101 Financial Solutions: Diagnosis & Remedy (10.5 hrs)
This course helps managers pinpoint, remedy, and prevent business and financial problems.
1040 Workshop (28 hrs)
The course examines and explains the practical aspects of 1040 return preparation and individual planning, bridging the gap between theory and application.
A CPA’s Code of Ethical Conduct (2 hrs)
Basic ethics course addressing recent AICPA and SEC pronouncements and updates.
Accounting and Auditing CPE Bundle
Accounting and auditing CPE course bundle - A Total of 17 courses, 170 CPE hours.
Accounting and Auditing Standards Update (24 Hrs)
A discussion of the various changes affecting accounting, compilation and review, and auditing engagements, as well as a review of existing standards. Includes discussion of accounting for COVID-19 and CARES Act.
Accounting and Financial Reporting Update (16 hrs)
This course discusses various changes to accounting and financial reporting affecting the accounting profession.
Accounting for Earnings Per Share (3 hrs)
This course covers the computation, reporting, presentation, and disclosures associated with earnings per share.
Accounting for Investments (4 hrs)
This course addresses the accounting and reporting requirements for investment securities and includes specific examples to illustrate the application. Key aspects of debt securities, such as classification, purchases, transfers, impairments, and presentation and disclosure, are addressed.
Accounting for Leases: The New Standard (8 hrs)
A review of the changes made to lease accounting.
Accounting for Pensions and Postretirement Benefits (7 hrs)
Current coverage of the requirements for accounting and reporting on pension plans and postretirement benefits.
Accounting Tools & Metrics for the CFO (16 hrs)
This Accounting Tools and Metrics for the CFO course is a one-stop problem-solver for today’s busy accounting executive. 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.
Adding A New Location: Key Financial Considerations (4 hrs)
This VIDEO course explores some the the key financial considerations when opening a new location.
AICPA Ethics: Code of Professional Conduct (3 hrs)
Applicable to CPAs in public practice and business.
Analysis and Uses of Financial Statements (10 hrs)
A discussion of of financial statements, and their use by investors, creditors, analysts, and other interested parties.
Analysis of the Corporate Annual Report (4 Hrs)
This course focuses on an analysis & interpretation of the corporate annual report and its components.
Analyzing Cost Data for Management (9 Hrs)
Designed for managers & entrepreneurs who need hand-on knowledge & tools for developing, & analyzing financial, cost, & business data for managerial use.
Asset Protection Mini-course (2 hrs)
This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine proper reporting.
Asset Protection: Tax & Financial Aspects (17.5 hrs)
Discussion of planning tools for protecting assets.
Assets, Income and Cash (14.5 Hrs)
This course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution.
Auditing Update (16 hrs.)
This course reviews the latest developments affecting audit engagements.
Auto Taxation Rules (2 Hrs)
A review of apportionment of personal and business use, the actual cost/standard mileage method, and expensing. In addition, topics such as the benefits and costs of leasing vs owning, and working condition fringe benefits are discussed.
Balance Sheet: Reporting Assets (5 hrs)
This course discusses generally accepted accounting principles (GAAP) for reporting assets on the balance sheet.
Balance Sheet: Reporting Liabilities (5 hrs)
This course discusses generally accepted accounting principles (GAAP) for reporting liabilities on the balance sheet.
Balance Sheet: Reporting Stockholder’s Equity (2.5 hrs)
A discussion of generally accepted accounting principles (GAAP) for reporting stockholder's equity on the balance sheet.
Bankruptcy Tax Issues (2 Hrs)
This course examines the Bankruptcy Abuse Prevention and Consumer Protection Act and explores the many tax issues of bankruptcy.
Basic Marital Tax Matters (2 hrs)
Marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored.
Behavioral Finance (5 hrs)
This VIDEO course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.
Business Combinations and Consolidated Financial Reporting (4 hrs)
A review of ASC 805 and ASC 810.
Business Expenses Mini-course (2 hrs)
This mini-course reviews various expenses that businesses may deduct and the requirements that must be met for those expenses to qualify for deduction.
Business Law: The Legal Environment of Business (12 hrs)
A concise summary of the major legal principles affecting businesspeople and business transactions.
Business Loan Basics (2 hrs)
Explore business loan funding basics and key loan components in this engaging VIDEO COURSE.
Business Succession Planning: Entities & Title (2 Hrs)
Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies are analyzed as to formation, operation, and ultimate disposition.
Business Taxation (24 Hrs)
The focus of this class is on tax devices and techniques available to the small-business owner.
Business Travel & Entertainment (2 hrs)
This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions.
Choice of Entity (22.5 hrs)
This comprehensive course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations.
Climate Change Accounting and Sustainability Reporting (3.5 hrs)
A discussion of potential economic impacts and financial risks of climate change. Areas of accounting and financial statement disclosures that are impacted by climate change and other emerging risks are identified.
Compensation Strategy for Small to Medium-Sized Businesses (3 hrs)
An examination of the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses.
Compilation & Review: Recent Developments (20 hrs)
Discussion of changes to the comp & review standards by the AICPA’s Acctng & Review Svcs Committee, & related practice issues.
Complete Guide to Estate & Gift Taxation (34.5 Hrs)
Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.
Complete Guide to Investing (12 Hrs)
A discussion of 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.
Conflict Management (2 hrs)
Overview of conflict that can occur within a CPA practice. Techniques that will lessen conflict and turn these issues into positives for the practice are presented.
Corporate Tax Planning (21 hrs.)
This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations.
Corporate Taxation (2 Hrs)
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.
Covid-19 Tax Relief Summary (3 Hrs.)
Overview and summary of the Covid-19 Tax Relief legislation and pronouncements.
CPA Ethics: General Standards and Acts Discreditable (1 hr)
This course presents general standards and acts discreditable found within the AICPA Code of Professional Conduct along with ethical dilemmas. It fulfills a 1-hour ethics requirement in states that do not require a state-specific course.
CPA Ethics: Integrity, Objectivity, and Independence (2 hrs)
2-hr regulatory ethics for CPAs in states that do not require state-specific ethics course.
Cybersecurity: A Guide for Accountants (10 hrs)
Cybersecurity is a complex and ever-changing phenomenon. This course is designed to help users navigate the complexities of this field.
Defensive Divorce: Divorce Tax Issues (16 hrs)
A discussion of divorce tax issues.
Derivatives and Hedging for Accountants (5.5 hrs)
This course provides an accountant-friendly overview of financial risk management and derivative instruments.
Divorce Transfers and Settlements (2 hrs)
A review of property settlements and other transfers incident to divorce.
Easy Federal Tax Update & Inflation Adjustments (8 hrs)
Federal tax update with emphasis on quick access to major changes. includes CARES Act Summary.
Economic Indicators: A Comprehensive Overview (11.5 hrs)
This course reviews the impact of economic indicators on financial markets and monetary policy.
Education Tax Benefits (2 hrs)
In this 2-hr mini-course, 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.
Effective Communication Styles for CPAs (2 hrs)
Effective Communication Styles for CPAs is a training course that will define the various communication styles that are available to CPAs.
Effective Listening Styles for CPAs (2 hrs)
A training course that defines different listening styles and skills that can be used by practice owners and practitioners to improve practice communications with office staff members and their clients.
Employee Compensation & Benefits (3.5 hrs)
This course provides participants with a working knowledge of types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.
Employee Retention Credit (ERC) and Pass-Through Entity (PTE) Tax (2 hrs)
Entrepreneurial Finance (6 hrs)
This VIDEO COURSE provides a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning.
Equity Investing Essentials (1.5 hrs)
A discussion of investment vehicles, risk, analytical tools, diversification, analytical tools, market timing, portfolio design, and more.
Estate Planning Essentials (10.5 hrs)
Designed to eliminate estate problems and death taxes, the emphasis of this course is on practical solutions that are cost effective.
Estate Planning with Business Issues (2 hrs)
An examination of wills, trusts, gifts, insurance, private annuities, and other general estate planning tools.
Estate Planning with Selected Issues (20 hrs)
A survey of wills, living trusts, gifts, marital property & probate.
Ethics for Accountants (4 hrs)
A general ethics course accepted in most states that do not require a state-specific course.
Ethics for Arizona (4 hrs)
A 4-hr Ethics course for Arizona CPAs.
Ethics for California (4 Hrs)
A 4-hour ethics course for California CPAs
Ethics for Colorado (4 hrs)
4-hr regulatory ethics for Colorado CPAs.
Ethics for Connecticut (4 hrs)
4-hr regulatory ethics for Connecticut CPAs.
Ethics for Enrolled Agents: Overview of Circular 230 (2 hrs)
2-hour ethics course for IRS Enrolled Agents.
Ethics for Florida CPAs (4 hrs)
This course is approved to meet the 4-hr ethics requirement of the Florida Board of Accountancy.
Ethics for Idaho CPAs (4 hrs)
Ethics course for Idaho CPAs.
Ethics for Illinois (4 hrs)
This course is designed to meet the 4-hour Ethics CPE requirement for Illinois CPAs.
