Downloads

  • Ultimate Guide to Retirement Planning

    This course integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, 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 aspects of retirement. Price: $158 Format: Online […]

  • Guide to Corporate & Individual Taxation

    This course enables participants to discuss and handle business and personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. This course examines and explains the practical aspects of using a […]

  • Fast Track Retirement Planning

    This course will provide a working knowledge of the structuring, treatment, receipt and protection of retirement income using tax planning.

  • Governmental Accounting and Reporting

    This course on accounting for governmental entities is intended to be used by anyone who would like to gain knowledge of accounting and financial reporting currently recommended for state and local governmental units. The course provides an overview of (1) the fundamental concepts underlying state and local governmental accounting and reporting, (2) the importance of […]

  • Ethics for Colorado

    This course is designed to meet the four (4) hour ethics CPE requirement for Colorado CPAs.

  • Ethics for Arizona

    This is an ethics course for Arizona covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents the AICPA Code of Professional Conduct […]

  • Ethics for Ohio

    This 3-hr course is an overview of the core values of the CPA profession (integrity, objectivity and independence). The course also reviews the Ohio Chapter 4701 Accountancy Board Laws and Rules.

  • Education Tax Benefits

    This 2-hr mini-course teaches the ins and outs of tax benefits concerning education and will be helpful in identifying deductible educational expenses.

  • Employee Compensation & Benefits

    The various ideas, methods, and techniques to optimize the overall compensation package for key employees and principals are examined in this mini-course. Generally, businesses may deduct employees’ pay including wages, salaries, and other perks. Certain fringe benefits that can provide an unusually tax favored manner of supplementing compensation are described and evaluated. In addition, equity […]

  • Choice of Entity

    This comprehensive course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the reader to properly select the right business entity for their tax and liability needs. Major emphasis is given the maximization of tax benefits in each business format. Fringe benefits, retirement […]