Self-Study Course Offerings

To purchase, add the items to your cart, or for questions, please call 800-805-6628 or Fax 781-272-9258,
or by email: self-study@nti-inc.com.

Taxation

Category: Taxes
Prerequisite and Advanced Preparation: None
Format: Manual with exam
CPE: 8 – 40 CPEs as noted
Level: Basic unless otherwise noted

40 HOUR MEGA COURSE!
Complete Guide to Estate and Gift Taxation
Danny C. Santucci, JD
Objective: To understand various tax issues related to estate and gift taxation, both pre- and post-mortem.
This exceptional course encompasses all aspects of pre- and post-estate and gift taxation, including: • General overview of estate and gift taxation • Estate administration • Manner of holding title • Forms 706 and 709 filing requirements • Computing the federal estate and gift tax • Gross estate exclusions and deductions • Charitable gifting and valuation • Review of family limited partnerships, life insurance, installment notes • Post-mortem administration elections, and more.

Add to Cart: Item 101: 24 CPEs $199 or Item 101A: 40 CPEs $289

Tax Guide to Compensation
Retirement Plans, Autos, Fringe Benefits, and Selected Payroll Issues
Danny C. Santucci, JD
Objective: To identify the various types of compensation arrangements including fringe benefits,
retirement plans, and others.
This course reviews law and planning opportunities for structuring executive compensation and related retirement plans and fringe benefits, including: • Using non-qualified deferred corporate plans • The basics of retirement plans — SIMPLE plans, money purchase for pension plans, and stock bonus plans • Operating 401(k) plans • ERISA issues and reporting • Fringe benefits substantiation and documentation requirements • Medical savings accounts, self-insured plans, disability insurance, and life insurance • COBRA requirements, and more.

Add to Cart: Item 12: 24 CPEs $199

Asset Protection Strategies for Accountants
Danny C. Santucci, JD
Objective: To identify numerous asset protection techniques available to businesses and individuals.
We live in a litigious environment where asset protection is essential in tax, financial, and estate planning. Topics include: • Why the need for asset protection? • What type of entity works best for protection? • Review of types of creditors, priority claims, etc. • Marital agreements, family transfers, use of multiple entities • Protecting retirement plans • Fraudulent conveyances and areas of danger, and more.

Add to Cart: Item 19: 24 CPEs $199

Tax Research Fast & Free on the Internet
Danny C. Santucci, JD
Objective: To review the tools available for tax research on the Internet.
Get instant tax information FREE! This course provides the practitioner with the tools to immediately access the information-rich tax web sites at tremendous savings and speed over traditional paper and CD-ROM tax services such as: • Tax law library sites • State forms and publications • Auto values and leasing tables • Pending legislation • Tax calculators • Live chat tax locations • Newsletters, and more.

Add to Cart: Item 9: 16 CPEs $149

Choice of Entity
Danny C. Santucci, JD
Objective: To review the various types of entities that can be used for businesses.
This comprehensive course describes, compares, and contrasts the advantages and disadvantages of using sole proprietorships, partnerships, LLCs, C and S corporations in the formation and operation of a business. Emphasis is given to maximizing the tax benefits of each business format with consideration given to the impact of each type of entity on fringe benefits, retirement plan alternatives, and other forms of deferred compensation.

Add to Cart: Item 511: 24 CPEs $199

Family Tax Planning
Danny C. Santucci, JD
Objective: To review tax planning opportunities for families and their businesses.
This course discusses the tax ramifications of the family united and apart, including: • Transferring the family home to family members • Planning for college • Gifting to the next generation • Compensating working family members • Protecting the family business against the new in-law • Divorce-peculiar transactions such as allocating gain rollovers, gain exclusions, passive loss allocation, and retirement plans, and more.

Add to Cart: Item 70: 16 CPEs $149 or Item 70A: 24 CPEs $199

Critical Legal and Tax Issues for Accountants
Danny C. Santucci, JD
Objective: To identify specific legal issues and their tax ramifications.
Learn about critical legal issues with related tax ramifications, including: • Asset protection • Divorce
• Bankruptcy • Employment-related legal issues • Types of legal entities and forms of title • Insurance • Real estate legal and tax matters • Retirement plans and employee benefits • Torts and personal injuries • Wills and probate • Legal considerations of using trusts.

Add to Cart: Item 22: 24 CPEs $199

40 HOUR MEGA COURSE!
The Ultimate Guide to Retirement Planning
Danny C. Santucci, JD
Objective: To identify issues related to retirement planning.
This course is essential for participants who wish to attain comfortable retirement security for themselves and their clients, including: • Retirement income costs and needs • Review of retirement plans — SEPS, IRAs, etc. • Determining Social Security benefits • Non-qualified plans • Medicare/Medicaid planning • Distributions • Insurance vehicles • Planning for the retirement home, and much more.

Add to Cart: Item 23: 24 CPEs $199 or Item 23A: 40 CPEs $289

1040 Workshop
Danny C. Santucci, JD
Objective: To identify many "high traffic" tax issues related to Form 1040.
This course is designed for the practitioner comfortable with “high traffic” tax issues, focusing on the practical aspects of preparing the form 1040 and related forms, including: • IRAs and Keoghs • Passive activity losses, real estate and tax-free exchanges • T&E, autos and fringe benefits reporting • Domestic relations and dealing with divorce • Depreciation and amortization • Hobby losses and home office deductions, and more.

Add to Cart: Item 11: 24 CPEs $199 or Item 11A: 40 CPEs $289

40 HOUR MEGA COURSE!
Guide to Federal Corporate and Individual Taxation
Danny C. Santucci, JD
Objective: To review a variety of tax issues related to corporate and individual taxation.
This Mega Course consists of most major individual, corporate and partnership income tax provisions. Specific focus includes: • Travel and entertainment • Fringe benefits • Passive losses • Itemized deductions and exemptions • Home office • Club dues and other deductions • Reasonable compensation • Current individual and corporate rates, and more.

