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| Title | Credit | Format | Price | View |
| + U- Assets, Income & Cash | 14.5 | Online | $109.00 | View |
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. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 9/4/2024
Additional Contents : Complete, no additional material needed |
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| + U- Complete Guide to Estate & Gift Taxation | 35.0 | Online | $245.99 | View |
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. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here for Course Objectives Revision Date: 4/8/25
Additional Contents : Complete, no additional material needed |
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| + U- Asset Protection - Tax & Financial Aspects | 17.5 | Online | $122.99 | View |
Course Description This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products, and other conventional tools. Special topics include protection against lawsuits, costs of long-term illness, divorce settlements, foreign asset protection trusts, statutory protections, homestead provisions, exempt assets, cancellation of indebtedness taxation and marital agreements.
Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided. Course Level: Overview. This program is appropriate for professionals at all organizational levels. Field of Study: Taxes Prerequisite: General understanding of federal income taxation. Advanced Preparation: None Revision Date: 8/29/2024 Click Here For Courses Objectives
Additional Contents : Complete, no additional material needed
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| + U- Essential Legal Concepts with Tax Analysis | 29.5 | Online | $203.99 | View |
Course Description: 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, contracts, property rights, employment law, divorce, consumer protection, will & trusts, and even bankruptcy law. This course explores these specific areas with emphasis on business and accounting issues. 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 concepts with both client and their counsel. Knowledge is power and nowhere is that truer than in the field law. To gain such a working knowledge of law, readily understandable explanations are given to essential and related business law subjects. The accountant is guided through the complex maze of literally hundreds of legal principles from acceptance to zoning.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here for Course Objectives
Revision Date: 8/29/24
Additional Contents : Complete, no additional material needed |
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| + U- Business Taxation | 24.0 | Online | $168.99 | View |
Americans who want to be their own boss are not entirely on their own. They have a rich uncle - Uncle Sam - who is there to help, as well as to make demands. The nation's tax laws are intended to encourage people to start new businesses and are chock full of incentives and tax breaks, as well as sometimes onerous reporting requirements. This course is a fast-paced and entertaining guide through tax issues affecting business entities and their owners. The focus of this class is on tax devices and techniques available to the small-business owner. Emphasis will be given to operational deductions, fringe benefits, compensation, family income splitting, retirement plans, and estate planning.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives
Revision Date: 6/12/24
Additional Contents : Complete, no additional material needed |
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| + U- Concepts & Mechanics of Exchanges | 13.5 | Online | $91.99 | View |
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 disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a bridge over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging. Participants will be able to identify, analyze, and handle effectively the complex tax problems that arise under 1031. This understanding will be directly applied to the structuring and audit survival of multi-party and delayed exchanges.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 8/29/2024
Additional Contents : Complete, no additional material needed |
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| + U- Choosing the Right Business Entity & Getting Cash Out Of It | 22.5 | Online | $154.99 | View |
This comprehensive book 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 plan alternatives, and nonqualified deferred compensation are discussed in detail.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Please Click Here for Course Objectives
Revision Date: 6/24/24
Additional Contents : Complete, no additional material needed |
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| + U- Corporate Tax Planning | 21.0 | Online | $147.99 | View |
This course examines and explains the practical aspects of using the 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. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Please Click Here For Course Objectives
Revision Date: 4/18/2024
Additional Contents : Complete, no additional material needed |
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| + U- Dealing with Debt & Interest | 18.5 | Online | $126.99 | View |
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. 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, equity participation debt, taxable interest, and bad debts.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 10/2/24
Additional Contents : Complete, no additional material needed |
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| + U- Defensive Divorce | 15.5 | Online | $105.99 | View |
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, and child support are examined with an emphasis on planning considerations. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies, and the family residence.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click here for Course Objectives Revision Date: 2/25/25
Additional Contents : Complete, no additional material needed |
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| + U- Estate Planning Essentials | 10.0 | Online | $74.99 | View |
"Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there is even a quick review of immediate postmortem death tax planning and filling out the Form 706.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 10/16/24
Additional Contents : Complete, no additional material needed |
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| + U- Family Tax Planning | 24.0 | Online | $168.99 | View |
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 3/10/2025
Additional Contents : Complete, no additional material needed |
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| + U- The Ultimate Guide to Retirement Planning | 32.0 | Online | $229.99 | View |
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. This presentation 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. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here for Course Objectives Revision Date: 10/2/2024
Additional Contents : Complete, no additional material needed |
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| + U- Fast Track Retirement Planning | 17.5 | Online | $119.99 | View |
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here for Course Objectives Revision Date: 6/19/2023
Additional Contents : Complete, no additional material needed |
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| + U- Guide to Federal Corporate & Individual Taxation | 33.5 | Online | $210.99 | View |
Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/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 the 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. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 9/4/2024
Additional Contents : Complete, no additional material needed |
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| + Estate Elements and Tools | 9.0 | Online | $69.99 | View |
Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan - from the simplest to the most complex.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives
Revision Date: 10/16/24
Additional Contents : Complete, no additional material needed |
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| + U- Estate Planning With Selected Issues | 20.0 | Online | $140.99 | View |
This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives
Additional Contents : Complete, no additional material needed |
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| + U- Making the Best of Bad Situations | 14.0 | Online | $105.99 | View |
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, and child support are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in Statute 108. The tax treatment of property repossession under Statute 1038 is explored with detail given to the calculation of gain and received property basis. Finally, bad debt treatment under Statute 166 is reviewed and critical distinctions made between business and nonbusiness debts.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives
Revision Date: 10/16/2024
Additional Contents : Complete, no additional material needed |
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| + U- Matching Investments to Tax Savings Techniques | 13.5 | Online | $91.99 | View |
Taxes aren't taxes - they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge of the client's assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return. The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce, and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quanitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 10/16/2024
Additional Contents : Complete, no additional material needed |
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| + U- Partnership Taxation | 13.5 | Online | $91.99 | View |
The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution. This course is presented in four practical segments: (1) the formation of partnerships, (2) the basic day-to-day operations of partnerships, (3) distributions of assets to partners, and (4) the termination of partnership affairs.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 7/17/2024
Additional Contents : Complete, no additional material needed |
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| + U- Passive Losses | 10.5 | Online | $74.99 | View |
This course addresses the practical aspects of §469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive program is to understand and solve problems under §469, with emphasis on tax savings ideas. Readers will overview the proper administration of this complex and often cumbersome provision.
