As of December 31, 2010, CFP Board-accepted self-study courses are no longer available. If you purchased a course prior to that date, your CFP Board-accepted credits still can be reported; however, it's your responsibility to do so. Western CPE can no longer report your credits to the Board.
|
Course
|
|
CPE
Credits
|
|
Title
|
|
8102246
|
|
|
|
|
2
|
|
10 Best Ideas for Reducing Clients' Taxes
|
|
|
8112256
|
|
|
|
|
4
|
|
1041 Preparation—Line by Line
|
|
|
8112155
|
|
|
|
|
3
|
|
2010-2011 Tax Update Summary
|
|
|
8112215
|
|
|
|
|
30
|
|
2011-2012 Federal & California Tax Update
|
|
|
CAFTU11
|
|
|
|
|
|
|
2011-2012 Federal & California Tax Update - Manual Only
|
|
|
8110266
|
|
|
|
|
28
|
|
2011-2012 Federal Tax Update
|
|
|
FTU11
|
|
|
|
|
|
|
2011-2012 Federal Tax Update - Manual Only
|
|
|
8110264
|
|
|
|
|
30
|
|
2011-2012 Federal Tax Update DVD
|
|
|
8110265
|
|
|
|
|
28
|
|
2011-2012 Federal Tax Update Streaming Video
|
|
|
8112139
|
|
|
|
|
2
|
|
A Pocket Guide to Business Expense Deductions
|
|
|
3111067
|
|
|
|
|
10
|
|
A Practical Guide to Mergers, Acquisitions & Divestitures
|
|
|
8112153
|
|
|
|
|
4
|
|
A Quick Guide to Retirement Plans
|
|
|
6100152
|
|
|
|
|
20
|
|
Accounting Best Practices
|
|
|
1110367
|
|
|
|
|
6
|
|
Accounting for Earnings per Share
|
|
|
1103168
|
|
|
|
|
8
|
|
Accounting Update 2010
|
|
|
6111165
|
|
|
|
|
2
|
|
Achieving Peak Business Development with the DISC Personality Profile
|
|
|
4110560
|
|
|
|
|
2
|
|
AICPA Professional Ethics: A Practical Guide
|
|
|
8112137
|
|
|
|
|
4
|
|
American Recovery & Reinvestment Act of 2009 - Updated
|
|
|
5113220
|
|
|
|
|
4
|
|
An Auditor's Responsibility for Fraud in Government
|
|
|
8112150
|
|
|
|
|
2
|
|
An Introduction to Interest & Debt
|
|
|
1110368
|
|
|
|
|
5
|
|
Analysis of the Corporate Annual Report
|
|
|
3110312
|
|
|
|
|
14
|
|
Analyzing Cost Data for Management
|
|
|
6111131
|
|
|
|
|
6
|
|
Anatomy of a Negotiation: Reaching Agreements with Creativity & Flexibility
|
|
|
1113044
|
|
|
|
|
8
|
|
Assessing Fraud Risks: Understanding Common Fraud Schemes
|
|
|
8100271
|
|
|
|
|
24
|
|
Asset Protection Strategies
|
|
|
8112138
|
|
|
|
|
2
|
|
Asset Protection: Creative Ways to Keep What's Yours
|
|
|
2114530
|
|
|
|
|
1
|
|
Audit & Analytical Uses for Excel Filters & Tables
|
|
|
1103145
|
|
|
|
|
3
|
|
Audit Engagement Wrap-up Without Blowing the Budget
|
|
|
1103190
|
|
|
|
|
3
|
|
Audit Engagement Wrap-Up Without Blowing the Budget
|
|
|
1103136
|
|
|
|
|
3
|
|
Audit Planning for Profits in Tough Times
|
|
|
304509
|
|
|
|
|
8
|
|
Auditing 101
|
|
|
6101101
|
|
|
|
|
12
|
|
Auditing Leadership: The Professional & Leadership Skills You Need
|
|
|
1113169
|
|
|
|
|
12
|
|
Auditing Update 2011
|
|
|
8112069
|
|
|
|
|
2
|
|
Automobile Tax Rules: Useful Methods, Expenses & Deductions
|
|
|
8111146
|
|
|
|
|
3
|
|
Avoiding Boomer Bust: Effective Life Planning for American Baby Boomers
|
|
|
3101116
|
|
|
|
|
2
|
|
Bankers' Insider Secrets: How They Write up the Loan & How You Can Help
|
|
|
8112071
|
|
|
|
|
2
|
|
Basic Guide to Partnership Taxation
|
|
|
8112070
|
|
|
|
|
2
|
|
Basic Marital Tax Matters
|
|
|
7111143
|
|
|
|
|
3
|
|
Beauty & the Feast: Business Dress & Dining
|
|
|
6101105
|
|
|
|
|
6
|
|
Becoming a Legendary Leader
|
|
|
3111160
|
|
|
|
|
4
|
|
Beyond the Basics: Creating Shareholder Value Using Free Cash Flow & Economic Profit
|
|
|
6111141
|
|
|
|
|
3
|
|
Beyond the Handshake: Verbal & Nonverbal Communication in Business
|
|
|
1103164
|
|
|
|
|
4
|
|
Boom or Bust: Real Estate Accounting in a Volatile Economy
|
|
|
6111135
|
|
|
|
|
6
|
|
Branding & You
|
|
|
6111137
|
|
|
|
|
4
|
|
Branding Your Clients for Presence, Profits & Growth
|
|
|
6111136
|
|
|
|
|
6
|
|
Branding Your CPA Firm for Market Awareness & Profits
|
|
|
3111179
|
|
|
|
|
15
|
|
Budgeting: The Comprehensive Guide
|
|
|
