Self-Study Course Offerings
Taxation
Category: Taxation
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.
Item 101: 24 CPEs $199
Item 101A: 40 CPEs $289
2008 Federal Tax Update and Review
Danny C. Santucci, JD
Objective: To review numerous changes related to federal income taxation.
Be on the cutting-edge of change with our popular update course. This practical tax planning manual is designed for both public and industry accountants who need the latest, most critical tax changes including: • Major individual and business tax changes • Recent -pension and benefits changes • Recent rulings, regulations and procedures affecting 2008 • Hot tips, and much more.
Item 5: 16 CPEs $149
Item 5A: 24 CPEs $199
Controllers’/Practitioners’ Business Tax Update
Danny C. Santucci, JD
Objective: To review various tax issues peculiar to business taxation.
Learn the most important business and industry tax issues and developments, including: • Key cases and rulings and tax law changes affecting businesses • Changes in depreciation, amortization, and deductible expenses • Changes in retirement plans • New payroll and fringe benefits changes • Inflation-adjusted mileage rates and reimbursed expenses • Late-breaking changes in the tax law, and more.
Item 8: 24 CPEs $199
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.
Item 12: 24 CPEs $199
$99 PRICE BUSTER!
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.
Item 19: 16 CPEs $99
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.
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.
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.
Item 70: 16 CPEs $149
Item 70A: 24 CPEs $199
The Complete Book of Trusts
Martin M. Shenkman, JD, CPA, MBA
Objective: To understand the different types of trusts.
This book presents a detailed overview of all types of trusts, including: • Details on how to best use trusts to meet tax and financial goals, including the tax consequences of using trusts • A review of 50 different types of trusts • Including charitable remainder, credit shelter, and revocable living trusts • Setting up trusts, including provisions, trustee designations, grantor’s rights.
Item 503: 16 CPEs $149
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.
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.
Item 23: 24 CPEs $199
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.
Item 11: 24 CPEs $199
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.
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!
2008 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: • New rules on consolidation of variable interest entities • FASB 150 related to debt-equity classification • Current financial reporting developments • Accounting for goodwill and business combinations, and more. Level: Update
Item 30: 16 CPEs $149
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.
Item 514: 8 CPEs $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
Item 6: 10 CPEs $99
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: • SSARS 8 internal-use financial statements • SSARS 9 • Responsibility for fraud, internal control and growing concern in compilation and review engagements • Representation letters in review engagements • Personal financial statements • Using staff • Compiling pro forma financial information • Compiling and reviewing OCBOA statements • Legends on financial statements, and more.
Item 31: 16 CPEs $149
$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.
Item 33: 16 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
Item 20: 10 CPEs $99
The Financial Numbers Game
Detecting Creative Accounting Practices
Charles W. Mulford and Eugene E. Comiskey
Objective: To present an analysis of creative accounting procedures and practices.
This course identifies steps businesses take to misstate financial performance and to review those situations in which reported results may note what they appear to be. The course also explores the flexibility incorporated into GAAP and ways companies take exploit that flexibility. Topics include: • Examples of aggressive and fraudulent financial reports • How companies play the game • Signs of earnings manipulation • Checklists to detect accounting misdeeds • Earnings management • Revenue games • Aggressive capitalization techniques • Problems with cash flow reporting, and more.
Item 65: 16 CPEs $149
BEST SELLER!
2008 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: • New rules on consolidation of variable interest entities • FASB 150 related to debt-equity classification • Current financial reporting developments • Accounting for goodwill and business combinations • New SSARS No. 9 for compilation and review • New auditing standards including SAS No. 99 related to fraud, and more. Level: Update
Item 29A: 24 CPEs $199
$99 PRICE BUSTER!
Making Money With Special Engagements
Agreed-Upon Procedures, Forecasts, Projects and Other Special Reporting Opportunities
Steven C. Fustolo, CPA
Objective: To review the SSAEs and special reporting options available.
The Auditing Standards Board rewrote the rules for special reporting engagements by issuing SSAE No. 10. Accountants and auditors have a great opportunity to increase fees by offering new types of services. This course reviews the special engagement opportunities available to accountants, including: • Using agreed-upon procedures • Preparing forecasts and projections for closely held businesses • Reporting on elements such as sales, compliance engagements, and more.
Item 505: 8 CPEs $99
Guide to Financial Reporting and Analysis
Eugene E. Comiskey and Charles W. Mulford
Objective: To review various financial reporting and disclosure issues including techniques to simply financial reporting.
This book offers a remedy to simplifying the financial statement and disclosures presentation through use of contemporary examples used by actual companies, and how reporting and disclosure rules impact reporting practices. Chapters are dedicated to important components of the income statement, balance sheet, and cash flow statement.
Item 502: 24 CPEs $199
Item 502A: 32 CPEs $249
$99 PRICE BUSTER!
Understanding the New 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. 46. Topics include: • Determine whether and entity is a VIE • Define types of variable interests • Who is the primary beneficiary that consolidates the VIE • Off-balance-sheet real estate entities • How to implement the new rules, and more.
Item 77: 10 CPEs $99
Management, Computer, and Business*
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Category: Management or Specialized Knowledge
Prerequisite and Advanced Preparation: None
Format: Manual with exam
CPE: 16 CPEs as noted
Level: Basic unless otherwise noted
$99 PRICE BUSTER!
The Balanced Scorecard
Translating Strategy into Action
Robert S. Kaplan and David P. Norton
Objective: To address the application of the balanced scorecard.
Robert Kaplan and David Norton are considered the architects of the Balanced Scorecard, a revolutionary tool that can be used to mobilize a company’s people to achieve the company’s mission. The Balanced Scorecard can be used to channel the energies, abilities and knowledge of a company’s workforce toward achieving long-term strategic goals. The authors provide numerous examples of how executives in key industries are using this technique to guide current performance and target future performance by using measures in four categories (financial performance, customer knowledge, internal business processes, and learning and growth) to align initiatives to meet customer and shareholder objectives.
Item 305: 16 CPEs $99
*Certain state limit the number of hours within the "Advisory Services" category. Please check with your state liscensing board.
