All Courses
Estate Tools and Trusts 2023 - 2 CPE
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preserva-tion, and disposition of property at the minimum possible tax cost. This excep-tional mini-course …
Estate Taxes for 2024 - 6 CPE
This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate …
Estate Taxes for 2023 - 6 CPE
Texas Compliance Pending. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross …
Estate Planning With Selected Issues 2024 - 19.5 CPE
Texas Compliance Pending. This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance.
Estate Planning With Selected Issues 2023 - 20 CPE
This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, du-rable powers of attorney, and nominations of conservator.
Estate Planning with Business Issues 2024 - 2 CPE
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Estate Planning with Business Issues 2023 - 2 CPE
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Estate Planning 2023 - 2 CPE
Estate planning is when tomorrow becomes today! As a result of recent legisla-tion, estate planning has been made surprisingly simple. This mini-course sur-veys wills, living trusts, gifts, insurance, marital property, and probate avoid-ance. The will and …
Estate & Gift Taxation 2023 - 34.5 CPE
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution.
Essential Legal Concepts with Tax Analysis 2024- 29.5 CPE
This informal and clear guide to the basic concepts of business law provides accountants with an excellent review of legal concepts that arise in any tax professional’s practice. The attendees will gain the ability to recognize and discuss general legal …
Essential Legal Concepts with Tax Analysis 2023- 30 CPE
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, …
Entities and Title 2024 - 2 CPE
Before launching into an estate planning program, it’s important to know who owns what and exactly for whom you are planning. This requires that methods of holding title must be analyzed, considered, and selected. Sole proprietorships, S corporations, C …
Entities and Title 2023 - 2 CPE
Before launching into an estate planning program, it’s important to know who owns what and exactly for whom you are planning. This requires that methods of holding title must be analyzed, considered, and selected. Sole proprietorships, S corporations, C …
Employment Taxes - 2 CPE Credit Hours
This course will detail the federal employment tax requirements and responsibility that employers have for filing returns and making tax payments on a timely basis. Although requirements also apply in most states for income tax withholding and …
Employee Compensation and Benefits 2024 - 3.5 CPE
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 …
Employee Compensation and Benefits 2023 - 3.5 CPE Credit Hours
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 …
Education Tax Benefits 2024 - 2 CPE
Today taxpayers must plan for their children's education. Touching on various topics such as qualified tuition programs (QTPs), scholarships, and fellowships, this mini-course examines the tax treatment of costs related to education. Practitioners will …
Education Tax Benefits 2023 - 2 CPE
Today taxpayers must plan for their children's education. Touching on various topics such as qualified tuition programs (QTPs), scholarships, and fellowships, this mini-course examines the tax treatment of costs related to education. Prac-titioners will …
Divorce Transfers and Settlements 2025 - 2 CPE
Texas Compliance Pending. This mini-course reviews property settlements and other transfers incident to divorce.
Divorce Transfers and Settlements 2024 - 2 CPE
Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined with an emphasis on planning …
Divorce Transfers and Settlements 2023 - 2 CPE
Divorce Transfers & Settlements Mini-Course Description & Study Guide Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current per-spectives on property …
Defensive Divorce 2024 - 15.5 CPE
This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, …
Debt 2024 - 2.5 CPE
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 2023 - 2.5 CPE
This mini-course brings the practitioner information on tax issues affecting in-terest 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 …
Dealing with Debt and Interest 2024 - 18.5 CPE
This course brings the practitioner up-to-date information on tax issues affecting interest and debt. It covers the definition of bona fide debt, the avoidance of equity and lease treatment, imputed interest rates, and debt modification.
Dealing with Debt and Interest 2023 - 18.5 CPE
Texas Compliance Pending. Dealing with Debt & Interest Course Description & Study Guide This course brings the practitioner up-to-date information on tax issues affecting interest and debt. It covers the definition of bona …
Corporate Taxation 2025 - 2 CPE
Texas Compliance Pending. 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.
Corporate Taxation 2024 - 2 CPE
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. The advantages and disadvantages of corporations are examined; incorporation and capitalization …
Corporate Taxation 2023 - 2 CPE
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. The advantages and disadvantages of corporations are examined; incorporation and capitalization …
Corporate Tax Planning 2024 - 21 CPE
This course examines and explains the practical aspects of using a closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed.
Corporate Tax Planning 2023 - 21 CPE
Corporate Tax Planning Course Description & Study Guide Course description and objectives: This course examines and explains the practi-cal aspects of using a closely held corporation to maximize after-tax return on business operations. Recent …
Corporate Fraud Statistics - 2 CPE Credit Hours
“Security experts estimate that as many as 30 percent of all employees do steal, and that another 60 percent will steal if given sufficient motive and opportunity. The current economic hard times only add to the temptation of personnel to take what does …
Corporate Fraud Investigators - 2 CPE Credit Hours
As the primary agency investigating corporate fraud, the FBI has focused its efforts on cases which involve accounting schemes, self-dealing by corporate employees, and obstruction of justice to conceal fraudulent activities from criminal and regulatory …
Corporate Fraud Case Studies part 1 - 1 CPE Credit Hours
The purpose of this course is to educate you through the presentation of the crimes of others in the hopes that their stories will provide you with additional insight in how you can prevent crime from occurring in your workplace or those of your clients.
Coronavirus Tax Summary 2023 - 3 CPE
The Families First Coronavirus Response Act was signed by President Trump on March 18, 2020. Later on March 27, 2020, he signed the Coronavirus Aid, Re-lief, and Economic Security (CARES) Act, with a $2.2 trillion price tag.
Connecticut Ethics Interpretations and Guidance for CPAs - 4 CPE Credit Hours
Subscribers price: Only $9.95! This course satisfies some states Four-hour ethics requirement for all licensees. It covers what interpretations of ethics rules and some other professions ethics. The …
Connecticut Ethics and Conduct for CPAs - 4 CPE Credit Hours
Subscribers price: Only $9.95! This course satisfies the Oklahoma Board of Accountancy Four-hour ethics requirement for all licensees. It covers what ethics are and some of the different approaches …
Connecticut Ethics - 4 CPE Credit Hours
In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct. The course will then discuss ethical reasoning and its …
Concepts & Mechanics Of Exchanges 2024 - 13.5 CPE
Texas Compliance Pending. While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the …
Comprehensive Coronavirus Legislation 2024 - 10 CPE
The U.S has been met with unprecedented challenges during the Coronavirus pandemic. Over the course of 2020 and 2021, three major spending bills were enacted into law that were meant to provide aid to individuals, companies, and industries that were …
