Downloads

  • Ethics Principles and Conduct for CPAs

    This course is designed to meet the 4 hour Ethics CPE requirement for licensees of states with no state specific CPE requirement. It provides an overview of ethics and a discussion of  the purpose of the Code of Ethics. Principles, rules and interpretations of the AICPA Code of Ethics are also examined. Course No. EPC04 Format: Online pdf (105 […]

  • Section 199A Pass-Through Business Deduction

    Overview of TCJA Section 199A Pass-Through Business Deduction. Format: Online pdf (46 pages). Printed book available. Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview CPE Credit: 2 hrs. Field of Study: Taxes: Technical Course expiration:  You have one year from date of purchase to complete the course. Course Revision Date: February 2023  

  • Tax Cuts & Jobs Act Review: Individual Tax Reform

    This course provides a thorough review of the Tax Cuts and Jobs section on Individual Tax Reform. Format: Online pdf (161 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Intermediate CPE Credit: 8 hrs. Field of Study: Taxes/Technical Course expiration:  You have one year from date […]

  • Tax Cuts & Jobs Act Review: International Tax Provisions

    This course provides a thorough review of the Tax Cuts and Jobs section on International Tax Reform. Course No. C005 Format: Online pdf (145 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview CPE Credit: 8 hrs. Field of Study: Taxes Course expiration:  You have one year from […]

  • Tax Cuts & Jobs Act Review: Business Tax Reform

    This course provides a thorough review of the Tax Cuts and Jobs section on Business Tax Reform. Format: Online pdf (237 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Intermediate CPE Credit: 13 hrs. Field of Study: Taxes/Technical Course expiration:  You have one year from date […]

  • Tax Cuts & Jobs Act Review: Exempt Organizations

    This course provides a thorough review of the Tax Cuts and Jobs section on Exempt Organizations. Price: $18 Format: Online pdf (44 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Intermediate CPE Credit: 1 hr. Field of Study: Taxes Course expiration:  You have one year from date […]

  • Tax Cuts & Jobs Act: A Complete Review

    This course provides a thorough review of the Tax Cuts and Jobs Act Bill’s four primary sections: Individual Tax Reform, Business Tax Reform, Exempt Organizations, and International Provisions. Price: $129 Format: Online pdf (538 pages). Printed book available. Prerequisites: General understanding of federal income taxation Advance Preparation:None Level: Overview CPE Credit: 30 hrs. Field of Study: Taxes […]

  • Matching Investments to Tax Saving Techniques

    Taxes aren’t taxes – they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. The tax professional is in a special […]

  • Assets, Income and Cash

    This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns.