social Security retirement benefits. This course will examine qualified employee plans, their limits and their tax treatment along with a discussion of annuities and their taxation.

Annuities offer their owners the opportunity to systematically liquidate a principal sum or save money for a long-term objective. For many annuity buyers, that objective is to provide income during retirement. As we will see in our examination of annuities, they provide owners with a number of advantages; principal among them is their tax treatment. By purchasing and investing in an annuity, a contract owner can avoid current income taxation of earnings. By avoiding current income taxation, earnings that might have been used to pay current income taxes can be invested to produce additional income.

Annuities’ tax advantages aren’t limited to tax deferral, however; annuities offer additional tax advantages. For example, an investor purchasing a variable annuity can change his or her investment allocation in the contract’s variable subaccounts whenever desired. Typically, such changes are made in order to implement new objectives or to modify the level of risk assumed. From a tax point of view, the important issue is that the contract owner can make these changes without being required to recognize income as would be required if, for example, the investor liquidated his or her stock portfolio in order to purchase bonds. In addition to these tax benefits, a contract owner that elects to annuitize his annuity contract, i.e. to take a periodic income from it, will find that part of each periodic income payment may be tax free as a return of his or her investment in the annuity contract.

Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (HR 4853) - Mini Course
Price : $44.95  
Updated ! ! !
QAS
Registry
EA
    
4.5 4

This course examines and explains the major tax provisions of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“TRUIRJCA”). The focus is on individual tax rates, marriage penalty relief, family and child incentives, alternative minimum tax relief, and in particular estate planning changes imposed by TRUIRJCA. The course examines how the TRUIRJCA shapes other key tax laws as pertains to various available deductions and credits, dividends and capital gains, depreciation, expensing, and charitable contributions. Finally, the course will highlight the major impact of the TRUIRJCA on estate, gift, and generation-skipping transfer taxes. Participants will be able to help clients navigate these changes and learn how TRUIRJCA affects them in particular.

Tax Treatment of Sickness and Injury Plans
Price : $44.95  
Updated ! ! !
QAS
Registry
EA
Return Preparer
    
4.5 4

Health insurance is so central to the health and well-being of people that it may be hard for many Americans to believe it could ever have been a less important factor in helping to promote good health than it is today. In fact, health insurance as it is recognized today is a relatively recent development.

Since the early development of health insurance coverage, many changes have occurred in the manner in which health care services are delivered and paid for. Among those changes is the emergence of various tax-favored health plans. This course will examine many of those tax-favored health plans.

Retirement Plan Overview - Tax Mini Course
Price : $39.95  
Updated ! ! !
QAS
Registry
EA
    
4.0 4

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Distribution options from IRAs and other retirement plans are explored.

Tax Treatment of Life Insurance Proceeds
Price : $39.95  
Updated ! ! !
QAS
Registry
EA
Return Preparer
    
4.0 4

One of the important considerations in many financial transactions is the tax treatment the transaction is given. Often, the impact of taxation is a consideration in the purchase of life insurance every bit as much as it applies to stock purchases, bond purchases and the establishment of qualified retirement plans.

In this course we will look at the tax treatment given proceeds from life insurance policies and will consider the taxation of death benefits, cash value withdrawals, loans and surrenders. In addition, we will examine the differences in tax treatment caused by a life insurance policy’s:

    • Failure to meet the statutory definition of life insurance;
    • Being deemed a modified endowment contract;
    • Transfer of ownership to another person for a valuable consideration;
    • Sale in a viatical or life settlement transaction;
    • Ownership by an employer; and
    • Use in a qualified retirement plan.

Employee Compensation & Benefits - Tax Mini Course
Price : $39.95  
Updated ! ! !
QAS
Registry
EA
    
4.0 4

The various ideas, methods, and techniques to optimize the overall compensation package for key employees and principals are examined in this mini-course. Generally, businesses may deduct employees’ pay including wages, salaries, and other perks. Certain fringe benefits that can provide an unusually tax favored manner of supplementing compensation are described and evaluated. In addition, equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOT’s, stock options, and bonuses. Finally, deferred compensation arrangements are investigated. The goal of this mini course is to provide participants with a working knowledge of types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.

Basic Fringe Benefits - Mini Course
Price : $39.95  
Updated ! ! !
QAS
Registry
EA
    
4.0 4

This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, dependent care, employer-provided automobiles, interest free loans, etc. are identified. Employer and employee economic and tax considerations are recognized. Fringe benefit requirements and limits are specified and ERISA compliance requirements are determined.

Choosing the Right Business Entity & Getting Cash Out of It - Mini Course
Price : $34.95  
Updated ! ! !
QAS
Registry
EA
    
3.5 3

This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right business entity for their tax and liability needs.

Home Office Deduction
Price : $34.95  
Updated ! ! !
QAS
Registry
EA
    
3.5 3

Each year the U.S. Census Bureau publishes what it refers to as nonemployer statistics1 that may provide information about the increased importance of the business use of taxpayers’ homes. A “nonemployer,” for purposes of the statistics, is defined as a business that has no paid employees, has annual business receipts of at least $1,000 and is subject to federal income taxes. These nonemployers may be organized as corporations, partnerships or sole proprietorships. Because they have no paid employees, nonemployers are more likely than others to operate their businesses from their homes and seek a home office tax deduction.

The data supplied on nonemployers shows a generally increasing number of these businesses, from a total of 19.5 million in 2004 to 23 million in 2013. In 2013 alone, the number of nonemployers increased by 300,000. Although they have no paid employees, they account for significant receipts. In 2004 they produced receipts of $887 billion; by 2013, those receipts had grown to $1.2 trillion, up $21.1 billion in 2013 alone. Clearly, the likelihood that any tax return preparer will be required to prepare a taxpayer’s tax return with a home office deduction is significant and is becoming more likely each year.

This course will examine the federal income tax deduction for business use of a home and will discuss:

    • Qualifying for a home office tax deduction;
    • Determining a taxpayer’s home office deduction using the actual expense and simplified methods;
    • The special home-office deduction rules that apply to daycare facilities;
    • The taxpayer’s home-office deduction recordkeeping requirements; and
    • Where to take the deduction and the forms a tax preparer must use in connection with it.

____________________________________________
1 http://www.census.gov/econ/nonemployer/index.html.

Assets, Income & Cash - Tax Mini Course
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
    
3.0 3

This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning.

Getting Cash Out of Your Business - Tax Mini Course
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
    
3.0 3

This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest free loans, and investment planning are investigated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. The new field of professional services is probed to provide tax, financial and estate planning to the key executive.

S Corporations - Tax Mini Course
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
    
3.0 3

In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed. The numerous advantages and disadvantages of this entity are identified to help practitioners determine whether the S corporation is most suitable for their clients. Eligible domestic corporations can avoid double taxation by electing to be treated as an S corporation under the rules of Subchapter S. Subchapter S provides an optional method of corporate taxation and allows small business corporations to elect unusual tax treatment. The S corporation is taxed like a partnership, but in other respects, S corporations are taxed like C corporations.

Tax, Bankruptcy and Financial Problems - Mini Course
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
    
3.0 3

This course explores many tax issues that arise from filing for bankruptcy. Also addressed are asset protection for the tax practitioner and medical costs covered under §213. There is an examination of property settlements and other transfers incident to divorce. A tax surprise for many taxpayers is the taxability of debt cancellation and repossessing property sold on the installment method can also be taxable. Finally, practitioners are brought up-to-date information on tax issues affecting estate planning and business issues.

Fast Track Retirement Planning - Mini Course
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
    
3.0 3

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are analyzed; Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored.

Medical, Charitable & Casualty - Mini Course
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
    
3.0 3

We may all confront issues that directly impact how much we can deduct. This course is designed for participants who want to explore and examine the tax consequences of medical costs, charitable contributions, and casualty and theft losses, especially in relation to their deductibility. The emphasis is examining a wide variety of situations related to these items and the extent to which they may or may not result in a deduction and what limitations on deductibility may be imposed.

Tax Treatment of Individual Retirement Arrangements
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
Return Preparer
    
3.0 3

Federal tax policy is designed to accomplish numerous goals, from funding government to encouraging socially-beneficial actions such as saving for retirement. ERISA, the Employee Retirement Income Security Act, was created principally to meet the latter objective.

ERISA created an individual retirement arrangement—usually referred to simply as an IRA—to encourage taxpayers who were not participants in an employer-sponsored qualified retirement plan to save money to fund their future retirement needs. That was the initial legislative action. In order to participate, you needed to be employed and not a participant in a pension, profit-sharing or other qualified plan.
These early ERISA provisions offering tax benefits to individuals funding IRAs have been extended in subsequent legislative actions to:

    • Unemployed spouses;
    • Qualified retirement plan participants; and
    • Taxpayers preferring tax-free distributions instead of deductible contributions.
Early expansion of the IRA provisions added a spousal IRA that is designed to provide retirement assistance to uncompensated homemakers. It was also expanded to allow employees who are covered under an employer-sponsored qualified pension or profit-sharing plan to contribute to an IRA.

Since that earlier ERISA expansion related to IRAs, new IRAs have been added, including Roth IRAs that offer tax-free qualified distributions rather than deductible contributions. In order to differentiate the newer Roth IRA from its earlier cousin, the original IRA is now referred to as a “traditional” IRA.

Fiscal Cliff Legislation (American Taxpayer Relief Act of 2012 - HR 8) - Mini Course
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
Return Preparer
    
3.0 3

On January 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012 (ATRA) into law. Although ATRA raised income taxes for high-income individuals, it avoided tax rate increases for middle income taxpayers. ATRA also made many extensions of or modifications to existing law. In other instances, it reinstated many provisions for 2012 that were about to expire and extended them through 2013 and, in a few cases beyond.

This course is an overview providing reference to selected individual, energy business, retirement, and estate tax provisions enacted or indexed for inflation by ATRA. The resulting major tax changes carry special meaning to the tax practitioner and return preparer. The course is intended to be a resource for tax professionals and staff alike to gain easy access to the most important major changes enacted by ATRA.

Affordable Care Act - Employer Rights & Responsibilities
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
    
3.0 3

The Patient Protection and Affordable Care Act (PPACA) has brought about the most significant change in healthcare since the passage of the 1965 legislation that authorized Medicare. It imposes healthcare-related requirements on health plans, health insurers, employers and individuals.

Eligible small employers may receive tax credits for providing health insurance coverage to their employees, and large employers may find themselves subject to tax penalties for failing to provide such employee coverage. This course will review the principal coverage provisions of the law and will examine its tax impact on employers.

2016/2015 Easy Update & Inflation Adjustments for Tax (Plus Reminders on Select Provisions) - Mini Course
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
3.0 3

This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.

2015/2014 Easy Update & Inflation Adjustments for Tax (Plus Reminders on Select Provisions) - Mini Course
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
3.0 3

This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.

Affordable Care Act - Individual Rights & Responsibilities
Price : $29.95  
Updated ! ! !
QAS
Registry
EA
    
3.0 3

By changing many of the rules traditionally applicable to health insurance and imposing healthcare-related requirements on virtually every individual, the Patient Protection and Affordable Care Act (PPACA) is likely to affect virtually every person in the United States in some way.

The law imposes various tax increases in order to generate revenue and uses a carrot and stick approach to ensure compliance with its provisions by offering tax credits for compliance and imposing tax penalties for non-compliance. This course will review the principal provisions of the law affecting individuals and will consider the:

    • Coverage-related provisions of the PPACA addressing –
      o Plan grandfathering pursuant to which health coverage in force at the time of the laws passage may be continued,
      o The prohibition of pre-existing condition exclusions,
      o The proscription of lifetime and annual benefit limits,
      o The limitation of health coverage rescissions,
      o The requirement for certain patient protections,
      o The general requirement for universal health care coverage, and
      o The requirement that plans covering children extend child coverage until age 26;
    • Various personal income tax changes affecting taxpayers; and
    • Tax credits and tax penalties authorized under the law to help enforce the requirement that individuals maintain minimum essential coverage.

Avoiding Tax Practice Mistakes in IRS Collection and Examination - Part 1 (Video)
Price : $44.95  
New ! ! !
QAS
Registry
EA
    
3.0 3

Tax practice and the resolution of tax problems with the Internal Revenue Service can be tedious and outright challenging. This course will show practitioners how to navigate through the confusing IRS system, help them save time, and enable them to avail their clients of all the rights to which they are entitled. The techniques and tools this course provides will make tax practice less “taxing.”

Major Topics:

Collection:

    • Mistakes in handling IRS liens, levies, and installment agreements
    • Statutes of limitation on collection
    • Audit reconsideration after assessment
    • Innocent spouse relief
    • Offers in compromise
    • Preparing IRS financial statements for clients
    • Collection due process hearings
    • Claims for refund
Examination:
    • Return selection process for examination: how to avoid unnecessary audits
    • Burden of proof : substantiation and use of oral testimony to substantiate expenses
    • Setting the scope of examination with the IRS examiner: how to determine what the IRS is looking for
    • Dealing with IRS correspondence exams
    • Partnership/S corporation/LLC audits
    • Failure to file situations
    • IRS summonses and enforcement procedures
    • Statute of limitations issues
    • Circular 230 guidelines for practice before the Internal Revenue Service
    • Tax shelters: avoiding abusive tax shelters and pre-filing notification letters

Avoiding Tax Practice Mistakes in IRS Appeals, Technical Assistance, and Penalties - Part 2 (Video)
Price : $44.95  
New ! ! !
QAS
Registry
EA
    
3.0 3

Tax practice and the resolution of tax problems with the Internal Revenue Service can be tedious and outright challenging. This course will show practitioners how to navigate through the confusing IRS system, help them save time, and enable them to avail their clients of all the rights to which they are entitled. The techniques and tools this course provides will make tax practice less “taxing.”

Major Topics:

Appeals:

    • Preparing protests to the IRS 30-day letter
    • Working and resolving issues with the IRS Appeals Office
    • Negotiating settlement agreements and closing agreements
Technical assistance:
    • Requesting a private letter ruling or technical advice memorandum
    • Securing IRS §444 elections for S corporations
    • Exempt organization determinations
Penalties and interest:
    • Abating penalties – failure to file, pay, estimate, deposit, and others
    • Avoiding substantial underpayment of tax and valuation misstatement penalties
    • Avoiding return preparer penalties
    • Abatement of interest
    • Avoiding the filing of frivolous tax returns

Interest & Debt (Selected Issues on Interest & Debt) - Mini Course
Price : $24.95  
Updated ! ! !
QAS
Registry
EA
    
2.5 2

This mini-course brings the practitioner information on tax issues affecting interest and debt. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, taxable interest, and bad debts.

Passive Loss & At-Risk Rules - Tax Mini Course
Price : $24.95  
Updated ! ! !
QAS
Registry
EA
    
2.5 2

With the adoption of the passive loss limitation rules, taxpayers are looking to CPAs for guidance related to what deductions are allowed, disallowed, or suspended. Updating practitioners on the practical aspects of §469, this course addresses the needed skill to handle these pragmatic issues. Fundamentals are reviewed, planning opportunities are identified, and creative strategies are discussed and evaluated along with remaining traditional approaches. The goal of this instructive course is to understand and solve client problems under §469, with emphasis on tax savings ideas. Participants will learn to master the proper administration of these complex and often cumbersome provisions.

Estate Planning with Business Issues - Tax Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost effective. Devised to reduce or eliminate estate problems and death taxes, this comprehensive guide examines wills, trusts, gifts, insurance, private annuities, and other general estate planning tools. The planning issues and problems that arise from owning a business interest are also addressed.

Asset Protection - Tax Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning.
This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.

Selected Business Expenses - Tax Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Business expenses are the costs of carrying on a trade or business, and they are usually deductible if the business is operated to make a profit. This mini-course reviews various expenses that businesses may deduct and the requirements that must be met for those expenses to qualify for deduction. Furthermore, practitioners can use this as a guide to determine which of their clients’ taxes are deductible as business expenses.

Business Travel & Entertainment - Tax Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Taxpayers are once again looking to CPAs for guidance and planning related to travel and entertainment expenses. This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions. To determine the expenses that taxpayers are able to deduct, fundamentals are reviewed and planning opportunities are identified. Practitioners will learn to master the proper administration of these complex and often cumbersome provisions.

Divorce Transfers & Settlements - Tax Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined with an emphasis on planning considerations. This mini-course reviews property settlements and other transfers incident to divorce. Basis allocation, third party transfers and purchases between spouses are also examined. Common pitfalls for the unwary such as transfers in trust, installment notes, and purchases between spouses are analyzed. Application of these tax principles is exampled in selected asset divisions of the residence, business interests, insurance, and pension benefits.

Corporate Taxation - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law. The advantages and disadvantage of corporations are examined; incorporation and capitalization issues are discussed; and, basic tax rates and specialty taxes are reviewed. The tax treatment of operational expenses and deductions are outlined; and accounting periods and methods are explored. Finally, the dangers of multiple corporations and corporate distributions are highlighted.

Installment Sales - Tax Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

An installment sale is a sale of property where one or more payments are received after the close of the tax year. This mini-course discusses the particulars of installment sales, including requirements, calculation and pitfalls. Cross issues such as a combined installment sale and like-kind exchange, the impact of related parties, pledging, repossession and contingent payments are reviewed. Also, the importance of recognizing the dangers of dealer status, inventory, purchase price allocation, and installment note disposition are emphasized.

Family Tax Planning - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

Interest & Debt - Tax Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

This course focuses on tax issues affecting the treatment of interest and debt. It covers the definition of bona fide debt, the impact of related parties, the avoidance of equity and lease characterization, and deductible versus nondeductible interest factors. Sticky cross issues such as the impact of at-risk rules under §465, passive loss restrictions of §469, and below-market rate loans under §7278 are examined. In addition, accounting method treatment of interest, points, prepaid interest, and discounted loans are reviewed. Particular attention is given to imputed interest and original issue discount.

Basic Marital Tax Matters - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

In this mini-course, initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored. The detail support test for children of divorced or separated parents, the tax treatment of back child support, the deduction of divorce costs, and estimated tax payments are reviewed. Emphasis is given to marital property rules, married versus unmarried tax rate comparison, head of household status, and treatment of refunds and deficiencies.

Making the Best of Bad Situations - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

This mini-course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital and financial setbacks. Property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined. The cancellation of indebtedness income inclusion rules are discussed in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in §108. The tax treatment of property repossession under §1038 and bad debt treatment under §166 is reviewed.

Property Dispositions - Tax Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Tax reform provisions have frequently changed the tax on profits realized from the disposition of real estate. This has forced investors to seek “escape hatches” from fluctuating capital gains taxes. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a “bridge” over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging and also identifies the tax consequences of home sales, foreclosure, repossession and other real property dispositions. Additional topics of interest include involuntary conversions and at-risk limits.

Estate Planning - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator.

Partnership Taxation - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

The mini-course will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution.

Selected Tax & Other Provisions of the 2010 Health Care Act - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

The Patient Protection and Affordable Care and the Health Care and Education Reconciliation Acts of 2010 represent the most sweeping and controversial public health care program since the creation of Medicare. Overhauling a healthcare industry that accounts for over one sixth of the national economy while adding coverage for 32 million Americans, these Acts make extensive use of the Internal Revenue Code to reform health insurance. In fact, they contain more than $400 billion in revenue raisers and new taxes. This course overviews these major tax law changes and their affect on individuals, businesses, and healthcare providers.

Tax Analysis of Investments Using the Internet - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Taxes aren't taxes - they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members.
This mini-course explores and analyzes the basic concepts of cash management, budgeting, savings, investment goals and asset selection using a variety of tools found on the Internet. The rapid rise of the Internet as a broad-based and effective investment tool accentuates the practitioner's need for Internet familiarity.

Education Tax Benefits - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Today taxpayers must plan for their children's education. Touching on various topics such as qualified tuition programs (QTPs), scholarships and fellowships, this mini-course examines the tax treatment of costs related to education. Practitioners will learn the ins and outs of the tax benefits concerning education and will be able to identify those educational expenses that are deductible. Additionally, financial planning strategies and techniques are outlined to better prepare taxpayers for future educational costs.

Entities & Title - Tax Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Before launching into an estate planning program, it’s important to know who owns what and exactly for whom you are planning. This requires that methods of holding title must be analyzed, considered, and selected. Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies are analyzed as to formation, operation, and ultimate disposition. Since who or what holds title imposes its own unique tax and legal consequences on the estate plan, emphasis is given to the maximization of tax benefits in each business format. While each has its own separate characteristics, several may be used together in more sophisticated planning.

Estate Tools & Trusts - Mini Course
Price : $19.95  
Updated ! ! !
QAS
Registry
EA
    
2.0 2

Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.

Selected Legal Issues with Tax Analysis - Mini Course
Price : $19.95  
Updated ! ! !
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2.0 2

How can you help your clients protect their assets? What is the best way for your client to “go bankrupt”? How can you help your client avoid the tax trap when going through a divorce? This course addresses all of these and many other, critical legal issues for the tax practitioner in a quick and effective potpourri of legal topics and their tax impact. The emphasis is on the tax consequences of common legal issues in today's litigatious society. From the Americans with Disabilities Act to Social Security taxes, a generous sampling of key areas is examined and explored. Tax practitioners will be quickly surprised to find how often the "tax tail" can wag the legal dog.

Bankruptcy Tax Issues - Mini Course
Price : $19.95  
Updated ! ! !
QAS
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2.0 2

The Bankruptcy Abuse Prevention and Consumer Protection Act was enacted to minimize abuse of the bankruptcy system. Included in this Act were tax law changes and other changes that individuals, partnerships, and corporations will see in the bankruptcy procedures and qualifications. This mini-course both examines these changes that debtors will face when filing for federal bankruptcy and also explores the many tax issues of bankruptcy. Practitioners will also learn about other issues such as homesteading and garnishment by creditors.

Auto Rules from a Tax Perspective - Mini Course
Price : $19.95  
Updated ! ! !
QAS
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2.0 2

Operating costs for vehicles used in the course of a taxpayer’s business are deductible. Thus, when taxpayers use their vehicles in their businesses or employment, they can deduct that portion of the cost of operating their vehicle. Such costs that can be deducted are property taxes that are paid on their vehicle if deductions are itemized on Schedule A. This mini-course reviews apportionment of personal and business use, the actual cost method and the standard mileage method, and expensing. Moreover, this presentation informs practitioners about topics such as the benefits and costs of leasing versus owning, and working condition fringe benefits.

Audit Reconsideration
Price : $19.95  
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QAS
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EA
    
2.0 2

Audit reconsideration is an administrative procedure through which a taxpayer disputes the results of a previous IRS audit, or of a substitute return created for the taxpayer by the IRS due to the taxpayer’s failure to file a return. It can be especially useful in situations where the taxpayer’s appeal deadline has passed, and in situations where the taxpayer has new information or documentation not previously considered by the IRS. This course is designed to explain what audit reconsideration is, the benefits of requesting audit reconsideration, eligibility to request audit reconsideration, how to request audit reconsideration, how requests are handled, and further information regarding audit reconsideration.

2015 Tax Shelter Update (Video)
Price : $29.95  
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QAS
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2.0 2

Over the years abusive tax shelters have evolved from simple transactions into very sophisticated strategies that often border on tax evasion schemes. There is nothing wrong with sheltering tax through legal tax shelters.

This class takes an in-depth look at recent developments in one of the Internal Revenue Service’s most targeted areas. IRS is constantly shifting its resources to counteract what it perceives to be abuses in tax compliance. Congress has initiated new penalties against taxpayers, tax professionals, appraisers, and promoters of transactions, which in the eyes of the IRS, have no economic substance. The vast majority of cases that the United States Tax Court hears are those dealing with tax shelter issues.

If your practice includes high-income taxpayers, AMT filers, or people who believe that in America tax avoidance (not tax evasion) is permissible, then this class is a must for you. It will help you to stay current and to understand new developments in this important area of taxation. If it sounds too good to be true, it probably is not true!

Topics covered include:

    • 2014 and 2015 tax shelter court case rulings, and more
    • Techniques to determine the economic reality of a shelter investment versus a tax sham
    • 2014 new developments including court cases, rulings, and other IRS pronouncements
    • Examples of individual and corporate tax shelters
    • Pitfalls of being a promoter of abusive tax shelter schemes and the possibility of IRS sanctions – 2014 developments in IRS 6700, 6701, and 7408 enforcement
    • Techniques for avoiding substantial understatement of income penalty and overvaluation penalties – update of recent court cases
    • IRS examination techniques used during audits of purported tax shelters
    • Identification of IRS-identified abusive foreign tax schemes with emphasis on the UBS bank debacle
    • 2015 IRS industry tax shelter targets
    • Value of disclosing a questionable position
    • IRS real estate project – material participation

Cancellation of Debt Income - Avoiding Tax Reporting Errors - 2016 (Video)
Price : $29.95  
New ! ! !
QAS
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EA
    
2.0 2

The American economy is hurting and taxpayers are suffering. People are walking away from their homes and credit card debt. When creditors write off a debt, they are required by law to issue the taxpayer/debtor a Form 1099-C, Cancellation of Debt. According to Internal Revenue Code section 61, income is taxable from whatever source it is derived. This includes the discharge of debt.

It is unfortunate that many taxpayers and their representatives are unacquainted with IRC section 108 which excludes many of these discharges or cancellations of debt from taxable income. If their discharges or cancellations of debt are properly handled when their returns are filed (or even later), taxpayers can avoid paying tax at a time when they are least able to afford making such payments.

This is a confusing area of the tax law, and many tax preparers are unaware of the IRS relief provisions that are available. Often it is not too late to ask the IRS for abatement or refund even if the normal statute of limitations has expired.

Your educator and guide through this challenging area of the law is an expert with 45 years of experience in IRS policies and practices. Having worked for the IRS for 30 years in examination and high-level management and 15 years in his own private tax practice, he has mastered the intricacies of the Internal Revenue Service. He is the author of four books dealing with federal tax law. One of his books, The Top 50 Mistakes Practitioners Make and How to Fix Them: Dealing with the Internal Revenue Service, has been used as a textbook for thousands of CPAs, attorneys, and other tax professionals throughout the United States. His books and teaching prowess make the tax system less taxing.

Because this course focuses on an area that affects thousands of taxpayers, this class is a must for every practitioner who wants to avoid the rampant mistakes that are occurring in the application of this area of the law.

Who should attend:

Tax practitioners who are involved in the planning and preparation of all types of tax returns

Topics covered:

    • Overview of code section 108
    • Discussion of write-offs, foreclosures, short sales, and other discharges of debt
    • Preparation of Form 982, Reduction of Tax Attributes Due to Discharge of Indebtedness
    • Correcting Form 990 errors
    • Bankruptcy update – discharging IRS debt through proper inclusion in a bankruptcy estate
    • IRS audit reconsideration process – requesting abatements of assessed tax without an IRS appeal
    • Exclusion for discharge of a mortgage on a personal residence
    • Tools for researching the Internal Revenue Manual

Churches and Ministries: Understanding Tax Issues and IRS Enforcement Guidelines (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Churches and ministries / religious organizations are different in the eyes of the Internal Revenue Service. There are differences in the formation of the organization, annual reporting, and IRS examination techniques. This class provides in-depth coverage of a myriad of issues that distinguish the types of entities. It also provides guidance regarding the required and permissible actions of all of the entities.

The following topics are discussed in detail.

    • Proper procedures for forming a church, ministry, or other religious organization
    • Cost saving benefits of obtaining a group ruling
    • Guidelines for establishing an organization with programs in a foreign country
    • Analysis of proper preparation techniques for the challenging IRS application for tax-exempt status
    • The 14 factor the test IRS uses to determine whether or not an organization is a church
    • Permissible and non-permissible political activities including lobbying and partisan politics
    • Impact of excess benefit transactions and the resulting large penalties
    • Unrelated business income – taxable and nontaxable income situations
    • Ministers – tax elections and parsonage allowances
    • IRS examinations of churches

Construction Industry Tax Issues (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

The depressed economy has had a devastating impact on the construction industry making it imperative for tax practitioners to assist their clients to obtain all of the tax benefits that are available to them. This program addresses many of the most relevant tax issues applicable to the construction industry. It will cover the basics of the tax law and will provide insight into tax planning tools that can produce real benefits for clients.

Who Should Attend:

Tax practitioners who would like to advise their clients about construction industry tax issues.

Topics Covered:

    • Accounting methods and proper tax reporting
    • Procedures for changes in accounting methods
    • Capitalization of indirect costs for long-term contracts
    • Independent contractor versus employee classification
    • Tax credits
    • Accumulated Earnings Tax
    • Potential upcoming tax legislation impacting the construction industry
    • Bankruptcy issues
    • Insolvency issues
    • Qualified real property indebtedness
    • Miscellaneous
      o Industry codes
      o IRS sources of assistance

How to Contest IRS Penalty and Interest Determinations and Take a Case to Appeals (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Tax practice and the resolution of tax problems with the IRS can be tedious and challenging. This course will show practitioners how to navigate through the confusing IRS system and enable them to ensure that their clients receive all of the rights to which they are entitled.

The following topics are discussed in details:

    • Abating penalties – failure to file, to pay, to estimate, to deposit, and others
    • Avoiding the understatement of tax penalty
    • Abatement of interest
    • Preparing protests to 30 day letters
    • Negotiating settlement agreements with appeals

How to Defend a Client before IRS Examination and Collection (Video)
Price : $29.95  
New ! ! !
QAS
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2.0 2

The IRS is not limited reviewing only a taxpayer’s books and records to verify income. IRS examiners are allowed to use specific income approaches and alternative methods to propose adjustments. This class will help practitioners to understand the approaches the IRS uses and provide them with adequate defenses for their clients.

The following topics are discussed in detail:

    • Return selection process: how to avoid unnecessary examination
    • Setting the scope of examination with the IRS examiner
    • In-depth analysis of the source and application of funds method, cash transaction analysis, and the net worth method used to determine unreported income

How to Form a Nonprofit and Obtain IRS Approval (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Creating a nonprofit organization that meets the strict IRS guidelines is a challenging task. This course focuses on the major issues that must be resolved by the organization and provides insight into the successful preparation of the IRS application for tax- exempt status.

The course is instructed by Stuart Sobel who has personally been involved with the formation of more than 2000 organizations worldwide. Stu has been referred to by the media as a tax expert and the “Guru of Giving”.

Major topics:

    • Establishing a board of directors that meets governmental requirements
    • Formation of organizational bylaws
    • Forms of business organization for a nonprofit organization
    • Preparing IRS Forms 1023 and 1024 – applications for tax-exempt status
    • Tax and governance issues discussed in depth

Creating a Joint Venture - For - Profit / Nonprofit (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Our challenging economy has forced nonprofit organizations to become more creative. They can no longer rely on the paradigms of the past to create meaningful programs and secure adequate funding. This course will provide insight and techniques, which meet the strict requirements of the IRS and other governmental authorities, for growing and sustaining organizations. The course provides the student with real examples of how organizations established programs that were unique and non-traditional to grow and sustain there operations. The challenging subject of unrelated business income will be clarified for programs of this type.

Major topics:

    • Programs that can be conducted through joint ventures
    • Forms of business organization
    • Activities conducted with disqualified persons
    • Securing IRS permission for new activities
    • Reporting activity on Form 990
    • Unrelated Business Taxable Income

How to Negotiate an IRS Appeals Settlement (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Tax practice and the resolution of tax problems with the IRS can be tedious and challenging. This course will show practitioners how to navigate through the confusing IRS system and enable them to ensure that their clients receive all of the rights to which they are entitled.

Topics Covered:

    • Abating penalties — failure to file ,to pay, to estimate, to deposit, and others
    • Avoiding the understatement of tax penalty
    • Abatement of interest
    • Preparing protests to 30 day letters
    • Negotiating settlement agreements with appeals

International Tax Issues for Businesses (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Businesses are becoming much more involved in international transactions. Many corporations, both large and small, are either opening offices or establishing formal relationships with related entities offshore. The purpose of this course is to provide an overview of the major tax issues that affect small businesses conducting business in foreign countries.

The following topics will be covered during the presentation:

    • Establishing a foreign operation
    • Classification for U.S. tax purposes
    • Introduction to competent authority and tax treaties
    • Overview of transfer pricing issues
    • Tax withholding issues
    • IRS enforcement of foreign tax shelter schemes
    • Foreign tax credit issues
    • Update on recent international tax developments
    • Tools and techniques for staying current with foreign tax issues
    • IRC section 482 and Subpart F income issues

How to Avoid Deadly Payroll Problems with the IRS (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Payroll taxes have become a huge burden for the average business, and penalties for noncompliance can be devastating. This course provides an in-depth analysis of the major crises taxpayers can encounter in the area of payroll taxes and provides guidance for resolving the problems in clients’ best interest.

The following topics are discussed in detail:

    • Employee vs. independent contractor determinations
    • Responsible officer determinations – IRC section 6672
    • Negotiating with the IRS Appeals Office
    • Section 530 employees
    • Proper handling of fringe benefits

IRC Section 280: A Mix of Tax Confusion - Home Office, Commuting Expenses, Golden Parachutes, Luxury Automobiles, Marijuana Sales, and More (Video)
Price : $29.95  
New ! ! !
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2.0 2

Webster’s Dictionary defines the word potpourri as a collection of different, unrelated things. The U.S. Congress and the Internal Revenue Service have made code section 280 into a potpourri by using it not only as a repository for a myriad of very significant tax provisions, but also as a dumping ground for many trivial ones.

These provisions impact millions of taxpayers. Wealthy and poor individuals, corporations, partnerships, families, personal care corporations, and even illegal drug dealers can get into deep tax trouble if they do not abide by certain provisions.

Stu Sobel has 49 years of tax experience both inside and outside of the IRS. He uses his wisdom to provide a detailed walkthrough of the numerous provisions of section 280 through explanation of the theory of the law and the use of case studies.

Major Topics:

    • Business usage of the home
    • Commuting expenses
    • Day care services
    • Rental from an employee
    • Rentals to family members
    • Demolition of structures
    • Disallowance of deductions when credits are available
    • Expenditures in connection with the illegal sale of drugs
    • Luxury automobile limitations
    • Limitations on property used for personal purposes
    • Golden parachutes
    • Limitations on amounts paid by personal service corporations electing alternative taxable years
See why we call it a potpourri of tax issues?

IRS Correspondence Examination and Matching Programs - 2016 (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Seventy-five percent of all IRS audits are conducted through correspondence rather than in face-to-face confrontation. The audits, which are automated and centralized, are conducted using standardized and extremely inflexible procedures. Although it would seem that this type of audit would be less burdensome, in a majority of situations it amounts to trying to establish a pen pal relationship with a pre-programmed computer.

This course is led by IRS expert, Stu Sobel, whose 49 years in practice include 30 years as an IRS employee. During those 30 years, he held a number of positions in examination functions including high-level management. By making the IRS correspondence and matching programs more understandable, Stu will lessen the stress for you and your clients and will make these audits less "taxing."

Who Should Attend: All levels of practitioners who need the knowledge and tools to represent clients before the Internal Revenue Service.

Topics Covered:

    • In-depth analysis of IRS audit selection process — which issues generate an IRS correspondence audit?
    • The IRS return classification process
    • Identification of the types of tax returns (i.e., 1040, 1120, 1065) selected for correspondence examination
    • Tips to avoid a return being selected unnecessarily
    • Proper techniques for answering inquiries by mail or telephone
    • How to save time unless you enjoy listening to the IRS's music while you wait for someone to answer
    • How to request a field examination
    • Delays of tax refunds
    • Earned income credit inquiries
    • Appealing a correspondence audit's negative findings
    • How to avoid penalties
    • Overview of 1099 reporting
    • Researching the IRS Manual

IRS Examination Selection Process - What happens to Returns after they are Filed - 2016 (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

There are some lotteries you want to win, but the IRS “audit lottery” is not one of them. Although to many tax practitioners the IRS seems to be a clandestine organization, the vast majority of its practices and procedures are public information. The IRS could do a much better job of educating its customers (tax practitioners) about the intricacies of the tax system. Once the Internal Revenue receives a filed tax return for processing, many actions occur. First refunds are generated and balances due are processed. This course will unravel and demystify what happens next.

Your educator and guide through the Internal Revenue Service is an expert with 45 years of experience in IRS policies and practices. With 30 years of experience working for the IRS in examination and high-level management and 15 years in private tax practice, he has mastered the intricacies of the Internal Revenue Service. He is the author of four books dealing with federal tax law. One of his books, The Top 50 Mistakes Practitioners Make and How to Fix Them: Dealing with the Internal Revenue Service, has been used as a textbook for thousands of CPAs, attorneys, and other tax professionals throughout the United States. His books and teaching prowess make the tax system less taxing.

Computers, classifiers, referrals, informants, and many other sources generate IRS examinations. The IRS is selective in determining which tax returns it will examine, but many examinations could have been avoided if the tax returns themselves had provided a bit more information and clarification. This course is a must for practitioners who need more knowledge about the IRS’s ever-changing methods of audit selection. Who Should Attend: Tax practitioners involved in the planning and preparation of all types of tax returns.

Topics Covered:

    • IRS initial processing of a tax return
    • How to research in the Internal Revenue Manual
    • DIF – Discriminate Information Function – overview of the IRS computer selection process
    • IRS planning process – formation of the IRS examination plan and its impact on determining which returns are selected for examination
    • IRS statistics relating to return selection
    • IRS policy statements – determining the substantially correct amount of tax
    • IRS classification process – what happens after the computer selects a return and what the (human being) classifier looks for when determining which returns are selected for audit
    • Overview of IRS special programs – tax shelters, tax protesters, S corporation compensation issues, EITC, itemized deductions, exemptions, T and E, unreported income, and many others
    • IRS confidential informant program and rewards
    • Correspondence, office, or field audit – criteria for selection
    • Examination manager and Revenue Agent/Tax Auditor/Estate Tax Attorney authority to terminate an examination

Mastering the Art of Tax Planning (Video)
Price : $29.95  
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EA
    
2.0 2

Tax planning is fire prevention. Tax preparation is arson investigation. Tax professionals need to be more than “historians” of the past: they must be the “planners and facilitators” of the future. Instructor Stuart Sobel shares his 48 years of experience in this unique class that will provide practical ways to assist your clients as they navigate through the bottomless abyss called the American tax system.

Course topics:

    • Translating the financial or business plans of the client into tangible tax savings for the future
    • Anticipating the impact of the changing tax climate in the United States
    • Choosing the best tax “choices” for your client
      o Retirement plans
      o Forms of business organization
      o Hobby versus business
      o Charitable giving
      o Opportunities to convert realized income into non-recognized income
      o Understanding the differences between a tax shelter and an abusive tax shelter
      o Office in home, auto expenses, travel, and entertainment
      o Minimizing recordkeeping requirements without giving away tax savings
      o Teaching a client how to properly treat an aggressive tax position
      o Timing for tax savings
      o And more
    • Analyzing IRS data to compare your clients to other clients

Net Operating Losses: Making the Right Choice - 2016 (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Our economy is in dire straits. Businesses are failing. For the first time after years of profit; individuals, flow-through entities, and corporations are experiencing loss years.

The computing and reporting of net operating losses can be very complex. Taxpayers can make elections to either carry back their losses or to carry them forward to future years. Before they decide, they need answers to some questions:

    • What is the carryback period, and will there be a tax savings?
    • Is there a tax benefit to carrying the losses forward to more profitable future years?
    • Should losses be claimed on a Form 1045 or an amended return?
    • What adjustments must be made in order to calculate the allowable tax refunds?
    • Does the taxpayer know about all of the choices?
This program will provide an excellent overview of net operating loss (NOL) requirements and pitfalls.

Topics covered:
    • History of the NOL
    • Carryback or carryforward – making the correct election
    • Form 1045 or amended return
    • Net operating losses for individuals
    • Non-business deductions
    • Non-business income
    • Non-business capital losses
    • Impact on IRA deductions, Social Security taxation, educational deductions, casualty losses, and medical expenses
    • Exceptions to 2-year carryback requirements
    • Disasters
    • Farm losses
    • How to claim and compute the deduction
    • Deducting a carryback
    • Deducting a carryforward
    • Change in marital status
    • Change in filing status
    • Flow-through entities – limitation of losses
    • IRC section 382 limitation – ownership changes
    • Impact of debt forgiveness on NOLs
    • Form 1138 – extensions for filing
    • Form 1139 – Trusts, estates, and corporations – the “quick refund”

Preparing the Challenging Form 990 - 2016 (Video)
Price : $29.95  
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2.0 2

The object of this course is to train both new and experienced staff accountants and other preparers to deal with the challenges of filing the Form 990 series of tax returns. You’ll learn strategies to expedite the preparation of the return, electronic filing requirements, and how to navigate complex nonprofit taxation issues.

Other topics covered include:

    • Preparation of the required summary of the organization’s mission, activities, and financial results
    • Statement of program service accomplishments
    • Statements regarding other IRS filings and tax compliance
    • Governance, management, and disclosure information regarding governing bodies
    • Compensation schedules for officers, directors, and key employees
    • Supplemental financial statements
    • Schedule of activities outside of U.S.
    • Supplemental information relating to fundraising or gaming activities
    • Grants or other assistance to organizations, governments, and individuals
    • Transactions with interested persons that engage in certain relationships or transactions
    • Noncash contributions
    • Political expenditures and lobbying restrictions
    • Reconciliations between book and tax returns Learning Objectives

Resident and Nonresident Aliens: Taxation and Major Immigration Issues (Video)
Price : $29.95  
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EA
    
2.0 2

The United States has many classifications of people living within its boundaries. Terms like resident aliens, nonresident aliens, dual-status aliens, expatriates, visas, special immigrants, and undocumented aliens are not merely confusing. They also have a significant impact on the filing of Forms 1040 and 1040NR.

This unique class will discuss not only the preparation of the various tax forms, but it will also provide an improved understanding of the concepts of U.S. immigration and its impact on tax compliance.

Topics Covered:

    • Classification of taxpayers for tax purposes – U.S. and foreign
    • Coming to America
      o Immigration 2015 update
      o Immigrant visas – overview of types
      o Immigration application process
      o Impact of the Dream Act
    • Green card test
    • Substantial presence test
    • Closer connection to foreign country test
    • Form 1040NR
      o Who must file?
      o Election to be taxed as a resident alien
      o How to claim refunds
      o Dual-status aliens
      o How to report income on Form 1040NR
      o Election to treat income as effectively connected with a U.S. trade or business
      o Recent changes in 1040NR filing
    • Withholding and Social Security tax issues

Self-Employment Tax Reduction Strategies (Video)
Price : $29.95  
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EA
    
2.0 2

It is neither immoral nor unethical to look for ways to reduce one’s tax liability. The 15.3% self-employment tax asserted against sole proprietors, farmers, partners, and others is an enormous burden for the typical taxpayer. This unique class provides strategies to reduce self-employment taxes by implementing effective tax planning techniques.

Stu Sobel who has 48 years of tax experience that comes from working within the IRS and in the private sector uses his wisdom to show you ways to reduce taxes and comply with the strict guidelines of the IRS.

Topics covered include:

    • What is self-employment tax?
    • Self-employment tax planning issues for partners
    • Trade or business? – impact of the Groetzinger case
    • Contesting a Form 1099-MISC – line 21 or Schedule C?
    • Disclosing a questionable position – avoiding penalties
    • Deducting spouse’s insurance on a Schedule C
    • Husband and wife joint venture – reducing self-employment tax for one spouse
    • Request for employment tax ruling – eliminating self-employment tax and substituting FICA tax
    • LLC guaranteed payments or one-time payment?
    • Reducing Schedule C income through home office and auto expense allowances
    • Become an expatriate and pay less self-employment tax
    • Create an S corporation and pay reasonable salaries
    • Retirement strategies for the older taxpayer that reduce self-employment tax for a person currently receiving social security
    • Trader, investor, and market-to-market election – Schedule C with no self-employment tax

Strategic Planning for a Non-Profit Organization (Video)
Price : $29.95  
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QAS
Registry
EA
    
2.0 2

Although a nonprofit organization may have admirable goals and dreams, many organizations do not achieve their potential and some fail completely. While the board of directors has the responsibility to lead the entity to success, many boards fail because the board lacks the knowledge, time, resources, or commitment that are needed to make an organization successful.

Many organizations wander aimlessly; they raise money, but never conduct meaningful programs. Other organizations seem themselves as winners, but the community and their clients perceive them as failures.

This course provides insight into the workings of a nonprofit organization. It will help the participant understand the organization’s need for a strategic plan. It will show the participant how to create a clear vision that is both measurable and achievable.

Additionally it will explain how to prioritize goals and how to create actions or strategies that will enable the organization to meet its goals.

Major topics include:

    • Why organizations fail
    • Creating measurable standards to monitor actions and achievements
    • Developing a nonprofit business plan
    • SWOT Analysis – Strengths, Weaknesses, Opportunities, and Threats
    • Creating a clearly defined exempt purpose
    • Training board members to be leaders
    • Importance and methods of establishing a meaningful budget
    • Developing a marketing plan
    • Techniques for making the IRS a partner rather than an adversary in establishing and sustaining the organization
    • Creating a central organization/affiliate structure
    • Reducing administration and fundraising expenses to increase the funds for program services
    • Impact of state nonprofit tax regulation
    • Avoiding unrelated business income tax

Tax Issues for Americans Abroad (Video)
Price : $29.95  
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EA
    
2.0 2

Our world has become a lot smaller. From the comfort of our offices we can transact business with major financial centers located on other continents. People are leaving the USA and taking residency in other countries. Their reasons for leaving are varied. Even though they reside in another country, they still have US tax obligations.

Taxpayers want to reduce their tax liability as much as possible. If they have to pay foreign taxes, they want to maximize any foreign tax credits that they are entitled to receive. The United States tax law allows exclusions for certain types of income earned abroad. The criteria, however, is very strict, and mistakes can wreak havoc on a client’s tax bill.

Because the Internal Revenue Service wants to ensure that voluntary compliance is maintained, it has instituted a significant amount of investigation and information reporting of foreign activities by individuals. This short course will provide an introduction to the major tax issues affecting U.S. citizens living or transacting business abroad. It will include recent changes relating to international tax issues.

The following topics will be discussed:

    • Although income from abroad is taxable, certain items may be excluded.
    • Taxation of nonresident aliens
    • Introduction to tax treaties
    • Filing requirements
    • Withholding and Social Security tax issues
    • Foreign earned income and housing exclusions
    • Foreign tax credit computations
    • Obtaining international tax assistance
    • Impact of bank secrecy laws and currency transaction requirements
    • Contributions to foreign charitable organizations
    • Taxation of dual-status aliens
    • New developments in international taxation

Tax Treaties: Their Impact on Doing Business Abroad (Video)
Price : $29.95  
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QAS
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EA
    
2.0 2

Times have changed! Technological innovations have greatly simplified doing business abroad, but there is a problem. The countries of the world do not administer their tax systems in a unified manner, and the United States has tax treaties with 69 of the world’s 195 recognized countries. Wise choices must be made when determining in which countries to do business and how to transact that business. This class will provide insight into the tax treaty process and its impact on doing business abroad.

Who should attend: Tax Practitioners

Topics Covered:

    • Overview of the international tax environment and a fundamental look at the impact of our distressed economies
    • How tax treaties are developed
    • United States income tax treaties A to Z
    • How to research tax treaties
    • In-depth discussion of the United States’ treaties with Canada, Mexico, Israel, and the United Kingdom
    • Discussion of double tax relief
    • How to claim treaty benefits
    • Expatriate U.S. citizens – deciding where to reside based on tax treaty issues
    • Treaty assistance and IRS competent authority resolution of problems

The Internal Revenue Manual: How to Research Tax Issues and Learn to Avoid IRS Practice Mistakes - 2016 (Video)
Price : $29.95  
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EA
    
2.0 2

The Internal Revenue Service is perceived as a clandestine, secretive organization. This class was created to reduce ignorance of the tax system, improve knowledge of IRS processes, save valuable time representing clients, and reduce the grief associated with resolving tax dilemmas.

The following topics are discussed in detail:

    • Techniques for accessing and researching in the Internal Revenue Manual
    • How to provide relief for a delinquent taxpayer
    • Tools and techniques for dealing with IRS Service Center processing problems
    • Overview of what transpires during an IRS examination by a revenue agent and how the IRS evaluates the examiner
    • How to negotiate an offer in compromise
    • Techniques for working with the IRS appeals function
    • Analysis of the IRS privacy, disclosure, and informant programs
    • Utilizing the IRS Taxpayer Advocate’s Office to protect clients
    • Resolving IRS penalty and interest assertions in the best interests of the client
    • Overview of the IRS litigation process and client rights

UBI, UBTI, and UBIT - Understanding the Unrelated Business Income Tax (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Nonprofits have a fear. Nonprofits have a misunderstanding. Nonprofits need guidance.

In 1950 Congress created the unrelated business income tax (UBIT), because it did not want nonprofits to have advantages over taxable entities that conduct the same activities. The tax was used to penalize nonprofits for engaging in excessive unrelated business activities.

The law is confusing and is often misinterpreted by organizations and their tax professionals. Most organizations have unrelated business income (UBI), but not all of the UBI is considered unrelated business taxable income (UBTI). Many organizations that have UBTI will not have to pay unrelated business income tax (UBIT), because they have related deductions that offset the income. Stu Sobel, the author of four books on taxation and nonprofit issues, has worked with thousands of nonprofit clients throughout the world. In this course he shares his wisdom to make this difficult area of tax law less threatening and confusing. He makes taxation less taxing.

The following topics are discussed in detail:

    • What constitutes a trade or business
    • Analysis of specific forms of UBI and UBTI
    • Case studies regarding advertising revenue
    • Statutory exclusions from UBTI
    • Religious organizations and UBTI issues
    • Unrelated debt finance income
    • Preparation of Form 990-T – overview of the form by lines and schedules

Understanding the IRS Defined Abusive Tax Shelter and Their Enforcement Process (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Over the years abusive tax shelters have evolved from simple transactions into very sophisticated strategies that now often border on tax evasion schemes. There is nothing wrong with sheltering tax through legal tax shelters. This class takes an in-depth look at violations of the Internal Revenue Code and the techniques the IRS utilizes to counteract these schemes. The class focuses on legitimate techniques for reducing a client’s tax liability. The student will be able to discern the differences between bogus and legitimate shelters. The course will include in-depth discussion of IRS enforcement practices with special emphasis on penalty and sanction issues that can arise from practitioner or taxpayer involvement in abusive tax schemes.

If it sounds too good to be true, it probably is not true!

The following topics are discussed in detail:

    • Criteria that can be used to determine whether a particular offering is an abusive tax shelter
    • Techniques to determine the economic reality of a shelter investment versus a tax sham
    • Overvaluation issues relating to depreciation, interest, and credits
    • History of tax legislation impacting tax shelter investment
    • Examples of individual and corporate tax shelters
    • Pitfalls of being a promoter of abusive tax shelter schemes and the possibility of IRS sanctions
    • Techniques for avoiding substantial understatement of income penalty and overvaluation penalties
    • IRS examination techniques used during audits of purported tax shelters
    • Identification of IRS-identified abusive foreign tax schemes with emphasis on the UBS Bank debacle
    • 2014IRS industry tax shelter targets
    • Value of disclosing a questionable position
    • Appeals of tax shelter investigations

International Tax Issues for Individuals - 2016 (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Our world has become a lot smaller. From the comfort of our offices we can transact business with major financial centers located on other continents.

Taxpayers want to reduce their tax liability as much as possible. If they have to pay foreign taxes, they want to maximize any foreign tax credits that they are entitled to receive. The United States tax law allows exclusions for certain types of income earned abroad. The criteria, however, is very strict, and mistakes can wreak havoc on a client’s tax bill. Because the Internal Revenue Service wants to ensure that voluntary compliance is maintained, it has instituted a significant amount of investigation and information reporting of foreign activities by individuals.

This short course will provide an introduction to the major tax issues affecting U.S. citizens living or transacting business abroad. It will include recent changes relating to international tax issues.

The following topics will be discussed.

    • Although income from abroad is taxable, certain items may be excluded.
    • Taxation of nonresident aliens
    • Introduction to tax treaties
    • Filing requirements
    • Withholding and Social Security tax issues
    • Foreign earned income and housing exclusions
    • Foreign tax credit computations
    • Obtaining international tax assistance
    • Impact of bank secrecy laws and currency transaction requirements
    • Contributions to foreign charitable organizations
    • Taxation of dual-status aliens
    • New developments in international taxation

2015 - 2016 Federal Tax Update: Rulings and Cases (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

This course is a collection of selected cases, revenue rulings, revenue procedures, regulations, announcements, and letter rulings issued during the past year that are of interest to tax professionals.

Designed For: All tax practitioners in public and private practice who need to understand the basics and recent changes in the tax law and procedures.

Topics Covered:

    • Substantial authority
    • Judicial system for tax disputes
    • Bankruptcy and discharge of indebtedness
    • Business expenses
    • Capital gains and losses
    • Clergy
    • Corporations
    • Dependent issues
    • Divorce issues
    • Employment tax issues
    • Gross income
    • IRS procedures — miscellaneous
    • Itemized deductions
    • Learning Objectives
    • Be aware of recent events in tax practice.
    • Understand the hierarchy of tax authority.
    • Reduce mistakes in the preparation of 2015 tax returns.

2016 Entitlements Review and Update (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

Clients believe that their accountants and tax preparers are walking encyclopedias of knowledge. Although most tax professionals have mastered tax issues, they may be confused by some of the more challenging provisions of Social Security, Medicare, and Medicaid. This unique course was designed to provide a working knowledge of the basics, planning strategies, and recent developments in these three critical government entitlements.

This course explains provisions that were changed and provides updates of new information. It shares reference sites that will allow tax professionals to interpret the information and provide meaningful advice for their clients. It makes an excellent supplement to other coursework regarding the ACA (Affordable Care Act) that has become a challenge for tax professionals, taxpayers, and insurance companies alike.

Our instructor, Stu Sobel, has been teaching taxation for more than 49 years. He can share the knowledge he has acquired from his own work with clients and learned from his personal experience as a recipient of a U.S. government’s entitlement program.

We have often heard that two things are certain: death and taxes. That old adage should be rewritten to state that three things are certain: death, taxes, and entitlements.

Major Topics:

    • Changes in eligibility requirements
    • Disability criteria and recent decisions
    • Explanations of Medicare Parts A, B, C, and D with new developments
    • New tools available on federal entitlements websites
    • Coverage of recent court decisions
    • Tips for individuals covered by a retirement plan and possessing retiree hospitalization – Part B advice
    • Tax planning tips for SECA • More

2016 IRS Practice and Procedure Update (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

While most practitioners stay current on developments in rulings and regulations, it can be more difficult to find useful information that covers new IRS pronouncements on procedures and ethical guidelines. Relying on the IRS for assistance in 2016 is an effort in futility.

This course is here to help. Stuart Sobel, an IRS expert with 49 years of unique tax experience, will help you to stay current, reduce wasted time, and diminish stress in your tax practice. Topics covered include:

    • How to research the Internal Revenue Manual
    • Significant changes to IRS Circular 230 and the status of legislation dealing with mandating all preparers be governed by IRS Circular 230 – Wyden/Hatch Bill
    • IRS Examination program new developments – changes in examination targets
    • Offers in compromise, installment agreements, and other collection actions
    • IRS reductions in taxpayer service
    • IRS penalties – preparing Forms 8275 and avoiding penalties
    • Major IRS problems identified by IRS advisory group and the Treasury Inspector General for Tax Administration
    • Offshore voluntary initiative and hot international tax issues
    • New IRS tools and resources that save valuable time • More

Critical 2016 Tax Season Update - New Law (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

A substantial tax development affecting millions of individuals, businesses, nonprofits, farmers, and every tax professional in the United States occurred in December 2015. For many years Congress had done nothing more than to extend prior tax provisions on an annual basis, but the Protecting Americans from Tax Hikes Act of 2015 (PROA) changes that. Now many tax provisions that were temporary have become permanent. Tax professionals and nonprofits will now be held to many new standards.

Our instructor, Stuart Sobel, does not just recite tax law; he explains it in plain English. He shares his nearly 50 years of tax wisdom gleaned from his 30 years of working for the IRS, almost 20 years in private practice, and many years of educating more than 50,000 tax professionals.

Course Topics:

    • Permanent and extended tax provisions including
      o Child tax credit
      o EITC
      o K-12 teacher expenses
      o State and local general sales tax
    • Charitable giving
      o Distributions from retirement plans for charity
      o Donations of food inventory
    • Credits for jobs, investments, and innovation
      o Energy credits – business and personal
      o Depreciation – bonus and additional first-year
    • Discharge of indebtedness
    • Education expenses including 529 plans
    • IRS practice changes
      o Revised penalties and new tolerances
      o New claim for refund requirements
      o Taxpayer Bill of Rights
      o Social welfare organizations
      o Partnership audit rules
      o Interest abatement cases
      o More…..

How to Buy Low and Donate High - Building Wealth through Wise Charitable Giving (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

It is not illegal, immoral, or unethical to make money from charitable activity. However, it does require planning and proper tax treatment to maximize tax savings from charitable giving. This unique course analyses techniques that donors/ taxpayers may use to obtain the largest legal tax deductions possible.

The following topics are discussed in detail:

    • Donations of items in a tax-motivated transaction – differences between tax schemes and donative intent
    • Qualified appraisals and appraisers
    • Importance of the holding period for charitable donations
    • Donations at fair market value as opposed to cost or basis
    • Earmarked gifts – permissible and non-permissible
    • Charitable tax shelter schemes
    • Enhanced noncash property deductions for C corporations
    • Introduction to joint ventures and conversion of a for-profit entity to a nonprofit public charity

How to Prepare a Business Plan and Secure Small Business Financing (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

A frightening statistic: over 60% of all new businesses and over 90% of all new restaurants do not last five years! Entrepreneurs dream, but unfortunately many of their dreams become nightmares. However, the proper use of a well-documented business plan can create, sustain, and enhance the possibilities for a small business.

Tax planning is fire prevention while tax preparation is arson investigation. While the preparation of a tax return documents a taxpayer’s tax history, a business plan can help turn a client’s dream into reality.

The IRS defines a business as an activity engaged into with the expectation of making a profit, a tax plan makes up the major part of a business plan. In numerous Tax Court cases the court has overruled a “hobby” determination, because the taxpayer had a business plan.

Stu Sobel has substantial experience in taxation and business planning. He taught entrepreneurship classes for 12 years as a member of the adjunct faculty at Indiana University. He also served for more than 20 years as a counselor for SCORE, the volunteer arm of the U.S. Small Business Administration, where he assisted thousands of new businesses.

Major Topics:

    • Understanding your client and the type of business
    • Doing market research and analyzing competition
    • Developing the human resources plan for the business
    • Delineating the product or service line
    • Identifying the proper form of business organization – sole proprietorship, LLC, C corporation, S corporation, or other
    • Financial projections for three to five years
    • Acquisition of small business financing
    • Advertising, promotion, and social media
    • Employees or independent contractors
    • Use of available business plan creation software
    • Translating the dreams to the words of a plan and then
    • Moving the plan to the dollars of a budget

IRC Section 1031 - Like-Kind Exchanges (Video)
Price : $29.95  
New ! ! !
QAS
Registry
EA
    
2.0 2

IRC section 1031 represents the ultimate in tax planning: realize income without having it recognized for tax purposes. However, if tax planning is improper, the consequences can be significant, as the taxes may leave insufficient cash to buy the replacement property.

Creating a like-kind exchange requires tax planning and proper execution. To ensure that clients receive favorable tax treatment, it is vital that the practitioner act as the focal point in the transaction with taxpayers, realtors, attorneys, and escrow agents.

This course, which is geared to the tax professional specializing in tax planning as well as tax preparation, will provide an in-depth analysis of this challenging code section.

Who should attend: Tax practitioners

Topics covered:

    • History of section 1031
    • Tax consequences of sale and exchange of property
    • Realized and recognized gain
    • Advantages and disadvantages of like-kind exchanges
    • Applicability of section 1031 to
      o Trade, business, or investment property
      o Personal residence or vacation home
    • Like-kind property
    • Planning issues:
      o Timing
      o Identification rules
      o Same taxpayer requirement
      o Exchanges between related parties
      o Impact of boot
    • Depreciation recapture
    • Disallowed exchanges
    • Types of tax-deferred exchanges
      o Deferred exchanges
      o Reverse exchanges
      o Multiple property exchanges
    • Proper reporting of like-kind exchanges
    • Depreciation of property acquired in like-kind exchanges
    • Estate planning tips
    • Summary

Offers in Compromise and the IRS Audit Reconsideration Process - Guide to Reducing a Client’s Tax Debt (Video)
Price : $29.95  
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EA
    
2.0 2

There are firms that promote themselves as tax magicians who can make taxpayers’ IRS debts just simply disappear. They claim that they have had almost total success securing IRS offers in compromise.

This class is a realistic approach to resolving substantial IRS tax debts. While the tax magicians provide dubious claims of success, students in this class will learn about the IRS approach to accepting offer in compromise submissions and how they can make judicious use of the offer in compromise process. The class delves deeply into several techniques including the offer in compromise, audit request for reconsideration, bankruptcy tax debt elimination, and penalty abatement.

The following topics are discussed in detail:

    • Criteria for submitting a valid offer in compromise application
    • The IRS screening and approval process for offers
    • Comparisons of the different types of offers: cash, short-term deferred, and long- tem-deferred
    • Mistakes in the preparation of a taxpayer’s financial statement
    • Tax relief for an insolvent not bankrupt non-bankrupt taxpayer
    • How to request abatement of an IRC examination assessment due to doubt as to liability
    • Proper filing of a bankruptcy estate to eliminate IRS debt

Employment Taxes
Price : $14.95  
Updated ! ! !
QAS
Registry
EA
    
1.5 1

The funding for the United States government’s operations and its various programs occurs through the tax system. The history of the U.S. includes various levies, such as tariffs, custom duties and excise taxes, which were adopted to finance the government’s needs at the time, including war efforts. The 16th Amendment to the United States Constitution, which was ratified in 1913, authorized Congress to enact an income tax1. Since that time the U.S. government and tax system have evolved to include different forms of taxes and programs enacted such as Social Security and Medicare that remain in place today.

At times the terms “employment taxes” and “payroll taxes” are used interchangeably. This material will use “employment taxes” when referring to income tax withholding and Social Security, Medicare and federal unemployment taxes as this is the term that appears to be used most often by the Internal Revenue Service when describing the indicated taxes. This course will detail the federal employment tax requirements and responsibility that employers have for filing returns and making tax payments on a timely basis.

Although requirements also apply in most states for income tax withholding and unemployment taxes, state obligations are not covered in this course.

Information on internal controls related to the tax withholding, payment and reporting process will be reviewed along with the consequences of non-compliance. Information presented by the IRS on employment tax investigations and prosecuted cases is also included to illustrate the nature of tax evasion schemes and the penalties imposed for willful actions.


1 “Brief History of the IRS”, Internal Revenue Service, http://www.irs.gov/irs/article/0,,id=149200,00.html
(accessed May 8, 2012)

How the IRS Determines Income - 2016 (Video)
Price : $14.95  
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Registry
EA
    
1.0 1

The IRS is not limited reviewing only a taxpayer’s books and records to verify income. IRS examiners are allowed to use specific income approaches and alternative methods to propose adjustments. This class will help practitioners to understand the approaches the IRS uses and provide them with adequate defenses for their clients.

The following topics are discussed in detail:

    • Return selection process: how to avoid unnecessary examination
    • Setting the scope of examination with the IRS examiner
    • In-depth analysis of the source and application of funds method, cash transaction analysis, and the net worth method used to determine unreported income

How to Create a Foreign Non-Profit Organization that Meets IRS Requirements (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

America is blessed with a wealth of compassionate individuals who aspire to help suffering people throughout the world. Developing nations need the philanthropic assistance of the Western world. If the programs are conducted properly, the U.S. government and the Internal Revenue Service allow U. S. taxpayers to support foreign causes through tax-deductible contributions. Our government never wants to see foreign entities improperly use U.S. humanitarian support for personal inurement or, even worse, the funding of terrorism.

This course will cover the strict IRS guidelines for establishing a U.S. entity that supports or actually conducts programs overseas. The course will analyze individual case studies to show the differences between properly and improperly handled programs. The course also includes a description of how a foreign entity can be approved as an IRS 501(c)(3) public charity.

IRS Statute of Limitations (Video)
Price : $14.95  
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EA
    
1.0 1

This unique course covers a very confusing area of tax compliance. There are many situations where the statute of limitations differs from the 3-year period. Additionally there are relief provisions for both the taxpayer and the IRS if the statute has expired and it results in inconsistent treatment for either party.

Due to its budgetary crisis, it is difficult to get guidance from the Internal Revenue Service. Taxpayers and tax professionals alike must now fend for themselves by researching the IRS website for information.

How long can the IRS pursue an examination or collection action? Is it possible to advise the IRS that it does not have the legal authority to assess a tax and to ask it to please refrain from action against you, your business, or your client?

This class will cover the impact of a net operating loss and the impact of a carry back on normally closed years. It will also cover IRS policies relating to extended failure to file situations and Internal Revenue Code sections 1311, 1312, and others that provide relief to taxpayers.

Stu Sobel shares his 48 years of tax wisdom. He retired from the IRS after working for 30 years in examination and high-level management positions. He has written four books on taxation and trained thousands of tax professionals around the world.

This course will cover the following topics:

    • Statutes of limitations for many different types of tax situations
    • Advice on whether or not to extend the statute of limitations in a tax controversy situation
    • Impact of a net operating loss on the statute of limitations
    • How to advise the IRS that a statute of limitations has expired and that the IRS is prohibited from assessing tax
    • Filing protective claims for refund in order to protect the statute of limitations in the taxpayer’s favor
    • Utilizing the mitigation of statute of limitations provisions to protect the taxpayer from inconsistent IRS treatment

Record Retention, Privacy, and the Freedom of Information Act (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

Some taxpayers keep their tax records until the paper turns yellow. Others are afraid of violating some obscure federal tax requirement. Many taxpayers worry that the IRS could somehow publicly disclose the deep, dark secrets that they declared on their tax returns.

The IRS can drive a taxpayer crazy by asking for copious amounts of information. The gathering of such information can take hours of time and cause much stress. Many taxpayers wonder why the IRS can ask for all kinds of information about them, although the IRS will not provide them with the information that it has and is using to make a tax determination about them. While the IRS states its rights within the law, not many people know that in 2013 the IRS published a Taxpayer Bill of Rights that defines the rights of taxpayers within the law.

This course is taught by a true tax expert. Stu Sobel retired from the IRS after working for 30 years in examination functions and high-level management. Since his retirement, he has spent the last 18 years in private practice, written four books on taxation, and taught thousands of tax professionals.

This course will demystify the IRS. It will serve as a valuable tool that will save taxpayers time, money, and stress.

The course covers the following topics:

    • How long to retain tax returns and supporting information
    • How the taxpayer can secure information relating to his tax accounts from the Internal Revenue Service
    • Procedure to request information from the IRS under the Freedom of Information Act
    • How to require the IRS to request information from a taxpayer via an administrative summons
    • Understand what the IRS is permitted to disclose to a third party
    • In depth analysis of the Taxpayer Bill of Rights
    • What constitutes evidence in a tax situation, i.e., oral testimony, circumstantial evidence, corroborating testimony
    • More

Tax Update-Barter, Income Exclusions and More (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

What if money did not exist? How would you secure a livelihood? How could the IRS tax you on a business? Can a business with no cash secure the products and services it needs to become profitable?

What types of income does the IRS exclude from income? Is it wrong to use tax shelters to purposely avoid paying taxes?

This unique program answers these challenging questions. Barter and trade have existed for thousands of years. It is neither illegal nor immoral to use ingenuity to grow a business or to save money on taxes. By properly engaging in planning and understanding the differences between realized and recognized income for tax purposes, a business taxpayer can save tax dollars. Stuart Sobel, who has personally used barter and trade throughout his career, has a diverse background. He worked for the Internal Revenue Service for 30 years in the examination function and high-level management. Since his retirement from the IRS, he has had a tax consulting firm that worked with thousands of businesses and nonprofit organizations worldwide.

For many years Stuart had a nationally syndicated radio program entitled Wise Choices: Taxes and Charities Today. He has written four books on taxation, which have been used to train thousands of tax professionals. His present company, Tax Media Network, Inc., produces educational video and audio programs in his state-of-the-art studio.

This 1-hour course explains the tax aspects of barter and trade in very understandable terms. It also provides money-saving tools through the use of effective tax planning and explains the differences between realized income and recognized income, which is not currently subject to taxation.

This course covers the following topics:

    • IRS definition of a business – hobby versus business
    • Benefits of utilizing barter in a business
    • Recognition of barter income for tax purposes
    • Analysis of barter transactions and taxability issues
    • Donations of barter balances from a trade exchange as opposed to in-kind donations to a charity
    • Barter exchanges – tax requirements
    • 2014 and 2015 IRS overview
    • Definitions of realized and recognized income
    • Explanation of nontaxable fringe benefits
    • Analysis of the exclusion sections of the Internal Revenue Code - IRC 101-139

2015 - 2016 Agricultural Tax Update (Video)
Price : $14.95  
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EA
    
1.0 1

Stuart will provide an overview of a variety of significant farm and depreciation tax issues.

Designed For: All tax practitioners in public and private practice who need to understand the basics and recent changes in the tax law and procedures.

Topics Covered:

    • Cash method of accounting for farms
    • Tax issues associated with easement payments
    • CRP payments as self-employment income
    • Income deferral for agricultural producers
    • Sale of farm partnership interest
    • Meals and lodging
    • Qualified farm indebtedness
    • Post-death sale of livestock, unharvested crops, and land
    • New depreciation legislation
    • Review of basics
    • Depreciation transactions involving related parties
    • Depreciation after incorporating
    • Depreciation of assets acquired as a gift
    • Depreciation of assets acquired in like-kind exchanges
    • Home office
    • Recapture
    • Correcting depreciation

2015 - 2016 Education Tax Issues (Video)
Price : $14.95  
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1.0 1

In this course Stuart will analyze and discuss significant education tax issues.

Designed For: All tax practitioners in public and private practice who need to understand the basics and recent changes in the tax law and procedures.

Topics Covered:

    • Education credits
    • Tuition and fees deduction
    • Qualified tuition programs
    • U.S. savings bonds
    • Coverdell Education Savings Account
    • Form 1098-T
    • Student loans
    • Scholarships, fellowships, and tuition reductions
    • Other types of educational assistance
    • Business-related education expense deductions
    • Employer-provided educational assistance

2015 - 2016 Employment Tax Update (Video)
Price : $14.95  
New ! ! !
QAS
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EA
    
1.0 1

This course will cover the resulting impact in depth by providing expert insight into recent court cases and IRS rulings that affect employment taxes and fringe benefits. It provides vital information for tax practitioners who are involved in employment tax planning and preparation.

Topics covered include:

    • Myths of W-2 and 1099 reporting
    • Changes to tax thresholds for social security and retirement plan contributions
    • Foreign Earned Income Exclusion - Changes and explanation
    • Disputing 1099 penalties and IRS employee determinations
    • Self Employment Taxes - Contesting the assertion in 2015 - Groetzinger Case
    • IRS voluntary classification settlement program
    • Problems with third party payroll agents
    • Accounting firm liability for client’s payroll taxes
    • Severance pay – Supreme Court case
    • IRS following up on employee determinations
    • 2014 and 2015 Employment tax Cases
    • IRS Taxpayer Bill of Rights - Impact on employment taxes for 2016
    • Solving your own employment tax problems by mastering the Internal Revenue Manual in 2016
    • Court Cases and Rulings

2015 - 2016 International Tax Update and Review (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

Our world has become much smaller. From the comfort of our offices we are now able to transact business with major financial centers located on other continents. Taxpayers want to reduce their tax liability as much as possible. If they have to pay foreign taxes, they want to maximize any foreign tax credits that they are entitled to receive. As businesses are becoming more involved in international transactions, companies of all sizes are opening offices or establishing formal relationships with related entities offshore.

