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Corporate Communications Skills
This onsite workshop
includes modules on
Interpersonal Skills
Conflict Resolution
Effective Meetings



Business Writing Skills Onsite Workshop
E-Mails, Memos, Business Letters, Formal Reports, Business Plans, White Papers



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 Courses

On-Line Self-Study CPE for Individuals

Unlimited CPE!
1 year for only $95
*No additional costs or fees
Includes Ethics Courses - CA, TX,  FL, NY, WA, and more!

For more information on our Unlimited CPE call 877-661-1324
or email unlimitedcpe@cpecentral.pro

Choose from any of our NASBA Approved QAS courses in:

Our courses feature:

  • Interactive online programs

  • Downloadable text

  • Online exams that Save your Progress

  • Certificates issued automatically

All programs come with a 30 day money back guarantee if the exam has not been accessed.

Quick Credits
Try our Mini Courses starting at $29

Accounting
Online programs with downloadable text (hardcopy available upon request)

2016 FASB Update
Steven C. Fustolo, CPA, MBA
Course description and objectives: The purpose of this course is to inform the reader of the various changes affecting accounting and financial reporting, as well as a review and recall of existing accounting standards. Topics include a summary of newly issued FASB statements, current and pending developments, practice issues, and more.

Level: Update #4110: 16 CPEs $79
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2016 FASB, SSARS and SAS Update and Review
Steven C. Fustolo, CPA, MBA
Course description and objectives: The purpose of this course is to inform the reader of the various changes affecting accounting, compilation and review, and auditing engagements as well as a review and recall of existing standards. Topics include a summary of newly issued FASB statements, new statements issued by the Auditing Standards Board, changes in compilation and review, current and pending developments, practice issues, and more.

Level: Update #4100: 24 CPEs $110
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Developments in Accounting and Financial Reporting
Steven C. Fustolo, CPA, MBA
Course description and objectives: The purpose of this course is to inform the reader of the various changes to accounting and financial reporting affecting the accounting professional. Topics include a review of proposed FASB projects including those related to financial performance, leases, financial instruments and revenue, practice issues involving the statement of cash flows, fair value reporting, pensions, the international convergence project, little GAAP, and more. The structure of the course is to encourage the reader to recall existing GAAP rules coupled with identifying, stating and outlining rules related to new and proposed pronouncements.

Level: Update #4050: 16 CPEs $79
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GAAP Explained
Steven C. Fustolo, CPA, MBA
Course description and objectives: To review a variety of practice issues related to disclosures and financial reporting. The majority of this course is presented in an easy-to-use, question-and-answer format dealing with unusual reporting and disclosure issues such as: how do you disclose life insurance, leases, catastrophes, agreements not to compete, etc. Includes a full section devoted to income tax basis and selected FASB financial statements.

#4070: 16 CPEs $79
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Accounts Receivable Best Practices
Joseph Helstrom, CPA
Course description and objectives: This course examines best practices in accounts receivable management. Accounts receivable management is associated with both credit and collections. These important functional areas work with sales as well as treasury and bank vendors to ensure the maximum realization of cash from sales revenue.

#4080 2 CPEs $19
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Financial Ratio Analysis
Joseph Helstrom, CPA
Course description and objectives: This course on Financial Ratio Analysis will assist the CPA in spotting and analyzing trends. Upon completion of this course, you should be able to:

  • Recognize the steps in preparing common sized financial statements

  • Define commonly used financial ratios and the implications of each ratio to the company being measured

  • Associate the DuPont model with its underlying ratios in evaluating financial performance

  • Recognize the use of certain ratios in financial forecasting

  • Differentiate and compute cash flow ratios

#4090 3 CPEs $29
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Auditing
Online programs with downloadable text (hardcopy available upon request)

Auditing Developments
Steven C. Fustolo, CPA, MBA
Course description and objectives: The latest developments affecting audit engagements are addressed in this course. Part of planning an audit involves consideration of the business and economic environment in which the client operates. Thus, auditors need to be aware of the various types of fraud that clients and employees may be committing, especially in light of myriad lawsuits against auditors and accountants. In addition to applying techniques to limit their liability to their clients and third parties, auditors are confronting other major problems facing the accounting field, including compliance with the Sarbanes-Oxley Act. The peer review comments and new auditing statements provide further guidance on current issues. To deal with the volatility in the business climate, auditors should focus their efforts in key areas and should take lessons from litigation. Additionally, in this course, auditors will learn how to perform more efficient engagements, assess going concern, advise clients on insurance, audit lease agreements, and lastly, a section on the issuance of SAS Nos. 122-126 as part of the ASB’s Clarity Project, and much more. The course focuses on reviewing and recalling rules related to auditing standards including new developments related to those standards.

