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.
2021 Accounting and Auditing CPE Bundle
Accounting and auditing CPE course bundle - A Total of 15 courses, 170 CPE hours.
2021 Easy Federal Tax Update & Inflation Adjustments (9 hrs)
Federal tax update with emphasis on quick access to major changes. includes CARES Act Summary.
2021 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.
2021 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.
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 (2 hrs)
This course covers the computation, reporting, presentation, and disclosures associated with earnings per share.
Accounting for Leases: The New Standard (8 hrs)
A review of the changes made to lease accounting.
Accounting for Pensions (4 hrs)
Discussion of pension plan accounting & financial stmt requirements.
Affordable Health Care Act: Tax Provisions (2 hrs)
Overview of the AHCA & the effect on individuals, businesses, & providers.
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 (3.5 Hrs)
This course focuses on an analysis & interpretation of the corporate annual report and its components.
Analyzing Cost Data for Management (9.5 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 Standards – Major Changes: ASB Clarity Project SAS 122-133 (8 hrs)
Discussion of changes made to auditing standards by the Auditing Standards Board’s Clarity Project & the issuance of SAS Nos. 122-133.
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.
Business Combinations and Consolidated Financial Reporting (4 hrs)
A review of ASC 805 & 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 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.
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.
Computer Security: Crime & Fraud Protection (9 hrs)
This course is intended primarily to help business executives and information systems/computer professionals protect their computers and the data from a wide variety of threats.
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 & the CARES Act: Accounting & Financial Reporting (4 Hrs.)
Discussion of the accounting and financial reporting impacts of the economic crisis created by the coronavirus (COVID-19), and the changes made by the 2020 CARES Act.
Covid-19 Tax Relief Summary (3 Hrs.)
Overview and summary of the Covid-19 Tax Relief legislation and pronouncements.
CPA Ethics: Integrity, Objectivity, and Independence (2 hrs)
2-hr regulatory ethics for CPAs in states that do not require state-specific ethics course.
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.
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.
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.
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 (21.5 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 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 Kentucky (2 hrs)
This 2-hr course meets the ethics CPE requirement for Kentucky 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 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 North Carolina (2 hrs)
Satisfies the 2-hr ethics requirement for North Carolina CPAs
Ethics for Ohio (3 hrs)
3-hr ethice course for Ohio CPAs
Ethics for Oklahoma (4 hrs)
This course is designed to meet the 4 hour Ethics CPE requirement for Oklahoma 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 Tax Professionals & Enrolled Agents: Overview of Circular 230 (2 hrs)
2-hour ethics course for IRS Enrolled Agents.
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 Washington CPAs 2021 (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 Reporting CPE Bundle
Financial Reporting CPE course bundle - A Total of 7 courses, 50.5 CPE hours.
Financial Tax Planning Mini-course (2.5 Hrs)
Tax strategies relating to wealth building, capital preservation, and estate distribution.
GAAP Tax Basis Overview (16 hrs)
Issues related to GAAP such as how to disclose life insurance, leases, catastrophes, and tax-basis financial statements.
Government Auditing Standards: Foundations (2 Hrs)
A discussion of when Yellow Book standards must be applied.
Government Auditing Standards: Performance Audits (5 Hrs)
Overview of government performance audits in accordance with GAGAS.
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 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.
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.
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.
Information Security: Basic Safeguards for Practitioners (6 hrs)
Learn how to protect computer systems and networks to keep client data safe.
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.
Like-Kind Exchanges (13.5 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.
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.
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.
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).
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 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.
Sarbanes-Oxley Act and Corporate Governance (SOX Act) (6 hrs)
The course examines developments in finance and accounting and a series of corporate accounting scandals on the heels of the Enron debacle that have led to current sweeping accounting guidelines, proposals, and legislation—most notably, the Sarbanes-Oxley (SOX) Act.
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.
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 (2 hrs)
Specialized Industry GAAP - Real Estate discusses all of the important authoritative pronouncements on GAAP for this specialized 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 (3 hrs)
This course discusses the requirements of ASC 230, Statement of Cash Flows (ASC 230-10-45-18 and 45-27), and ASC 958-205, Not-for-Profit Entities: Presentation of Financial Statements, which requires the statement of cash flows for not-for-profit entities.
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 Reform: Accounting Considerations (2 hrs)
A discussion of impacts the changes made by the Tax Cuts and Jobs Act have on GAAP and financial reporting.
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 (14.5 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.
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.
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.
