| Course Title
|
Level |
Price |
Auditing: Selected Developments
Free Preview Available
Auditing: Selected Developments focuses on auditing developments from the AICPA, SAS No. 99, and the Sarbanes-Oxley Act of 2002. This course also highlights public opinions and views of auditors and its business ethics.
Credit available for CPA, Personal Financial Specialist.
|
Intermediate |
$30.00 |
California Tax: Dividends Received Deduction
Free Preview Available
This course explains the many differences between the California and federal rules that determine the dividends received deduction. It also explains the recent changes in the California deduction resulting from case law and legislation.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Update |
$45.00 |
California Tax: Navigating the New Water's-Edge Election Rules
Free Preview Available
This course provides an explanation of California’s water’s-edge election, including new election and termination provisions.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Update |
$45.00 |
California Tax: Net Operating Losses and Net Operating Loss Carryovers
Free Preview Available
This course provides an explanation of the California NOL rules, the many differences between the California and federal NOLs, California’s special rules for specified types of businesses, as well as an overview of the impact the 2003 suspension will have on tax return preparation and tax planning.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Basic |
$45.00 |
California Tax: New Rules for Tax Preparers
Free Preview Available
This course provides an explanation of tax preparer requirements and specifically addresses new or amended provisions that directly concern tax preparers, including preparer confidentiality issues, electronic filing requirements, and penalties.
Credit available for CPA, Enrolled Agent.
|
Basic |
$45.00 |
Capital Gains, Dividends and Income Brackets: Impact of the Reduced Tax Rates
Free Preview Available
This course reviews the impact of recent tax rate changes on capital gains, dividends and income brackets.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Update |
$45.00 |
Estate Planning Strategies
Free Preview Available
This course reviews how recent legislation has impacted estate and gift tax rules, and wealth preservation planning.
Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.
|
Overview |
$50.00 |
Estate Tax Return Preparation Course IV - Debts of the Decedent and Credits to the Gross Estate
Free Preview Available
This is the fourth of six courses designed to prepare the user on the completion of Form 706 – United States Estate (and Generation Skipping Transfer) Tax Return.
Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.
|
Intermediate |
$50.00 |
Estate Tax Return Preparation Course V - Marital Deduction and Charitable Deductions
Free Preview Available
This is the last course in the series of five courses designed to prepare the user on the completion of Form 706 – United States Estate (and Generation Skipping Transfer) Tax Return.
Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.
|
Intermediate |
$60.00 |
Ethics and Independence: New Rulings
Free Preview Available
This course focuses on new developments affecting compilation and review engagements, including Interpretations 101-3 and 101-5. (Meets Oklahoma's ethics requirement)
Credit available for CPA.
|
Update |
$40.00 |
Family Limited Partnerships
Free Preview Available
This course provides an overview of family limited partnership (FLPs) structure, including transfer tax, income tax, and nontax benefits.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Basic |
$50.00 |
Final Regulations on Required Minimum Distributions
Free Preview Available
This CPE course provides you with an overview of the final regulations affecting required minimum distributions from IRA and qualified retirement plans.
Credit available for CPA, Enrolled Agent, Personal Financial Specialist.
|
Update |
$40.00 |
Financial and Estate Planning Documents
Free Preview Available
The focus of this course is on financial and estate planning documents that relate to such areas as domestic relations, medical directives, asset protection and estate planning.
Credit available for CPA, Enrolled Agent.
|
Basic |
$45.00 |
Innocent Spouse Relief: Overview of the Rules and Recent Developments
Free Preview Available
This course reviews Code Section 6015, which governs innocent spouse relief. At the completion of the course, practitioners should have a working understanding of the procedural requirements for seeking relief under the innocent spouse rules.
Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.
|
Update |
$40.00 |
Investment Strategies After the Jobs Growth and Tax Relief Reconciliation Act of 2003
Free Preview Available
This course reviews the rules for the taxation of dividends and long-term capital gains, and tax strategies for investors under these new rules.
Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.
|
Overview |
$40.00 |
SAS No. 101 - Auditing Fair Value Measurements and Disclosures
Free Preview Available
This course will establish standards and provide guidance on auditing fair value measurements and disclosures contained in financial statements. It also addresses audit issues relating to the measurement and disclosure of assets, liabilities, and specific components of equity presented or disclosed at fair value in financial statements.
Credit available for CPA.
|
Update |
$40.00 |
Tax Accounting Methods (Second Edition)
Free Preview Available
Tax Accounting Methods (Second Edition) provides an overview of the basic rules and will help practitioners gain a full understanding of this tax accounting concept.
Credit available for CPA, Enrolled Agent.
|
Basic |
$55.00 |
Tax Accounting Periods (Second Edition)
Free Preview Available
This CPE course provides an overview of the basic rules for tax accounting periods and concepts.
Credit available for CPA, Enrolled Agent.
|
Basic |
$45.00 |
Tax Accounting: Inventories (Second Edition)
Free Preview Available
Tax Accounting: Inventories provides an overview of the basic rules regarding inventory concepts, including applicable provisions and current developments.
Credit available for CPA, Enrolled Agent.
|
Basic |
$45.00 |
Tax Shelters and Scams
Free Preview Available
Tax Shelters and Scams updates you on the IRS's continuing crackdown on tax shelters and tax avoidance schemes.
Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.
|
Update |
$55.00 |
Tax-Exempt Organizations: Special Tax Rules for Employees
Free Preview Available
The focus of Tax-Exempt Organizations: Special Tax Rules for Employees course is on special rules for employees of tax-exempt organizations.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Overview |
$45.00 |
