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Interactive Online CPE Courses + Over 300 Live Webinars+ Over 200 Self-Study CoursesSUBJECT AREASEthicsTaxationAccounting & AuditingBusiness ManagementNon-ProfitFinancial PlanningGovernmentalCorporate Finance & More

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800.545.7601 www.CPECREDIT.com

We are proud to be your source for high-quality continuing education. With more than 19 years as an industry leader, we have been an invaluable resource to thousands of professionals nationwide. With more than 500 online interac-tive CPE courses, our goal is to provide accounting professionals the most cost-effective way to fulfill their mandatory CPE requirements.

CONVENIENCEGet started in minutes; our online courses are available to you seconds after purchasing allowing you to get those last-minute CPE credits when you need them the most.

QUALITYAll of our courses are written by nationally known authors and prepared in accordance with the AICPA standards for formal self-study, as well as the various state boards of accountancy. Our course selection is reviewed and updated on a regular basis to meet your educational needs. Please contact us if you have questions about your state CPE requirements.

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INSTANT ONLINE GRADINGAs an industry leader, we were one of the first to introduce instant online grading. When you purchase a course from www.cpecredit.com or from a member of our dedi-cated sales team, you will have instant access to your course. Once you have completed the course you can take your exams online and receive your certificate of completion instantly.

VALUEReceive your CPE Certificate with a passing score of 70% or higher. Participants scor-ing less than 70% may retake the exam at no additional cost!

CPE TRACKINGYour online account at cpecredit.com keeps a complete record of all the courses you do with us. All your records are kept on our secure servers and are accessible 24 hours a day, so you may access your records and reprint your certificates anytime. You don’t have to worry if you misplace your CPE information, because we keep track of it for you.

SHARE PACKAGES & ADD EXTRA USERSSome of our most popular items are our CPE packages. With an item such as our CPE Library, you can add additional users for a discounted price, so you can share not only your CPE but also the savings. You also have the option to purchase a bundle of hours and add users to share with. With this option you and your staff can purchase a set number of credits and use them until they are done. For more information on these features, please contact one of our CPE specialists so he/she can give you the full details.

GROUP MANAGEMENTAre you the CPE coordinator for your firm? We now offer group management of each staff member. With group management you can buy multiple licenses for courses and assign them to your staff. As a group manager you can see the progress of the members of your staff and make sure that the appropriate courses have been completed. Check-ing the progress of your staff is only a click away.

ONLINE CPE THAT FITS YOUR SCHEDULEAll of our courses are made to fit your schedule. With access 24 hours a day, you can do CPE when it is convenient for you. Most of our online courses are broken up into convenient modules allowing you to do just a part or all of a course. With our online grading you can stop a course in the middle and start where you left off.

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GOLDCPE Library

$299Course # GP2000

GOLD PACKAGE INCLUDES:12-Month Access (from date of order)

Over 300 Live WebinarsOver 50 On-Demand Videos

More Than 100 Self Study Courses

Visit cpecredit.com to order course #GP2000 or call 800-545-7601 today!

For $299, you can complete all your CPE Credit Hours for 2016 AND 2017.

CPE Library Gold is the ultimate CPE learning program. It combines the convenience of online CPE with the benefits of live webinars. This package includes a library of online CPE courses and live webinars. You will have access to the courses and webinars for one full year, so you can do as little or as many CPE hours as you like. New courses and webinars will be added throughout the year to keep you current.

TABLE OF CONTENTSOur catalog is organized by field of study and color coded so you can find what you’re looking for even quicker. A complete list of our live webinars through December 2017 is available at the back of the catalog.

Ethics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Taxation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Advisory Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Business Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Computer Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Corporate Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Personal Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Financial Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Government & Non-Profit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Specialized Knowledge & Applications . . . . . . . . . . . . . . . 46

Fraud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Live Webinars (by Date & Field of Study) . . . . . . . . . . . . . 49

State License Information . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Order Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Call Us: 800.545.7601 or Order Online at www.CPECREDIT.com

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LIVE WEBINARS: ETHICSTitle Date Course # Hours Price

Tax Professionals Ethical Duties 10/18/2016 LW1018162 4 $69.95

Ethics 11/17/2016 LW111716 2 $39.95

Tax Professional's Ethical Duties and Responsibilities 5/2/2017 LW5217 4 $69.95

Tax Professional's Ethical Duties and Responsibilities 11/14/2017 LW111417 4 $69.95

STATE REQUIRED ETHICS COURSES & SELF STUDY ETHICS COURSES

Title Course # Hours Price

AICPA Code of Professional Conduct PM2021 2 $39.95

Alaska Ethics AKE2008 4 $39.95

Alaska Ethics - An Overview for Accountants NAE2014 4 $39.95

Arizona Ethics and Professional Conduct for CPA’s PMAE01 4 $39.95

Arizona Ethics for CPA’s AZE2005 4 $39.95

Arkansas Ethics and Professional Conduct for CPA’s PM512 4 $34.95

Arkansas Ethics for CPA’s AR1000 4 $39.95

Behavioral Ethics: An Overview for All Accountants CN515 2 $39.95

California Ethics for CPA’s CA1000 4 $39.95

California Ethics Interpretations and Guidance for CPA WA002 4 $39.95

Colorado Ethics for CPA’s NCO14 4 $39.95

Connecticut Ethics for CPA’s CT2007 4 $39.95

Connecticut Ethics Overview CN526 4 $39.95

District of Columbia Ethics for CPA’s E4000 4 $39.95

District of Columbia Ethics Overview CN525 4 $39.95

Enrolled Agents Ethics EA1102 2 $39.95

Ethical Conduct for Florida CPA’s PM1000 4 $39.95

Ethics and Professional Conduct for Colorado CPA’s PMCO01 4 $39.95

Ethics for Accountants B1106 4 $39.95

Ethics Training for Texas CPA’s TX2016 4 $39.95

Ethics: An Overview for All Accountants CN510 4 $39.95

Florida Ethics for CPA’s FL1000 4 $34.95

Florida Ethics Overview CN505 4 $39.95

General Ethics for CPA’s PMGE01 4 $39.95

Georgia Ethics Overview CN502 4 $39.95


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Hawaii Ethics E2016-HI 4 $39.95

Hawaii Ethics and Interpretations for CPA’s HI2004-4 4 $39.95

Idaho ethics for CPA’s IE2010 4 $39.95

Idaho Ethics Overview CN527 4 $39.95

Illinois Ethics for CPA’s IL2004-4 4 $39.95

Illinois Ethics Overview CN535 4 $39.95

Indiana - Ethics for CPA’s PMIE01 4 $39.95

Internal revenue Manual Part 35 tax Court Litigation AA05 1 $29.95

Iowa Ethics Overview CN524 4 $39.95

Kansas Ethics for CPA’s KS1000 2 $39.95

Kansas Ethics Overview CN523 4 $39.95

Kentucky Ethics for CPA’s KY2100 4 $39.95

Madoff: A Case Study in the AICPA Code of Conduct PM2000 2 $39.95

Maine Ethics for CPA’s MA2004-4 4 $39.95

Maine Ethics Overview CN522 4 $39.95

Maryland Ethics for CPA’s E4001 4 $39.95

Maryland Ethics Overview CN521 4 $39.95

Massachusetts Ethics for CPA’s MA2007 4 $34.95

Michigan Ethics for CPA’s E2004-M 2 $39.95

Michigan Ethics: Rules and Interpretations for CPA’s E2004-MU 2 $34.99

Michigan Professional Ethics PM1004 2 $39.95

Minnesota Ethics for CPA’s MN1000 4 $39.95

Mississippi Ethics for CPA’s E2013-MS 4 $34.95

Missouri Ethics for CPA’s MO2008 4 $39.95

Missouri Ethics Overview CN528 4 $39.95

Montana Ethics for CPA’s MTE2006 2 $34.95

Montana Ethics Overview CN529 4 $39.95

Nebraska Ethics for CPA’s PE4325 4 $59.00

Nebraska Ethics Overview CN530 4 $39.95

Nevada Ethics for CPA’s NV2007 4 $39.95

Nevada Ethics Overview CN531 4 $39.95

New Hampshire Ethics Interpretations and Rules NH2004-4 4 $34.95

New Hampshire Ethics Overview CN532 4 $39.95

New Hampshire Ethics: Principles and Conduct for CPA’s E2004-NH 4 $39.95

New Mexico Ethics for CPA’s NM2100 4 $39.95

New Mexico Ethics Overview CN507 4 $39.95

New York Ethics NYE2014 4 $39.95

New York Ethics - Tax Concentration NYE2014-T 4 $39.95

North Carolina - Ethics NCE2014 4 $34.95


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North Carolina Ethics NC1000 4 $39.95

North Carolina Professional Ethics NC2016 2 $39.95

Ohio CPA’s Ethics Standards and Rules OH2005-3 3 $39.95

Ohio Ethics: Professional Standards and Responsibilities CN506 3 $39.95

Ohio Professional Ethics PM1003 3 $39.95

Oklahoma Ethics and Conduct for CPA’s WA001 4 $39.95

Oklahoma Ethics for CPA’s OK1000 4 $39.95

Oklahoma Ethics Overview CN533 4 $39.95

Oregon Ethics for CPA’s OEE2010 4 $34.95

Pennsylvania Ethics for CPA’s PA2010 4 $39.95

Pennsylvania Ethics overview CN534 4 $39.95

Professional Ethics for Illinois CPAs IL2016 4 $39.95

Professional Ethics Pennsylvania CPA’s PM1002 4 $39.95

Regulatory Ethics: An Overview for All Accountants CN514 2 $39.95

Rhode Island Ethics for CPA’s RI2010 6 $39.95

Rhode Island Ethics Overview CN503 4 $39.95

Tax return Preparer Ethical Issues PW3005 2 $39.95

Texas Ethics for CPA’s - An Overview NTE2011 4 $39.95

Texas Professional Ethics & Updates for CPA’s TX2111 4 $39.95

Vermont Ethics for CPA’s VT2010 4 $39.95

Washington - Ethics and Professional Conduct for CPA’s WE2015 4 $39.95

Washington Ethics for CPA’s - 2016 SWE2012 4 $39.95

Washington Ethics: An Overview for All Accountants 2016 CNWE01 4 $39.95

West Virginia Ethics WV1000 4 $39.95

West Virginia Ethics Overview CN504 4 $39.95

Go to CPECredit.com to view the complete course description for

your state.


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FEATURED COURSES: ETHICSEthics for Washington CPAs - 2016

This course is designed to meet the 4 hour ethics CPE requirement for Wash-ington CPAs. It covers standards of professional conduct and business practices adhered to by Washington CPAs in order to enhance their profession and maxi-mize idealism, justice and fairness when dealing with the public, clients and other members of their profession. The major differences between the AICPA code and Washington rules and the points of emphasis are highlighted and placed in a box. Important issues such as continuing enforcement issues, newly recognized enforce-ment issues, and key revisions to regulatory ethics are stressed in this course.

North Carolina EthicsAudio version of this course now included free of charge.

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning. The remainder of this course will discuss the North Carolina Professional Ethics and Conduct Rules.

Ohio Ethics, Professional Standards and Responsibilities: An Overview for All Accountants

In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct. The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. Next, we will review the core values of the CPA profession. This course will also review the Ohio Chap-ter 4701 Accountancy Board Laws and Rules. Throughout this course, you will be provided with case studies that demonstrate the application of ethical principles, values, and ethical reasoning.

Texas Professional Ethics and Updates for CPA’sThis course satisfies the Texas State Board of Accountancy four-hour ethics

course requirement for all licensees. This course deals with the effort of the Board to have CPAs taught to achieve and maintain the highest standards of ethical conduct. These deal with the areas of ethical principles and values, ethical reasoning and dilemmas. Cases covering these areas are covered. It also explains the issues, devel-opments, and problems addressed by the Texas State Board of Public Accountancy Code of Ethics and Cases dealing with Ethical Problems are included.


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LIVE WEBINARS: TAXATIONTitle Date Course # Hours Price

UBI, UBTI, and UBIT - Understanding the Unrelated Business Income Tax

10/3/2016 LW10316 2 $39.95

Tax Practice Management 10/5/2016 LW100516 4 $69.95

How the IRS Determines Income 10/10/2016 LW101016 1 $39.95

How to Negotiate an IRS Appeals Settlement 10/11/2016 LW1011162 2 $39.95

Monthly Taxation Update 10/13/2016 LW9816 2 $39.95

Tax of Self Employment Income 10/13/2016 LW1013163 2 $39.95

Avoiding Tax Practice Mistakes Part 1 10/14/2016 LW1014162 3 $54.95

Avoiding Tax Practice Mistakes Part 2 10/17/2016 LW101716 3 $54.95

Business Entities 10/20/2016 LW102016 2 $39.95

Tax Update: Barter, Income Exclusions, and More 10/21/2016 LW1021162 1 $39.95

Churches and Ministries: IRS Tax Treatment 10/24/2016 LW102416 2 $39.95

C Corporations 10/25/2016 LW1025162 4 $69.95

Depreciation 10/27/2016 LW102716 2 $39.95

How to Buy Low and Donate High 10/28/2016 LW1028162 2 $39.95

Individual Income Tax Update and Refresher 11/1/2016 LW1101163 4 $69.95

Selecting the Correct Business Entity 11/3/2016 LW1103162 4 $69.95

Abusive Tax Shelters 11/4/2016 LW114162 2 $39.95

Tax Issues for the American Living Abroad 11/8/2016 LW1108162 2 $39.95

Trusts, Estates, and Form 1041 11/9/2016 LW1109162 4 $69.95

Record Retention, Privacy, and the Freedom of Informa-tion Act

11/10/2016 LW1110162 1 $39.95

Surviving an IRS Audit 11/11/2016 LW111116 4 $69.95

Patient Protection and Affordable Care Act 11/14/2016 LW1114162 4 $69.95


Taxation of Passive Activities 11/16/2016 LW1116163 2 $39.95

How to Contest IRS Penalties and Interest and Take a Case to IRS Appeals

11/17/2016 LW1117162 2 $39.95

Internal Revenue Code Section 280: A Tax Potpourri 11/21/2016 LW112116 2 $39.95

IRS Representations 11/22/2016 LW112216 2 $39.95

Offers in Compromise & the IRS Audit Reconsideration Process 11/22/2016 LW1122162 2 $39.95

Cancellation of Debt 11/28/2016 LW112816 2 $39.95

Construction Industry Tax Issues 11/29/2016 LW112916 2 $39.95

IRS Examination Selection Process 12/1/2016 LW120116 2 $39.95

IRS Correspondence and Matching Programs 12/5/2016 LW120516 2 $39.95


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S Corporations 12/6/2016 LW120616 2 $39.95

Preparing the Form 990 12/9/2016 LW1209162 2 $39.95

Payroll Tax Planning 12/12/2016 LW1212162 2 $39.95

Business Entities 12/13/2016 LW121316 2 $39.95

Family Wealth Valuation Issues Today 12/19/2016 LW121916 2 $39.95

Tax Treaties 12/19/2016 LW1219162 2 $39.95

Partnerships: An Introduction 12/20/2016 LW1220162 4 $69.95


Reporting of Tax Credits 12/22/2016 LW1222163 2 $39.95

IRS Manual 12/23/2016 LW122316 2 $39.95

How to Defend a Client Against the IRS 12/26/2016 LW122616 2 $39.95

Tax and Immigration Issues 12/27/2016 LW122716 2 $39.95

International Tax Issues for Business 12/29/2016 LW1229162 2 $39.95

Strategic Planning for Non Profit Organizations 12/30/2016 LW123016 2 $39.95

Looking for taxation SELF-STUDY courses? See Pages 12-15

Looking for taxation ON-DEMAND videos? See Pages 16-19

TOP SELLING LIVE WEBINAR TAXATION COURSESS Corporations

In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed. The numerous advantages and disadvantages of this entity are identified to help practitioners determine whether the S corporation is most suitable for their clients. Eligible domestic corporations can avoid double taxation by electing to be treated as an S corporation under the rules of Subchap-ter S. Subchapter S provides an optional method of corporate taxation and allows small business corporations to elect unusual tax treatment. The S corporation is taxed like a partnership, but in other respects, S corporations are taxed like C corporations.


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SELF STUDY: TAXATIONTitle Course # Hours Price

1040 Workshop T6080 40 $199.95

A Guide to IFRS JS1101 2 $39.00

A Guide To Tax Resolution: Solving IRS Problems B7520 12 $79.95

Accounting Changes & Error Corrections JS1100 3 $59.00

Accounting for Derivatives JS1102 3 $49.00

Accounting For Pension & Post-Retirement Benefits JS1105 4 $59.00

Affordable Care Act - Employer Rights & Responsibilities PW2921 4 $59.00

Affordable Care Act - Individual Rights & Responsibilities PW2922 3 $27.95

Appeals Pass Through Entity Handbook IRM Section 8.19.1 AA07 1 $29.95

Asset Protection - Tax and Financial Aspects T2950 24 $139.95

Assets Income and Cash - QAS MI1001 3 $27.95

Bankruptcy Tax Issues MI1005 2 $19.95

Basic Marital Tax Matters MI1027 2 $19.95

Business Travel & Entertainment MI1009 2 $19.95

TOP SELLING SELF STUDY TAXATION COURSESChoice of Entity

Sole proprietorships are the simplest business form since they are not separate tax or legal entities but rather, extensions of the individual taxpayer that owns them. A taxpayer is a sole proprietor if self-employed and the sole owner of an unincorporated business. The business has no existence apart from the owner. Its liabilities are the owner’s personal liabilities.

Defensive DivorceThis course will teach participants how to apply, implement, and evaluate the

strategic tax aspects of marital dissolution and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies, and the family residence.

Partnership Taxation The course will examine tax issues relating to the formation and operation of

partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution.


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CFP - 1040 Workshop CFP01 16 $199.95

CFP - A Complete Guide to Investing CFP15 9 $89.95

CFP - Asset Protection Tax and Financial Aspects CFP10 12 $139.95

CFP - Assets, Income & Cash CFP11 8 $60.00

CFP - Corporate Tax Planning CFP04 8 $144.95

CFP - Defensive Divorce CFP07 12 $179.00

CFP - Estate Planning Essentials CFP03 8 $99.95

CFP - Estate Planning with Selected Issues CFP13 12 $139.95

CFP - Estate Tax Planning CFP05 4 $89.95

CFP - Getting Cash Out of Your Business CFP14 12 $139.95

CFP - Passive Losses CFP17 6 $99.95

CFP - Tax and Financial Planning for Retirement CFP08 12 $139.95

Choice of Entity MI1111 4 $34.95

Choosing the Right Business Entity T3075 25 $144.95

Complete Guide to Estate and Gift Taxation T6035 40 $199.95

Complete Guide to Investing - QAS B2960 18 $89.95

Concepts and Mechanics of Exchanges T2810 16 $99.95

Corporate Tax Planning T2870 25 $144.95

Defensive Divorce T2900 24 $179.00

Earned Income Tax Credit PW505 5 $54.95

Employment Taxes NTE1100 2 $19.95

Entities and Title MI1017 2 $19.95

EQ vs. IQ: The Secret to a CPA's Success NTE1101 2 $19.95

Essential legal Concepts with Tax Analysis T7075 40 $199.95

Estate Planning MI1024 2 $19.95

Estate Planning Essentials T1905 16 $99.95

Estate Planning with Business Issues MI2006 2 $19.95

Estate Planning with Selected Issues T1000 24 $139.95

Federal Income Tax Changes PW506 6 $59.95

FinCen 114 FBAR Internal Revenue Manual Section 4.26.16 AA04 1 $29.95

Fiscal Cliff Legislation: American Taxpayer Relief Act of 2012 T2013 3 $27.95

Foreign Currency Accounting JS1103 3 $59.00

Guide To Business Taxation T8301 24 $139.95

Guide to Dealing With Debt and Interest T3050 24 $139.95

Guide to Federal Corporate and Individual Taxation T7005 40 $199.95

Guide to Increasing Business Cash Flow T4000 24 $139.95

Guide to Travel and Entertainment Taxation T4045 24 $139.95

Healthcare Reform: The Affordable Care Act Tax Provisions PW560 6 $59.95

Installment Sales MI1023 2 $19.95


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Interest and Debt- QAS MI1032 3 $19.95

Internal Revenue Manual Section 25.1 Fraud Handbook AA06 1 $29.95

Internal Revenue Manual Summary of Part 20 Section 20.1 AA02 1 $29.95

Internal Revenue Manual Summary of Part 20 Section 20.2 AA03 1 $29.95

Internal Revenue Manual Summary of Parts 4 and 5 AA01 1 $29.95

M - American Recovery & Reinvestment Act MI1002 4 $34.95

M - S Corporations T200 3 $27.95

Making the Best of Bad Situations MI1028 2 $19.95

Making the Best of Bad Situations T8302 20 $119.95

Matching Investments to Tax Savings Techniques T8303 16 $99.95

Partnership Taxation T4080 24 $99.95

Passive Loss & At-Risk Rules MI1030 3 $27.95

Passive Losses T5005 16 $99.95

Post-Recession Strategies for Boomer Retirement N2014 3 $27.95

Penalties Worked in Appeals and Miscellaneous Penalties IRM Section 8.11 and 8.11.8