3111180
|
|
|
|
|
5
|
|
Budgeting: The Comprehensive Guide
|
|
|
8112189
|
|
|
|
|
24
|
|
Building Your Small Business: A Tax Perspective
|
|
|
8112306
|
|
|
|
|
2
|
|
Business Tax Credits In-Depth
|
|
|
8112072
|
|
|
|
|
2
|
|
Business Travel, Meal & Entertainment Deductions
|
|
|
3101090
|
|
|
|
|
12
|
|
Business Valuation & Bankruptcy
|
|
|
8112307
|
|
|
|
|
2
|
|
C Corporation Tax Law A to Z
|
|
|
4100555
|
|
|
|
|
2
|
|
California Ethics—Regulatory Review Course
|
|
|
1103173
|
|
|
|
|
2
|
|
Cash versus Accrual Accounting: Confuse the Banker & Jeopardize the Loan
|
|
|
1113222
|
|
|
|
|
6
|
|
Challenges for the CFO/Controller in 2011-The Changing Role
|
|
|
8100274
|
|
|
|
|
25
|
|
Choice of Entity
|
|
|
8112143
|
|
|
|
|
4
|
|
Choosing the Right Business Entity
|
|
|
1113284
|
|
|
|
|
15
|
|
Closing the Books: An Accountant's Guide
|
|
|
8112142
|
|
|
|
|
3
|
|
Compensation, Retirement Plans & Fringe Benefits: A Business Owners Guide
|
|
|
6111132
|
|
|
|
|
6
|
|
Competitive Negotiation Tactics: Your Strategic Toolbox
|
|
|
3101117
|
|
|
|
|
2
|
|
Compilation & Comfort Letters: Preparing Lender-Friendly Loan Applications
|
|
|
3111096
|
|
|
|
|
24
|
|
Complete Business Math for Accountants
|
|
|
1113225
|
|
|
|
|
8
|
|
Computer Fraud & Abuse: Keeping Computer Crooks from Cooking the Books
|
|
|
1103120
|
|
|
|
|
13
|
|
Computer-Aided Fraud: Prevention & Detection
|
|
|
8100286
|
|
|
|
|
16
|
|
Concepts & Mechanics of Exchanges
|
|
|
1083010
|
|
|
|
|
24
|
|
Construction Accounting and Financial Management
|
|
|
3111109
|
|
|
|
|
18
|
|
Controller's Guide to Multinational Financial Management
|
|
|
3101089
|
|
|
|
|
12
|
|
Convergence Guidebook for Corporate Financial Reporting
|
|
|
8100268
|
|
|
|
|
25
|
|
Corporate Tax Planning
|
|
|
8112144
|
|
|
|
|
2
|
|
Corporate Tax: A Beginner's Guide
|
|
|
1113227
|
|
|
|
|
16
|
|
Cost Accounting Fundamentals: Essential Concepts and Examples
|
|
|
1110177
|
|
|
|
|
20
|
|
Cost Management: Accounting & Control
|
|
|
5103170
|
|
|
|
|
8
|
|
Cost Principles for State & Local Governments & Nonprofit Organizations
|
|
|
3101102
|
|
|
|
|
17
|
|
Cost Reduction Analysis: Tools and Strategies
|
|
|
3101120
|
|
|
|
|
6
|
|
Creating & Enhancing the Value of a Business
|
|
|
5102229
|
|
|
|
|
3
|
|
Creating a Foreign Nonprofit That Meets IRS Requirements
|
|
|
2114524
|
|
|
|
|
3
|
|
Creating Interactive Charts with Excel 2007
|
|
|
7111142
|
|
|
|
|
2
|
|
Creating Professional Image: Your Edge in the Marketplace
|
|
|
8100288
|
|
|
|
|
40
|
|
Critical Legal & Tax Issues for Accountants
|
|
|
1113223
|
|
|
|
|
6
|
|
Critical Performance Measures: Essential Tools for Gauging Success
|
|
|
6101118
|
|
|
|
|
2
|
|
Damage Control: Minimizing Business Setbacks
|
|
|
8112171
|
|
|
|
|
3
|
|
Dealing with Bankruptcy: Tax Problems & Solutions
|
|
|
8102180
|
|
|
|
|
24
|
|
Dealing with Debt & Interest
|
|
|
1113219
|
|
|
|
|
4
|
|
Deciphering Single Audit Act A-133
|
|
|
8102172
|
|
|
|
|
24
|
|
Defensive Divorce
|
|
|
8111088
|
|
|
|
|
10
|
|
Derivatives & Hedging for Accountants
|
|
|
1103176
|
|
|
|
|
2
|
|
Determining Corporate Cash Flow
|
|
|
1103135
|
|
|
|
|
3
|
|
Developing Cost-Beneficial Audit Strategies
|
|
|
8112073
|
|
|
|
|
2
|
|
Divorce Transfers & Settlements
|
|
|
6101022
|
|
|
|
|
16
|
|
Doing What Matters
|
|
|
2114542
|
|
|
|
|
5
|
|
Easily Organize, Summarize & Analyze Data with PivotTables
|
|
|
8112074
|
|
|
|
|
2
|
|
Education Tax Benefits: Credits & Deductions
|
|
|
6110173
|
|
|
|
|
15
|
|
Effective Business Writing & Communications
|
|
|
6111133
|
|
|
|
|
6
|
|
Effective Strategies for Collaborative Negotiation
|
|
|
5101113
|
|
|
|
|
5
|
|
Effectively Consulting the Nonprofit Organization
|
|
|
1103141
|
|
|
|
|
3
|
|
Efficient Documentation for Small Audits
|
|
|
5101115
|
|
|
|
|
5
|
|
Ensuring a Nonprofit's Success with Strategic Planning
|
|
|
6101104
|
|
|
|
|
4
|
|
Ensuring Continued Success & Sustainability
|
|
|
5113299
|
|
|
|
|
9
|
|
Essential Skills for the Beginning Government Auditor
|
|
|
5110333
|
|
|
|
|
16
|
|
Essentials of Accounting for Governmental and Not-for-Profit Organizations
|
|
|
1103118
|
|
|
|
|
12
|
|
Essentials of Corporate Fraud
|
|
|
8112141
|
|
|
|
|
2
|
|
Estate Planning for Business Owners
|
|
|
8110269
|
|
|
|
|
24
|
|
Estate Planning Fundamentals
|
|
|
8112151
|
|
|
|
|
2
|
|
Estate Planning: An Overview
|
|
|
8112282
|
|
|
|
|
3
|
|
Estate, Financial & Income Tax Planning for the Nontraditional Client
|
|
|
4110521
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Alaska CPAs
|
|
|
4110513
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Arizona CPAs
|
|
|
4110510
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Arkansas CPAs
|
|
|
4110554
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Colorado CPAs
|
|
|
4110502
|
|
|
|
|
2
|
|
Ethics & Professional Conduct for Colorado CPAs—CR & R
|
|
|
4110528
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Connecticut CPAs
|
|
|
4110547
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for CPAs
|
|
|
4110538
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Delaware CPAs
|
|
|
4110527
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for District of Columbia CPAs
|
|
|
4110520
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Florida CPAs
|
|
|
4110532
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Hawaii CPAs
|
|
|
4110543
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Idaho CPAs
|
|
|
4110526
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Illinois CPAs
|
|
|
4110544
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Indiana CPAs
|
|
|
4110533
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Iowa CPAs
|
|
|
4110535
|
|
|
|
|
2
|
|
Ethics & Professional Conduct for Kansas CPAs
|
|
|
4110546
|
|
|
|
|
2
|
|
Ethics & Professional Conduct for Kentucky CPAs
|
|
|
4110531
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Maine CPAs
|
|
|
4110525
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Maryland CPAs
|
|
|
4110536
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Massachusetts CPAs
|
|
|
4110506
|
|
|
|
|
2
|
|
Ethics & Professional Conduct for Michigan CPAs
|
|
|
4110518
|
|
|
|
|
8
|
|
Ethics & Professional Conduct for Minnesota CPAs
|
|
|
4110541
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Mississippi CPAs
|
|
|
4110515
|
|
|
|
|
2
|
|
Ethics & Professional Conduct for Missouri CPAs
|
|
|
4110523
|
|
|
|
|
2
|
|
Ethics & Professional Conduct for Montana CPAs
|
|
|
4110530
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Nebraska CPAs
|
|
|
4110524
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Nevada CPAs
|
|
|
4110503
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for New Hampshire CPAs
|
|
|
4110550
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for New Mexico CPAs
|
|
|
4110511
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for New York CPAs—Tax Ethics
|
|
|
4110519
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for North Carolina CPAs
|
|
|
4110545
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Oklahoma CPAs
|
|
|
4110507
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Oregon CPAs
|
|
|
4110551
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Pennsylvania CPAs
|
|
|
4110529
|
|
|
|
|
6
|
|
Ethics & Professional Conduct for Rhode Island CPAs
|
|
|
4110539
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Tennessee CPAs
|
|
|
4110512
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Vermont CPAs
|
|
|
4110505
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for Washington CPAs
|
|
|
4110552
|
|
|
|
|
4
|
|
Ethics & Professional Conduct for West Virginia CPAs
|
|
|
4110516
|
|
|
|
|
2
|
|
Ethics & Professional Responsibility for Enrolled Agents
|
|
|
4110549
|
|
|
|
|
2
|
|
Ethics & the Tax Professional
|
|
|
4110548
|
|
|
|
|
4
|
|
Ethics & the Tax Professional—Frivolous Tax Arguments & Tax Scams
|
|
|
4110501
|
|
|
|
|
4
|
|
Ethics for California CPAs
|
|
|
4110542
|
|
|
|
|
4
|
|
Ethics for Texas, 4 Hrs
|
|
|
8102231
|
|
|
|
|
6
|
|
Everybody's Real Estate Tax Planning Course
|
|
|
2104517
|
|
|
|
|
2
|
|
Excel Arrays: Powerful Tools
|
|
|
2114528
|
|
|
|
|
10
|
|
Excel Driven Dashboards
|
|
|
2074510
|
|
|
|
|
10
|
|
Excel for Auditors
|
|
|
2114527
|
|
|
|
|
4
|
|
Excel Time Value of Money Functions for CPAs
|
|
|
2114523
|
|
|
|
|
3
|
|
Excel Tools & Tips for the CPA
|
|
|
1103116
|
|
|
|
|
13
|
|
Expert Fraud Investigation: A Step-by-Step Guide
|
|
|
1103125
|
|
|
|
|
14
|
|
Fair Value Accounting Fraud: New Global Risks and Detection Techniques
|
|
|
1113114
|
|
|
|
|
10
|
|
Fair Value Accounting: An Overview
|
|
|
1103127
|
|
|
|
|
22
|
|
Fair Value Measurements: Practical Guidance and Implementation
|
|
|
8100281
|
|
|
|
|
24
|
|
Family Tax Planning
|
|
|
8112148
|
|
|
|
|
2
|
|
Family Tax Planning: Quick Tips
|
|
|
1113221
|
|
|
|
|
6
|
|
Financial & Accounting Decision Making in a Slowly Recovering Economy
|
|
|
3110193
|
|
|
|
|
20
|
|
Financial Management
|
|
|
3111091
|
|
|
|
|
20
|
|
Financial Markets: A Comprehensive Overview
|
|
|
1103174
|
|
|
|
|
2
|
|
Financial Statement Fluency: Translating the Numbers into Plain Language
|
|
|
8112140
|
|
|
|
|
3
|
|
Financial Tax Planning: A Guide to Deferring, Reducing & Eliminating Taxes
|
|
|
1113213
|
|
|
|
|
12
|
|
Fixed Asset Accounting: The Comprehensive Guide
|
|
|
8102232
|
|
|
|
|
2
|
|
Form 1065: How Bankers Determine Partnership & LLC Cash Flow
|
|
|
1103177
|
|
|
|
|
2
|
|
Form 1120S: Determining S Corporation Cash Flow
|
|
|
1103117
|
|
|
|
|
14
|
|
Fraud 101: Techniques & Strategies for Understanding Fraud
|
|
|
1113210
|
|
|
|
|
3
|
|
Fraud Audit Techniques Using Excel
|
|
|
1113043
|
|
|
|
|
16
|
|
Fraud Prevention, Detection & Audit
|
|
|
3115180
|
|
|
|
|
9
|
|
Free Cash Flow: A Powerful Decision-Making Metric
|
|
|
8100275
|
|
|
|
|
24
|
|
Fringe Benefits
|
|
|
4110553
|
|
|
|
|
2
|
|
Frivolous Tax Positions
|
|
|
1113161
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 10—Auditing Liabilities
|
|
|
1113162
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 11—Auditing Revenues
|
|
|
1113163
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 12—Auditing Payroll & Expenses
|
|
|
1103197
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 1—Understanding Audit Strategies
|
|
|
1103152
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 1—Understanding Audit Strategies
|
|
|
1103153
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 2 – Auditing Cash
|
|
|
1103198
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 2 – Auditing Cash
|
|
|
1103154
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 3 —Auditing Accounts Receivable
|
|
|
1103155
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 4—Auditing Inventories
|
|
|
1103156
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 5—Auditing Investments & Other Assets
|
|
|
1103157
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 6—Auditing Fixed Assets
|
|
|
1113158
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 7—Auditing Goodwill & Intangibles
|
|
|
1113159
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 8—Auditing AP & Accrued Expenses
|
|
|
1113160
|
|
|
|
|
3
|
|
Fundamental Audit Strategies Series No. 9—Auditing Income Taxes
|
|
|
5101114
|
|
|
|
|
5
|
|
Funding a Nonprofit in a Distressed Economy
|
|
|
1113046
|
|
|
|
|
4
|
|
Getting the Most from Your Audit Interviews
|
|
|
8112077
|
|
|
|
|
2
|
|
Getting the Most Out of Your Installment Sale
|
|
|
1103139
|
|
|
|
|
3
|
|
Going with the Flow of Audit Evidence: How Much Is Enough?
|
|
|
2114547
|
|
|
|
|
1
|
|
Google Power Search Tools for Accountants
|
|
|
5100334
|
|
|
|
|
16
|
|
Governmental Accounting Made Easy, 2nd Edition
|
|
|
8112183
|
|
|
|
|
40
|
|
Guide to Federal Corporate & Individual Taxation
|
|
|
8102245
|
|
|
|
|
2
|
|
Hot Planning Opportunities in Today’s Low Interest Rate Environment
|
|
|
8112149
|
|
|
|
|
3
|
|
How to Plan for Retirement
|
|
|
8112108
|
|
|
|
|
4
|
|
How to Structure Employee Compensation & Benefit Plans
|
|
|
1113101
|
|
|
|
|
10
|
|
IFRS in the USA: An Implementation Guide
|
|
|
1113291
|
|
|
|
|
2
|
|
IFRS In-Depth: Accounting Changes & Error Corrections
|
|
|
1113295
|
|
|
|
|
3
|
|
IFRS In-Depth: Earnings per Share
|
|
|
1113292
|
|
|
|
|
2
|
|
IFRS In-Depth: Events after the Reporting Period
|
|
|
1113293
|
|
|
|
|
4
|
|
IFRS In-Depth: Inventories
|
|
|
1113290
|
|
|
|
|
5
|
|
IFRS In-Depth: Presentation of IFRS Financial Statements
|
|
|
1113296
|
|
|
|
|
6
|
|
IFRS In-Depth: Property, Plant & Equipment
|
|
|
1113294
|
|
|
|
|
3
|
|
IFRS In-Depth: Segment Reporting
|
|
|
1103119
|
|
|
|
|
21
|
|
IFRS Primer: International GAAP Basics
|
|
|
18609
|
|
|
|
|
6
|
|
Improving Profitability Through Customer Loyalty
|
|
|
8112258
|
|
|
|
|
6
|
|
Intermediate Estate Planning: A Visualized Approach
|
|
|
1103175
|
|
|
|
|
3
|
|
Intermediate Financial Statement Analysis: Ratios, Trends, & Comparisons
|
|
|
1110369
|
|
|
|
|
9
|
|
Internal Control & Fraud Detection
|
|
|
1103137
|
|
|
|
|
3
|
|
Internal Control & Risk Assessment: Developing Profitable Audit Strategies
|
|
|
1110370
|
|
|
|
|
13
|
|
Interpreting Specialized Industry GAAP
|
|
|
1082
|
|
|
|
|
6
|
|
Introducing & Demystifying Lean Six Sigma
|
|
|
8112257
|
|
|
|
|
6
|
|
Introduction to Estate Planning
|
|
|
8100284
|
|
|
|
|
18
|
|
Introduction to Financial Tax Planning
|
|
|
3101121
|
|
|
|
|
6
|
|
Investing Fundamentals for the Individual
|
|
|
1103123
|
|
|
|
|
18
|
|
Just-In-Time Accounting: How to Decrease Costs & Increase Efficiency
|
|
|
3101123
|
|
|
|
|
6
|
|
Key Considerations for Start-Up & Early Stage Companies
|
|
|
6101068
|
|
|
|
|
7
|
|
Lean Accounting in a Lean Economy
|
|
|
8112078
|
|
|
|
|
2
|
|
Legal Analysis for Tax Issues
|
|
|
8102234
|
|
|
|
|
16
|
|
Making Tax-friendly Investments Using the Internet
|
|
|
8100272
|
|
|
|
|
20
|
|
Making the Best of Bad Situations
|
|
|
2114526
|
|
|
|
|
2
|
|
Managing Data Tables Using Excel Lookup Functions
|
|
|
1103167
|
|
|
|
|
3
|
|
Mastering The New Auditing/Compilation & Review Standards
|
|
|
8102191
|
|
|
|
|
16
|
|
Matching Investments to Tax-Saving Techniques
|
|
|
8102244
|
|
|
|
|
2
|
|
Maximizing Basis Increases with the New Modified Carryover Basis System
|
|
|
8112169
|
|
|
|
|
3
|
|
Medical, Charitable & Casualty Deductions
|
|
|
2074508
|
|
|
|
|
16
|
|
Microsoft Access 2007 Data Analysis
|
|
|
2074509
|
|
|
|
|
16
|
|
Microsoft Excel & Access Integration with Office 2007
|
|
|
2104518
|
|
|
|
|
16
|
|
Microsoft Excel 2010 Step by Step
|
|
|
2074506
|
|
|
|
|
16
|
|
Microsoft Office Access 2007 Step by Step
|
|
|
2074505
|
|
|
|
|
16
|
|
Microsoft Office Excel 2007 Step by Step
|
|
|
2074502
|
|
|
|
|
16
|
|
Microsoft Office Outlook 2007 Step by Step
|
|
|
2104521
|
|
|
|
|
16
|
|
Microsoft Outlook 2010 Step by Step
|
|
|
2104520
|
|
|
|
|
16
|
|
Microsoft Word 2010 Step by Step
|
|
|
1103189
|
|
|
|
|
3
|
|
Minimizing Audit Supervision & Review Time
|
|
|
1103144
|
|
|
|
|
3
|
|
Minimizing Audit Supervision & Review Time
|
|
|
3110191
|
|
|
|
|
12
|
|
Modern Budgeting for Profit Planning & Control
|
|
|
1103165