#4081: 10 CPEs $55
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Practice Issues
Compilation and Review Update
Steven C. Fustolo, CPA, MBA
Course description and objectives: The purpose of this course is to inform the reader of the various changes by the Accounting and Review Services Committee (ARSC) of the AICPA and practice issues surrounding compilation and review engagements. This course covers changes made in SSARS Nos. 9 through 20, responsibility for fraud, internal control and going concern, representation letters for reviews, personal financial statements, using staff, compiling pro forma financial information, OCBOA financial statements, legends on financial statements, and more. The focus of the course is to identify, recognize and recall the rules pertaining to various pronouncements, including those related to recent developments.

#4060: 10 CPEs $55
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Practice Issues
Compilation and Review Update
Steven C. Fustolo, CPA, MBA
Course description and objectives: The purpose of this course is to inform the reader of the various changes by the Accounting and Review Services Committee (ARSC) of the AICPA and practice issues surrounding compilation and review engagements. This course covers changes made in SSARS Nos. 9 through 20, responsibility for fraud, internal control and going concern, representation letters for reviews, personal financial statements, using staff, compiling pro forma financial information, OCBOA financial statements, legends on financial statements, and more. The focus of the course is to identify, recognize and recall the rules pertaining to various pronouncements, including those related to recent developments.

#4061: 20 CPEs $99
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Fraud Overview for Accountants and Auditors
Steven C. Fustolo, CPA, MBA
Course description and objectives: The course addresses various issues related to fraud. In particular, accountants and auditors need to be aware of the types of fraud that clients and employees may 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, auditor’s role in addressing fraud, and the accountant’s responsibility for fraud in a compilation and review engagement. The course also discusses miscellaneous fraud-related issues including whistleblowing, anti-fraud measures, considering an entity’s fraud scorecard, and more.

See Fraud Audit Techniques using Excel in the Computer Science Section.

#4091 4 CPEs $39
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Major Changes in Auditing Standards
Steven C. Fustolo, CPA, MBA
Course description and objectives: This 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. 122-126, as amended by SAS No. 127. 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 standards.

#4071 8 CPEs $49
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Taxation

2016 Easy Tax Update
Danny Santucci, JD
Course description and objectives: This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.

#8220: 3 CPEs $29
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Tax Provisions of the Healthcare Act
Danny Santucci JD
Course description and objectives: The Patient Protection and Affordable Care and the Health Care and Education Reconciliation Acts of 2010 represent the most sweeping and controversial public health care program since the creation of Medicare. Overhauling a healthcare industry that accounts for over one sixth of the national economy while adding coverage for 32 million Americans, these Acts make extensive use of the Internal Revenue Code to reform health insurance. In fact, they contain more than $400 billion in revenue raisers and new taxes. This course overviews these major tax law changes and their affect on individuals, businesses, and healthcare providers.

#8230: 2 CPEs $19
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Auto Rules
Danny C. Santucci, JD
Course description and objectives: This mini-course reviews apportionment of personal and business use, the actual cost method and the standard mileage method, and expensing. Moreover, this presentation informs practitioners about topics such as the benefits and costs of leasing versus owning, and working condition fringe benefits.

#8240 2 CPEs $19
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Employee Compensation & Benefits
Danny C. Santucci, JD
Course description and objectives: The various ideas, methods, and techniques to optimize the overall compensation package for key employees and principals are examined in this mini-course. Generally, businesses may deduct employees’ pay including wages, salaries, and other perks. Certain fringe benefits that can provide an unusually tax favored manner of supplementing compensation are described and evaluated. In addition, equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOT’s, stock options, and bonuses. Finally, deferred compensation arrangements are investigated. The goal of this mini course is to provide participants with a working knowledge of types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.