AA08 1 $29.95

Property Dispositions MI1031 2 $19.95

Retirement Planning for Expatriates CN511 3 $27.95

Retirement Planning for Expatriates to Belize CN512 3 $27.95

Retirement Plans MI1026 4 $34.95

Retirement Plans, Pensions and Annuities PW3004 4 $27.95

Selected Tax and Other Provisions of the 2010 Health care Act MI1022 2 $19.95

Skills and Attributes of Successful CFO's NTE1102 2 $19.95

Special Problems in Real Estate Taxation T5070 16 $99.95

Statement of Cash Flows: Reporting & Analysis JS1104 3 $59.00

Tax and Financial Planning for Retirement T1920 24 $139.95

Tax Planning for Families T2995 24 $139.95

Tax relief, Unemployment Ins. Reauthorization, & Job Creation Act of 2010 TA2011 4 $34.95

Tax Research on the Internet T9001 16 $69.95

Tax return Preparer Ethical Issues PW3005 2 $39.95

Tax treatment of Individual Retirements Arrangements PW3006 3 $27.95

Tax Treatment of Life Insurance Proceeds PW3007 3 $27.95

Tax Treatment of Sickness and Injury Plans PW3008 3 $27.95

Tax, Bankruptcy, and Financial Problems T3015 24 $139.95

Travel, Entertainment, & Auto Rules DS201-B 24 $179.00

Using the Internet for Tax Research T1925 16 $99.95

Using the Internet in Estate Planning T1910 24 $139.95

Visual Estate Planning T9002 16 $99.95

SELF STUDY: TAXATION (Cont’d)


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ABOUT DANNY C. SANTUCCI ATTORNEY AND COUNSELOR AT LAW

SELF STUDY TAXATION COURSES

Danny earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California.

His legal career was initiated with the business and litigation firm of Edwards, Edwards and Ashton. Later he joined the Century City entertainment firm of Bush-kin, Gaims, Gaines & Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter and Lean-ders, in Irvine, California. With increasing lecture and writing commit-ments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law and estate planning.

Danny has been an officer and active member in various organizations including the Glendale Bar Association, Century City Bar Association, 0range County and Los Angeles County Bar Associations, California State Bar Association, Toast-masters and Lions Club. He also avidly supports the American Association for the Advancement of Science. He has been admitted to practice before all California and federal courts including the United States Tax Court and the United States Supreme Court.

Serving as a lecturer for the Continuing Education of the Bar of Cali-fornia, Golden Gate University, and numerous state C.P.A. societies, Danny teaches a variety of tax, business and real estate courses. Danny is in demand all across the country as a speaker for all levels of profes-sional and civic organizations and numerous major seminar circuits.

The author of numerous texts, Danny speaks to over 2,000 people per month and travels more than 150,000 miles annually. He is listed in “Who’s Who in Creative Real Estate” and is admitted to the American Exchangor’s Hall of Fame.


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TOP SELLING ON-DEMAND TAXATION VIDEOSOn Demand - 2016 Critical Tax Update

A substantial tax development affecting millions of individuals, businesses, nonprofits, farmers, and every tax professional in the United States occurred in December 2015. For many years Congress had done nothing more than to extend prior tax provisions on an annual basis, but the Protecting Americans from Tax Hikes Act of 2015 (PROA) changes that. Now many tax provisions that were temporary have become permanent. Tax professionals and nonprofits will now be held to many new standards.

Our instructor, Stuart Sobel, does not just recite tax law; he explains it in plain English. He shares his nearly 50 years of tax wisdom gleaned from his 30 years of working for the IRS, almost 20 years in private practice, and many years of educat-ing more than 50,000 tax professionals.

On Demand - 2016 Entitlements Review and UpdateClients believe that their accountants and tax preparers are walking encyclope-

dias of knowledge. Although most tax professionals have mastered tax issues, they may be confused by some of the more challenging provisions of Social Security, Medicare, and Medicaid. This unique course was designed to provide a working knowledge of the basics, planning strategies, and recent developments in these three critical government entitlements.

This course explains provisions that were changed and provides updates of new information. It shares reference sites that will allow tax professionals to interpret the information and provide meaningful advice for their clients. It makes an excellent supplement to other coursework regarding the ACA (Affordable Care Act) that has become a challenge for tax professionals, taxpayers, and insurance companies alike.

Our instructor, Stu Sobel, has been teaching taxation for more than 49 years. He can share the knowledge he has acquired from his own work with clients and learned from his personal experience as a recipient of a U.S. government’s entitle-ment program.

We have often heard that two things are certain: death and taxes. That old adage should be rewritten to state that three things are certain: death, taxes, and entitle-ments.

On Demand - 2016 IRS Practice and Procedure UpdateWhile most practitioners stay current on developments in rulings and regu-

lations, it can be more difficult to find useful information that covers new IRS pronouncements on procedures and ethical guidelines. Relying on the IRS for assistance in 2015 is an effort in futility.

This course is here to help. Stuart Sobel, an IRS expert with 49 years of unique tax experience, will help you to stay current, reduce wasted time, and diminish stress in your tax practice.


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ON-DEMAND: TAXATION VIDEOSTitle Course # Hours Price

On Demand - 2015/2016 Agricultural Tax Update SSOD991 1 $19.95

On Demand - 2015/2016 Employment Tax Update ODSS06 1 $19.95

On Demand - 2015/2016 Federal Tax Update Ethics and Due Diligence SSOD988 2 $39.95

On Demand - 2015/2016 Federal Tax Update: Rulings and Cases SSOD987 2 $39.95

On Demand - 2015/2016 International Tax Update ODSS07 1 $19.95

On Demand - 2015/2016 IRS Collection Review and Update SSOD992 1 $19.95

On Demand - 2015/2016 Tax Litigation Review and Update SSOD989 1 $19.95

On Demand - 2016 Critical Tax Update SSOD994 2 $39.95

On Demand - 2016 Entitlements Review and Update SSOD995 2 $39.95

On Demand - 2016 IRS Practice and Procedure Update ODSS08 2 $39.95

On Demand - A Look at the IRS During Difficult Times SSOD996 1 $19.95

On Demand - Abusive Tax Shelters ODSS11 2 $39.95

On Demand - Appeals, Penalty and Interest Abatement SSOD997 1 $19.95

On Demand - Avoiding Tax Practice Mistakes Part 1 Collection and Examination

ODSS12 3 $54.95

On Demand - Avoiding Tax Practice Mistakes Part 2 - Appeals, Technical Assistance, Penalties etc.

ODSS13 3 $54.95

On Demand - Business Entities OD1128 2 $39.95

On Demand - Business Tax Update and Refresher OD1109 4 $69.95

On Demand - C Corporation Taxation: An Introduction OD1115 4 $69.95

On Demand - Cancellation of Debt ODSS14 2 $39.95

On Demand - Churches and Ministries - IRS Tax Treatment ODSS15 2 $39.95

On Demand - Construction Industry Tax Issues ODSS16 2 $39.95

On Demand - Creating a Joint Venture - Nonprofit and For Profit Entities ODSS17 2 $39.95

On Demand - Depreciation OD1107 2 $39.95

On Demand - How the IRS Detects and Computes Unreported Income ODSS34 1 $19.95

On Demand - How to Buy Low and Donate High ODSS18 2 $39.95

On Demand - How to Contest IRS Penalties and Interest and Take a Case to IRS Appeals

ODSS19 2 $39.95

On Demand - Construction Industry Tax IssuesThe depressed economy has had a devastating impact on the construction indus-

try making it imperative for tax practitioners to assist their clients to obtain all of the tax benefits that are available to them. This On Demand webcast addresses many of the most relevant tax issues applicable to the construction industry. It will cover the basics of the tax law and will provide insight into tax planning tools that can produce real benefits for clients.


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ON-DEMAND: TAXATION VIDEOS (Cont’d)On Demand - How to Create a Foreign Nonprofit Organization That Meets IRS Requirements

SSOD998 1 $19.95

On Demand - How to Defend a Client Before IRS Collection and Examination ODSS21 2 $39.95

On Demand - How to Form a Nonprofit Organization and Obtain IRS Approval

ODSS40 2 $39.95

On Demand - How to Negotiate an IRS Appeals Settlement ODSS45 2 $39.95

On Demand - Individual Income Tax Update and Refresher (July 2015) OD1004 4 $69.95

On Demand - Individual Income Tax Update and Refresher (October 2015) OD1006 4 $69.95

On Demand - Internal Revenue Manual - How to Research and Avoid Costly Mistakes

ODSS39 2 $39.95

On Demand - International Tax Issues for Businesses SSOD1000 2 $39.95

On Demand - Introduction to Trusts, Estates, and Form 1041 OD757 4 $69.95

On Demand - IRC Section 1031 - Understanding Like Kind Exchanges ODSS41 2 $39.95

On Demand - IRC Section 280: A Tax Potpourri ODSS46 2 $39.95

On Demand - IRS Correspondence Examination and Matching Program ODSS26 2 $39.95

On Demand - IRS Examination Selection Process ODSS29 2 $39.95

On Demand - IRS Representations OD1885 2 $39.95

On Demand - Is it a Business or a Hobby OD1162 2 $39.95

On Demand - Mastering the Art of Tax Planning ODSS44 2 $39.95

On Demand - Net Operating Losses ODSS28 2 $39.95

On Demand - Offers in Compromise and the IRS Audit Reconsideration Process

OD1183 2 $39.95

On Demand - Partnerships: An Introduction OD1135 4 $69.95

On Demand - Patient Protection and Affordable Care Act OD1182 4 $69.95

On Demand - Payroll Tax Planning ODSS36 2 $39.95

On Demand - Preparing IRS Form 990 ODSS25 2 $39.95

On Demand - Record Retention, Privacy, and the Freedom of Information Act OD1184 1 $19.95

On Demand - Religious Organizations: Tax Issues OD2004 3 $54.95

On Demand - S Corporation Taxation: An Introduction OD1163 4 $69.95

On Demand - S Corporations OD1130 2 $39.95

On Demand - Self Employment Tax Reduction Strategies ODSS35 2 $39.95

On Demand - Statutes of Limitations and Mitigation SSOD1001 1 $19.95

On Demand - Strategic Planning for Nonprofit Organizations ODSS42 2 $39.95

On Demand - Tax Aspects of the Triple C's ODD1185 2 $39.95

On Demand - Tax Issues for Americans Living Abroad SSOD1002 2 $39.95

On Demand - Tax Issues of Barter and Trade ODSS48 1 $19.95

On Demand - Tax Reporting of Medical Expenses, Interest Deductions, etc OD1136 4 $69.95

On Demand - Tax Treaties ODSS37 2 $39.95


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ABOUT STUART SOBELON-DEMAND TAXATION VIDEOS

Stuart “Stu” Sobel combines an in-depth knowledge of taxation and nonprofits with an ability to communicate clearly. A dynamic speaker, Stu seeks to help people understand the very complex world of taxation in every day terms.