Ethics for Maryland CPAs (4 hrs)
Ethics course for Maryland CPAs.
Ethics for Massachusetts (4 hrs)
Meets the 4-hr requirement for Massachusetts CPA Ethics.
Ethics for Mississippi CPAs (4 hrs)
Approved by the Mississippi Board of Accountancy to meet the 4-hr Ethics requirement.
Ethics for Nevada CPAs (4 hrs)
A discussion of the ethical standards for the Nevada CPAs, whether employed in public, governmental, or private accounting.
Ethics for New York (4 hrs)
Approved course for the New York ethics requirement.
Ethics for New York: Tax Concentration (4 hrs)
Ethics for NY CPAs with tax emphasis.
Ethics for Ohio (3 hrs)
3-hr ethice course for Ohio CPAs
Ethics for Oregon (4 hrs)
Approved by the OR Board of Accountancy to meet the 4-hr annual ethics requirement.
Ethics for Pennsylvania (4 hrs)
This course is designed to meet the 4 hour Ethics CPE requirement for Pennsylvania CPAs.
Ethics for Texas CPAs (4 hrs)
This course satisfies the Texas State Board of Accountancy four-hour ethics course requirement for all licensees.
Ethics for Utah (4 hrs)
4-hr ethics course for Utah.
Ethics for Virginia CPAs
This course fulfills the Virginia Board of Accountancy (VBOA) 2-hour ethics requirement.
Ethics for Washington CPAs (4 hrs)
This course is designed to meet the 4-hr. Ethics CPE requirement for WA State CPAs as outlined by the WA State Board of Accountancy.
Ethics Principles and Conduct for CPAs (4 hrs)
General ethics course for states with no state specific requirement.
Fair Value Accounting (5.5 hrs)
This course provides a conceptual review of fair value accounting, as outlined in ASC 820 and other U.S. accounting standards.
Family Estate Planning (2 hrs)
This course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance.
Family Tax Planning (24 Hrs)
This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family tax issues.
FASB Update and Review (16 Hrs)
Discussion of various changes affecting accounting and financial reporting.
Fast Track Retirement Planning (17.5 hrs)
This course will provide a working knowledge of the structuring, treatment, receipt and protection of retirement income using tax planning.
Financial Essentials for Nonprofit Managers (12 hrs)
This course guides nonprofit managers through a series of questions that help with assessing an organization's financial condition.
Financial Forecasting: Tools and Applications (8 hrs)
This course provides a working knowledge of the fundamentals of business forecasting that can be applied in the real world regardless of firm size.
Financial Markets: A Comprehensive Overview (12 hrs)
This course provides an introductory overview of the world’s largest financial markets, including the money, bond, stock, mortgage, foreign currency and derivatives markets.
Financial Planning Basics for Individuals (4 hrs)
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.
Financial Reporting CPE Bundle
Financial Reporting CPE course bundle - A Total of 9 courses, 55 CPE hours.
Financial Tax Planning Mini-course (2.5 Hrs)
Tax strategies relating to wealth building, capital preservation, and estate distribution.
Fraud: Ensuring Integrity in Financial Reporting
This course identifies techniques used to manipulate financials and regulations that protect investors from unethical business practices. Corporate governance and protecting shareholder value is also discussed.
Full Disclosure in Financial Reporting (2.5 hrs)
This course discusses the disclosures required of companies, including those related to accounting policies, long-term purchase contract obligations, segmental information, related parties, risks and uncertainties, and interim financial reporting
GAAP Tax Basis Overview (16 hrs)
Issues related to GAAP such as how to disclose life insurance, leases, catastrophes, and tax-basis financial statements. Most of the course is in a Q&A format.
Government Auditing Standards and Performing Audits (5 Hrs)
Overview of government performance audits in accordance with GAGAS.
Government Auditing Standards: Foundations (2 Hrs)
A discussion of when Yellow Book standards must be applied.
Government Auditing Standards: Professional Requirements (3 Hrs)
Overview of Yellow Book professional requirements.
Government Performance Audits: Field Work & Review (3 Hrs)
A discussion of fieldwork standards for government performance audits.
Governmental Accounting and Reporting (8 hrs)
This course provides an overview of the fundamental concepts underlying state and local governmental accounting & reporting.
Governmental Auditing Standards Compliance & Ethics Review (4 Hrs)
An overview of Yellow Book standards, applications, and ethics requirements.
Guide to Corporate & Individual Taxation (35.5 hrs)
This course enables participants to discuss and handle business/personal tax essentials.
Guide to Tax Resolution: Solving IRS Problems (6 hrs)
Guide to tax resolution and solving IRS problems.
