Unlimited Mega CPE Courses for CPAs
Mega CPE Courses – the best value for unlimited online CPE courses. Includes instant access to over 1,000 hours of self-study CPE credit for one year. The Mega CPE Course Special includes every course in our course catalog except for ethics. When we add new courses, they are also included.
Mega Information
Mega CPE Courses – Pricing Options:
- Subscription – $199 per year with automatic renewal at $199/yr
- One-time purchase – $229 for one-year access with no automatic renewal
Format: Online pdf books. Optional printed books available.
Instructional Delivery Method: QAS Self-Study
Level: Ranges from basic to advanced
CPE Credit: Range from 1 to 35 hours
Field of Study: All courses except for ethics
Expiration: One year from the date of purchase
FAQs
What is included in the Mega CPE Courses Special?
Unlimited online access to over 1,000 hours of self-study CPE credit for one year. Every course in our course catalog is included except for ethics. When we add new courses, they are also included.
Courses range from Basic to Advanced difficulty and from 1 to 35 hours of CPE credit.
Fields of study include taxation, accounting, auditing, management advisory services, marketing, management services, economics, finance, specialized knowledge, information technology, business law and more.
How does the unlimited CPE for CPAs subscription option work?
The subscription option is $199 with automatic renewal. Your subscription will automatically renew each year until you cancel.
The subscription option is our best online CPE value.
What if I don’t want automatic renewal?
The price for one-year MEGA Course access is $229 with no automatic renewal.
Why am I being asked to create a PayPal account?
We use PayPal to securely handle our shopping cart functions. You are not required to pay with PayPal and may use any credit card for your purchase. If you prefer not using our PayPal shopping cart, we can take your order by phone. Call 972-317-7225 to complete your order.
Which courses are not included in the Mega CPE Courses Special?
All of our online self-study CPE courses are included except for ethics.
Are the courses accepted in my state?
JN Productions is a NASBA Registry QAS provider and our courses are accepted by State Boards of Accountancy nationwide. Our NASBA/QAS Self-Study Sponsor Number is 104274. More about state acceptance can be found here.
Do the courses comply with IRS CPE standards?
Yes. JN CPE Courses is a qualified sponsor of IRS CE. Our sponsor number is UTU4M. Approved IRS CE Providers
What is the course format?
All courses are available online as pdf files and optional printed books are available. Online exams are included at no additional charge. CPE certificates are instantly available and stored in your account for future access.
How long does the unlimited CPE subscription last?
- If you choose the one-time purchase option without automatic renewal, you will have access to the courses for one year from the date of purchase.
- If you choose the subscription option, your course access will be ongoing until you cancel.
How do I cancel my subscription?
We send a reminder email prior to your renewal date, which will include cancellation instructions. Cancellation after your renewal date is possible for 30 days after your card is charged as long as you do not take any courses during the renewal period you are trying to cancel. For help with cancellation, please email us.
Do you give a discount for renewals?
Yes. When you choose the subscription option with automatic renewal, you receive a $26 discount each year. One-
Do you offer group pricing?
Group discounts are available for 2 or more users.
2 – 4 users: 10% discount
5 – 7 users: 15% discount
8 – 10 users: 20% discount
11 – 15 users: 25% discount
15 or more users: Contact us
Groups also have the option of assigning an internal group administrator to handle registration of users.
Courses included in the MEGA CPE COURSES Subscription
Accounting
Auditing
Communications & Marketing
Computer Software & Applications
Economics
Finance
Information Technology
Management Services
Personnel/HR
Specialized Knowledge
Taxes
Accounting CPE Courses (included in Mega)
Accounting and Auditing CPE Bundle
Accounting and auditing CPE course bundle - A Total of 18 courses, 178 CPE hours.
Accounting and Auditing Standards Update (24 Hrs)
A discussion of the various changes affecting accounting, compilation and review, and auditing engagements, as well as a review of existing standards. Includes discussion of accounting for COVID-19 and CARES Act.
Accounting and Financial Reporting Update (16 hrs)
This course discusses various changes to accounting and financial reporting affecting the accounting profession.
Accounting Changes and Error Corrections (2 hrs)
Overview of the accounting requirements with respect to accounting changes and error corrections and the reporting implications within an entity’s financial statements found within FASB ASC Topic No. 250.