#82414 CPEs $39
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Marital Tax Matters
Danny C. Santucci, JD
Course description and objectives: Includes Basic Marital Tax, Family Tax Planning, Divorce Transfers and Settlements
In this mini-course, initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored. The detail support test for children of divorced or separated parents, the tax treatment of back child support, the deduction of divorce costs, and estimated tax payments are reviewed. Emphasis is given to marital property rules, married versus unmarried tax rate comparison, head of household status, and treatment of refunds and deficiencies.

#8250 6 CPEs $49
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Retirement Plans
Danny C. Santucci, JD
Course description and objectives: This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Distribution options from IRAs and other retirement plans are explored.

#8260 4 CPEs $39
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Assets, Income, & Cash
Danny C. Santucci, JD
Course description and objectives: This course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns

#8300 3 CPEs $29
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Selected Business Expenses
Danny C. Santucci, JD
Course description and objectives: This course reviews various expenses that businesses may deduct and the requirements that must be met for those expenses to qualify for deduction. Furthermore, practitioners can use this as a guide to determine which of their clients’ taxes are deductible as business expenses.

#8310 2 CPEs $19
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Choice of Entity
Danny C. Santucci, JD
Course description and objectives: This course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right business entity for their tax and liability needs.

#8330 4 CPEs $39
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Interest & Debt
Danny C. Santucci, JD
Course description and objectives: This course brings the practitioner information on tax issues affecting interest and debt. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, taxable interest, and bad debts.

#8340 3 CPEs $29
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Medical, Charitable & Casualty
Danny C. Santucci, JD
Course description and objectives: This course is designed for participants who want to explore and examine the tax consequences of medical costs, charitable contributions, and casualty and theft losses, especially in relation to their deductibility. The emphasis is examining a wide variety of situations related to these items and the extent to which they may or may not result in a deduction and what limitations on deductibility may be imposed.

#8350 3 CPEs $29
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Passive Loss & At-Risk Rules
Danny C. Santucci, JD
Course description and objectives: With the adoption of the passive loss limitation rules, taxpayers are looking to CPAs for guidance related to what deductions are allowed, disallowed, or suspended. Updating practitioners on the practical aspects of §469, this course addresses the needed skill to handle these pragmatic issues. Fundamentals are reviewed, planning opportunities are identified, and creative strategies are discussed and evaluated along with remaining traditional approaches. The goal of this instructive course is to understand and solve client problems under §469, with emphasis on tax savings ideas.

#8360 3 CPEs $29
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Property Dispositions
Danny C. Santucci, JD
Course description and objectives: Tax reform provisions have frequently changed the tax on profits realized from the disposition of real estate. This has forced investors to seek “escape hatches” from fluctuating capital gains taxes. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. This course alerts the practitioner to the different planning opportunities that surround exchanging and also identifies the tax consequences of home sales, foreclosure, repossession and other real property dispositions.

#8370 3 CPEs $29
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1040 Workshop: Part I - 20 Credit Hour Course
Danny C. Santucci, JD
Course description and objectives: Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation.

#5011: 20 CPEs $99
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1040 Workshop: Part II - 20 Credit Hour Course
Danny C. Santucci, JD
Course description and objectives: This course is the 2nd in the workshop, and continues to examine and explain the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation.

#5012: 20 CPEs $99
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2016 Guide to Federal Corporate & Individual Taxation: Part I
Danny C. Santucci, JD
Course description and objectives: This program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques.

#5015: 20 CPEs $99
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2016 Guide to Federal Corporate & Individual Taxation: Part II
Danny C. Santucci, JD
Course description and objectives: Part II covers the second half of the complete guide. This program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques.

#5016: 20 CPEs $99
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2016 Small Business Taxation
Danny C. Santucci, JD
Course description and objectives: This course is a fast-paced and entertaining guide through tax issues affecting business entities and their owners. The focus of this class is on tax devices and techniques available to the small-business owner. Emphasis will be given to operational deductions, fringe benefits, compensation, family income splitting, retirement plans, and estate planning.

#5020: 20 CPEs $99
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Bankruptcy and Financial Problems
Danny C. Santucci, JD
Course description and objectives: This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of bankruptcy, property settlements, debt cancellation and foreclosure. Current perspectives on asset protection, repossession, and bad debts are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in §108. The tax treatment of property repossession under §1038 is explored with detail given to the calculation of gain and received property basis.

#5080: 24 CPEs $110
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Corporate Tax Planning
Danny C. Santucci, JD
Course description and objectives: This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.