And he’s just the person to do it — Stu has been in the industry for 48 years. He worked in examination and high level positions at the IRS for 30 years. Following that, Stu spent nine years as the producer and host of his own nationally syndicated radio program called Wise Choices: Taxes and Charity Today. He also ran his own tax and nonprofit consulting firm for 12 years (Stuart Sobel Consulting, Inc.). He has helped create over 2,500 nonprofit organizations worldwide. His expertise on the topic of nonprofit taxation has earned him the title “The Guru of Giving.”

Stu started teaching when he was at the IRS in 1969. After retiring in 1999, he expanded his teaching role while also running Stuart Sobel Consulting. Since retiring from his consulting firm, he’s focused on teaching full time. He explains real taxation situations instead of abstract ideas. He has taught at Indiana University and also provided continuing professional education to more than 40,000 CPAs, Attorneys, Enrolled Agents, and nonprofit staff members/directors. Stu’s areas of expertise include tax planning, business creation, tax-exempt filing, strategic planning, char-itable giving, employee benefits, and tax controversy. He has worked with thousands of diverse businesses and nonprofit organizations including public charities and trade associations worldwide.

On Demand - Taxation and Immigration Issues of Resident and Nonresi-dent Aliens

ODSS33 2 $39.95

On Demand - Taxation Issues Related to Cancellation of Debt OD1003 4 $69.95

On Demand - Taxation of Marriage, Divorce, and Dependents OD1125 4 $69.95

On Demand - Taxation of Various Retirement Plans OD1000 4 $69.95

On Demand - Taxation of Wages, Salaries, Tips and Other Sources of Income OD901 2 $39.95

On Demand - UBI, UBTI, UBIT - Understanding Unrelated Business Income Tax ODSS43 2 $39.95


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TOP SELLING: AUDITINGAuditing Procedures and Standards

This course covers planning, procedures, and reporting of financial audits or attests function. Means of gathering audit evidence, evaluating internal control, appraising financial statement items, and preparing audit work papers are also addressed. The practitioner is provided with a handy guide for designing audit plans. Checklists are provided to assist the auditor in developing work programs for any client environment. The practitioner is guided through the many Statements on Auditing Standards (SAS – AU) and Auditing Standards (AS) of the Public Company Accounting Oversight Board (PCAOB) and is exposed to the many types of reports pertinent to various engagements. Upon successful completion of this course, participants will be able to:• Explain the three types of audits • Identify the five components of internal control • Explain methods used to obtain an understanding of internal control • Describe the five conditions required to issue the standard unqualified audit report • Compile pro forma financial information • Report on controls at a service organization • List PACOB’s new auditing standards

Auditing Revenue Recognition This section focuses on how to perform auditing procedures for revenues. The

material includes illustrative auditing procedures and discusses the affects of assessed levels of risk of material misstatement on the design and performance of substantive procedures.Upon successful completion of this course, participants will be able to:• Understand the basic procedures for auditing revenues• Understand the affects of material misstatement on revenues auditing procedures• Learn ways to audit revenues more efficiently• Design and prepare the most efficient documentation for revenues auditing

procedures

Major Changes to Auditing StandardsThis course explains the significant changes made to auditing standards by the

Auditing Standards Board’s Clarity Project that resulted in the issuance of SAS Nos 122-129. The course is written in a format that provides an overview by allowing the reader to review, recall and identify key provisions within the new standardsUpon successful completion of this course, participants will be able to:• Recall the structure of the new ASB Clarity Project and how each new stan-

dard is segregated• Identify examples of headings that should be in the new auditor report• Identify categories of laws and regulations that are found in AU-C 250• Identify the scope of communications an auditor should make with respect to

non-compliance with laws and regulations• Identify some of the different types of deficiencies in internal control found in

a financial statement audit


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LIVE WEBINARS: AUDITINGTitle Date Course # Hours Price

Preparing and Reporting on Personal Financial State-ments

10/5/2016 LW105162 2 $39.95

Practical Application Clarified Auditing 10/6/2016 LW10616 2 $39.95

Performing Tests of Balances Part 1 10/11/2016 LW101116 2 $39.95

Monthly Accounting and Auditing Update 10/12/2016 LW101216 2 $39.95






AICPA's Financial Framework for Small and Medium-sized Entities Pt.1

11/8/2016 LW110816 2 $39.95

Performing Group Audits 11/9/2016 LW110916 2 $39.95


Performing Tests of Balances Series Part 7 12/6/2016 LW1206162 2 $39.95

Performing Tests of Balances Series Part 8 12/20/2016 LW122016 2 $39.95


Recurring Deficiencies in Compilation and Review Engagements

12/21/2016 LW1221162 2 $39.95

Preparing Audit Correspondence 12/29/2016 LW122916 2 $39.95

ABOUT CANDACE LEUCK, CPA, MPAccACCOUNTING & AUDITING

Candace Leuck is president of Athena Finance Group and a lecturer at Clemson University’s School of Accountancy and Legal Studies. She has 25 years of profes-sional experience, including 8 years in public practice, and spends much of her time working with clients on solvency issues, implementing mergers, providing valuation expertise and strategic planning. Candace is a member of the American Institute of Certified Public Accountants and the South Carolina Association of CPAs. She believes in a cooperative working relationship with clients based on solid strategy.


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SELF STUDY: AUDITINGTitle Course # Hours Price

Accounting and Auditing: Guidance and Resources CN518 1 $14.95

An Auditor's Responsibilities for Fraud in the Government Environment YB08 11 $145.00

Audit Correspondence - Practical Applications of Clarified Auditing Standards

LP20155 1 $19.95

Audit Correspondence - Practical Applications of Clarified Auditing Standards

LP20155 1 $19.95

Auditing Procedures and Standards JS6000 12 $79.95

Auditing Revenue Recognition BSTS011 1 $19.95

Audits of Group Financial Statements LP2055 1 $19.95

Audits of Special Purpose Framework Financial Statements LP20154 2 $19.95

Basic Staff Training Series: Auditing Accounts Payable - QAS BSTS008 2 $19.95

Basic Staff Training Series: Auditing Cash - QAS BSTS002 2 $19.95

Basic Staff Training Series: Auditing Fixed Assets - QAS BSTS006 2 $19.95

Basic Staff Training Series: Auditing Goodwill, Intangibles and Deferred Charges - QAS

BSTS007 2 $19.95

Basic Staff Training Series: Auditing Income Taxes - QAS BSTS009 2 $19.95

Basic Staff Training Series: Auditing Investments - QAS BSTS005 2 $19.95

Basic Staff Training Series: Auditing Notes Payable - QAS BSTS010 2 $19.95

Basic Staff Training Series: Auditing Payroll & Expenses - QAS BSTS012 2 $19.95

Basic Staff Training Series: Auditing Receivables - QAS BSTS003 2 $19.95

Basic Staff Training Series: Understanding Audit Strategies - QAS BSTS001 2 $19.95

Corporate Fraud Investigators CF001 2 $39.00

Corporate Fraud Statistics CF002 2 $39.00

Current Issues Affecting Compilation & Review Engagements (Including SSARS No. 21)

LP20152 1 $19.95

Divorce Transfers and Settlements MI1015 2 $19.95

Essential Auditing Skills YB07 10 $109.95

Fraud Audit Techniques Using Excel PM2023 1 $19.95

Getting Cash Out of Your Business MI1010 3 $27.95

Going Concern Accounting and Auditing Issues LP2056 1 $19.95

Interviewing Skills for Governmental Auditors YB01 8 $79.95

Major Changes to Auditing Standards (A1001 8 $69.95

New Revenue Recognition Rules CN500 2 $39.95

New Uniform Guidance: Cost Principles for Nonprofits and Governments YB05 7 $89.95

Performing Compilation and Preparation of Financial Statement Engagements

LP20153 1 $19.95


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Performing Review Engagements CR04 1 $19.95

Performing Tests of Balances Auditing Procedures PTBS01 10 $69.95

Practical Issues - SSARS Engagements LP20151 1 $19.95

Practice Issues: Compilation and Review Update A0301 20 $119.95

Single Audit Primer YB1111 3 $49.95

Small Audit Practice Set LP01 0 $99.00

Small Audits Made Easy and Profitable SAS17 9 $64.95

Social Engineering Fraud Schemes PM2013 1 $19.95

Spreadsheet Controls Under Sarbanes-Oxley Section 404 PM100 2 $19.95

SSARS No. 21: Statements on Standards for Accounting and Review Services

A0309 10 $69.95

The Detection and Prevention of Fraud N2003 5 $59.95

The Financial Reporting for Small and Medium Sized Entities LP02 3 $34.95

The Four Principles of Happy Cash Flow YB06 4 $59.95

GOLDCPE Library

$299Course # GP2000







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LIVE WEBINARS: ACCOUNTINGTitle Date Course # Hours Price

A New Era for Top Line Reporting: Preparing for The New Revenue Recognition Guidance

10/5/2016 LW10516 2 $39.95


Bookkeeping - Accounting and Write Up Services 10/26/2016 LW1026162 2 $39.95

Accounting and Reporting to Management on a Lean Basis

11/2/2016 LW1102162 2 $39.95

Realistic Budgeting for Nonprofit Organizations 11/7/2016 LW11716 2 $39.95

Staff Training for New In-Charge Accountants Part 1 11/15/2016 LW111516 2 $39.95

AICPA’s Financial Framework for Small and Medium-sized Entities Part 2

11/23/2016 LW112316 2 $39.95

Accounting for Property, Plant and Equipment 11/23/2016 LW1123162 2 $39.95


Compilation and Review Update 11/30/2016 LW1130162 2 $39.95

Compilation Engagements 12/7/2016 LW120716 4 $69.95

AICPA's Financial Framework for Small and Medium-sized Entities Part 3

12/13/2016 LW1213162 2 $39.95



AICPA's Financial Framework for Small 12/22/2016 LW1222162 2 $39.95

Introduction to the AICPAs Financial Framework for Small Entities

12/28/2016 LW122816 2 $39.95

Analyzing a Company's Financial Statements 12/28/2016 LW1228162 2 $39.95

TOP SELLING: ACCOUNTINGAccounting for Derivatives

A derivative is a financial instrument or other contract that derives its value from the movement of prices, interest rates, or exchange rates associated with an under-lying item. Uncertainty about the future fair value of assets and liabilities or about future cash flows exposes firms to risk. One way to manage the risk associated with fair value and cash flow fluctuations is through the use of derivatives. This course addresses the accounting and disclosure requirements related to derivative financial instruments (derivatives).