Accounting for Earnings Per Share (3 hrs)
This course covers the computation, reporting, presentation, and disclosures associated with earnings per share.
Accounting for Investments (4 hrs)
This course addresses the accounting and reporting requirements for investment securities and includes specific examples to illustrate the application. Key aspects of debt securities, such as classification, purchases, transfers, impairments, and presentation and disclosure, are addressed.
Accounting for Leases: The New Standard (10 hrs)
A review of the changes made to lease accounting.
Accounting for Pensions and Postretirement Benefits (7 hrs)
Current coverage of the requirements for accounting and reporting on pension plans and postretirement benefits.
Accounting Tools & Metrics for the CFO (16 hrs)
This Accounting Tools and Metrics for the CFO course is a one-stop problem-solver for today’s busy accounting executive. The course is a working guide to help you quickly pinpoint in the complex world of business: What to look for. What to do. What to watch out for. How to do it.
Allowance for Credit Losses: ASU 2016-13 (2 hrs)
This course addresses 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.
Analysis and Uses of Financial Statements (10 hrs)
A discussion of of financial statements, and their use by investors, creditors, analysts, and other interested parties.
Analysis of the Corporate Annual Report (4 Hrs)
This course focuses on an analysis & interpretation of the corporate annual report and its components.
Analyzing Cost Data for Management (9 Hrs)
Designed for managers & entrepreneurs who need hand-on knowledge & tools for developing, & analyzing financial, cost, & business data for managerial use.
Balance Sheet: Reporting Assets (5 hrs)
This course discusses generally accepted accounting principles (GAAP) for reporting assets on the balance sheet.
Balance Sheet: Reporting Liabilities (5 hrs)
This course discusses generally accepted accounting principles (GAAP) for reporting liabilities on the balance sheet.
Balance Sheet: Reporting Stockholder’s Equity (2.5 hrs)
A discussion of generally accepted accounting principles (GAAP) for reporting stockholder's equity on the balance sheet.
Business Combinations and Consolidated Financial Reporting (4 hrs)
A review of ASC 805 and ASC 810.
Climate Change Accounting and Sustainability Reporting (3.5 hrs)
A discussion of potential economic impacts and financial risks of climate change. Areas of accounting and financial statement disclosures that are impacted by climate change and other emerging risks are identified.
Crypto Asset Accounting and Reporting (1 hr)
An overview of the accounting and financial reporting requirements with respect to crypto assets. Discussion of the types of assets that are within the scope of the guidance for crypto assets along with recognition, presentation, and disclosure requirements.
Employee Retention Credit (ERC) and Pass-Through Entity (PTE) Tax (2 hrs)
A review of accounting and financial disclosures related the Employee Retention Credit (ERC) and the Pass-Through Entity (PTE) Tax.
Fair Value Accounting (5.5 hrs)
This course provides a conceptual review of fair value accounting, as outlined in ASC 820 and other U.S. accounting standards.
FASB Update and Review (16 Hrs)
Discussion of various changes affecting accounting and financial reporting.
Financial Reporting CPE Bundle
Financial Reporting CPE course bundle - A Total of 9 courses, 57.5 CPE hours.
Fraud: Ensuring Integrity in Financial Reporting (6 hrs)
This course identifies techniques used to manipulate financials and regulations that protect investors from unethical business practices. Corporate governance and protecting shareholder value is also discussed.
Full Disclosure in Financial Reporting (2.5 hrs)
This course discusses the disclosures required of companies, including those related to accounting policies, long-term purchase contract obligations, segmental information, related parties, risks and uncertainties, and interim financial reporting
GAAP Tax Basis Overview (16 hrs)
Issues related to GAAP such as how to disclose life insurance, leases, catastrophes, and tax-basis financial statements. Most of the course is in a Q&A format.
Governmental Accounting and Reporting (8 hrs)
This course provides an overview of the fundamental concepts underlying state and local governmental accounting & reporting.
IFRS in the USA (6 hrs)
An overview of International Financial Reporting Standards, including detailed discussions of the impact that adopting IFRS will have on businesses.
Income Statement: Accounting and Reporting (4 hrs)
This course addresses income statement accounting and reporting. A wide variety of accounting issues surrounding income statement items are discussed.