Idaho Ethics: Accountancy Act and Accountancy Rules (2 hrs)
Fulfills the 2-hr Idaho state-specific ethics course requirement. Also sufficient for reinstatement or re-entry applicants. Covers the Idaho Accountancy Act and Rules.
IFRS in the USA (6 hrs)
An overview of International Financial Reporting Standards, including detailed discussions of the impact that adopting IFRS will have on businesses.
Improving Writing Skills for CPAs (2 hrs)
This course illustrates the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods.
Income Statement: Accounting and Reporting (4 hrs)
This course addresses income statement accounting and reporting. A wide variety of accounting issues surrounding income statement items are discussed.
Inflation Reduction Act of 2022 (2 hrs)
An overview of energy tax credits and incentives, taxes and fees on fossil fuel, major features of the reinstated corporate AMT, electric vehicles, stock repurchases, and selected non-tax aspects of the IRA of 2022 legislation.
Information Security: Basic Safeguards for Practitioners (6 hrs)
Learn how to protect computer systems and networks to keep client data safe.
Information Security: Malware Trends and Mitigation Strategies (6 hrs)
Discussion of the most commonly seen malware with in-depth explanation on how the malware operates and best practices to properly deal with malware occurences.
Installment Sales (2 hrs)
A discussion of the particulars of installment sales, including requirements, calculation, and pitfalls.
Internal Control and Fraud Detection (8 hrs)
Internal Control and Fraud Detection covers the essential tools you need to perform internal-control related services.
Introduction to Agile Project Management (2 hrs)
A discussion of the agile project management approach with comparision to the traditional project management approach.
Key Performance Indicators (2 hrs)
This VIDEO COURSE covers the benefits and roles of KPIs and the components of a KPI dashboard.
Like-Kind Exchanges (14 hrs)
This course alerts the practitioner to the different planning opportunities that surround exchanging.
Liquidity Management: Profitability vs. Cash Flow (3 hrs)
This VIDEO COURSE shows you how to help clients assess current and future cash flows. You learn techniques to increase cash flow and reduce dips in cash flow.
Managing & Improving Cash Flow (6.5 hrs)
This course discusses tools and techniques that allow you to effectively increase and manage your cash flow.
Marginal Profitability Analysis (1.5 hrs)
Learn how to use marginal profitability analysis to make better business decisions in this engaging VIDEO COURSE. Includes helpful Excel templates.
Matching Investments to Tax Saving Techniques (13.5 hrs)
This course discusses investment matching for maximum after-tax return.
MEGA CPE Course Special
Unlimited online access to over 1,000 hours of self-study CPE credit for one full year. Every course in our course catalog is included except for ethics.
Network Security for Internal Control Assurance (8 hrs)
A discussion of the importance of network security for all types of businesses and practices.
New Audit Reporting Standards (SAS 134-141)
New Audit Reporting & ERISA Standards found in SAS 134-141.
Not for Profit Accounting: Reporting and Analysis (5 hrs)
An overview of not-for-profit accounting, reporting and analysis.
Objectives and Key Results (OKRs) – 3 hrs
This VIDEO course walks you through the basics and benefits of OKRs and why they are so powerful. The OKR cycle is discussed, including setting stretch goals to scoring achievement. Managing with OKRs and mastering the tips and tricks to implementing OKRS is also highlighted.
Partnership Taxation (13.5 Hrs)
This program examines tax issues relating to the formation and operation of partnerships.
Passive Loss Limitations & At-Risk Rules (2.5 hrs)
Discussion of passive loss limitation rules.
Post-Covid Economy: Accounting & Financial Reporting (4 hrs)
PPP Loans and Forgiveness: Accounting & Financial Reporting
A discussion of the accounting and financial reporting issues related to the receipt and forgiveness of loans received under the Paycheck Protection Program (PPP).
Professional Ethics for CPAs (4 hrs)
A review of ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Satisfies the 4-hr Ethics CPE requirement in states that do not require a state-specifice ethics course.
Project Management Duties for CPAS (3 hrs)
Discussion of the business and management duties that must be performed by the project manager or the practitioner leading the projects such as audits and reviews, consulting services, forensic accounting, financial planning, etc.
Project Management: A Financial Perspective (9 hrs)
Learn how to assess a project with respect to time, costs, and resources in order to effectively and efficiently reach your goals.
Real Estate Financing & Investment (4 hrs)
This course covers both financing and investing in real estate
Real Estate Taxation (11 hrs)
Real estate taxation course with topics impacting property owners and investors -
Installment sales, imputed interest, exchanges, passive loss rules & more.