Current Issues Affecting Compilation & Review Engagements (Including SSARS #21)In November 2009, ARSC approved compilation and review standards, SSARS

No. 19, Compilation and Review Engagements. There materials address the requirements of SSARS No. 19 in AR 60, AR 80, and AR 90 and the significant changes in SSARS No. 21 recently issued by the Accounting and Review Services


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Committee of the AICPA. SSARS No. 21 is effective for periods ending on or after December 15, 2015 with early implementation permitted.

FASB, SSARS and SAS UpdateThe purpose of this course is to inform the reader of the various changes affecting

accounting, compilation and review, and auditing engagements including newly issued FASB and FASB EITF statements, new statements issued by the Auditing Standards Board, changes involving compilation and review, and more.

Statement of Cash Flows: Reporting and Analysis A statement of cash flows is required as part of a full set of financial statements.

It must be prepared in conformity with generally accepted accounting principles (GAAP). The statement is not required if the financial statements are prepared on a basis of accounting other than GAAP. The statement must be included in both annual and interim financial statements. This course discusses the requirements of ASC 230, Statement of Cash Flows (ASC 230-10-45-18 and 45-27). ASC 958-205, Not-for-Profit Entities: Presentation of Financial Statements requires the statement of cash flows for not-for-profit entities.

A Guide to IFRSInternational Financial Reporting Standards (IFRS) is the framework used by many publicly traded companies around the world today to report their financial results. With support from important constituencies, the SEC and the FASB have taken several steps toward what will be a major transition from accounting and reporting framework currently in place in the United States to IFRS. In an effort to better understand how convergence will affect financial reporting in the United States, depending on the IFRS implementation action taken by the SEC, this course examines some of the material differences that currently exist between U.S. GAAP and IFRS.


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SELF STUDY: ACCOUNTINGTitle Course # Hours Price

401k - A Basic Guide TG2002 3 $27.95

401k - ADP / ACP Testing Tg2001 2 $19.95

A Guide to IFRS JS1101 2 $39.00

Accounting and Auditing: Guidance and Resources CN518 2 $14.95

Accounting Changes & Error Corrections JS1100 3 $59.99

Accounting for Derivatives JS1102 3 $49.00

Accounting for Income Taxes B776 3 $34.95

Accounting For Pension & Post-Retirement Benefits JS1105 4 $59.00

Accounting Practitioner's: Documentation for Risk Management CN516 3 $27.95

Accounts Receivable: Best Practices for Small to Medium-sized Commercial Entities

PM511 2 $19.95

Analysis and Uses of Financial Statements B2101 20 $119.95

Balance Sheet - Equities JS1177 2 $39.95

Balance Sheet Reporting: Assets JS1175 5 $49.95

Balance Sheet Reporting: Liabilities JS1176 4 $43.95

Business Combinations and Consolidated Financial Reporting B779 6 $54.95

Choice of Entity MI1111 4 $34.95

Complete Business Math for Accountants B1101 24 $139.00

Corporate Fraud Investigators CF001 2 $39.00

Corporate Fraud Statistics CF002 2 $39.00

Cost Management - Accounting and Control B782 20 $119.95

Current Developments in Accounting and Financial Reporting FA2009 16 $19.95

Derivatives & Hedging for Accountants - QAS MW1003 10 $69.95

Employment Taxes NTE1100 2 $19.95

Enron: Fraud, Deception and the Aftermath A0308-B 10 $99.95

EQ vs. IQ: The Secret to a CPA's Success NTE1101 2 $19.95

Every Thing You Never Wanted To Know About GAAP A0307 2 $19.95

Everything You Never Wanted to Know About GAAP - Module GAAP2014-2 8 $59.95

Fair Value Accounting - QAS MW1002 8 $69.95

FASB Review A0306 16 $99.95

FASB, SSARS, and SAS update A0305 24 $109.95

Foreign Currency Accounting JS1103 3 $59.00

Going Concern Accounting and Auditing Issues LP2056 1 $19.95

Healthcare Reform: Pre-Existing Conditions, Benefit Limits, Rescission & Patient Protection Rules

PW3003 12 $79.95

IFRS and U.S. GAAP CN513 2 $19.95

IFRS in the USA - QAS MW1001 10 $69.95


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IFRS Learning Library MW1000 19 $199.00

Key Accounting Issues for Non-Profit Organization LP20150 2 $39.95

Making Money F122 12 $79.95

Making Money with Special Engagements (A0302 12 $79.95

Non-Profits: Operations and Accounting - An Overview from the Trenches (SS0112 12 $79.95

Not-for-profit Accounting: Reporting and Analysis B7770 8 $59.95

On Demand - Church Accounting OD2000 3 $27.95

On Demand - Monthly Accounting and Auditing Update (July 2015) OD1161 2 $39.95

On Demand - Monthly Accounting and Auditing Update (August 2015) OD1140 2 $39.95

On Demand - Monthly Accounting and Auditing Update (December 2015) OD999 2 $39.95

On Demand - Monthly Accounting and Auditing Update (June 2015) OD1141 2 $39.95

On Demand - Monthly Accounting and Auditing Update (October 2015) OD996 2 $39.95

On Demand - Monthly Accounting and Auditing Update (September 2015) OD1005 2 $39.95

On Demand - Monthly Accounting and Auditing Update (January 2016) OD100 2 $39.95

On Demand - Non-profit Organizations - Accounting and Reporting Part 3 OD1138 2 $39.95

On Demand - Realistic Budgeting for Nonprofit Organizations ODSS32 2 $39.95

On Demand - Religious Organizations: Accounting and Administration OD2003 2 $39.95

Private Company Financial Reporting CN1100 2 $19.95

Recent GAAP Developments CN519 6 $49.95

Revenue and Margin Analysis PM2005 2 $19.95

Sarbanes Oxley B7400 6 $74.95


Skills and Attributes of Successful CFO's NTE1102 2 $19.95

Specialized Industry GAAP - Entertainment B7530 2 $19.95

Specialized Industry GAAP - Real Estate B7532 2 $19.95

Statement of Cash Flows: Reporting & Analysis JS1104 3 $59.00

Stockholders' Equity - Accounting and Reporting B781 3 $27.95

The Balanced Scorecard - Strategic-Based Controls B780 3 $27.95

The Financial Reporting for Small and Medium Sized Entities (LP02 3 $34.95

Time Value of Money and Its Applications B200 3 $59.00

Understanding the Consolidation of Variable Interest Entity Rules A0303 12 $69.95


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SELF STUDY: ADVISORY SERVICESTitle Course # Hours Price

15 Quick Tips on becoming a Great Consultant SS1001 2 $19.95

401k - A Basic Guide TG2002 3 $27.95

403b - A basic Guide TG2003 3 $27.95

Capital Budgeting Analysis Explained ME2003 2 $19.95


CMA's Guide to Competitive Intelligence (Part 1) ME2015 2 $19.95

CMA's Guide to Competitive Intelligence (Part 2) ME2012-2 2 $19.95

Designing Qualified Plans to Meet Employer PW2904 4 $59.00

Disability Insurance Products and Principles PW2905 8 $59.95

Disaster Plan Development N2002 3 $27.95

Enron, Fraud, Deception and the Aftermath A0308-B 10 $99.95

Estate Tax Planning PW2906 5 $89.95

Ethical Considerations in Selling to Seniors PW2907 7 $89.95

Evaluating Financial Performance ME2001 2 $19.99

Financial Planning and Forecasting ME2002 2 $19.95

Guide to Annuities PW2902 8 $69.95

Guide to Mergers & Acquisitions (Part 1) ME2007 2 $19.95

Guide to Mergers & Acquisitions (Part 2) ME2007-2 2 $19.95

Guide to Personal Life Insurance Planning PW2903 5 $49.95

HIPPA Principles and Provisions PW2909 5 $89.95

How Fixed, Variables and Index Annuity Contract Provisions Affect Consumers

PW2901 4 $34.95

How to Create Value with Financial Management ME2008 2 $19.95

How to Manage Capital ME2006 2 $19.95

IFRS In the USA - QAS MW1001 10 $69.95

Individual Retirement Accounts PW2910 5 $89.95

Long Term Care Fundamentals PW2911 8 $49.95

Non-Qualified Plans PW2912 14 $89.95

Nonprofit: Creating Value in this Sector ME2015 2 $19.95

Other Test Requires for Many 401k Plans TG2004 2 $19.95

Principles of reinsurance PW2913 10 $69.95

Project Management: A Financial Perspective B1103 12 $130.00

Secrets of The MBA: Concepts and Strategies B7528-B 22 $178.95

Secrets of The MBA: Concepts and Strategies B7528 22 $169.00


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TOP SELLING: ADVISORY SERVICESA Practical Guide to Mergers and Acquisitions

This course discusses all facets of mergers and acquisitions (M&As) and dives-titures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, valuation methods, financial effects of the merger, holding companies, takeover bids, SEC filing requirements, accounting and reporting requirements for business combinations, and financial analysis of combinations. Also addressed is emergence of corporate development officers (CDOs).

Valuations Businesses, Securities, and Real EstateThis course covers valuations ranging from businesses, bonds, preferred stock

and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return. The value of a bond is essentially the present value of all future interest and principle payments. Stock price may be expressed as a function of the expected future dividends and a rate of return required by investors. The Gordon’s valuation model reflects this process. Real estate valuation involves several rule-of-thumb valuation methods.

Fast Track Retirement PlanningWe are all (including tax practitioners) getting older, and the need for effective

retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treat-ment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.