Not for Profit Accounting: Reporting and Analysis (4.5 hrs)
An overview of not-for-profit accounting, reporting and analysis.
Post-Covid Economy: Accounting & Financial Reporting (4 hrs)
Discussion of accounting and financial reporting for the current post-COVID economic climate including the effects of inflation, supply-chains, rising interest rates, and other events on company financial statements.
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).
Revenue Recognition: Practical Guide (6.5 hrs)
This course reviews ASC 606 and many of the new revenue recognition provisions.
Revenue Standard ASC 606: Implementation & Guidance for Private Entities (8 hrs)
Discussion of the new revenue standard in ASC 606, Revenue from Contracts with Customers and its related updates, and guidance for private entities that are required to implement the standard.
Specialized GAAP – Real Estate Accounting (3.5 hrs)
Specialized Industry GAAP - Real Estate discusses all of the important authoritative pronouncements on GAAP for this specialized industry.
Specialized GAAP: Media & Entertainment Industry (3 hrs)
This course is designed to help you navigate the specialized accounting principles and practices for the media and entertainment industry.
Statement of Cash Flows: Reporting & Analysis (2.5 hrs)
This course discusses cash flow reporting, presentation, and disclosure requirements of ASC 230, Statement of Cash Flows. It also provides examples to illustrate the application.
Tax Basis Financial Statements and Other Special Purpose Framework (10 hrs)
This course addresses the use of tax-basis financial statements in lieu of using a traditional GAAP framework.
Understanding the Statement of Cash Flows (3 hrs)
An overview of the statement of cash flows and its preparation.
Auditing CPE Courses (included in Mega)
Accounting and Auditing CPE Bundle
Accounting and auditing CPE course bundle - A Total of 18 courses, 178 CPE hours.
Accounting and Auditing Standards Update (24 Hrs)
A discussion of the various changes affecting accounting, compilation and review, and auditing engagements, as well as a review of existing standards. Includes discussion of accounting for COVID-19 and CARES Act.
AI Series: Audit and Compliance (1 hr)
An overview of how AI is used in audits and compliance tasks.
Auditing Update (16 hrs.)
This course reviews the latest developments affecting audit engagements.
Compilation & Review: Recent Developments (20 hrs)
Discussion of changes to the comp & review standards by the AICPA’s Acctng & Review Svcs Committee, & related practice issues.
Fair Value Accounting (5.5 hrs)
This course provides a conceptual review of fair value accounting, as outlined in ASC 820 and other U.S. accounting standards.
Government Auditing Standards and Performing Audits (5 Hrs)
Overview of government performance audits in accordance with GAGAS.
Government Auditing Standards: Foundations (2 Hrs)
A discussion of when Yellow Book standards must be applied.
Government Auditing Standards: Professional Requirements (3 Hrs)
Overview of Yellow Book professional requirements.
Government Performance Audits: Field Work & Review (3 Hrs)
A discussion of fieldwork standards for government performance audits.
Governmental Auditing Standards Compliance & Ethics Review (4 Hrs)
An overview of Yellow Book standards, applications, and ethics requirements.
Internal Control and Fraud Detection (8 hrs)
Internal Control and Fraud Detection covers the essential tools you need to perform internal-control related services.
New Audit Reporting Standards (SAS 134-141)
New Audit Reporting & ERISA Standards found in SAS 134-141.
Post-Covid Economy: Accounting & Financial Reporting (4 hrs)
Discussion of accounting and financial reporting for the current post-COVID economic climate including the effects of inflation, supply-chains, rising interest rates, and other events on company financial statements.
SAS 142 -145: New Auditing Standards (4 hrs)
Discussion of new auditing standards SAS 142-145.
SAS 146-149: Recently Issued Auditing Standards (2 hrs)
Recently issued auditing standards SAS 146-149
SSARS 25: Revisions to the Review Standard Determining Materiality (4 hrs)
Discussion of 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.
SSARS No. 21 – 26: An Overview of the Compilation & Review Standards (12 hrs)
Discussion of changes made to the entire compilation and review codification by SSARS No. 21 -26.
Tax Basis Financial Statements and Other Special Purpose Framework (10 hrs)
This course addresses the use of tax-basis financial statements in lieu of using a traditional GAAP framework.
