Downloads

  • Ethics for Washington State – 2018

    This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Washington State CPAs as outlined by the Washington State Board of Accountancy.

  • The Pocket MBA: Concepts & Strategies

    This course is a one-stop problem-solver for today’s busy executive. It’s 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 concepts, guidelines, and rules of thumb to help you conceptualize, analyze, and […]

  • 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 […]