Strategic Management: Concepts and Tools B1104 14 $140.00

Strategic Planning: Planning to Win ME2010 2 $19.95

Strategy Management: Concepts and Tools B5509 11 $74.95

Taking a Company Public ME2013 2 $19.95

Tax Shelter Annuities PW2914 4 $69.95

The Balanced Scorecard ME2011 2 $19.95

Understanding and Managing Organizational Behavior B7771 14 $89.95

Universal life Insurance PW2915 4 $69.95

Valuation: Businesses, Securities and Real Estate B7524 3 $27.95

Variable Universal Life Insurance PW2916 6 $69.95

Viatical & Life Settlements PW2917 10 $69.95


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LIVE WEBINARS: BUSINESS MANAGEMENTTitle Date Course # Hours Price

Trusts, Pass-Through Entities and Family Wealth Planning 10/7/2016 LW10716 3 $54.95


Buy-Sell and Deferred Compensation Agreements 10/21/2016 LW102116 2 $39.95

Family Succession Planning Developments - 2016 10/28/2016 LW102816 2 $39.95

Estate and Succession Planning for the 99% 11/4/2016 LW110416 2 $39.95



Buy-Sell and Deferred Compensation Agreements 12/2/2016 LW120216 2 $39.95

Family Succession Planning Developments 2016 12/9/2016 LW120916 2 $39.95

Estate and Succession Planning for the 99% 12/12/2016 LW121216 2 $39.95


TOP SELLING: BUSINESS MANAGEMENTProject Management: A Financial Perspective

This course is designed to provide you with a deep understanding of the appli-cations and importance of Project Management. You will learn how to assess a project with respect to time, costs, and resources in order to effectively reach your goals. You will become familiar with the five processes involved in Project Management – Initiating, Planning, Executing, Controlling, and Closing on time and within budget – Project Integration, Project Communications, Project Risk Management, and Project Procurement – that are essential to being an expert Project Manager. This course follows for the most part, the framework within the Project Management Institution’s Project Management Body of Knowledge (PMBOK). The materials, however, place a financial focus on projects as a way to accomplish desired changes in the enterprise in a coordinated and predictable way for favorable outcomes. Topics covered include economic feasibility study, life-cycle costing, target costing, and earned value analysis. Through better proj-ect management, you can reduce or eliminate failed projects and reduce the costs associated with successful ones, increasing enterprise effectiveness in providing the maximum value to shareholders.Upon successful completion of this course, participants will be able to:• Summarize the steps involved in managing a project• Describe what the PMI is and what they do• List the nine knowledge areas and briefly describe what each is• List the key questions to be asked when planning and controlling the project


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How to Organize & Run a Small Business – QAS A primer for aspiring small business owners and entrepreneurs. The course

explores step-by-step procedures necessary to set up and manage a small business. Upon successful completion of this course, participants will be able to:• Evaluate if you should buy an existing business• Determine how much to pay for the business• Recommend where a new business should be located• Develop and prioritize a business plan

GET 8 FREECPE CREDITS

NO PURCHASE NECESSARY

Call 800-545-7601 or visit www.cpecredit.com and sign up today to take advantage of

this limited-time offer.


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LIVE WEBINARS: COMPUTER APPLICATIONSTitle Date Course # Hours Price

Maximize Excel: Airtight Spreadsheets 10/4/2016 LW10416 2 $39.95

Maximize Excel: Spreadsheets Forensics 10/4/2016 LW100416 2 $39.95

Advanced Googling for Accountants Part 1 10/6/2016 LW106162 2 $39.95

Introduction to Access Part 1 10/13/2016 LW1013162 2 $39.95

Introduction to Access Part 2 10/13/2016 LW1013164 2 $39.95



Maximize Excel: Macros Part 1 11/1/2016 LW110116 2 $39.95

Maximize Excel: Macros Part 2 11/1/2016 LW1101162 2 $39.95

Internal Revenue Service IRS Resources 11/3/2016 LW110316 2 $39.95

United States Federal Government Internet Resources 11/10/2016 LW111016 2 $39.95

Maximize Excel: Accounting Charts 11/15/2016 LW1115162 2 $39.95

Get More From Excel 11/16/2016 LW1116162 2 $39.95

Learning Adobe Acrobat Pro 11/16/2016 LW1116164 2 $39.95

Maximize Excel: Nuances Revealed 12/8/2016 LW120816 2 $39.95

Maximize Excel: Using Advanced Look-Up Formulas 12/8/2016 LW1208162 2 $39.95

Maximize Excel: Pivot Table Basics 12/14/2016 LW121416 2 $39.95

Maximize Excel: Advanced Pivot Tables 12/14/2016 LW1214162 2 $39.95

Internal Revenue Service IRS Resources 12/15/2016 LW1215162 2 $39.95

TOP SELLING: COMPUTER APPLICATIONSMicrosoft Excel Learning Package with On Demand Video

CPE Solutions is proud to present 10 of our best Microsoft Excel CPE courses in one package. The instructor for these sessions, David Ringstrom, is fond of saying “Either you work Excel, or it works you!” His sessions are designed to help you use Excel more effectively. It is our goal to offer accounting professionals convenient, cost-effective continuing education.

Course Includes:• Course Title Credits• Becoming Proficient with Pivot Tables 2• Creating Consolidated Financial Statements 2• Discovering Lookup Formulas 2• Excel 2007/2010 Accounting Charts 2• Excel Spreadsheet Forensics 2• Filtering and Formatting Excel Data 2• Using Advanced Lookup Formulas 2• Building Airtight Spreadsheets 2• Minimize Risk, Maximize Excel 2• More Ways to Minimize Risk 2


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SELF STUDY: COMPUTER APPLICATIONSTitle Course # Hours Price

Accountants Guide to Computer and Information Technology B3090 7 $69.95

Advanced Internet Research Techniques for Accountants GW001 4 $34.95

Arrays: A Powerful Excel Tool PM1100 1 $19.95

Become an Expert on Lookup Functions PM2007 3 $27.95

Computer Security: Preventing Computer Crimes B4000 9 $84.95

Creating Dynamic and Interactive Charts with Excel 2007/2010 PM2006 3 $27.95

Creating Effective Charts PM2009 7 $49.95

Decision-Making Functions in Excel PM2022 2 $19.95

E-Commerce: Applications for Cyberspace Technology B3075 7 $69.95

Excel Time Value of Money Functions for CPA's PM2024 4 $39.95

Excel Tips Tricks and Tools for CPA's PM2003 3 $27.95

Facebook for Accountants GW002 3 $27.95

Financial Forecasting Tools: Using Excel and Financial Ratios to Build a Forecast

PM2008 2 $19.95

Fraud Audit Techniques Using Excel PM2023 1 $19.95

Google Productivity Tools for Accountants GW004 2 $19.95

Guide to Quickbooks 2009 KJ1001 10 $69.95

Guide to Quickbooks 2010 KJ1002 12 $79.95

LinkedIn For Accountants PM2010 1 $14.95

Managing Data with Excel PM2002 4 $34.95

Must Know Excel Functions for CPA's PM2020 6 $49.95

Property Dispositions MI1031 2 $19.95

QuickBooks Pro 2012 KJ1003 12 $79.95

QuickBooks Pro 2013 KJ2013-QB 12 $79.95

QuickBooks Pro 2014 KJ1004 12 $79.95

QuickBooks Pro 2015 Setting Up - A/V Format KJ1005 3 $49.00

Social Media for Accountants GW005 4 $34.95


Twitter for Accountants GW006 3 $27.95

Using Excel Solver 2010-2016 for Optimum Business Solutions PM2012 2 $39.95

Working with Downloaded text Date Excel PM2001 1 $14.95

WXBRL Reporting N2006 2 $27.95

YouTube for Accountants GW007 3 $27.95


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ABOUT DAVID RINGSTROM, CPACOMPUTER APPLICATIONS

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consult-ing-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.


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TOP SELLING: CORPORATE FINANCEController’s Guide to Multinational Financial Management

This course is designed for managers working for multinational companies (MNCs) as well as accountants, CFOs, controllers, treasurers, and international investors. In a modern economy, neither businesses nor individual investors can afford to be ignorant of the basic concepts of international finance. Changes in exchange rates and differences in national inflation and interest rates can affect the competitive position of businesses regardless of whether they are engaged in international operations. It is a valuable overview of financial management of MNCs and how it works. Discussed in details are practical techniques and tools needed for currency risk management, financing, working capital management, international banking, imports and exports, and international investing and port-folio diversification, as well as for businesses on a global scale. Foreign currency risks are explained as they are conditioned by inflation, regional political factors, and government intervention in foreign markets.

XBRL ReportingXBRL is revolutionizing business and financial reporting around the world. It

is a reporting language which electronically communicates business and financial data globally. Besides providing major benefits in the preparation, analysis and communication of business information, it also offers cost savings, greater efficien-cy and improved accuracy and reliability to all those involved in supplying or using financial data, claims XBRL International.

This course will begin by recapping why and how XBRL came into existence and then defining XBRL. We will next discuss a few of the more common uses of XBRL reporting and some of its benefits.

Next, you will be introduced to how XBRL reporting works through the use of taxonomies and specifications. As part of this process, you will be provided with a glossary of the more common XBRL related terminology.

Finally, this course will provide you with a list of resources for further education and training.

Financial Ratio Analysis – Practical Uses for CPA’s

Financial ratio analysis is an effective tool for CPAs to evaluate and analyze financial trends to highlight operational efficiencies and inefficiencies. For the CPA in the attest function, financial ratios can be an important tool for audit planning to identify operational issues as well as any potential going concern questions that should be addressed.