Yellow Book Overview (1 Hr)
A summary of the significant changes in the 2018 Yellow Book.
Yellow Book Standards for Attestation & Review Engagements (3 Hrs)
A discussion of Yellow Book standards for financial audits attestation engagements and review of financial statements.
Communications & Marketing CPE Courses (included in Mega)
Effective Communication Styles for CPAs (2 hrs)
Effective Communication Styles for CPAs is a training course that will define the various communication styles that are available to CPAs.
Effective Listening Styles for CPAs (2 hrs)
A training course that defines different listening styles and skills that can be used by practice owners and practitioners to improve practice communications with office staff members and their clients.
Improving Writing Skills for CPAs (2 hrs)
This course illustrates the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods.
Social Media Marketing (5.5 hrs)
This course provides an overview of social media and its impact on the marketing process.
Computer Software & Applications CPE Courses (included in Mega)
Economics CPE Courses (included in Mega)
Behavioral Finance (5 hrs)
This VIDEO course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.
Better Budgeting: Budgeting Alternatives (3.5 hrs)
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.
Better Budgeting: Master Budgeting and Sub-Budgets (4 hrs)
Part I of a 3-part series called Better Budgeting. This VIDEO course focuses on the master budget and the budgets that comprise it.
Better Budgeting: The Budgeting Process (2.5 hrs)
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.
Budgeting for Profit Planning and Control (11 hrs)
This course explains what budgets are, how they work, how to prepare and present them, and how to analyze budget figures and results. New developments and uses of budgets such as rolling budgets at various managerial levels within a business are illustrated that combine budgeting, forecasting analytics, business intelligence, and collaboration.
Business Loan Basics (3 hrs)
Explore business loan funding basics and key loan components in this engaging VIDEO COURSE.
Complete Guide to Investing (12 Hrs)
A discussion of 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.
Derivatives and Hedging for Accountants (5.5 hrs)
This course provides an accountant-friendly overview of financial risk management and derivative instruments.
Economic Indicators: A Comprehensive Overview (11.5 hrs)
This course reviews the impact of economic indicators on financial markets and monetary policy.
Entrepreneurial Finance (6 hrs)
This VIDEO COURSE provides a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning.
Equity Investing Essentials (1.5 hrs)
A discussion of investment vehicles, risk, analytical tools, diversification, analytical tools, market timing, portfolio design, and more.
Financial Essentials for Nonprofit Managers (12 hrs)
This course guides nonprofit managers through a series of questions that help with assessing an organization's financial condition.
Financial Forecasting: Tools and Applications (8 hrs)
This course provides a working knowledge of the fundamentals of business forecasting that can be applied in the real world regardless of firm size.
Financial Markets: A Comprehensive Overview (12 hrs)
This course provides an introductory overview of the world’s largest financial markets, including the money, bond, stock, mortgage, foreign currency and derivatives markets.
Financial Planning Basics for Individuals (4 hrs)
This basic course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner.
Liquidity Management: Profitability vs. Cash Flow (3 hrs)
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.
Managing & Improving Cash Flow (6.5 hrs)
This course discusses tools and techniques that allow you to effectively increase and manage your cash flow.
Marginal Profitability Analysis (1.5 hrs)
Learn how to use marginal profitability analysis to make better business decisions in this engaging VIDEO COURSE. Includes helpful Excel templates.
Mergers, Acquisitions, & Divestitures: Practical Guide (6 hrs)
This course discusses all facets of mergers, acquisitions, and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.
Real Estate Financing & Investment (4 hrs)
This course covers both financing and investing in real estate
SBA Loans: Funding & Resources for Small Businesses (2.5 hrs)
This VIDEO course helps business owners and their advisors better understand the purpose of SBA loan programs, who's eligible, and whether SBA loans are the right funding option for the business.
Techniques of Financial Analysis, Modeling, and Forecasting (13 hrs)
This comprehensive course gives you every sales and financial forecasting formula and modeling technique you need to analyze your operation both as a whole and by segment.
Valuations: Businesses, Securities, and Real Estate (2.5 hrs)
This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate.
Video CPE Bundle
Video CPE course bundle - A Total of 12 courses, 40 hours of Finance & Management CPE.