Add to Cart: Item 102: 40 CPEs $289

Accounting and Auditing
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Category: Accounting and Auditing
Prerequisite and Advanced Preparation: None
Format: Manual with exam
CPE: 8 – 40 CPEs as noted
Level: Basic unless otherwise noted

BEST SELLER!
2011 FASB Review for Industry
Steven C. Fustolo, CPA, MBA
Objective:To review recent accounting changes important to accountants in industry.
This course is vital for the financial manager, controller, and CFO who needs to brush up on recent accounting pronouncements that affect financial reporting. Topics vary depending on recently issued statements and include recent FASB statements, EITF consensus opinions, Accounting Standards Updates (ASUs), current developments, hot topics, and more.
Level: Update

Add to Cart: Item 30: 16 CPEs (Accounting) $149  (2011 version available April 15, 2011)

Enron: Fraud, Deception and the Aftermath
Steven C. Fustolo, CPA, MBA
Objective: To review the issues related to Enron including how it happened, the Sarbanes-Oxley Act, and new fraud standards that evolved from Enron.
The Enron case has torn apart the accounting and auditing profession like no other development. Based on exhaustive research into Enron by the course author, this course is divided into three sections as follows: Section 1: Emphasizes the four special-purpose entities (SPEs) that brought Enron down. Section 2: Addresses the Sarbanes-Oxley Act, and its requirements for auditors; Section 3: Focuses on recent fraud statistics and an analysis of the new auditor fraud requirements in SAS No. 99.

Add to Cart: Item 514: 10 CPEs (Accounting: 5, Auditing: 5) $79

$99 PRICE BUSTER!
Current Developments — Accounting and Financial Reporting
Steven C. Fustolo, CPA, MBA
Objective: To discuss a variety of new developments related to accounting and financial reporting.
This course is prepared as a survey course, filled with numerous new developments affecting the accounting profession. Topics include: • New FASB EITF consensus opinions • Recent SEC developments affecting pensions And stock options • Confusing disclosures • Pending changes, and more. Level: Update

Add to Cart: Item 6: 16 CPEs  (Accounting) $149 (2011 version available April 15, 2011)

Practice Issues - Compilation and Review Update
Steven C. Fustolo, CPA, MBA
Objective: To review selected practice issues important in compilation and review engagements.
This course consists of an accumulation of practice issues relating to compilation and review engagements that have been addressed in peer reviews, compilation and review alerts, and practice bulletins, including: • Dramatic changes of SSARS No. 19 and 20 • Review of recently issued SSARSs and interpretations • Responsibility for fraud, going concern in compilation and review engagements • Dealing with representation letters and engagement letters • Personal financial statements • Using OCBOA * Legends on financial statements, and more.

Add to Cart: Item 31: 20 CPEs (Auditing) $169 (2011 version available April 15, 2011)

$99 PRICE BUSTER!
Everything You Never Wanted to Know About GAAP
Steven C. Fustolo, CPA, MBA
Objective: To review a variety of practice issues related to disclosures and financial reporting.
The majority of this course is presented in an easy-to-use, question-and-answer format dealing with unusual reporting and disclosure issues such as: how do you disclose life insurance, leases, catastrophes, agreements not to compete, etc. Includes a full section devoted to income tax basis and selected FASB financial statements.

Add to Cart: Item 33: 16 (Accounting) CPEs $99

$99 PRICE BUSTER!
Auditing Developments
Steven C. Fustolo, CPA, MBA
Objective: To review a variety of auditing developments affecting the profession.
This course will bring you up to date with the latest auditing developments including: • Issues addressed in the AICPA’s Audit Risk Alert • unusual reporting issues, and other auditing issues.
Level: Update

Add to Cart: Item 20: 16 CPEs  (Auditing) $149 (2011 version available April 15, 2011)

BEST SELLER!
2011 FASB, SSARS and SAS Update and Review
Steven C. Fustolo, CPA, MBA
Objective: To review recent accounting, auditing and compilation and review changes.
Author Steven Fustolo brings you up-to-date with the latest changes in accounting, compilation and review, and auditing developments. Topics vary depending on recently issued statements and include: • Newly issued FASB statements • Accounting Standards Updates (ASUs), Changes to compilation and review including newly issued SSARS No. 19, new auditing standards, Current financial reporting changes including the move toward international standards, Hot topics, and more.
Level: Update
Add to Cart: Item 29A: 24 CPEs (Accounting: 12, Auditing: 12) $199 (2011 version available April 15, 2011)

$99 PRICE BUSTER!
Understanding the Consolidation of Variable Interest Entity Rules
Steven C. Fustolo CPA, MBA
Objective: To review the complexities of the new consolidation rules related to off-balance sheet (variable interest) entities.
This course is the leading authority in understanding the new highly complex consolidation rules for off-balance sheet entities [variable interest entities] found in FASB Interpretation No. 46R, as amended by newly issued FASB No. 167 (ASC 810). Topics include: • Key changes made by FASB No. 167 (ASC 810) • Determining whether an entity is a VIE • Define types of variable interests • Who is the primary beneficiary that consolidates a VIE • Off-balance-sheet real estate entities • How to implement the new rules, and more.

Add to Cart: Item 77: 12 CPEs  (Accounting) $99 (2011 version available April 15, 2011)

 

*Certain states limit the number of hours within the "Advisory Services" category. Please check with your state licensing board.

To purchase or for questions, please call 800-805-6628 or Fax 781-272-9258, or by email: self-study@nti-inc.com.