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SELF STUDY: CORPORATE FINANCETitle Course # Hours Price

101 Financial Solutions: Diagnosis & Remedy - QAS B4050 12 $79.95

401k - A Basic Guide TG2002 3 $27.95

401k - ADP / ACP Testing TG2001 2 $19.95

A Practical Guide To Mergers & Acquisitions - QAS B7521 8 $69.95

Accountant's Guide to Financial Management B7531 20 $79.95

Accounting & Finance for Non-financial Managers B1925 17 $104.95

Accounting For Earnings Per Share B7522 2 $49.95

Accounting for Management B1910 11 $74.95

Analysis Of The Corporate Annual Report B7523 3 $27.95

Analyzing Cost Data for Management - QAS B1920 14 $89.95

Applied Operations Management B7200 17 $79.95

Basic Business Essentials: Concepts & Tools B6035 9 $59.95

Capital Budgeting Analysis Explained ME2003 2 $19.95

CMA's Guide to Competitive Intelligence (Part 1) ME2012 2 $19.95

CMA's Guide to Competitive Intelligence (Part 2) ME2012-2 2 $19.95

Complete Guide to Investing - QAS B2960 18 $89.95

Computer Security: Preventing Computer Crimes B4000 9 $84.95

Controllers Guide to Multinational Financial Management B1102 16 $180.00

Economic Analysis for Business & Strategic Decisions B7075 13 $84.95

Exchange Traded Funds N2001 4 $49.95

Financial Concepts & Tools for Business Management B1930 8 $59.95

Financial Essentials for Nonprofit Managers B2730 10 $69.95

Financial Forecasting: Tools & Applications B2860 13 $84.95

Financial Planning and Forecasting ME2002 2 $19.95

Financial Ratio Analysis -- Practical Uses for the CPA PM2004 4 $34.95

Guide to Effective Business Communications B5070 15 $94.95

Guide To Mergers & Acquisitions (Part 1) ME2007 2 $19.95

Guide to Mergers & Acquisitions (Part 2) ME2007-2 2 $19.95

How to Create Value with Financial Management ME2008 2 $19.95

How to Manage Capital ME2006 2 $19.95

How to Organize & Run a Small Business - QAS B4080 6 $49.95

IFRS in the USA - QAS MW1001 10 $69.95

Info. Technology for Managers & Entrepreneurs B2995 20 $119.95

Legal Environments of Business B5035 14 $69.95


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Managing and Improving Cash Flow B1901 10 $69.95

Managing for Competitive Advantage B6080 8 $64.95

Managing the Marketing Process B7040 10 $69.95

Modern Budgeting for Profit Planning & Control B2780 12 $79.95

Modern Supervision For The New Millennium B7005 8 $59.95

Nonprofits: Creating Value in this Sector ME2015 2 $19.95

Personal Financial Planning for Accountants B2810 21 $124.95

Professional Financial Consultant - Commercial, SBA, Real Estate and Venture Capital Financing

B2900 20 $119.95

Real Estate Financing & Investments B7260 6 $49.95

Retailing: Brick-Mortar/Click-Mortar B7300 10 $69.95

Revenue Recognition: New Guidelines B7527 3 $27.95

Sales Management - Products and Services B7350 10 $69.95

Sarbanes Oxley B7400 6 $74.95

Strategic Planning: Planning to Win ME2010 2 $19.95

Taking a Company Public ME2013 2 $19.95

Techniques of Financial Analysis - QAS B1915 14 $144.95

The Balanced Scorecard ME2011 2 $19.95

The Detection and Prevention of Fraud N2003 5 $59.95

Understanding the Economy - QAS B5005 10 $69.95

Wage and Hour Laws N2004 9 $64.95

XBRL Reporting N2006-B 2 $78.95


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ABOUT PATRICIA MCCARTHY, MBACORPORATE FINANCE

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She is a certified MOS expert in Excel. Patricia has been in software training for over 23 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Jour-nal of Accountancy and has published articles in several CPA society maga-zines, including societies in Indiana, Missouri, Texas, and Arizona.

Patricia runs a blog called “Chatting about Excel and More” which can be found at http://excel-diva.blogspot.com. It was recently rated as one of the “Top 57 Blogs in the World for Learning Excel”.

Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities. Patricia also has an extensive business background in audit and financial functions.


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SELF STUDY: PERSONAL DEVELOPMENTTitle Course # Hours Price

15 Quick Tips on becoming a Great Consultant SS1001 2 $19.95

2017 Tax Filing Season Update PW2020 10 $149.00

Advanced Internet Research Techniques for Accountants gw001 4 $34.95

Ethics for Real Estate Professionals B1105 4 $39.95

Facebook for Accountants GW002 3 $27.95

Google Productivity Tools for Accountants GW004 2 $19.95

Guide to Effective Business Communications B5070 15 $94.95

More Secrets Of The MBA, Tools & Metrics - QAS B7526 15 $139.95

Must Know Excel Functions for CPAs PM2020 6 $49.95

Recent Case Studies in Accounting Fraud PM2011 1 $19.95

Small Audit Practice Set LP01 0 $99.00

Social Media for Accountants GW005 4 $34.95

Social Media Marketing B1107 8 $69.95


Twitter for Accountants GW006 3 $27.95

YouTube for Accountants GW007 3 $27.95

TOP SELLING: PERSONAL DEVELOPMENTFacebook for Accountants

This self-study course cuts through all the hype and provides a concise and practical introduction to Facebook. This course explains user basics such as how to register and control your privacy, the pros and cons of Facebook, how accounting organizations are using the service across the US and all over the globe, and how you can leverage Facebook to boost your own accounting practice.

ABOUT GARRETT WASNY Garrett Wasny, MA, CMC, CITP/FIBP is a professional

development consultant to accountants, lawyers, engi-neers, doctors and pro sports executives worldwide (and former management consultant with Price Waterhouse). He advises high-skill practitioners how to unleash their online potential using search, productivity, mobile and social technologies. His books include World Business Resources.com (published by McGraw-Hill in New York) and How to Conquer the World (published by Govern-ment Institutes in Washington, DC). Since 1995, Garrett has delivered thousands of seminars and webinars around the globe on Internet topics and published scores of articles in leading business publications on how to thrive online.


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SELF STUDY: FINANCIAL PLANNINGTitle Course # Hours Price

Accountant's Guide to Assets and Income T2690 16 $109.95

Adding Financial Planning to Your CPA Practice WA111 6 $49.95

CFP - 1040 Workshop CFP01 16 $199.95

CFP - A Complete Guide to Investing CFP15 9 $89.95

CFP - Asset Protection Tax and Financial Aspects CFP10 12 $139.95

CFP - Assets, Income & Cash CFP11 8 $60.00

CFP - Corporate Tax Planning CFP04 8 $144.95

CFP - Defensive Divorce CFP07 12 $179.00

CFP - Designing Qualified Plans to Meet Employer Objectives CFP33 2 $59.00

CFP - Estate Planning Essentials CFP03 8 $99.95

CFP - Estate Planning with Selected Issues CFP13 12 $139.95


CFP - Fast Track Retirement Planning CFP25 12 $139.95

CFP - Getting Cash Out of Your Business CFP14 12 $139.95

CFP - Guide to Annuities CFP09 5 $69.95

CFP - Guide to Personal Life Insurance Planning CFP18 3 $49.95

CFP - Guide to Retirement Planning CFP32 20 $199.95

CFP - HIPAA Principles and Provisions CFP21 3 $89.95

CFP - Individual Retirement Accounts CFP22 4 $149.00

CFP - Long Term Care Fundamentals CFP23 5 $49.95

CFP - Passive Losses CFP17 6 $99.95

CFP - Principles of Reinsurance CFP26 2 $69.95

CFP - Special Problems in Real Estate Taxation CFP19 6 $99.95

CFP - Tax and Financial Planning for Retirement CFP08 12 $139.95

CFP - Tax Sheltered Annuity Plans CFP27 3 $69.95

CFP - Universal Life Insurance CFP30 3 $69.95

Designing Qualified Plans to Meet Employer Objectives PW2904 4 $59.00

Disability Insurance Products And Principles PW2905 8 $59.95

Equity Investing Essentials WA116 2 $19.95

Estate Planning Essentials T1905 16 $99.95

Evaluating Financial Performance ME2001 2 $19.99

Fast Track Retirement Planning T5035 24 $139.95

Financial Markets: A Comprehensive Overview MW1004 20 $119.95


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Financial Planning Basics for Individuals WA112 6 $49.95

Guide To Annuities PW2902 8 $69.95

Guide to Dealing With Debt and Interest T3050 24 $139.95

Guide to Investment Alternatives T1930 16 $99.95

Guide to Personal Life Insurance Planning PW2903 5 $49.95

HIPAA Principles and Provisions PW2909 5 $89.95

How Fixed, Variable and Index Annuity Contract Provisions Affect Consumers

PW2901 4 $34.95

Individual Retirement Accounts PW2910 5 $89.95

Insurance Basics for the Individual WA113 4 $34.95

Investing Fundamentals and Products WA114 4 $34.95

Life Insurance Essentials WA115 2 $19.95

Long Term Care Fundamentals PW2911 8 $49.95

Non-Qualified Plans PW2912 14 $89.95

Nonprofit Finance: A Practical Guide SS1002 6 $49.95

Online Investing: Evaluating Investment Opportunities T9000 16 $69.95

Principles of Reinsurance PW2913 10 $69.95

Recent Case Studies in Accounting Fraud PM2011 1 $19.95

Retirement Planning for Expatriates CN511 3 $27.95

Retirement Planning for Expatriates to Belize CN512 3 $27.95

Retirement Planning for Expatriates to Costa Rica CN509 3 $27.95

Retirement Planning for Expatriates to Panama CN508 3 $27.95

Tax and Financial Planning for Retirement T1920 24 $139.95

Tax Sheltered Annuities PW2914 4 $69.95

The Ultimate Guide to Retirement Planning T2730 40 $199.95

Universal Life Insurance PW2915 4 $69.95

Variable Universal Life Insurance PW2916 6 $69.95

Post-Recession Strategies for Boomer Retirement N2014 3 $27.95

Viatical & Life Settlements PW2917 10 $69.95


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TOP SELLING: FINANCIAL PLANNINGFast Track Retirement Planning

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treat-ment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.

Retirement Planning for ExpatriatesMillions of people have become expatriates (expats) – workers, retirees, and

entire families. Expats have left the countries where they were born or were affili-ated as dual nationals or alien residents to begin new lives in other countries. The target audience for this course is Americans who have retired or are contemplat-ing retirement situations abroad – single and couples who choose to relocate not primarily to seek better employment or to launch new businesses, but to enjoy and preserve the lifestyles they have earned through many years of work and nest-egg saving. Upon successful completion of this course, participants will be able to:• Understand the differences between temporary job transfers and self-initiated

expatriation• Be familiar with the top factors in choosing the best new home• Understand the financial, tax, and legal consequences of expatriation• Understand how to ease the transition shock into a new adopted country• Be able to overcome reverse culture shock• Be familiar with the tradeoffs of U.S. and foreign tax systems

The Ultimate Guide to Retirement PlanningThe course will examine tax and savings strategies related to determining retire-

ment income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax profes-sional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients.Upon successful completion of this course, participants will be able to:• Recognize the tax consequences of title holding methods.• Identify the tax benefits and drawbacks of co-tenancies.• Recognize tax treatment of life insurance proceeds.• Understand reasons for using an irrevocable life insurance trust in an estate

plan.• Recognize an entity purchase and cross purchase buy-sell agreements maxi-

mizing tax and legal advantages.