Finance CPE Courses (included in Mega)
Behavioral Finance (5 hrs)
This VIDEO course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.
Better Budgeting: Budgeting Alternatives (3.5 hrs)
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.
Better Budgeting: Master Budgeting and Sub-Budgets (4 hrs)
Part I of a 3-part series called Better Budgeting. This VIDEO course focuses on the master budget and the budgets that comprise it.
Better Budgeting: The Budgeting Process (2.5 hrs)
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.
Budgeting for Profit Planning and Control (11 hrs)
This course explains what budgets are, how they work, how to prepare and present them, and how to analyze budget figures and results. New developments and uses of budgets such as rolling budgets at various managerial levels within a business are illustrated that combine budgeting, forecasting analytics, business intelligence, and collaboration.
Business Loan Basics (3 hrs)
Explore business loan funding basics and key loan components in this engaging VIDEO COURSE.
Complete Guide to Investing (12 Hrs)
A discussion of 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.
Derivatives and Hedging for Accountants (5.5 hrs)
This course provides an accountant-friendly overview of financial risk management and derivative instruments.
Economic Indicators: A Comprehensive Overview (11.5 hrs)
This course reviews the impact of economic indicators on financial markets and monetary policy.
Entrepreneurial Finance (6 hrs)
This VIDEO COURSE provides a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning.
Equity Investing Essentials (1.5 hrs)
A discussion of investment vehicles, risk, analytical tools, diversification, analytical tools, market timing, portfolio design, and more.
Financial Essentials for Nonprofit Managers (12 hrs)
This course guides nonprofit managers through a series of questions that help with assessing an organization's financial condition.
Financial Forecasting: Tools and Applications (8 hrs)
This course provides a working knowledge of the fundamentals of business forecasting that can be applied in the real world regardless of firm size.
Financial Markets: A Comprehensive Overview (12 hrs)
This course provides an introductory overview of the world’s largest financial markets, including the money, bond, stock, mortgage, foreign currency and derivatives markets.
Financial Planning Basics for Individuals (4 hrs)
This basic course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner.
Liquidity Management: Profitability vs. Cash Flow (3 hrs)
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.
Managing & Improving Cash Flow (6.5 hrs)
This course discusses tools and techniques that allow you to effectively increase and manage your cash flow.
Marginal Profitability Analysis (1.5 hrs)
Learn how to use marginal profitability analysis to make better business decisions in this engaging VIDEO COURSE. Includes helpful Excel templates.
Mergers, Acquisitions, & Divestitures: Practical Guide (6 hrs)
This course discusses all facets of mergers, acquisitions, and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.
Real Estate Financing & Investment (4 hrs)
This course covers both financing and investing in real estate
SBA Loans: Funding & Resources for Small Businesses (2.5 hrs)
This VIDEO course helps business owners and their advisors better understand the purpose of SBA loan programs, who's eligible, and whether SBA loans are the right funding option for the business.
Techniques of Financial Analysis, Modeling, and Forecasting (13 hrs)
This comprehensive course gives you every sales and financial forecasting formula and modeling technique you need to analyze your operation both as a whole and by segment.
Valuations: Businesses, Securities, and Real Estate (2.5 hrs)
This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate.
Video CPE Bundle
Video CPE course bundle - A Total of 12 courses, 40 hours of Finance & Management CPE.
Information Technology Courses (included in Mega)
AI Essentials for CPAs: Exploring Cutting-Edge Technology (8 Hrs)
An overview of Artificial Intelligence (AI) in accounting with a focus on its significance and evolution. Includes detailed discussion of key AI concepts as well as ethical considerations, regulatory frameworks, and its use in data analysis and reporting.
AI Series: Considerations for Organizations When Adopting AI (1 Hr)
This course provides an overview of some of the implementation strategies and considerations when integrating AI technologies within organizations. It addresses how you can assess readiness for AI adoption as well as integrating AI into current workflows.
AI Series: Ethics and Regulations When Integrating AI in Accounting (1 Hr)
This course explores the ethical and regulatory aspects of integrating AI in accounting. It covers ethical considerations like bias, transparency, and accountability, alongside regulatory frameworks such as data protection laws and professional standards.
AI Series: Future Trends in AI & Software for CPAs (1 Hr)
This course provides an overview of future trends in AI and software for CPAs. This includes a discussion of technologies such as RPA, blockchain, as well as other technologies like quantum computing, edge computing, and decentralized AI. This course also addresses the evolution of AI in accounting practices as well as how AI may impact jobs in the future.
AI Series: Introduction to Artificial Intelligence (1 hr)
An overview of the basics of AI, including the key concepts related to AI such as machine learning, deep learning, and Natural Language Processing.
AI Series: Leveraging AI for Data Analysis and Reporting (1 Hr)
This course provides an overview of leveraging AI for data analysis and reporting in accounting. It covers the automation of data extraction, cleansing, and normalization processes as well as how AI facilitates automated financial analysis and forecasting.
AI Series: Technologies in AI Accounting Software (1 Hr)
This course provides an overview of how AI is reshaping accounting software, streamlining tasks, improving accuracy, and offering advanced analytics. It covers key AI-driven features like automated data entry, intelligent invoice processing, predictive analytics, fraud detection, risk assessment, and natural language processing.
Cybersecurity: A Guide for Accountants (10 hrs)
Cybersecurity is a complex and ever-changing phenomenon. This course is designed to help users navigate the complexities of this field.
Information Security: Basic Safeguards for Practitioners (6 hrs)
Learn how to protect computer systems and networks to keep client data safe.
Information Security: Malware Trends and Mitigation Strategies (6 hrs)
Discussion of the most commonly seen malware with in-depth explanation on how the malware operates and best practices to properly deal with malware occurences.
Network Security for Internal Control Assurance (8 hrs)
A discussion of the importance of network security for all types of businesses and practices.
Management Services Courses (included in Mega)
101 Financial Solutions: Diagnosis & Remedy (10.5 hrs)
This course helps managers pinpoint, remedy, and prevent business and financial problems.
Adding A New Location: Key Financial Considerations (4 hrs)
This VIDEO course explores some the the key financial considerations when opening a new location.
Introduction to Agile Project Management (2 hrs)
A discussion of the agile project management approach with comparision to the traditional project management approach.
Key Performance Indicators (2 hrs)
This VIDEO COURSE covers the benefits and roles of KPIs and the components of a KPI dashboard.
Objectives and Key Results (OKRs) – 3 hrs
This VIDEO course walks you through the basics and benefits of OKRs and why they are so powerful. The OKR cycle is discussed, including setting stretch goals to scoring achievement. Managing with OKRs and mastering the tips and tricks to implementing OKRS is also highlighted.
Project Management Duties for CPAS (3 hrs)
Discussion of the business and management duties that must be performed by the project manager or the practitioner leading the projects such as audits and reviews, consulting services, forensic accounting, financial planning, etc.
Project Management: A Financial Perspective (9 hrs)
Learn how to assess a project with respect to time, costs, and resources in order to effectively and efficiently reach your goals.
The Pocket MBA: Concepts & Strategies (13 hrs CPE)
Concepts, guidelines, and rules of thumb to help you conceptualize, analyze, and evaluate any business-related problem.
Video CPE Bundle
Video CPE course bundle - A Total of 12 courses, 40 hours of Finance & Management CPE.
Personnel/HR Courses (included in Mega)
Supervision: Essentials for Success (10 hrs)
This course discusses those things that are essential to being a successful supervisor.
Specialized Knowledge Courses (included in Mega)
Taxation Courses (included in Mega)
1040 Workshop Bundle
The course bundle examines and explains the practical aspects of 1040 return preparation and individual planning, bridging the gap between theory and application.
1040 Workshop: Sec. 1: Individual Tax Elements (6.5 hrs)
1040 Workshop Sec. 1 covering individual tax elements.
1040 Workshop: Sec. 2: Expenses, Deductions and Accounting (7 hrs)
1040 Workshop Sec. 3 covering expenses, deductions, and accounting.
1040 Workshop: Sec. 3: Property Transfers and Retirement Plans (6.5 hrs)
1040 Workshop Sec. 3 covering property transfers and retirement plans.
1040 Workshop: Sec. 4: Losses, AMT, and Compliance (4 hrs)
1040 Workshop Sec. 4 with discussion of losses, AMT, and compliance.
AI Series: Considerations in Tax Preparation & Research (1 Hr)
This course provides an overview of the AI considerations with respect to tax preparation and tax research. Includes discussion of how AI technology can be used in tax preparation, including automated data collection & tax optimization strategies.
Asset Protection Mini-course (2 hrs)
This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine proper reporting.
Asset Protection: Tax & Financial Aspects (17.5 hrs)
Discussion of planning tools for protecting assets.
Assets, Income and Cash (14.5 Hrs)
This course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution.
Auto Taxation Rules (2 Hrs)
A review of apportionment of personal and business use, the actual cost/standard mileage method, and expensing. In addition, topics such as the benefits and costs of leasing vs owning, and working condition fringe benefits are discussed.
Bankruptcy Tax Issues (2 Hrs)
This course examines the Bankruptcy Abuse Prevention and Consumer Protection Act and explores the many tax issues of bankruptcy.
Basic Marital Tax Matters (2 hrs)
Marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored.
Business Expenses Mini-course (2 hrs)
This mini-course reviews various expenses that businesses may deduct and the requirements that must be met for those expenses to qualify for deduction.
Business Succession Planning: Entities & Title (2 Hrs)
Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies are analyzed as to formation, operation, and ultimate disposition.
Business Taxation (24 Hrs)
The focus of this class is on tax devices and techniques available to the small-business owner.
Business Travel & Entertainment (2 hrs)
This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions.
Choice of Entity (22.5 hrs)
This comprehensive course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations.
Choosing the Right Business Entity & Getting Cash Out of It (3.5 hrs)
Shorter version of our Choice of Entity Course comparing sole proprietorships, partnerships, LLCs, C Corporations, and S Corporations.
Compensation Strategy for Small to Medium-Sized Businesses (3 hrs)
An examination of the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses.
Complete Guide to Estate & Gift Taxation (34.5 Hrs)
Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.
Corporate Tax Planning (21 hrs.)
This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations.
Corporate Taxation (2 Hrs)
This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law.
Covid-19 Tax Relief Summary (3 Hrs.)
Overview and summary of the Covid-19 Tax Relief legislation and pronouncements.
Debt and Interest: Allocation, Installment Sales, and Tax Treatment (2.5 hrs)
This mini-course brings the practitioner information on tax issues affecting interest and debt. 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 bad debts.
Debt and Interest: Deductibility, Special Calculation Concepts & Provisions (2 hrs)
This course focuses on tax issues affecting the treatment of interest and debt. It covers the definition of bona fide debt, the impact of related parties, the avoidance of equity and lease characterization, and deductible versus nondeductible interest factors. Sticky cross issues such as the impact of at-risk rules under §465, passive loss restrictions of §469, and below-market rate loans under §7278 are examined. In addition, the accounting method treatment of interest, points, prepaid interest, and discounted loans are reviewed. Particular attention is given to imputed interest and original issue discount.
Defensive Divorce: Divorce Tax Issues (16 hrs)
A discussion of divorce tax issues.
Divorce Transfers and Settlements (2 hrs)
A review of property settlements and other transfers incident to divorce.
Easy Federal Tax Update & Inflation Adjustments (6 hrs)
Federal tax update with emphasis on quick access to major changes having special meaning to the tax practitioner and return preparer.
Education Tax Benefits (2 hrs)
In this 2-hr mini-course, practitioners will learn the ins and outs of the tax benefits concerning education and will be able to identify those educational expenses that are deductible.
Employee Compensation & Benefits (3.5 hrs)
This course provides participants with a working knowledge of types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.
Estate Planning Essentials (10.5 hrs)
Designed to eliminate estate problems and death taxes, the emphasis of this course is on practical solutions that are cost effective.
Estate Planning with Business Issues (2 hrs)
An examination of wills, trusts, gifts, insurance, private annuities, and other general estate planning tools.
Estate Planning with Selected Issues (19.5 hrs)
A survey of wills, living trusts, gifts, marital property & probate.
Estate Tools and Trusts (2 Hrs)
A survey of 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.
Ethics for Enrolled Agents: Overview of Circular 230 (2 hrs)
2-hour ethics course for IRS Enrolled Agents.
