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.

Click here to see at which sites the following courses are offered

Indicates course is CFP Board Accepted.

(please click on course titles to see descriptions and other pertinent information)
2-Day Federal & California Tax Update, Day 1 (8 Taxes)
2-Day Federal & California Tax Update, Day 2 (8 Taxes)
2010 Complete Government Auditing Update (6 Auditing (Governmental))
2010 GASB Accounting Update A to Z (6 Accounting (Governmental))
Accounting for Income Taxes, Including SFAS 109 & FIN 48 (6 Accounting)
Asset Protection Strategies (6 Taxes)
Building High-Performance Work Teams (6 Personnel/HR)
Business Tax Planning (6 Taxes)
Business Tax Update (6 Taxes)
Cash Flow Planning, Budgeting, & Sources of Financing During Difficult Economic Times (6 Finance)
Chaotics: Managing Organizational Change & Stress in a Turbulent Environment (6 Business Management & Organization)
Corporate Financial Analysis & Planning—A Case Study Approach (6 Finance)
Creating & Enhancing Value in a Company or Division (6 Finance)
Critical Issues for Industry Accountants in 2010 (6 Accounting)
Critical Performance Measures: Essential Tools for Gauging Performance (6 Accounting)
Critical Tax Topics for 2010 (6 Taxes)
Crumbling Corporations: A Study in SAS No. 59 (6 Accounting)
CSI for CPAs—Analyzing Actual Fraud Cases (6 Accounting)
Diagnostic Analytical Procedures (6 Accounting)
Eldercare Tax & Financial Planning (6 Taxes)
Estate & Financial Planning for 2010 & Beyond (6 Taxes)
Evaluating Corporate Investment Opportunities—A Case Study Workshop (6 Finance)
Everybody's Divorce Tax Crash Course (6 Taxes)
Everybody's Individual Tax Planning (6 Taxes)
Everybody's Real Estate Tax Planning Course (6 Taxes)
Family Tax Planning Issues (6 Taxes)
Financial & Accounting Decision Making in a Slowly Recovering Economy (6 Accounting)
Financial Statement Aerobics—Toning a Firm's Fiscal Physique (6 Accounting)
FLPs, LLCs, S Corps—Effective Income, Gift, & Estate Planning (6 Taxes)
Fraud in the 21st Century: How to Detect & Prevent It (6 Accounting)
GAAPs & Valleys: A Topical Accounting Expedition (6 Accounting)
How to Make Coaching & Mentoring Work (6 Business Management & Organization)
Individual Tax Update (6 Taxes)
Insurance Issues for Finance Professionals (6 Management Advisory Services)
Internal Controls Documentation & Testing in Today's World (6 Accounting)
Kiima's Famous SEC Update (6 Accounting (Governmental))
Mergers & Acquisitions—Issues, Hurdles, & Hassles in Integrating New Businesses (6 Management Advisory Services)
Negotiating & Structuring Business Deals (6 Finance)
New Technology Applications That Significantly Impact Efficiency (6 Computer Science)
Optimizing Tax Savings Through Employee Benefit Planning (6 Taxes)
Personal Financial Planning in the Wake of the Recession (6 Management Advisory Services)
Playing the Valuation Game—Tax Savings & Successful Intra-Family Transfers (6 Taxes)
Social Media in Business? What Works & What Doesn't! (6 Computer Science)
Succession Planning in the Privately Held Business (6 Taxes)
Tax Planning for Family Wealth Transfers (6 Taxes)
Tax Planning for Investors (6 Taxes)
The Basics of Estate Planning (6 Taxes)
The Complete Guide to the Preparation of Form 1041 (6 Taxes)
The Complete Trust Workshop (6 )
Traps & Pitfalls in the Estate Planning Process (6 Taxes)
World's Liveliest Accounting Update (6 Accounting)