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Estate Planning EssentialsThis course is designed to make sense of estate planning. Learn how to struc-

ture and effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan – from the simplest to the most complex.Upon successful completion of this course, participants will be able to:• Know and understand the basic elements of estate planning exposing clients

to the wide spectrum of estate planning.• Understand the importance of well-draft legal documents and clarify the key

team participants.• Name and clarify the estate deductions allowed under federal estate tax law.• Understand the tax advantages and disadvantages.

GOLDCPE Library

$299Course # GP2000







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SELF STUDY: GOVERNMENTAL & NON-PROFITTitle Course # Hours Price

403b - A Basic Guide TG2003 3 $27.95

An Auditor's Responsibilities for Fraud in the Government Environment YB08 11 $145.00

Audit Reporting: Yellow Book Style YB02 7 $89.95

Essential Auditing Skills YB07 10 $109.95

Essential Skills for the Government Auditor YB03 10 $109.95

IFRS and U.S. GAAP CN513 2 $19.95

Interviewing Skills for Governmental Auditors YB01 8 $79.95

New Uniform Guidance: Cost Principles for Nonprofits and Governments YB05 7 $89.95

Non-Profits: Operations and Accounting - An Overview from the Trenches SS0112 12 $79.95

Nonprofits: Creating Value in this Sector ME2015 2 $19.95


The Four Principles of Happy Cash Flow YB06 4 $59.95

The Yellow Book Interpreted | Governmental Audits YB2008 15 $164.95

ABOUT LEITA HART-FANTA, CPA, CGFM GOVERNMENTAL & NON-PROFIT

Since 1995, Leita has authored and taught more than 20 seminars targeted at CPAs and governmental auditors. Ms. Hart-Fanta is the author of The Yellow Book Interpreted and Implementing the New Risk Assess-ment SASs -- self-study manuals for CPAs. She includes among her clients the AICPA, the Colorado Society of CPAs, the Texas State Auditor’s Office and the National Association of State Auditors, Comptrollers and Treasurers.


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TOP SELLING: GOVERNMENT & NON-PROFITKey Accounting Issues for Non-Profit Organizations

Nonprofit organizations’ financial statements and footnotes are designed to report the management and use of an entity’s resources. Funds available for carrying out the Organization’s mission in the future are reported in its financial statements and footnotes. Management is responsible for internal control over the financial reporting process and has primary responsibility for representations (assertions) in the financial statements and their presentation in accordance with the applicable reporting framework. Knowledge of the basic accounting and reporting require-ments described in these materials will enable management and/or their auditors to prepare accurate and complete financial statements and footnotes.

Audit Reporting: Yellow Book StyleDo you seem to get caught in an endless cycle of review and revision in your

audit shop? In this course, we will diagnose and help resolve the root cause of your problems. The Yellow Book requires the use of the elements of a finding—and if you use them correctly, the writing process is streamlined and your reports strengthened. The author, Leita Hart-Fanta, has reviewed hundreds of findings and shares her insights on how to (and how not to!) coach the team to better writing behaviors. We cover IIA, AICPA, and Yellow Book reporting standards as well as tell you how to meet the standards.

Essential Skills for the Government AuditorGovernment Auditing Skills references the GAO’s Government Auditing Stan-

dards emphasizing important concepts. Topics include gathering information about the audit client, assessing risk, identifying audit criteria and objectives, honing interviewing skills and client relations, examining working papers, and writing reports. The course features expert advice, the importance of each step in an audit, and case studies that illustrate the good and the bad. This is an ideal course for recent graduates or those new to performing government audits.

The Yellow Book InterpretedIs it time for you to know the Yellow Book – really know it? Let Leita be your

guide in this 17-hour course, as she converts the GAO’s Government Auditing Standards into plain English and helps you apply its unique standard and guidance to your audit. This text covers the latest on independence, quality control, and audit planning. All three types of engagements - financial, attestation, and performance - are covered. Whether you are an internal auditor, government monitor, or external auditor, the Yellow Book applies to you.


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ON DEMAND: SPECIALIZED KNOWLEDGE & APPLICATIONS

Title Course # Hours Price

On Demand - Creating and Automating Your Google Forms OD1122 2 $39.95

On Demand - Decision Making Functions in Excel PM2026 1 $19.95

On Demand - Introduction to Bitcoin OD1111 2 $39.95

On Demand - Learning Adobe Acrobat Pro OD1002 2 $39.95

On Demand - Maximize Excel: Tips and Tricks I OD1126 2 $39.95

On Demand - Maximize Outlook: Tips & Tricks OD1134 2 $39.95

LIVE WEBINARS: SPECIALIZED KNOWLEDGE & APPLICATIONS

Title Date Course # Hours Price

Automating Your Spreadsheets with Scripts 10/19/2016 LW101916 2 $39.95

Creating and Automating Your Google Forms 10/19/2016 LW1019162 2 $39.95

Designing Amortization Tables in Excel & Access 1/18/2017 LW11817 2 $39.95

Automating your Spreadsheets with Scripts 1/18/2017 LW118172 2 $39.95

Creating and Automating your Google Forms 2/15/2017 LW21517 2 $39.95

Microsoft Access for Beginners 2/15/2017 LW215172 2 $39.95

Get More from Excel 3/7/2017 LW3717 2 $39.95















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TOP SELLING COURSES: SPECIALIZED KNOWLEDGE & APPLICATIONSThe Balanced Scoreboard

This course provides a step-by-step guide on how to build a balanced scoreboard. An under-standing of strategic planning is recommended prior to taking this course.Upon successful completion of this course, participants will be able to:• Understand Excel Templates: Set of basic templates for building the balanced scoreboard• Discuss the Case Study: Short case study on the balanced scorecard at UNUM corporation• Understand the PowerPoint: Outlines overall development steps

Internal Control and Fraud DetectionThis course covers the essential tools you need to perform internal-control related services. It

will take you through your clients’ responsibility to design and implement program and controls to prevent, deter, and detect fraud. It touches on internal control over financial reporting in accor-dance with Section 404 of the Sarbanes-Oxley Act – “Enhanced Financial Disclosures, Manage-ment Assessment of Internal Control” – which mandates sweeping changes. Additionally, Section 404, in conjunction with the related SEC rules and Auditing Standard (AS) No. 5, An Audit of Internal Control Over Financial Reporting Performed in Conjunction with an Audit Financial Statements), established by the Public Company Accounting Oversight Board (PCAOB), requires that the management of a public company and the company’s independent auditor issue two new reports at the end of every fiscal year. These reports must be included in the company’s annual report filed with the Securities and Exchange Commission (SEC).

This course also covers Management’s Antifraud and Controls and the risk factors included in SAS No. 99. A major section then deals with forensic accounting, a specialty requiring the integra-tion of investigative, accounting and auditing skills. The forensic accountant looks at documents and financial and other data in a critical manner in order to draw conclusions, to calculate values, and to identify irregular patterns and/or suspicious transactions. As experts in this area, forensic accountants understand the fraud risk areas and have extensive fraud knowledge and experience of dealing with the application of accounting facts gathered through auditing methods and proce-

dures to resolve legal problems. They do not merely look at the numbers but, rather, look critically behind the numbers in search of significant patterns.

Finally, this course provides its readers with practical guides and checklists such as indicators of financial crime, the ACFE’s fraud prevention checkup, an internal control assessment form, computer appli-cations checklist, and financial reporting information systems and controls checklist.

All in all, this course will guide its readers to expertise in a specialist, but essential, area of managing their business.


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TOP SELLING: FRAUD COURSESAn Auditor’s Responsibilities for Fraud in the Government Environment

This course will discuss the taxonomy of fraud as well as how to do your best to uncover it and document your work according to auditing standards. We will also explore recommendations that you can make to your clients to help them avoid fraud in the future. Upon successful completion of this course, participants will be able to:• Differentiate between auditing for fraud in the government environment and auditing for

fraud in the commercial environment• Define the meaning of “design audits to detect” fraud relevant to audit objectives for financial

audits and performance audits• Describe how to ask pointed questions of management, the audit committee, the internal

audit director, and front line staff to unveil fraudulent activities in the workplace under AU-C Section 240

• Identify techniques for easing into the uncomfortable, mandatory fraud interview• Categorize the three main types of fraud using the fraud tree• Select controls in the workplace to prevent fraud

Fraud Overview for Accountants and AuditorsThis course addresses issues related to fraud. In particular, accountants and

auditors need to be aware of the types of fraud that clients and employees must be committing, especially in light of myriad lawsuits against auditors and accountants. Topics include a review of the results of the fraud report to the nation, types of fraud, the auditors’ role in addressing fraud, and the accountant’s responsibility for fraud in a compilation and review engagement. The course also discusses miscel-laneous fraud-related measures, considering an entity’s fraud scorecard, and more.Upon successful completion of this course, participants will be able to:• Identify examples of fraud cash disbursements• Identify the difference between fraud and an error• Recognize some of the conditions of the fraud triangle• Identify examples of financial statement fraud• Identify additional procedures an auditor is required to perform to deal with the risk of

management override of internal controls• Identify examples of missed audit procedures involving the detection of fraud• Identify audit procedures an auditor should perform to address certain frauds involving

revenue• Identify the elements of a fraud predator profile• Identify some of the whistleblower protections for employees of public companies• Identify the requirements of reporting fraud under SSARS No. 19• Identify some of the recommendations to minimize a CPA’s exposure to fraud risk

LIVE WEBINARS & ON DEMAND: FRAUDTitle Date Course # Hours Price

Fundamentals of Fraud 6/26/2017 LW626172 2 $39.95

Fundamentals of Fraud 12/11/2017 LW1211172 2 $39.95

On Demand - Fundamentals of Fraud OD1119 2 $39.95

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LIVE WEBINARS at CPECREDIT.COMShown in Date Order (October 2016 - December 2017)

COURSE TITLELIVE

WEBINAR DATE

COURSENUMBER HOURS PRICE ET

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DITIN

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UBI, UBTI, and UBIT - Understanding the Unrelated Business Income Tax

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Basic Tax Issues for NPOs 6/28/2017 LW62817 2 $39.95 3

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Accounting and Admin for Small NPOs 10/5/2017 LW10517 2 $39.95 3

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Employee Vs. Independent Contractor 10/11/2017 LW101117 4 $69.95 3


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Taxing the Sale/Purchase of a Business 11/1/2017 LW11117 4 $69.95 3

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Taxation of Marriage, Divorce and Dependents 11/7/2017 LW11717 4 $69.95 3

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Tax Professional’s Ethical Duties and Responsibilities 11/14/2017 LW111417 4 $69.95 3




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Taxation of Wages, Salaries, Tips, Dividends, Interest, and Various Other Items of Income

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Total Cash Management 11/27/2017 LW112717 2 $39.95 3



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