Family Estate Planning (2 hrs)
This course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance.
Family Tax Planning (24 Hrs)
This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family tax issues.
Family Tax Strategies (2 hrs)
The emphasis of this course is on using tax solutions to ease family economic concerns, permitting the practitioner to be a real tax hero.
Fast Track Retirement Planning (17.5 hrs)
This course will provide a working knowledge of the structuring, treatment, receipt and protection of retirement income using tax planning.
Financial Tax Planning Mini-course (2.5 Hrs)
Tax strategies relating to wealth building, capital preservation, and estate distribution.
Fringe Benefits Tax Guide (4 hrs)
An overview of basic fringe benefits that examines their mechanics, compensation methods, valuation, withholding, and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, dependent care, employer-provided automobiles, interest-free loans, etc. are discussed.
Guide to Corporate & Individual Taxation (35.5 hrs)
This course enables participants to discuss and handle business/personal tax essentials.
Guide to Tax Resolution: Solving IRS Problems (6 hrs)
Guide to tax resolution and solving IRS problems.
Inflation Reduction Act of 2022 (2 hrs)
An overview of energy tax credits and incentives, taxes and fees on fossil fuel, major features of the reinstated corporate AMT, electric vehicles, stock repurchases, and selected non-tax aspects of the IRA of 2022 legislation.
Installment Sales (2 hrs)
A discussion of the particulars of installment sales, including requirements, calculation, and pitfalls.
Like-Kind Exchanges (13.5 hrs)
This course alerts the practitioner to the different planning opportunities that surround like-kind exchanges.
Matching Investments to Tax Saving Techniques (13.5 hrs)
This course discusses investment matching for maximum after-tax return.
Medical, Charitable & Casualty Deductions (2.5 hrs)
This course is designed for participants who want to explore and examine the tax consequences of medical costs, charitable contributions, and casualty and theft losses, especially in relation to their deductibility.
Partnership Taxation (13.5 Hrs)
This program examines tax issues relating to the formation and operation of partnerships.
Passive Loss Limitations & At-Risk Rules (2.5 hrs)
Discussion of passive loss limitation rules.
Property Dispositions (2 hrs)
This course alerts the tax practitioner to the different planning opportunities that surround property dispositions and also identifies the tax consequences of home sales, foreclosure, repossession, and other real property dispositions. Additional topics of interest include involuntary conversions and at-risk limits.
Real Estate Taxation (11 hrs)
Real estate taxation course with topics impacting property owners and investors -
Installment sales, imputed interest, exchanges, passive loss rules & more.
Retirement Income: Maximizing Tax Saving Strategies (2.5 hrs)
Retirement income needs are analyzed; Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored.
Retirement Plans Mini-Course (3.5 hrs)
This presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.
S Corporations Mini-course (3 Hrs)
In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed.
Selected Legal Issues With Tax Analysis (2 hrs)
The emphasis of this 2 hr course is on the tax consequences of common legal issues in today's litigious society.
Tax Aspects of Marital and Financial Setbacks: Making the Best of Bad Situations (2 hrs)
This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital and financial setbacks.
Tax Cuts and Jobs Act: A Complete Review (30 hrs.)
Thorough review of the entire Tax Cuts and Jobs Act.
Tax Preparer Unlimited Special
Unlimited online access to all tax courses for one full year, as well as the 2-hr. Ethics for Tax Professionals course.
Tax, Bankruptcy, and Financial Problems (19.5 hrs)
A discussion of the strategic tax aspects of bankruptcy, divorce, property settlements, debt cancellation, foreclosure, elderly and estate planning.
TCJA Business Tax Reform (13 hrs)
Discussion of Business Tax Reform provisions of TCJA.
TCJA Exempt Organizations (1 hr)
Discussion of Exempt Organizations provisions of TCJA.
TCJA Individual Tax Reform (8 hrs)
Discussion of Individual Tax Reform provisions of TCJA.
TCJA International Tax Provisions (8 hrs)
Discussion of International Tax Reform provisions of TCJA.
TCJA Section 199A Pass-Through Business Deduction (2 hrs)
Overview of TCJA Section 199A deduction
Ultimate Guide to Retirement Planning (31.5 hrs)
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies.