Resort Conferences — Courses

Course content is designed to give participants a general overview of topic areas as opposed to in-depth technical information, providing material of interest to public, private, and governmental accountants and to CFP^® professionals. Interaction and discussion are encouraged in all courses.

CPE credit hours are based on AICPA/NASBA guidelines of 1-CPE-credit hour for every 50 minutes.

Indicates course is CFP Board Accepted.

(please click on course titles to see descriptions and other pertinent information)
2012 Business Tax Update (6 )
2012 Individual Tax Update (6 )
Alternatives and Strategies for Selling the Family Business (3 Taxes)
Antifraud Protocols for Financial Professionals (6 Auditing)
Beyond SWOT Analysis: Today's Effective Strategic Tools (6 Bus Mgt & Org)
Business & Personal Insurance Planning for Preserving Family Wealth (6 Taxes)
Buy-Sell Agreements and Life Insurance Issues in Succession Planning (6 Taxes)
Creative Health Care & Fringe Benefit Strategies (6 Taxes)
Critical Business Tax Issues in 2012 (6 Taxes)
Critical Individual Tax Issues in 2012 (6 Taxes)
Critical Issues for Industry Accountants in 2012 (6 Accounting)
Driving Dysfunctional Behavior from an Organization: Keys to a Healthy Company (6 Bus Mgt & Org)
Effective Uses of Trusts in Family Wealth Succession (3 Taxes)
Estate, Tax & Financial Planning for Baby Boomers (6 Taxes)
Family Business Succession Planning (3 Taxes)
Family Succession Planning: Entities & Wealth Management Techniques (6 Taxes)
Family Succession Planning: Valuation & Discount Structures (6 Taxes)
Governmental Auditing Update: AICPA, Yellow Book & Single Audits (6 Auditing (Gov’t))
How State Lines Impact Estate, Tax & Financial Planning (6 Taxes)
How to Receive College Financial Aid and Scholarships, Regardless of Family Income (6 Taxes)
Investment Choices and Management (3 Taxes)
Investment Planning in Difficult Markets: Global Concerns and the US (6 Taxes)
It Cost What? A Unique & Practical Approach to Implementing Activity-Based Costing (6 Accounting)
It's All in How You Say It: Communication Tips for the Financial Professional (6 Bus Mgt & Org)
Key Financial & Economic Issues for Finance Professionals (6 Mgt Advsry Srvcs)
Keys to Crafting & Executing a Successful Competitive Strategy (6 Bus Mgt & Org)
Kiima's Famous SEC Update for 2012 (6 Accounting)
Leadership Strategies That Have Worked for Your Peers (6 Bus Mgt & Org)
Letting the IRS Pay for College—Tax and Cash Flow Strategies (6 Taxes)
Making Sense Out of IRA Planning (3 Taxes)
Nonprofit Taxation & Governance — From A to Z (6 Taxes)
Proven Business Best Practices in a Tough Economy (6 Bus Mgt & Org)
Retirement Planning in an Unsettled Financial World (6 Taxes)
Retirement Planning in Uncertain Financial Times (6 Taxes)
Retirement Planning Strategies for Business Succession Purposes (6 Taxes)
Santucci's Fascinating 2012 Technology & Gadget Update (6 Comp Science)
Secrets to Winning at IRS Audits & Appeals (6 Taxes)
State & Local Governmental Accounting (GASB): The Hits from Coast to Coast (6 Accounting (Gov’t))
Tax & Financial Strategies for a Difficult Real Estate Market (6 )
Tax Course To Be Announced (6 )
Tax Course to be Announced (6 )
The Cash Flow Statement: Knowing the Old and Preparing for the New (6 Accounting)
The Complete Trust Workshop (6 )
The CPA's No-Nonsense Approach to Insurance Planning (6 Taxes)
The Mathematics of Wealth Transfer Planning (3 Taxes)
The Most Significant Mistakes Tax Professionals Make—and How to Avoid Them (6 Taxes)
The Opportunities & Pitfalls in Family Wealth Succession Planning (3 Taxation)
The Role of Entities & Transfer Techniques in Wealth Succession Planning (6 Taxes)
What Every Financial Professional Needs to Know About Financial Instruments (6 Accounting)
World's Liveliest Accounting Update (6 Accounting)