|
|
|
|
|
4
|
|
Modern Construction Accounting: GAAP Compliance & the Surety
|
|
|
3101122
|
|
|
|
|
6
|
|
Negotiating & Structuring Business Deals
|
|
|
1103166
|
|
|
|
|
3
|
|
New Developments in Lease Accounting
|
|
|
8112259
|
|
|
|
|
4
|
|
New Estate & Gift Laws
|
|
|
4110517
|
|
|
|
|
3
|
|
Ohio Professional Standards & Responsibilities
|
|
|
201
|
|
|
|
|
550
|
|
Online Mega Tax Library
|
|
|
201R
|
|
|
|
|
550
|
|
Online Mega Tax Library Renewal
|
|
|
1103209
|
|
|
|
|
2
|
|
Optimizing Spreadsheet Controls under SOX Section 404
|
|
|
1103188
|
|
|
|
|
3
|
|
Organization Techniques for Increasing Audit Profitability
|
|
|
1103143
|
|
|
|
|
4
|
|
Organization Techniques for Increasing Audit Profitability
|
|
|
1103148
|
|
|
|
|
3
|
|
Part 1: Current Issues Affecting Compilation & Review Engagements
|
|
|
1103193
|
|
|
|
|
3
|
|
Part 1: Current Issues Affecting Compilation & Review Engagements
|
|
|
1103194
|
|
|
|
|
3
|
|
Part 2: Compilation & Review Engagements: Applying Professional Standards
|
|
|
1103149
|
|
|
|
|
3
|
|
Part 2: Compilation & Review Engagements: Applying Professional Standards
|
|
|
1103150
|
|
|
|
|
3
|
|
Part 3: Essential Methods for Performing Compilation Engagements
|
|
|
1103195
|
|
|
|
|
3
|
|
Part 3: Essential Methods for Performing Compilation Engagements
|
|
|
1103196
|
|
|
|
|
3
|
|
Part 4: Effective & Efficient Review Engagements
|
|
|
1103151
|
|
|
|
|
3
|
|
Part 4: Effective & Efficient Review Engagements
|
|
|
8110277
|
|
|
|
|
24
|
|
Partnership Taxation: A Practical Guide
|
|
|
8112079
|
|
|
|
|
3
|
|
Passive Loss & At-Risk Rules
|
|
|
6111167
|
|
|
|
|
2
|
|
Payroll Best Practices
|
|
|
6111166
|
|
|
|
|
15
|
|
Payroll Management
|
|
|
6101110
|
|
|
|
|
8
|
|
Performance Execution
|
|
|
1103172
|
|
|
|
|
3
|
|
Piecing Together the Financial Statement Puzzle
|
|
|
2114531
|
|
|
|
|
2
|
|
PivotTables: Slice & Dice Your Data
|
|
|
1103146
|
|
|
|
|
3
|
|
Preparing Audit Reports & Internal Control Letters
|
|
|
1103191
|
|
|
|
|
3
|
|
Preparing Audit Reports & Internal Control Letters
|
|
|
1103187
|
|
|
|
|
3
|
|
Prioritizing Audit Working Papers & Correspondence
|
|
|
1103142
|
|
|
|
|
4
|
|
Prioritizing Audit Working Papers & Correspondence
|
|
|
6111108
|
|
|
|
|
13
|
|
Project Management: A Financial Perspective
|
|
|
8112080
|
|
|
|
|
2
|
|
Property Dispositions: Special Tax Rates & Provisions
|
|
|
1103126
|
|
|
|
|
12
|
|
Protecting Clients from Fraud, Incompetence & Scams
|
|
|
1103147
|
|
|
|
|
3
|
|
Putting the Rubber to the Road & Making Money on Audits
|
|
|
8112328
|
|
|
|
|
2
|
|
Quick & Easy Tax Update: Business Pension Issues
|
|
|
8112330
|
|
|
|
|
3
|
|
Quick & Easy Tax Update: Corporate Developments & Opportunities
|
|
|
8112326
|
|
|
|
|
2
|
|
Quick & Easy Tax Update: Estates, Trusts & Beneficiaries
|
|
|
8112323
|
|
|
|
|
4
|
|
Quick & Easy Tax Update: Individual & Employee Returns
|
|
|
8112324
|
|
|
|
|
2
|
|
Quick & Easy Tax Update: IRAs & Individual Retirement Issues
|
|
|
8112332
|
|
|
|
|
3
|
|
Quick & Easy Tax Update: IRS Practice & Procedure
|
|
|
8112331
|
|
|
|
|
3
|
|
Quick & Easy Tax Update: LLC & Partnership Topics
|
|
|
8112325
|
|
|
|
|
3
|
|
Quick & Easy Tax Update: Optimizing Real Estate & Investments
|
|
|
8112329
|
|
|
|
|
2
|
|
Quick & Easy Tax Update: Payroll & Self-Employment
|
|
|
8112327
|
|
|
|
|
4
|
|
Quick & Easy Tax Update: Preparing Business Returns
|
|
|
8112154
|
|
|
|
|
2
|
|
Quick Guide to S Corporation Taxation
|
|
|
2104515
|
|
|
|
|
10
|
|
QuickBooks Pro 2009
|
|
|
2104516
|
|
|
|
|
12
|
|
QuickBooks Pro 2010
|
|
|
8111048
|
|
|
|
|
10
|
|
Real Estate Financing & Investments
|
|
|
6101106
|
|
|
|
|
6
|
|
Reinventing Strategic Effective Managerial Leadership for the New Economy
|
|
|
8112247
|
|
|
|
|
2
|
|
Resolving Step-up in Basis Issues
|
|
|
1110366
|
|
|
|
|
4
|
|
Revenue Recognition: Rules & Standards
|
|
|
1103134
|
|
|
|
|
3
|
|
Saving Time & Money with Quality Control
|
|
|
8112263
|
|
|
|
|
6
|
|
Scam & Bulletproof Asset Protection Strategies
|
|
|
8112188
|
|
|
|
|
13
|
|
Schedule C from A to Z
|
|
|
1103140
|
|
|
|
|
3
|
|
Simplifying Materiality & Sampling Decisions
|
|
|
1113211
|
|
|
|
|
4
|
|
Single Audit Primer
|
|
|
1103133
|
|
|
|
|
3
|
|
Small Audits Made Easy & Profitable
|
|
|
8102228
|
|
|
|
|
1
|
|
Small Business Jobs Act of 2010
|
|
|
8102229
|
|
|
|
|
1
|
|
Small Business Jobs Act of 2010
|
|
|
6101112
|
|
|
|
|
8
|
|
Social Media Marketing
|
|
|
8100285
|
|
|
|
|
16
|
|
Special Real Estate Tax Problems
|
|
|
5113237
|
|
|
|
|
4
|
|
State & Local Governmental Accounting (GASB): The Hits from Coast to Coast Session 1
|
|
|
5113238
|
|
|
|
|
4
|
|
State & Local Governmental Accounting (GASB): The Hits from Coast to Coast Session 2
|
|
|
8112206
|
|
|
|
|
17
|
|
Stimulus, Stabilization & Recovery Update
|
|
|
6111138
|
|
|
|
|
3
|
|
Strategic Planning & Profit Acceleration for CPA Firms
|
|
|
6111139
|
|
|
|
|
3
|
|
Strategic Planning for Nonprofits
|
|
|
6111111
|
|
|
|
|
14
|
|
Strategy Management: Concepts & Tools
|
|
|
8102170
|
|
|
|
|
24
|
|
Tax & Financial Planning for Retirement
|
|
|
8112081
|
|
|
|
|
2
|
|
Tax Analysis of Investments on the Internet
|
|
|
8112290
|
|
|
|
|
3
|
|
Tax Answers for Your Real Estate Questions
|
|
|
8102211
|
|
|
|
|
12
|
|
Tax Aspects of Special Taxpayers
|
|
|
8112145
|
|
|
|
|
3
|
|
Tax Consequences of Interest & Debt
|
|
|
8102212
|
|
|
|
|
3
|
|
Tax Consequences of the New Health Care Reform Bill
|
|
|
8102210
|
|
|
|
|
1
|
|
Tax Issues in the HIRE Act
|
|
|
8112082
|
|
|
|
|
2
|
|
Tax Issues Related to Bankruptcy
|
|
|
8102173
|
|
|
|
|
24
|
|
Tax Planning for Sticky Situations
|
|
|
8112252
|
|
|
|
|
4
|
|
Tax Relief, Unemployment Insurance Reauthorization & Job Creation Act
|
|
|
8102184
|
|
|
|
|
16
|
|
Tax Research on the Internet
|
|
|
8112152
|
|
|
|
|
2
|
|
Tax Troubles: What to Do in Tough Situations
|
|
|
8112275
|
|
|
|
|
2
|
|
Taxation of Business Entities: Accumulation, Distributions & Transactions
|
|
|
8112242
|
|
|
|
|
2
|
|
Taxation of US Citizens Living & Working Abroad
|
|
|
6110192
|
|
|
|
|
25
|
|
Techniques of Financial Analysis, Modeling & Forecasting
|
|
|
8112182
|
|
|
|
|
40
|
|
The 1040 Workshop
|
|
|
14209
|
|
|
|
|
8
|
|
The 25 Top Strategic Mistakes
|
|
|
7070162
|
|
|
|
|
16
|
|
The 7 Habits of Highly Effective People
|
|
|
3111159
|
|
|
|
|
4
|
|
The Basics: Creating Shareholder Value Using Free Cash Flow & Economic Profit
|
|
|
8112262
|
|
|
|
|
4
|
|
The Building Blocks of Fringe Benefits
|
|
|
8110282
|
|
|
|
|
40
|
|
The Complete Guide to Estate & Gift Taxation
|
|
|
1113231
|
|
|
|
|
5
|
|
The Complete Guide to Fixed Asset Accounting
|
|
|
8112255
|
|
|
|
|
4
|
|
The Complete Guide to the Preparation of Form 1041
|
|
|
1113214
|
|
|
|
|
24
|
|
The Controller's Function: The Work of the Managerial Accountant
|
|
|
3101009
|
|
|
|
|
6
|
|
The Four Principles of Happy Cash Flow
|
|
|
1113226
|
|
|
|
|
4
|
|
The Growing Call for Transparency in Financial Accounting Session 1
|
|
|
1113236
|
|
|
|
|
4
|
|
The Growing Call for Transparency in Financial Accounting Session 2
|
|
|
8112146
|
|
|
|
|
2
|
|
