Downloads

  • Balance Sheet: Reporting Liabilities

    This course discusses generally accepted accounting principles (GAAP) for reporting stockholder’s equity on the balance sheet. Course No. 7036 Instructional Delivery Method: QAS Self-Study Format: Online pdf (117 pages). Printed book available. Prerequisites: Basic accounting Advance Preparation:None Level: Overview CPE Credit: 5 Hrs. Field of Study: Accounting Course expiration:  You have one year from date of […]

  • Balance Sheet: Reporting Stockholder’s Equity

    This course discusses generally accepted accounting principles (GAAP) for reporting stockholder’s equity on the balance sheet. Course No. 7035 Instructional Delivery Method: QAS Self-Study Format: Online pdf (69 pages). Printed book available. Prerequisites: Basic accounting Advance Preparation:None Level: Overview CPE Credit: 2.5 Hrs. Field of Study: Accounting Course expiration:  You have one year from date of […]

  • Tax Basis Financial Statements

    This course addresses the use of tax-basis financial statements in lieu of using a traditional GAAP framework. Course No. F190 Instructional Delivery Method: QAS Self-Study Format: Online pdf (303 pages). Printed book available. Prerequisites: General understanding of U.S. GAAP, compilation and review and auditing standards, and federal income taxation Advance Preparation:None Level: Overview CPE Credit: 10 […]

  • CPA Ethics: Integrity, Objectivity, and Independence

    CPAs have a considerable responsibility to the public, their profession, the organizations they serve, and themselves.  To protect the public interest and maintain the profession’s reputation, CPAs must act with honesty and fairness. The AICPA Code of Professional Conduct (Code) sets the ethical and professional standards for CPAs. Adhering to the Code is a professional […]

  • Ethics for Connecticut CPAs

    Connecticut CPAs have a considerable responsibility to the public, their profession, the organizations they serve, and themselves. They must act with integrity, honesty, and fairness. Ethical behavior is essential for fulfilling this duty and maintaining public trust. Thus, adhering to ethical standards is both a professional obligation and a legal requirement. This course meets the […]

  • SAS 142 -145: New Standards on Audit Evidence & Estimates

    The objective of this course is to address the new auditing standards issued by the Auditing Standards Board as SAS Nos. 142-145. The first segment of the course addresses SAS No. 142’s expanded guidance on audit evidence in a financial statement audit. Topics include: evaluating audit evidence; testing audit evidence; relevance and reliability of audit evidence […]

  • SSARS 25: Revisions to the Review Standard Determining Materiality

    This course covers the various changes made to the compilation and review codification by the issuance of SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions, including changes made to AR-C 60- General Principles, AR-C 70- Preparation of Financial Statements, AR-C 80- Compilation Engagements, and AR-C 90- Review of Financial Statements. […]

  • GAAP Tax Basis Overview

    This course covers a variety of issues related to GAAP including the unusual reporting and disclosure issues that develop in practice such as how to disclose life insurance, leases, catastrophes, and tax-basis financial statements. Price: $113 Format: Online pdf (329 pages). Printed book available. Prerequisites: General understanding of U.S. GAAP Advance Preparation:None Level: Overview CPE […]

  • 1040 Workshop Bundle

    These course examine and explain the practical aspects of return preparation and individual planning, bridging the gap between theory and application.

  • Easy Tax Update & Inflation Adjustments

    This 2026 federal tax update course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes that have special meaning to the tax practitioner and return preparer. The course is a […]