| Date |
Title |
Credits |
| 08-02-10 |
Traps & Pitfalls in the Estate Planning Process |
|
4 |
| 08-04-10 |
Roth Conversions A to Z |
|
3 |
| 08-05-10 |
Estate & Financial Planning for 2010 & Beyond |
|
4 |
| 08-09-10 |
Tax Issues in the HIRE Act |
|
1 |
| 08-10-10 |
Tax Consequences of the New Health Care Reform |
|
3 |
| 08-11-10 |
How to Audit 401(k) Plans |
|
5 |
| 08-12-10 |
Accounting for Income Taxes, Including SFAS 109 & FIN 48 |
|
5 |
| 08-16-10 |
Medical Planning Issues for the Next Generation |
|
2 |
| 08-18-10 |
Tax Issues in the HIRE Act |
|
1 |
| 08-19-10 |
Tax Consequences of the New Health Care Reform |
|
3 |
| 08-23-10 |
Internal Controls Documentation & Testing in Today's World |
|
6 |
| 08-24-10 |
Tax Issues in the HIRE Act |
|
1 |
| 08-25-10 |
Tax Consequences of the New Health Care Reform |
|
3 |
| 08-26-10 |
CSI for CPAs—Analyzing Actual Fraud Cases |
|
6 |
| 08-30-10 |
A Practical Guide to Trusts |
|
4 |
| 08-31-10 |
Fraud in the 21st Century: How to Detect & Prevent It |
|
6 |
| 09-08-10 |
Complete Guide to the Preparation of Form 1041 |
|
3 |
| 09-09-10 |
Mastering the Preparation of Form 1041—A Line-by-Line Approach |
|
3 |
| 09-13-10 |
Reinventing Strategic Effective Managerial-Leadership for the New Economy |
|
4 |
| 09-14-10 |
Estate & Financial Planning for 2010 & Beyond |
|
4 |
| 09-15-10 |
The Principles of Happy Cash Flow |
|
4 |
| 09-16-10 |
Basic Financial Statement Analysis: Balance Sheets, Income Statements & Cash Flow |
|
2 |
| 09-16-10 |
Redeveloping Tactical Organizational Leadership Performance in the 21st Century |
|
4 |
| 09-20-10 |
Intermediate Financial Statement Analysis: Ratios, Trends, & Comparisons |
|
2 |
| 09-20-10 |
Leveraging What You Have Right Now—Improving Internal/External Customer Care |
|
4 |
| 09-21-10 |
The Art of the Finding: Audit Findings & Reports |
|
4 |
| 09-22-10 |
Medical Planning Issues for the Next Generation |
|
2 |
| 09-23-10 |
Creating & Enhancing the Value of a Business |
|
4 |
| 09-23-10 |
Redeveloping High Performers |
|
4 |
| 09-27-10 |
An Introduction to the Yellow Book Standards |
|
3 |
| 09-27-10 |
Becoming a Legendary Leader |
|
4 |
| 09-28-10 |
Auditing for Fraud in the Government Environment |
|
4 |
| 09-29-10 |
You're at Risk: Managing Investment Risk |
|
2 |
| 09-30-10 |
Ensuring Continued Success & Long-term Sustainability |
|
3 |
| 09-30-10 |
Save Your Self-Employed Clients Thousands with Section 105 Medical Reimbursement Plans |
|
2 |
| 10-04-10 |
Traps & Pitfalls in the Estate Planning Process |
|
4 |
| 10-05-10 |
Investing Fundamentals for the Individual |
|
4 |
| 10-05-10 |
The Principles of Happy Cash Flow |
|
4 |
| 10-06-10 |
Cash versus Accrual Accounting: Confuse the Banker & Jeopardize the Loan |
|
1 |
| 10-06-10 |
How Bankers Derive Cash Flow Projections from Tax Returns & What You Can Do About It |
|
1 |
| 10-06-10 |
Save Your Self-Employed Clients Thousands with Section 105 Medical Reimbursement Plans |
|
2 |
| 10-07-10 |
The Art of the Finding: Audit Findings & Reports |
|
4 |
| 10-18-10 |
Estate & Financial Planning for 2010 & Beyond |
|
4 |
| 10-20-10 |
An Introduction to the Yellow Book Standards |
|
3 |
| 10-21-10 |
Auditing for Fraud in the Government Environment |
|
4 |
| 10-26-10 |
Scam- & Bullet-Proof Asset Protection Strategies |
|
4 |
| 10-28-10 |
Medical Planning Issues for the Next Generation |
|
2 |
| 11-01-10 |
Form 1065: How a Banker Determines Cash Flow of a Partnership/LLC & Its Owners |
|
1 |
| 11-01-10 |
Reinventing Strategic Effective Managerial-Leadership for the New Economy |
|
4 |
| 11-01-10 |
Form 1120: How a Banker Determines the Cash Flow of a Corporation & Its Owners |
|
1 |
| 11-01-10 |
Form 1120S: How a Banker Determines the Cash Flow of an S Corporation & Its Owners |
|
1 |
| 11-02-10 |
Internal Controls Documentation & Testing in Today's World |
|
6 |
| 11-02-10 |
Negotiating & Structuring Business Deals |
|
4 |
| 11-03-10 |
The Six Cs of Credit: How a Banker Decides If You Get a Loan |
|
1 |
| 11-03-10 |
Estate & Financial Planning for 2010 & Beyond |
|
4 |
| 11-04-10 |
Redeveloping Tactical Organizational Leadership Performance in the 21st Century |
|
4 |
| 11-08-10 |
Leveraging What You Have Right Now—Improving Internal/External Customer Care |
|
4 |
| 11-08-10 |
The Art of the Finding: Audit Findings & Reports |
|
4 |
| 11-09-10 |
The Principles of Happy Cash Flow |
|
4 |
| 11-10-10 |
CSI for CPAs—Analyzing Actual Fraud Cases |
|
6 |
| 11-11-10 |
Redeveloping High Performers |
|
4 |
| 11-11-10 |
Save Your Self-Employed Clients Thousands with Section 105 Medical Reimbursement Plans |
|
2 |
| 11-15-10 |
Becoming a Legendary Leader |
|
4 |
| 11-16-10 |
Complete Guide to the Preparation of Form 1041 |
|
3 |
| 11-17-10 |
From Compilation Letters to Comfort Letters:What Should & Should Not Be Stated in a Loan Application |
|
1 |
| 11-17-10 |
Mastering the Preparation of Form 1041—A Line-by-Line Approach |
|
3 |
| 11-18-10 |
Financial Statements Are a Foreign Language: Translate “Meaningless” Numbers into Plain Language |
|
1 |
| 11-18-10 |
Ensuring Continued Success & Long-term Sustainability |
|
3 |
| 11-22-10 |
Banker’s Insider Secrets: How They Write up the Loan & How You Can Help |
|
1 |
| 11-22-10 |
An Introduction to the Yellow Book Standards |
|
3 |
| 11-23-10 |
How to Formulate a Disaster Recovery Plan Specific To Your Business |
|
1 |
| 11-23-10 |
Auditing for Fraud in the Government Environment |
|
4 |
| 11-29-10 |
Essential Tax & Non-Tax Issues to Consider in the Sale of a Business |
|
2 |
| 11-30-10 |
CSI for CPAs—Analyzing Actual Fraud Cases |
|
6 |
| 12-01-10 |
The Principles of Happy Cash Flow |
|
4 |
| 12-02-10 |
Estate & Financial Planning for 2010 & Beyond |
|
4 |
| 12-02-10 |
The Art of the Finding: Audit Findings & Reports |
|
4 |
| 12-06-10 |
Individual Tax Update Session 1 |
|
4 |
| 12-06-10 |
Save Your Self-Employed Clients Thousands with Section 105 Medical Reimbursement Plans |
|
2 |
| 12-06-10 |
Individual Tax Update Session 2 |
|
4 |
| 12-07-10 |
Business Tax Update Session 1 |
|
4 |
| 12-07-10 |
Business Tax Update Session 2 |
|
4 |
| 12-08-10 |
Individual Tax Update Session 2 |
|
4 |
| 12-08-10 |
Traps & Pitfalls in the Estate Planning Process |
|
4 |
| 12-09-10 |
Business Tax Update Session 1 |
|
4 |
| 12-09-10 |
Start-up & Early Stage Companies |
|
4 |
| 12-10-10 |
Business Tax Update Session 2 |
|
4 |
| 12-10-10 |
Scam- & Bullet-Proof Asset Protection Strategies |
|
4 |
| 12-13-10 |
Federal & California Tax Update: Day 1, Session 1 |
|
4 |
| 12-13-10 |
Individual Tax Update Session 1 |
|
4 |
| 12-13-10 |
The Building Blocks of Fringe Benefits |
|
4 |
| 12-13-10 |
Federal & California Tax Update: Day 1, Session 2 |
|
4 |
| 12-14-10 |
Federal & California Tax Update: Day 2, Session 1 |
|
4 |
| 12-14-10 |
Individual Tax Update Session 2 |
|
4 |
| 12-14-10 |
Federal & California Tax Update: Day 2, Session 2 |
|
4 |
| 12-15-10 |
Federal & California Tax Update: Day 1, Session 2 |
|
4 |
| 12-15-10 |
Business Tax Update Session 1 |
|
4 |
| 12-16-10 |
Federal & California Tax Update: Day 2, Session 1 |
|
4 |
| 12-16-10 |
Business Tax Update Session 2 |
|
4 |
| 12-16-10 |
Special Planning Issues for Generation X & Y |
|
2 |
| 12-17-10 |
Federal & California Tax Update: Day 2, Session 2 |
|
4 |
| 12-20-10 |
Federal & California Tax Update: Day 1, Session 1 |
|
4 |
| 12-20-10 |
Basic Financial Statement Analysis: Balance Sheets, Income Statements & Cash Flow |
|
2 |
| 12-21-10 |
Federal & California Tax Update: Day 1, Session 2 |
|
4 |
| 12-21-10 |
Intermediate Financial Statement Analysis: Ratios, Trends, & Comparisons |
|
2 |
| 12-21-10 |
An Introduction to the Yellow Book Standards |
|
3 |
| 12-22-10 |
Federal & California Tax Update: Day 2, Session 1 |
|
4 |
| 12-22-10 |
Auditing for Fraud in the Government Environment |
|
4 |
| 12-23-10 |
Federal & California Tax Update: Day 2, Session 2 |
|
4 |
| 12-27-10 |
Federal & California Tax Update: Day 1, Session 1 |
|
4 |
| 12-27-10 |
How Bankers Derive Cash Flow Projections from Tax Returns & What You Can Do About It |
|
1 |
| 12-27-10 |
Estate & Financial Planning for 2010 & Beyond |
|
4 |
| 12-27-10 |
Individual Tax Update Session 1 |
|
4 |
| 12-28-10 |
Federal & California Tax Update: Day 1, Session 2 |
|
4 |
| 12-28-10 |
Individual Tax Update Session 2 |
|
4 |
| 12-28-10 |
Cash versus Accrual Accounting: Confuse the Banker & Jeopardize the Loan |
|
1 |
| 12-29-10 |
Federal & California Tax Update: Day 2, Session 1 |
|
4 |
| 12-29-10 |
Business Tax Update Session 1 |
|
4 |
| 12-29-10 |
Financial Statements Are a Foreign Language: Translate “Meaningless” Numbers into Plain Language |
|
1 |
| 12-30-10 |
Federal & California Tax Update: Day 2, Session 2 |
|
4 |
| 12-30-10 |
Business Tax Update Session 2 |
|
4 |
| 12-30-10 |
Medical Planning Issues for the Next Generation |
|
2 |
| 01-03-11 |
Individual Tax Update Session 1 |
|
4 |
| 01-03-11 |
Federal & California Tax Update: Day 1, Session 1 |
|
4 |
| 01-03-11 |
Individual Tax Update Session 2 |
|
4 |
| 01-03-11 |
Federal & California Tax Update: Day 1, Session 2 |
|
4 |
| 01-04-11 |
Business Tax Update Session 1 |
|
4 |
| 01-04-11 |
Federal & California Tax Update: Day 2, Session 1 |
|
4 |
| 01-04-11 |
Business Tax Update Session 2 |
|
4 |
| 01-04-11 |
Federal & California Tax Update: Day 2, Session 2 |
|
4 |
| 01-05-11 |
Individual Tax Update Session 2 |
|
4 |
| 01-05-11 |
Federal & California Tax Update: Day 1, Session 2 |
|
4 |
| 01-06-11 |
Business Tax Update Session 1 |
|
4 |
| 01-06-11 |
Federal & California Tax Update: Day 2, Session 1 |
|
4 |
| 01-07-11 |
Business Tax Update Session 2 |
|
4 |
| 01-07-11 |
Federal & California Tax Update: Day 2, Session 2 |
|
4 |
| 01-10-11 |
Federal & California Tax Update: Day 1, Session 1 |
|
4 |
| 01-11-11 |
Federal & California Tax Update: Day 1, Session 2 |
|
4 |
| 01-12-11 |
Federal & California Tax Update: Day 2, Session 1 |
|
4 |
| 01-13-11 |
Federal & California Tax Update: Day 2, Session 2 |
|
4 |
| 01-17-11 |
Federal & California Tax Update: Day 1, Session 1 |
|
4 |
| 01-17-11 |
Individual Tax Update Session 1 |
|
4 |
| 01-18-11 |
Federal & California Tax Update: Day 1, Session 2 |
|
4 |
| 01-18-11 |
Individual Tax Update Session 2 |
|
4 |
| 01-19-11 |
Federal & California Tax Update: Day 2, Session 1 |
|
4 |
| 01-19-11 |
Business Tax Update Session 1 |
|
4 |
| 01-20-11 |
Federal & California Tax Update: Day 2, Session 2 |
|
4 |
| 01-20-11 |
Business Tax Update Session 2 |
|
4 |
| 01-24-11 |
Federal & California Tax Update: Day 1, Session 1 |
|
4 |
| 01-25-11 |
Federal & California Tax Update: Day 1, Session 2 |
|
4 |
| 01-26-11 |
Federal & California Tax Update: Day 2, Session 1 |
|
4 |
| 01-27-11 |
Federal & California Tax Update: Day 2, Session 2 |
|
4 |