Course Level: Overview: This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives
Revision Date: 10/17/2024
Additional Contents : Complete, no additional material needed |
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| + U- Special Problems in Real Estate Taxation | 11.0 | Online | $77.99 | View |
This book is designed to survey selected “hot” topics having a direct impact on the property owner and investor. The emphasis is on problem areas where the unwary beginner and expert alike can be trapped. You will learn to identify dangers involving installment sales, imputed interest, exchanging, equity participation, condemnation, passive loss rules, and transactions with foreign investors.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 10/17/2024
Additional Contents : Complete, no additional material needed |
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| + U- Travel, Entertainment & Auto Rules | 15.5 | Online | $105.99 | View |
Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning opportunities identified. Creative strategies are discussed and evaluated along with traditional approaches. Taxpayers are once again looking to their tax professional for guidance and planning related to travel and entertainment expenses. The goal of this course is to understand and solve problems. Participants will learn to master the proper administration of these complex and often cumbersome provisions in a humorous and entertaining format.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objective Revision Date: 7/17/2024
Additional Contents : Complete, no additional material needed |
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| + U- Tax & Financial Planning for Retirement | 18.0 | Online | $126.99 | View |
This presentation 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. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 10/2/2024
Additional Contents : Complete, no additional material needed |
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| + U- Tax, Bankruptcy and Financial Problems | 19.0 | Online | $133.99 | View |
Test the treacherous (and shark infested) waters of tax, bankruptcy and financial problems. This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of bankruptcy, property settlements, debt cancellation, and foreclosure. Current perspectives on asset protection, repossession, and bad debts are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in §108. The tax treatment of property repossession under §1038 is explored with detail given to the calculation of gain and received property basis. Finally, eldercare and estate planning are reviewed and detailed.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date 10/2/2024
Additional Contents : Complete, no additional material needed |
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| + U-Tax Research on the Internet | 8.0 | Online | $59.99 | View |
The digital divide is upon us! There are those who are getting on the information highway and those who will be left behind. This course gives the practitioner the ability to immediately access information-rich tax Websites at tremendous savings. Emphasis will be given to the substantial speed and cost advantages of the Internet over traditional paper and CD tax “services.” If you want “instant” tax information that’s down to the wire - this is the course.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Additional Contents : Complete, no additional material needed |
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| + CPE 2.0 Ultimate Tax Pack | 765.0 | Online | $249.00 | View |
State Specific Ethics is not included. Click here for list of available ethics courses. Topics include:
By following these three easy steps you can complete your CPE in no time! Get started today, and take advantage of our 100% money back guarantee*.
The 1,2,3 Approach.
Additional Contents :
Additional Contents : Complete, no additional material needed
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| + U- Getting Cash out of your Business | 19.0 | Online | $133.99 | View |
This course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest free loans, and investment planning are investigated. Effective pay plans essential to attract, motivate, and retain key people are described and evaluated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. Equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOTs, stock options, and bonuses. The new field of professional services is probed to provide tax, financial and estate planning to the key executive.
Course Level: Overview. This program is appropriate for professionals at all organizational levels. Revision Date: 8/29/24
Click Here For Course Objectives
Additional Contents : Complete, no additional material needed |
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| + 1040 Workshop | 24.5 | Online | $173.99 | View |
Course description and objectives: Designed to make the practitioner comforta-ble with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with em-phasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities ac-companying return preparation. For example, the analysis of gross income is dis-cussed together with income splitting techniques; property transactions are ex-amined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas. Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provid-ed. Course Level: Overview. This program is appropriate for professionals at all or-ganizational levels. Field of Study: Taxes Prerequisite: General understanding of federal income taxation. Advanced Preparation: None Passing Percentage: 70%
Revision Date 1/5/25
Click Here For Courses Objectives
Additional Contents : Complete, no additional material needed |
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| + 2024 Tax Code Update from Tax Cuts and Jobs Act Provisions | 30.0 | Online | $210.99 | View |
Introduction The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2021 that will provide a thorough review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for the 2021 tax yar. Part 1 of this course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections. It will identify which sections changed for 2018 and which were updated for 2021. Each provision will reference a more detailed description of the provision in Part 2 of this course. The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018 and identify the effective date that the provision became effective. Learning Objectives At the end of this course, students will be able to: • Review the Individual Tax Reform provisions and identify which sections changed for 2018 and which were updated for 2021; • Review the Business Tax Reform provisions and identify which sections changed for 2018 and which were updated for 2021; • Review the Exempt Organizations provisions and identify which sections changed for 2018 and which were updated for 2021; • Review the International Tax provisions and identify which sections changed for 2018 and which were updated for 2021. • Identify where to find more information about each provision in part 2 of this course; and • Identify the effective dates for all provisions in the Tax Cuts and Jobs Act. CPE Credit: 30 CPE for CPAs and EAs Level: Intermediate Instructional Method: Self-Study NASBA Field of Study: Taxes Program Prerequisites: Basic understanding of federal tax code. Advanced Preparation: None
Additional Contents : Complete, no additional material needed |
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