Downloads

  • Tax Cuts & Jobs Act Review: Individual Tax Reform

    This course provides a thorough review of the Tax Cuts and Jobs section on Individual Tax Reform. Format: Online pdf (162 pages). Printed book available. Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview CPE Credit: 8 hrs. Field of Study: Taxes Course expiration:  You have one year from date of purchase to complete the course. Course […]

  • Tax Cuts & Jobs Act Review: International Tax Provisions

    This course provides a thorough review of the Tax Cuts and Jobs section on International Tax Reform. Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview CPE Credit: 8 hrs. Field of Study: Taxes Course expiration:  You have one year from date of purchase to complete the course. Course Revision Date: September 2018

  • Tax Cuts & Jobs Act Review: Business Tax Reform

    This course provides a thorough review of the Tax Cuts and Jobs section on Business Tax Reform. Format: Online pdf (190 pages). Printed book available. Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview CPE Credit: 13 hrs. Field of Study: Taxes Course expiration:  You have one year from date of purchase to complete the course. Course […]

  • Tax Cuts & Jobs Act Review: Exempt Organizations

    This course provides a thorough review of the Tax Cuts and Jobs section on Exempt Organizations. Price: $18 Format: Online pdf (38 pages). Printed book available. Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Intermediate CPE Credit: 1 hr. Field of Study: Taxes Course expiration:  You have one year from date of purchase to complete the course. […]

  • Tax Cuts & Jobs Act: A Complete Review

    This course provides a thorough review of the Tax Cuts and Jobs Act Bill’s four primary sections: Individual Tax Reform, Business Tax Reform, Exempt Organizations, and International Provisions. Price: $129 Format: Online pdf (518 pages). Printed book available. Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview CPE Credit: 30 hrs. Field of Study: Taxes Course […]

  • Matching Investments to Tax Saving Techniques

    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 […]

  • Assets, Income and Cash

    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.

  • Passive Loss & At-Risk Rules

    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. Course No. M260 Format: Online pdf (80 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of federal […]

  • Asset Protection: Tax & Financial Aspects

    This course covers traditional planning tools and their utilization for protecting assets. Course No. 9018 Format: Online pdf (385 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview CPE Credit: 17.5 hrs. Field of Study: Taxes Course expiration:  You have one year from date of purchase to […]