| Course Title
|
Level |
Price |
401(k) Plans From the Employer and Employee Perspective
Free Preview Available
This course will give a brief overview of the 401(k) plan and compare the benefits and disadvantages of the 401(k) plan from differing perspectives.
Credit available for CFPTM, CPA, Enrolled Agent, Law, Personal Financial Specialist.
|
Basic |
$14.95 |
Buy-Sell Agreements
This course provides an introduction to using buy-sell agreements with a focus on the various forms these agreement can take and the funding methods available.
Credit available for Law.
|
|
$19.95 |
Correcting Qualified Plan Failures Through EPCRS
 This course discusses correction of Qualified Plan, 403(b) Plan, and SEP plan failures under the Employee Plan Compliance Resolution System (EPCRS).
Credit available for Law.
|
|
$19.95 |
Financial Accounting
The program is for executives and managers who wish to gain a conceptual and practical overview of Financial Accounting. It starts with introducing the concepts on which accounting is based and goes on to explain how accounting is practiced in the industry - from book keeping to preparing financial statements. The program provides ample opportunity to the learner to practice what is being taught.
|
Basic |
$39.95 |
IRAs: A CPE Course
Free Preview Available
This course covers everything you needed to know about Roth, education and ordinary IRAs.
Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.
|
Update |
$65.95 |
Introduction to Federal Securities Law
This course provides an overview of the major federal securities laws and underlying regulations of the Securities and Exchange Commission.
|
Basic |
$38.95 |
Introduction to Leasing Assets
This course provides an introduction to lease transactions involving business assets. Also discussed are the tax treatments of lease transactions and their impact on both the lessee and the lessor.
Credit available for Law.
|
|
$19.95 |
Introduction to Stock Options
Do you have clients participating in stock options plans? Do you participate in a plan yourself? Do you want to improve your knowledge of these plans for your own professional growth? This course overviews the basics of stock option plans along with the tax implications for individuals who receive options and companies that implement the plans.
Credit available for Law.
|
|
$19.95 |
Investment Planning I - Nature of the Profession
Free Preview Available
This course introduces CPAs, enrolled agents and other accounting and tax professionals to investment planning and advisory services. It provides practitioners with the tools they need to add investment planning to their fee-generating services.
Credit available for CFPTM, CPA, Enrolled Agent, Law, Personal Financial Specialist.
|
Basic |
$38.95 |
Investment Planning II - The Planning Process
Investment Planners generally agree that Investment Planning consists of four stages: Gathering information, goal setting, educating the client and advising the client. This course examines each stage in detail and helps you implement effective investment planning strategies for your clients.
Credit available for CFPTM, CPA, Enrolled Agent, Law, Personal Financial Specialist.
|
Intermediate |
$51.95 |
Investment Planning III - Tax Features of Education and Retirement Investments
Free Preview Available
This course, the last in a three-part series on investment planning, introduces CPAs, enrolled agents and other accounting and tax professionals to investment planning and advisory services.
Credit available for CFPTM, CPA, Enrolled Agent, Law, Personal Financial Specialist.
|
Intermediate |
$38.95 |
Kess on Financial and Estate Planning I: General Principles and Techniques
Free Preview Available
The first in a three-part series on financial and estate planning, this course focuses on general topics of estate planning.
Credit available for CFPTM, CPA, Enrolled Agent, Law, Personal Financial Specialist.
|
Basic |
$54.95 |
Kess on Financial and Estate Planning II: Special Situations
Free Preview Available
The second in a three-part series on financial and estate planning, this course discusses situations that call for special attention in the financial and estate planning process.
Credit available for CFPTM, CPA, Enrolled Agent, Law, Personal Financial Specialist.
|
Intermediate |
$54.95 |
Kess on Financial and Estate Planning III:
Building the Estate
Free Preview Available
The last in a three-part series on financial and estate planning, this course emphasizes planning tips to maximize estate interests.
Credit available for CFPTM, CPA, Enrolled Agent, Law, Personal Financial Specialist.
|
Intermediate |
$29.95 |
Report Writing
This course
|
Update |
FREE |
Report Writinging
This course is . . .
|
Update |
FREE |
Roth IRAs
The Roth IRA went into effect in 1998 and introduced a whole new way for taxpayers to save for retirement. Learn more about this new alternative to the traditional IRA plans.
Credit available for CFPTM, CPA, Enrolled Agent, Law, Personal Financial Specialist.
|
Update |
$14.95 |
TDemo
Test Demo
|
Beginner |
FREE |
example
Free Preview Available
ss
|
Beginner |
$22.00 |
first
first first
|
Intermediate |
$23.00 |