Retirement Income: Maximizing Tax Saving Strategies (3 hrs)
Retirement income needs are analyzed; Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored.
Retirement Plans Mini-Course (3.5 hrs)
This presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.
Revenue Recognition: New Guidelines (6 hrs)
This course reviews ASC 606 and many of the new revenue recognition provisions.
Revenue Standard ASC 606: Implementation & Guidance for Private Entities (8 hrs)
Discussion of the new revenue standard in ASC 606, Revenue from Contracts with Customers and its related updates, and guidance for private entities that are required to implement the standard.
S Corporations Mini-course (3 Hrs)
In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed.
SAS 142 -143: New Standards on Audit Evidence & Estimates (2 hrs)
Discussion of new standards on audit evidence and auditing estimates addressed in SASs 142 and 143.
SBA Loans: Funding & Resources for Small Businesses
This VIDEO course helps business owners and their advisors better understand the purpose of SBA loan programs, who's eligible, and whether SBA loans are the right funding option for the business.
Selected Legal Issues With Tax Analysis (2 hrs)
The emphasis of this 2 hr course is on the tax consequences of common legal issues in today's litigious society.
Social Media Marketing (5.5 hrs)
This course provides an overview of social media and its impact on the marketing process.
Specialized GAAP – Real Estate Accounting (3.5 hrs)
Specialized Industry GAAP - Real Estate discusses all of the important authoritative pronouncements on GAAP for this specialized industry.
Specialized GAAP: Media & Entertainment Industry (3 hrs)
This course is designed to help you navigate the specialized accounting principles and practices for the media and entertainment industry.
SSARS 25: Revisions to the Review Standard Determining Materiality (4 hrs)
Discussion of changes made to the compilation and review codification by the issuance of SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions
SSARS No. 21 – 25: An Overview of the Compilation & Review Standards (12 hrs)
Discussion of changes made to the entire compilation and review codification by SSARS No. 21 -25.
Statement of Cash Flows: Reporting & Analysis (2.5 hrs)
This course discusses the requirements of ASC 230, Statement of Cash Flows (ASC 230-10-45-18 and 45-27).
Supervision: Essentials for Success (10 hrs)
This course discusses those things that are essential to being a successful supervisor.
Tax Basis Financial Statements and Other Special Purpose Frameworks (8 hrs)
This course addresses the use of tax-basis financial statements in lieu of using a traditional GAAP framework.
Tax Cuts and Jobs Act: A Complete Review (30 hrs.)
Thorough review of the entire Tax Cuts and Jobs Act.
Tax Preparer Unlimited Special
Unlimited online access to all tax courses for one full year, as well as the 2-hr. Ethics for Tax Professionals course.
Tax, Bankruptcy, and Financial Problems (19.5 hrs)
A discussion of the strategic tax aspects of bankruptcy, divorce, property settlements, debt cancellation, foreclosure, elderly and estate planning.
TCJA Business Tax Reform (13 hrs)
Discussion of Business Tax Reform provisions of TCJA.
TCJA Exempt Organizations (1 hr)
Discussion of Exempt Organizations provisions of TCJA.
TCJA Individual Tax Reform (8 hrs)
Discussion of Individual Tax Reform provisions of TCJA.
TCJA International Tax Provisions (8 hrs)
Discussion of International Tax Reform provisions of TCJA.
TCJA Section 199A Pass-Through Business Deduction (2 hrs)
Overview of TCJA Section 199A deduction
Techniques of Financial Analysis, Modeling, and Forecasting (13 hrs)
This comprehensive course gives you every sales and financial forecasting formula and modeling technique you need to analyze your operation both as a whole and by segment.
The Pocket MBA: Concepts & Strategies (13 hrs CPE)
Concepts, guidelines, and rules of thumb to help you conceptualize, analyze, and evaluate any business-related problem.
Ultimate Guide to Retirement Planning (31.5 hrs)
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies.
Understanding the Economy (7.5 hrs)
A discussion of macro-economic factors that can affect the performance of businesses.
Understanding the Statement of Cash Flows (3 hrs)
An overview of the statement of cash flows and its preparation.
Valuations: Businesses, Securities, and Real Estate (2.5 hrs)
This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate.
Video CPE Bundle
Video CPE course bundle - A Total of 7 courses, 22.5 CPE hours.
Yellow Book Overview (1 Hr)
A summary of the significant changes in the 2018 Yellow Book.
Yellow Book Standards for Attestation & Review Engagements (3 Hrs)
A discussion of Yellow Book standards for financial audits attestation engagements and review of financial statements.