Downloads

  • Selected Legal Issues With Tax Analysis

    How can you help your clients protect their assets? What is the best way for your client to “go bankrupt”? How can you help your client avoid the tax trap when going through a divorce? This course addresses all of these and many other, critical legal issues for the tax practitioner in a quick and […]

  • Understanding the Economy

    An understanding of the economy and the ability to cope with the economic environment is critical to today’s business performance, which is a major concern for managers and investors. This course addresses macro-economic factors that may affect a business’s performance. Macro-economic factors include business cycles, interest rates, economic policy, inflation, unemployment, housing starts, money supply, […]

  • Complete Guide to Investing

    This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each. It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management.  The course tells you what are available to invest in, the […]

  • Estate Planning Essentials

    This 10.5-hr CPE course gives a quick overview of estate planning essentials with discussion of wills, living trusts, gifts, marital property, and probate avoidance.

  • Retirement Plans Mini-course

    We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies. Designed to improve the quality of services to clients and the profitability of engagements, […]

  • Asset Protection Mini-course

    The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions. Price: $24 Format: Online […]

  • Analysis of the Corporate Annual Report

    Price: $39 Format: Online pdf (91 pages). Prerequisites: None Level: Overview CPE Credit: 4 hrs. Field of Study: Accounting Course expiration: You have one year from date of purchase to complete the course. Publication Date: April 2024