Downloads

  • Business Combinations & Consolidated Financial Reporting

    This course reviews the two standards reflected in the Codification as ASC 805, Business Combinations, and ASC 810, Consolidation. The course emphasizes both the theory and practice relating the acquisition method standards and also addresses the preparation of consolidated financial statements, the appropriate treatment of the costs affecting a combination, and other related issues. Price: $59 Format: […]

  • Statement of Cash Flows: Reporting and Analysis

    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. Price: $47 Format: Online pdf (67 pages). Printed book available. Prerequisites: Basic accounting Advance Preparation:None Level: Overview CPE Credit: 3 hrs. Field […]

  • Family Estate Planning

    A discussion of 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. Price: $33 Format: Online pdf (65 pages). Printed book available. Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview CPE Credit: 2 hrs. […]

  • Installment Sales

    A discussion of 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. Price: $33 Format: Online pdf (65 pages). Printed book available. Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview […]

  • 1040 Workshop 2018

    The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application.

  • 2018 FASB Update and Review

    2018 FASB Update and Review – A discussion of the new lease standard, changes to debt and equity securities measurement, new revenue standard, and more.

  • Retirement Income: Maximizing Tax Saving Strategies

    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. Price: $47 Format: Online pdf (73 pages). Printed book available. Prerequisites: General understanding of […]

  • Tax Reform: Accounting Considerations

    Tax Reform – GAAP and Accounting Considerations Tax Reform GAAP and Accounting Considerations: online CPE course with discussion of the impact changes made by the Tax Cuts and Jobs Act have on GAAP and financial reporting. Complete description and course objectives. Price: $33 Format: Online pdf (77 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: Basic […]

  • Estate Planning with Business Issues

    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. […]