The Importance of Entities in Estate Planning
|
|
|
6101001
|
|
|
|
|
20
|
|
The Managerial Leadership Bible
|
|
|
3111033
|
|
|
|
|
18
|
|
The New CFO Financial Leadership Manual
|
|
|
1113289
|
|
|
|
|
20
|
|
The New Controller Guidebook
|
|
|
8111013
|
|
|
|
|
16
|
|
The Overall Guide to Investing
|
|
|
1103128
|
|
|
|
|
3
|
|
The Principles of Happy Cash Flow
|
|
|
6111164
|
|
|
|
|
6
|
|
The Rainmaker's Marketing Strategies for Future Leaders
|
|
|
6111163
|
|
|
|
|
6
|
|
The Rainmaker's Strategies for Successful Individuals
|
|
|
3101119
|
|
|
|
|
2
|
|
The Six Cs of Credit: How a Banker Decides If You Get a Loan
|
|
|
8102181
|
|
|
|
|
40
|
|
The Ultimate Guide to Retirement Planning
|
|
|
5113042
|
|
|
|
|
14
|
|
The Yellow Book Interpreted
|
|
|
1113232
|
|
|
|
|
5
|
|
Time Value of Money & Its Applications
|
|
|
8112274
|
|
|
|
|
3
|
|
To Elect or Not to Elect: The Estate Tax Question
|
|
|
8111043
|
|
|
|
|
16
|
|
Too Good to Be True: Recognizing Investment Fraud before It's Too Late
|
|
|
8100276
|
|
|
|
|
24
|
|
Travel & Entertainment
|
|
|
6101103
|
|
|
|
|
16
|
|
Treasury Management: The Practitioner's Guide
|
|
|
6110176
|
|
|
|
|
14
|
|
Understanding & Managing Organizational Behavior
|
|
|
8102237
|
|
|
|
|
2
|
|
Understanding & Planning for the New 3.8% Surtax
|
|
|
1103138
|
|
|
|
|
3
|
|
Understanding Audit Assertions, Objectives & Tests
|
|
|
8112147
|
|
|
|
|
2
|
|
Understanding Estate Planning & Trusts
|
|
|
8102233
|
|
|
|
|
2
|
|
Understanding How Lenders Project Cash Flow from Tax Returns
|
|
|
1103124
|
|
|
|
|
22
|
|
Understanding IFRS Fundamentals
|
|
|
8112260
|
|
|
|
|
3
|
|
Understanding Reinstated Federal Estate & Gift Tax Laws
|
|
|
6111162
|
|
|
|
|
7
|
|
Understanding Wage & Hour Laws
|
|
|
1113230
|
|
|
|
|
5
|
|
Using Cost Accounting to Analyze Expenses & Drive Profits
|
|
|
2114522
|
|
|
|
|
3
|
|
Using Excel Decision-Making Functions
|
|
|
8102248
|
|
|
|
|
2
|
|
Using Grantor Trusts to Their Full Advantage
|
|
|
3110109
|
|
|
|
|
6
|
|
Valuations: Businesses, Securities & Real Estate
|
|
|
8112243
|
|
|
|
|
2
|
|
Voluntary Disclosure: Tax Consequences of Offshore Investments
|
|
|
8112292
|
|
|
|
|
3
|
|
Voluntary Disclosure: Tax Consequences of Offshore Investments
|
|
|
2104514
|
|
|
|
|
23
|
|
Windows 7 Step by Step
|
|
|
6101070
|
|
|
|
|
7
|
|
Working Smarter Through Cross-Functional Teams
|
|
|
1113215
|
|
|
|
|
8
|
|
World's Liveliest Accounting Update for 2011
|
|
|
1113228
|
|
|
|
|
4
|
|
World's Liveliest Accounting Update for 2011 Session 1
|
|
|
1113229
|
|
|
|
|
4
|
|
World's Liveliest Accounting Update for 2011 Session 2
|
|
|
1113216
|
|
|
|
|
3
|
|
World's Liveliest Auditing/Compilation & Review Update
|
|
|
1113218
|
|
|
|
|
3
|
|
World's Liveliest Auditing/Compilation & Review Update
|
|
This course is CA Fraud approved.
This is a QAS course.
|
| Course Formats |
|
Hard Copy |
Course is in a printed, hard copy format. |
|
Online |
Course is in pdf format for downloading from our Web site. |
 |
CD-ROM |
Course requires a computer CD player. |
 |
DVD |
Course requires a DVD player or computer media player to access video. |
|
DVD-ROM |
Course requires a computer media player. |
 |
Downloadable Files |
Course includes additional downloadable files available but not required for course completion. (Support is not provided for third-party software or files.) |
|
Audio CD |
Course requires an audio/computer CD player. |
|
OnDemand Webcast |
Course includes audio, video, & slides; in some cases, handout materials. |
 |
Extra Exam |
Extra exam in pdf format or hard copy format |