The United States tax laws allow exclusions for certain types of income earned abroad. However, the criteria is very strict, and mistakes can wreak havoc on a clients’ or business’s tax bill. This course, which provides an overview of the major international tax issues that affect individuals and small businesses, will cover the following topics:

    • 2015 international tax case review – Williams, McBride, and Moore Cases
    • IRS commissioner’s emphasis on offshore tax evasion
    • IRS tax enforcement international initiatives
    • FATCA and FBAR 2014 and 2015 developments
    • Tax havens – impact
    • Tax treaty developments
    • Foreign earned income exclusion
    • Corporate international tax evasion
    • Foreign tax rates – How does the U.S. compare?
    • Competent Authority Update
    • More

2015 - 2016 IRS Collections Review and Update (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

This course offers students a unique opportunity to learn from two tax professionals as they share their expertise in a myriad of IRS practice and procedure subjects. Both Stuart Sobel and Steven Mopsick retired from high-level positions with the Internal Revenue Service. Since their retirement, they have practiced extensively in the private sector. Between them they have 90+ years of tax wisdom to share.

This course focuses on the challenging subject of IRS collection procedures. Stuart and Steven’s wisdom can help you find answers to tax dilemmas when you are dealing with IRS collection.

Topics covered:

    • Explanation of IRS assessments
    • Statutes of limitation on assessments
    • Abating assessments
    • Dealing with the automated collection system
    • Representation before a revenue officer
    • Explanation of general and special tax liens
    • Priority of IRS liens
    • Filing, discharge, and withdrawal of a lien
    • IRS levy – exemptions and defense of liens
    • Seizures of property
    • Collection due process hearings – IRS appeals and tax court procedures
    • Spousal defenses
    • IRS summons

2015 - 2016 IRS Examinations (Audits) Review and Update (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

This course offers students a unique opportunity to learn from two tax professionals as they share their expertise in a myriad of IRS practice and procedure subjects. Both Stuart Sobel and Steven Mopsick retired from high-level positions with the Internal Revenue Service. Since their retirement, they have practiced extensively in the private sector. Between them they have 90+ years of tax wisdom to share.

This course focuses on the challenging subject of IRS examination procedures. Stuart and Steven’s wisdom can help you find answers to tax dilemmas when you are dealing with IRS collection.

Topics covered:

    • IRS examination rates
    • Large corporate examination de-emphasis – Issues not considered
    • Development of IRS examination plan
    • IRS examination selection process
    • Representation before a revenue agent
    • IRS exam techniques
    • How to protect a client from improper IRS actions
    • Techniques IRS uses to determine unreported income
    • C Corporation income issues – preferential dividends, expansion of investigations
    • IRS improper use of evidence to sustain a position
    • IRS document requests and summons

2015 - 2016 Nonprofit Tax Update (Video)
Price : $14.95  
New ! ! !
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EA
    
1.0 1

Although 2014 and 2015 did not see Congress and the U.S. courts generate a large volume of new tax laws or precedents, many of the changes that the IRS made had a significant impact on nonprofit tax returns and the interpretation of tax laws and procedures. Unfortunately since 2011, over 450,000 organizations lost their tax-exempt status.

This course provides in-depth coverage of both the causes and solutions of this major issue. You will learn about new changes and how to avoid some of the major pitfalls that could be lurking in the next year. This course, which is a necessity for tax practitioners who must navigate through the IRS minefields of nonprofit tax laws and procedures, covers the following topics in detail:

    • IRS 501(c)(4) problems and the crisis with nonprofit applications
    • IRS revocation of tax-exempt status and a current update of solutions that are available to the victims of this harsh action – new procedures
    • Form 990 changes for the 2014 tax-year
    • IRS target areas
    • New interactive Form 1023 EZ
    • Nonprofit governance practices – new IRS emphasis
    • GAO Report on Nonprofit Compliance
    • Tax-motivated transactions or donative intent?
    • Taxpayer Bill of rights
    • IRS reorganization of nonprofit operation
    • Court cases and rulings

2015 - 2016 Tax Litigation Review and Update (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

This course offers students a unique opportunity to learn from two tax professionals as they share their expertise in a myriad of IRS practice and procedure subjects. Both Stuart Sobel and Steven Mopsick retired from high-level positions with the Internal Revenue Service. Since their retirement, they have practiced extensively in the private sector. Between them they have 90+ years of tax wisdom to share.

This course focuses on the challenging subject of IRS tax litigation procedures. Stuart and Steven’s wisdom can help you find answers to tax dilemmas when you are dealing with IRS tax litigation. Steven has tried thousands of tax cases in his career and is an expert on the subject.

Topics covered:

    • Understanding the relationship between IRS Appeals and the District Counsel
    • How to keep a case off of the tax court calendar
    • Defaulter statutory notices and IRS requests for reconsideration
    • Navigating the US Tax Court
    • How to insure that IRS reads a tax practitioner’s documentation
    • Filing motions with the fax court
    • IRS staffing – litigation
    • More

A Look at the Internal Revenue Service During Difficult Times (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

This course offers students a unique opportunity to learn from two tax professionals as they share their expertise in a myriad of IRS practice and procedure subjects. Both Stuart Sobel and Steven Mopsick retired from high-level positions with the Internal Revenue Service. Since their retirement, they have practiced extensively in the private sector. Between them they have 90+ years of tax wisdom to share.

This course focuses on understanding what is happening within the IRS today as Stuart and Steven take a look at the IRS during difficult times.

Topics covered:

    • Federal budget fiasco’s impact on the IRS
    • Nonprofits and the social welfare organizations scandal
    • Impact of the Loving and Ridgely tax practitioner court cases
    • Taxpayer Bill of Rights
    • Changes in IRS leadership
    • Reduced taxpayer service
    • IRS online research tools
    • IRS tax gap
    • Abusive tax shelters

Appeals, Penalties, and Interest Abatement (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

This course offers students a unique opportunity to learn from two tax professionals as they share their expertise in a myriad of IRS practice and procedure subjects. Both Stuart Sobel and Steven Mopsick retired from high-level positions with the Internal Revenue Service. Since their retirement, they have practiced extensively in the private sector. Between them they have 90+ years of tax wisdom to share. This course focuses on the challenging subjects of IRS appeals, penalties and interest abatement. Stuart and Steven’s wisdom can help you find answers to tax dilemmas when you are dealing with appeals, penalties, and the abatement of interest.

Topics covered:

Analysis of the different types of IRS completed cases

    o No change
    o No liability
    o Regular agreed
    o Excepted agreed
    o Unagreed
    o Partially agree
• Hierarch of tax authority
• Types of appeals cases
• Preparing IRS protest letters
• Negotiating an appeals settlement
• IRS penalties
    o Types
    o Abatement and reasonable cause
    o IRC Penalty Handbook
• Disclosure of questionable positions
• Abatement of IRS interest – IRC 6401

Powerful Dynamics Operating on Offshore Compliance (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

    • The cornerstone of the American system of tax administration: the citizenry can be trusted to voluntarily report.
    • FATCA and FBAR's: the citizenry cannot be trusted to self-report; , therefore full disclosure of foreign financial assets is required regardless of the existence of a taxable event;
    • The goal of FATCA , enacted five years ago, is to establish a virtual international, financial and banking data base of both US persons, as well as FATCA partners, which can be accessed at will by the US and its FATCA partners.
    • The United States taxes its people on the basis of its citizenship as opposed to residence based taxation which is the system in place in the rest of the civilized world. From this arises all the issues with withholding, foreign tax credits, tax treaties, international information gathering
    • FATCA requires every bank in the world whose business involves, even indirectly, the movement of U.S. source income, to register electronically with either the IRS itself or its own government which has already agreed to turn over to the IRS, report the names of all their depositors which show some signs of being American.
    • A foreign financial institution which fails to register with the IRS triggers a 30% mandatory withholding tax on all its US sourced income.
Steven Mopsick, Attorney has 40+ years of tax expertise working for the IRS and in private practice. He has held many high level positions in government, authored many professional treatises, and is an expert in IRS offshore compliance. This unique course shares his wisdom and simplifies many challenging concepts.

Topics Covered:
    • How FATCA works
    • IRS filing requirements
    • Avoiding withholding requirements
    • Non-financial foreign entities
    • Bank Secrecy Act – not part of Internal Revenue Code
    • Overview of new IRS Manual provisions
    • Foreign bank reporting
    • Introduction to FBAR
    • Who is a US person
    • Determining values of accounts
    • Signature authority
    • Filing exceptions
    • Penalties
    • Options available for non -disclosed foreign assets by US taxpayers
    • More

Preparing IRS Letter Rulings, Technical Advice Requests, Change of Accounting Requests, Tax Opinions, and more (Video)
Price : $14.95  
New ! ! !
QAS
Registry
EA
    
1.0 1

Tax planning is “fire prevention” and tax preparation is “arson investigation”. The typical tax practitioner focuses on the preparation of last year’s tax returns. They are more reactive than proactive. Taxpayers worry about how the IRS will react to their handling of transactions and the related tax reporting. The IRS can assert egregious penalties for improper tax filings. Is it possible to find out what the IRS position is on a proposed transaction? Can you go forth with an event and feel comfortable to know that the IRS will accept your interpretation of the law and not subject you or your client to an examination or long challenging tax controversy events?

The answer is yes to all the questions above. The IRS has procedures that expedite action and secure concurrence with your interpretations of the law. This unique course will go into detail into the methods that can be utilized by taxpayers and their representatives. Stu Sobel and Steven Mopsick have 90+ years of tax expertise working for the IRS in the examination function, district counsel, and in high level management as well as representing clients in private practice. They have taught at the college level and also the author of four books on taxation which have been used to train thousands of tax professionals worldwide.

The course will go into detail into very challenging techniques to defend and support clients. If you wish to master a very sophisticated way of planning for the future and avoiding chaos later on, this course is for you.

Topics covered during the course are as follows:

    • Preparing a binding letter ruling request for future transactions
    • How to ask the IRS their technical interpretation of the tax ramifications of some action in writing
    • Preparing a request for a change of accounting method or finding out when one is not necessary
    • Understanding the differences in preparing different types of opinions for taxpayers in accordance with IRS Circular 230
    • Navigating the IRS website for relevant information
    • How to contest an adversarial response from the IRS

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