Downloads

  • AI Series: Audit and Compliance

    AI can play a significant role in audit planning and risk assessment by leveraging advanced data analytics to analyze vast amounts of financial and non-financial data. This allows auditors to identify potential risks more effectively, including fraud, errors, and compliance issues. By employing machine learning algorithms, AI can identify patterns and anomalies indicative of risk factors, enabling auditors to set materiality thresholds based on historical data and industry benchmarks.

  • Accounting Changes and Error Corrections

    This course provides an overview of the accounting requirements with respect to accounting changes and error corrections and the reporting implications within an entity’s financial statements.

  • Crypto Assets: Accounting & Reporting

    This course provides an overview of the accounting and financial reporting requirements with respect to crypto assets. Format: Online pdf (22 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: None Advance Preparation: None Level: Overview CPE Credit: 1 hr. Field of Study: Accounting: Technical Course Author: Kelen F. Camehl, CPA, MBA Course expiration:  You have […]

  • Estate Tools & Trusts

    This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations. Course No. M340 Format: Online pdf (62 […]

  • Debt and Interest: Deductibility, Allocation, and Tax Treatment

    This mini-course brings the practitioner information on tax issues affecting debt and interest deductibility and tax treatment. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, taxable interest, and […]

  • Choosing the Right Business Entity Mini-Course

    This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right business entity for their tax and liability needs. Price: $36 Format: Online pdf (81 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding […]

  • Allowance for Credit Losses: ASU 2016-13

    The objective of this course is to address the changes made by ASU 2016-13 to the recording of credit losses on financial instruments.  ASU 2016-13 introduces  new ASC 326 and its new expected credit losses model which replaces the current incurred loss model.  ASU 2016-13 provides financial statement users with more decision-useful information about the […]

  • Better Budgeting: Budgeting Alternatives

    Part III of the Better Budgeting 3-part series. This course starts by outlining the benefits and challenges of budgeting. Throughout this course, tips and alternative budget systems are provided that can mitigate these challenges and capture more benefits. Course No. S013 Format: Online video with final exam Instructional Delivery Method: QAS Self-Study Prerequisites: None Advance […]

  • Better Budgeting: The Budget Process

    Part II of the Better Budgeting 3-part series. This video presentation focuses on the nuts and bolts of budget reporting and budgeting tools. Discussion of  which analyses can be done throughout the year to take pressure off the very busy budgeting season is also included. Course No. S012 Format: Online video with final exam Instructional […]