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.

Indicates course is IRS 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)
2013 Business Tax Update (6 Taxes)
2013 Individual Tax Update (6 Taxes)
2013-2014 Family Wealth & Business Succession Planning (6 Taxes)
2013-2014 Federal Business Tax Update (8 )
2013-2014 Federal Individual Tax Update (8 Taxes)
Accounting Hot Topics: GAAP & Beyond (6 Accounting)
Accounting Update for Industry Financial Professionals (3 Accounting)
Asset Protection Trusts (3 Taxes)
Business Ownership Transitions—Buying, Selling & Exit Strategies (6 Accounting)
Business Planning Cradle to Grave: Choice of Entity & Succession Planning Issues (3 Taxes)
Business Succession Planning (3 Taxes)
Charitable Giving Techniques: Trends, Updates & Review (3 Taxes)
Compensation & Fringe Benefits (6 Taxes)
Completing Forms 706 & 709 (Optional Workshop) (2 Taxes)
Cool & Compelling Technology Applications for Financial Professionals (6 Comp Science)
Creating a Totally Accountable Workplace (6 Bus Mgt & Org)
Critical Business Tax Issues in 2013 (6 Taxes)
Critical Elder Care Issues in 2013 (6 Taxes)
Critical Individual Tax Issues in 2013 (6 Taxes)
Critical Issues for Industry Accountants in 2013 (6 Accounting)
CSI for CPAs—Solving the Tough Fraud Cases (6 Auditing)
Current Economic & Financial Conditions & Their Impact on Financial Decisions (6 Accounting)
Current IRS Audit Strategies & How to Protect Against Them (6 Taxes)
Cutting-Edge Productivity Tools for Financial Professionals (2 Comp Science)
Cyber-Security (3 )
Debt Management & Financing Options (3 )
Developing Internal Controls to Maximize Efficiency & Reduce Asset Theft (6 Auditing)
Discussion of Integrated Financial Planning (Optional Roundtable) (2 Taxes)
Domestic Asset Protection Trusts from A to Z (3 Taxes)
Enterprise Risk Management—Practical Case Studies, Tools & Systems (6 Accounting)
Entities, Valuation & Family Wealth Planning (6 Taxes)
Estate & Trust Planning Strategies in 2013 (6 Taxes)
Family Tax Planning Issues (6 Taxes)
Family Wealth & Business Succession Planning (Optional Roundtable) (3 Taxes)
Financial Analysis and Controls (3 )
Financial Analysis Case Study (2 )
Financial and Estate Planning Techniques of Charitable Giving (3 Taxes)
Governmental Auditing Update: AICPA, Yellow Book & Single Audits (6 Auditing (Gov’t))
How to Manage Priorities & Improve Productivity in an Increasingly Demanding Workplace (6 Bus Mgt & Org)
Identities for Sale: How to Protect You & Your Customers' Personal Information (6 Accounting)
Implementing the Obamacare Employer Mandate (8 )
Implementing the Obamacare Individual Mandate and Medicare Provisions (4 )
Insiders' Tips on Winning at IRS Audits & Appeals (6 Taxes)
Investment Strategies in Today's Perplexing Financial World (6 Taxes)
Investment Tax Planning (6 Taxes)
Keys to Fostering Innovation & Entrepreneurship in an Organization (6 Bus Mgt & Org)
Kiima's Famous 2013 SEC Update (6 Accounting)
Leadership Strategies for Financial Executives (3 Bus Mgt & Org)
Lean Accounting Discussion (2 Accounting)
Making Integrated Estate, Financial & Asset Protection Planning Work (3 Taxes)
Managing Millennials & Others Who Are Not Easy to Figure Out (6 Bus Mgt & Org)
Mastering the Art of Tax Planning (6 Taxes)
Packaging Succession Planning for Clients & Conference Wrap-up (3 Taxes)
Partnership Taxation & Strategies (6 Taxes)
Pass-Through Entities (FLPs, LLCs, S Corps) & Family Wealth Planning (3 Taxes)
Performance Measurement & Writing Effective Performance Appraisals (3 )
Practical Investment Strategies from the Masters (6 Finance)
Practical Valuation Insights & Strategies (6 Finance)
Proper Use of Life Insurance (3 Taxes)
Resilience: The Ultimate Leadership Skill—How to Build It in Yourself & Others (6 Bus Mgt & Org)
Retirement Distribution Planning (3 Taxes)
Review of Basic Estate & Gift Planning (6 Taxes)
Risk Management (3 )
Schedule C from A to Z (6 Taxes)
Situational Leadership—How to Adapt Your Leadership Style & Why It's Important (6 Bus Mgt & Org)
Solutions to Key Challenges Facing Financial Professionals in 2013 (6 Bus Mgt & Org)
Split Interest Trusts (3 Taxes)
State & Local Governmental Accounting (GASB): The Hits from Coast to Coast (6 Accounting (Gov’t))
Tax & Financial Planning Based on Form 1040 (6 Taxes)
Tax & Tactics in Divorce (6 Taxes)
Tax Planning: The Process & Hurdles (6 Taxes)
The Accountant's Practical Guide to Successfully Administering Estates & Trusts (6 Taxes)
The Changing Face of Health Care Management & Its Financial Consequences (2 )
The Changing Role of IT in Today's Corporations (3 Accounting)
The Essence of Integrated Estate, Financial and Asset Protection Planning (3 Taxes)
The Financial Professional's Guide to Personal & Business Insurance (6 Taxes)
The Financial Skills Trust-Successful Succession Planning (3 Taxes)
The Impact of Tax Law Changes on Owners/Shareholders (3 )
The Most Common IRS Mistakes: How to Avoid Being a Victim (6 Taxes)
The Most Significant Mistakes Tax Professionals Make & How to Avoid Them (6 Taxes)
The Practical Guide to Successfully Administering Estates & Trusts (Optional Roundtable) (3 Taxes)
Today's Economic & Financial Environments & Their Effects on Corporate Finance (3 )
Today's Taxing Real Estate World (6 Taxes)
Trusts as the Centerpiece of Wealth Planning (3 Taxes)
Truth, Lies & How to Tell the Difference: The Key to Solving Many Difficult Business Challenges (6 Accounting)
Understanding Estate Planning (6 Taxes)
Understanding Gift & Estate Taxation (6 Taxes)
Valuation, Discount Strategies & Tax Savings (3 Taxes)
Valuations-Key Concepts in Succession Planning (3 Finance)
Wealth Succession Planning Opportunities & Pitfalls (3 Taxes)
What Every Financial Professional Needs to Know about Trusts (6 Taxes)
World's Liveliest Accounting Update (6 Accounting)