Downloads

  • Ethics for Washington CPAs 2021

    This course is designed to meet the 4 hour Ethics CPE requirement for Washington State CPAs as outlined by the Washington State Board of Accountancy.  This course covers the Washington State Public Accountancy.  This course covers the Washington State Public Accountancy Act and the Board’s rules and policies.  It also discusses the AICPA Code of Conduct and the key […]

  • 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). Course No. F160 Format: Online pdf (74 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of accounting, financial reporting, auditing and compilation and review standards Advance Preparation:None […]

  • Liquidity Management: Profitability vs. Cash Flow

    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. Critical sources of cash for businesses are listed, along with the pros and cons of major sources. Course No. S003 Format: Online video Instructional Delivery Method: QAS […]

  • Business Loan Basics

    Business loans are a vital source of funding for cash flow management. This course begins with ratio analysis and cash flow projections to determine whether loan funding is needed. Key loan components such as different ways interest is calculated, types of fees, and the multiple terms that can be structured into a loan are also […]

  • Marginal Profitability Analysis

    The course provides practical examples of making decisions with marginal profitability analysis. Examples include determining optimal production amounts and which products to promote. The final section explains how to calculate the change in profitability from a price increase and a price decrease. A worksheet template is provided for this analysis. Course No. S001 Format: Online […]

  • Compensation Strategies for Small to Medium-Sized Businesses

    This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses. Course No. M300 Format: Online pdf (73 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of federal income taxation. Advance Preparation:None Level: Overview CPE Credit: […]

  • Ethics for North Carolina (2 hrs)

    This course is designed to meet the 2-hour Ethics CPE requirement for North Carolina CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession.  The contents of the North Carolina Administrative Code, Title 21, Subchapter 08N – Professional Ethics and Conduct, are covered.    The AICPA Code of Professional Conduct […]

  • Business Succession Planning: Entities & Title

    Discussion of Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies as to formation, operation, and ultimate disposition. Since who or what holds title imposes its own unique tax and legal consequences on the estate plan, emphasis is given to the maximization of tax benefits in each business format. Course No. M290 Format: […]

  • Yellow Book Standards Overview

    A summary of the significant changes in the 2018 Yellow Book. This course is included in the MEGA CPE Subscription. Course No. C014 Format: Online pdf (48 pages). Instructional Delivery Method: QAS Self-Study Prerequisites: Basic understanding of the auditing process Advance Preparation:None Level: Intermediate CPE Credit: 1 Hr. Field of Study: Auditing (Governmental) Course expiration:  You […]