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  • Assets, Income and Cash

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    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

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    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

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    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 […]

  • Real Estate Financing & Investment

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    This course covers major aspects of real estate financing:  (1) financial instruments and (2) the means of financing.  Advantages and pitfalls of investing in real estate are also covered. Course No. 7006 Format: Online pdf (112 pages). Printed book available. Prerequisites: Basic math Advance Preparation:None Level: Overview CPE Credit: 6 hrs. Field of Study: Finance Course expiration:  You have one year […]

  • The Pocket MBA: Concepts & Strategies

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    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

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    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

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    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

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    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. […]