#5040: 10 CPEs $55
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Partnership Taxation
Danny C. Santucci, JD
Course description and objectives: The program 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. This course is presented in four practical segments: (1) the formation of partnerships, (2) the basic day-to-day operations of partnerships, (3) distributions of assets to partners, and (4) the termination of partnership affairs.

#5050: 24 CPEs $110
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Real Estate Taxation
Danny C. Santucci, JD
Course description and objectives: This book is designed to survey selected “hot” topics having a direct impact on the property owner and investor. The emphasis is on problem areas where the unwary beginner and expert alike can be trapped. You will learn to identify dangers involving installment sales, imputed interest, exchanging, equity participation, condemnation, passive loss rules, and transactions with foreign investors.

#5085: 10 CPEs $55
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Complete Guide to Estate and Gift Taxation
Danny C. Santucci, JD
Course description and objectives: This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

#5060: 20 CPEs $99
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Asset Protection – Tax & Financial Aspects
Danny C. Santucci, JD
Course description and objectives: This informative course covers traditional planning tools and their utilization to protect assets. Special topics include: protection against lawsuits, costs of long-term illness, divorce settlements, foreign asset protection trusts, statutory protections, home-stead provisions, exempt assets, cancellation of indebtedness taxation and marital agreements. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products and other conventional tools.

#5081 24 CPEs $110
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Financial Planning

Estate Planning Essentials
Danny Santucci JD
Course description and objectives: Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there is even a quick review of immediate postmortem death tax planning and filling out the Form 706.

#7010: 16 CPEs $79
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Family Tax Planning
Danny C. Santucci, JD
Course description and objectives: To review tax planning opportunities for families and their businesses. This course discusses the tax ramifications of the family united and apart, including: • Transferring the family home to family members• Planning for college • Gifting to the next generation • Compensating working family members • Protecting the family business against the new in-law • Divorce-peculiar transactions such as allocating gain rollovers, gain exclusions, passive loss allocation, and retirement plans, and more.

#5090: 24 CPEs $110
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The Ultimate Guide to Retirement Planning
Danny C. Santucci, JD
Course description and objectives: This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement.

#5095 20 CPEs $99
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Ethics

Professional Code of Conduct
Joseph Helstrom, CPA
Course description and objectives: This course is based upon the AICPA’s Code of Professional Conduct which has been updated for all Official Releases through November 30, 2011 on its website as of January 2013. This course covers the AICPA’s Principles and Rules which are the two sections that comprise the Code of Professional Conduct. It includes Interpretations of Rules of Conduct which consist of interpretations by the professional ethics executive committee to provide guidelines as to the scope and application of the Rules although they are not intended to limit such scope or application. These Interpretations have been adopted, after review by state societies, state boards and other interested parties. Also included are Ethics Rulings which consist of formal rulings that summarize the application of Rules of Conduct and Interpretations to a particular set of factual circumstances.

#1200: 2 CPEs $19
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General Ethics
Joseph Helstrom, CPA
Course description and objectives: This course explores ethical thought and reasoning and covers the AICPA Code of Professional Conduct as it relates to CPAs in public accounting as well as CPAs in industry. It also includes an overview of Circular 230 related to the ethical requirements of tax professionals.

#1202 4 CPEs $39
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Ethics and Professional Conduct for Texas
Joseph Helstrom, CPA
Course description and objectives: This course explores ethical thought and reasoning and covers the AICPA Code of Professional Conduct as it relates to Texas CPAs in public accounting as well as CPAs in industry. It also includes an overview of Circular 230 related to the ethical requirements of tax professionals. Covers specific areas of Texas state ethics requirements.

#1207 4 CPEs $39
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Ethics and Professional Conduct for Florida
By Joseph Helstrom
This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Florida CPAs. It focuses on case studies applying the spirit and intent of the Florida State Board of Public Accountancy Rules of Professional Conduct. It emphasizes ethical judgment and the ethical standards of the profession and also overviews the AICPA Code of Conduct.

#1215 4 CPEs $39
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Ethics and Professional Conduct for New York CPA's
By Joseph Helstrom
This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for New York CPAs.
It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning.

#1220 4 CPEs $39
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Ethics and Professional Conduct for California
By Joseph Helstrom
This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for California CPAs. It focuses on case studies applying the spirit and intent of the California State Board of Public Accountancy Rules of Professional Conduct and emphasizes ethical judgment and the ethical standards of the profession. It also overviews the AICPA Code of Conduct.

#1210 4 CPEs $39
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Ethics and Professional Conduct for Arkansas
Joseph Helstrom, CPA
Course description and objectives: This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Arizona CPAs. The course covers the Arizona Revised Statutes Title 32, Chapter 6 (together with the Administrative Code) which govern Arizona's Board of Accountancy. The course then addresses the key features of the AICPA's Professional Ethics and Code of Conduct.

#1203 4 CPEs $39
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Ethics for Arizona
Joseph Helstrom, CPA
Course description and objectives: This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Arizona CPAs. The course covers the Arizona Revised Statutes Title 32, Chapter 6 (together with the Administrative Code) which govern Arizona's Board of Accountancy. The course then addresses the key features of the AICPA's Professional Ethics and Code of Conduct.

#1205 4 CPEs $39
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Colorado Ethics
Joseph Helstrom, CPA
Course description and objectives: This 4 hour course is designed to meet the Ethics and 2 hour CR&R requirement of the Colorado State Board of Accountancy. The course overviews Colorado’s Revised Statutes Title 12, Article 2 (7/1/2011) and examines in depth CCR 705-1 : RULES OF THE STATE BOARD OF ACCOUNTANCY ( effective 7/1/2013) as well as 2016 updates.

#1204 4 CPEs $39
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Ethics and Professional Conduct for Washington State CPA's - 2016
Joseph Helstrom, CPA
Course description and objectives: This 4 hour course is designed to meet the Ethics and 2 hour CR&R requirement of the Colorado State Board of Accountancy. The course overviews Colorado’s Revised Statutes Title 12, Article 2 (7/1/2011) and examines in depth CCR 705-1 : RULES OF THE STATE BOARD OF ACCOUNTANCY ( effective 7/1/2013) as well as 2016 updates.

#1206 4 CPEs $39
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Computer Science

Spreadsheet Controls Under Sarbanes-Oxley Section 404
Joseph Helstrom and Patricia McCarthy
Course description and objectives: Spreadsheets have become pervasive in most companies and have many uses. Those that are used in the financial reporting process are of most concern to the assessment of the effectiveness of internal controls over financial reporting mandated by Sarbanes-Oxley. This course discusses how to evaluate spreadsheets under the rules of Section 404 and Auditing Standard No. 5 as well as what specific compensating spreadsheet controls are supported by Excel 2007 and Excel 2010. This course has been written for 2007. Steps that differ in Excel 2010 have been noted in gray shadow boxes.

#9100 2 CPEs $39
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Excel: Tools and Tips for CPAs
Joseph Helstrom and Patricia McCarthy
Learning Objectives: Upon completion of this course, a participant should be

  • Familiar with the key new features of Excel 2007

  • Able to navigate and copy more efficiently

  • Able to link external Excel files into a PowerPoint presentation

  • Able to import data and then manage it through text commands

  • Able to lookup data efficiently

  • Comfortable nesting and copying subtotals

  • Aware of new functions such as IFERROR and SUMIFs

#9200 3 CPEs $29
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Tax Research on the Internet
Danny C. Santucci, JD
This course gives the practitioner the ability to immediately access information-rich tax Websites at tremendous savings. Emphasis will be given to the substantial speed and cost advantages of the Internet over traditional paper and CD tax “services.” If you want “instant” tax information that’s down to the wire - this is the course.

#9250 10 CPEs $55
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Audit and Analytical uses for Filters and Tables in Excel
Joseph Helstrom, CPA
Patricia McCarthy

Course description and objectives: This course provides a brief introduction to some the Excel 2007/2010 filter and table features that can assist you in auditing and analyzing large volumes of data. It is an overview level course and provides step by step instruction and Excel practice exercises.

#9270 1 CPE Credit $10
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Dynamic and Interactive Charts
Patricia McCarthy
Course description and objectives: To improve productivity and efficiency in charting through the use of dynamic charts and other features.

#9290 3 CPEs $29
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Fraud Audit Techniques using Excel
Joseph Helstrom, CPA
Patricia McCarthy

Course description and objectives: Microsoft Excel provides some easy to use tools that can greatly enhance and expedite the fraud audit process. With all detective work, you want to be able to sift through a large volume of data and utilize a tool that is adequately flexible for you to perform immediate investigations of anything questionable.

#9260 2 CPEs $19
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Mini Courses - Online Only - Quick Credits

2016 Easy Tax Update
Danny Santucci, JD
Course description and objectives: This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.

#8220: 3 CPEs $29
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Tax Provisions of the Healthcare Act
Danny Santucci JD
Course description and objectives: The Patient Protection and Affordable Care and the Health Care and Education Reconciliation Acts of 2010 represent the most sweeping and controversial public health care program since the creation of Medicare. Overhauling a healthcare industry that accounts for over one sixth of the national economy while adding coverage for 32 million Americans, these Acts make extensive use of the Internal Revenue Code to reform health insurance. In fact, they contain more than $400 billion in revenue raisers and new taxes. This course overviews these major tax law changes and their affect on individuals, businesses, and healthcare providers.

#8230: 2 CPEs $19
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Auto Rules
Danny C. Santucci, JD
Course description and objectives: This mini-course reviews apportionment of personal and business use, the actual cost method and the standard mileage method, and expensing. Moreover, this presentation informs practitioners about topics such as the benefits and costs of leasing versus owning, and working condition fringe benefits.

#8240 2 CPEs $19
Learn More

Employee Compensation & Benefits
Danny C. Santucci, JD
Course description and objectives: The various ideas, methods, and techniques to optimize the overall compensation package for key employees and principals are examined in this mini-course. Generally, businesses may deduct employees’ pay including wages, salaries, and other perks. Certain fringe benefits that can provide an unusually tax favored manner of supplementing compensation are described and evaluated. In addition, equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOT’s, stock options, and bonuses. Finally, deferred compensation arrangements are investigated. The goal of this mini course is to provide participants with a working knowledge of types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.

#8241 4 CPEs $39
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Marital Tax Matters
Danny C. Santucci, JD
Course description and objectives: Includes Basic Marital Tax, Family Tax Planning, Divorce Transfers and Settlements
In this mini-course, initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored. The detail support test for children of divorced or separated parents, the tax treatment of back child support, the deduction of divorce costs, and estimated tax payments are reviewed. Emphasis is given to marital property rules, married versus unmarried tax rate comparison, head of household status, and treatment of refunds and deficiencies.

#8250 6 CPEs $49
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Retirement Plans
Danny C. Santucci, JD
Course description and objectives: This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Distribution options from IRAs and other retirement plans are explored.

#8260 4 CPEs $39
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Assets, Income, & Cash
Danny C. Santucci, JD
Course description and objectives: This course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns

#8300 12 CPEs $59
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Selected Business Expenses
Danny C. Santucci, JD
Course description and objectives: This course reviews various expenses that businesses may deduct and the requirements that must be met for those expenses to qualify for deduction. Furthermore, practitioners can use this as a guide to determine which of their clients’ taxes are deductible as business expenses.

#8310 2 CPEs $19
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Choice of Entity
Danny C. Santucci, JD
Course description and objectives: This course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right business entity for their tax and liability needs.

#8330 4 CPEs $39
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Interest & Debt
Danny C. Santucci, JD
Course description and objectives: This course brings the practitioner information on tax issues affecting interest and debt. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, taxable interest, and bad debts.

#8340 3 CPEs $29
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Medical, Charitable & Casualty
Danny C. Santucci, JD
Course description and objectives: This course is designed for participants who want to explore and examine the tax consequences of medical costs, charitable contributions, and casualty and theft losses, especially in relation to their deductibility. The emphasis is examining a wide variety of situations related to these items and the extent to which they may or may not result in a deduction and what limitations on deductibility may be imposed.

#8350 3 CPEs $29
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Passive Loss & At-Risk Rules
Danny C. Santucci, JD
Course description and objectives: With the adoption of the passive loss limitation rules, taxpayers are looking to CPAs for guidance related to what deductions are allowed, disallowed, or suspended. Updating practitioners on the practical aspects of §469, this course addresses the needed skill to handle these pragmatic issues. Fundamentals are reviewed, planning opportunities are identified, and creative strategies are discussed and evaluated along with remaining traditional approaches. The goal of this instructive course is to understand and solve client problems under §469, with emphasis on tax savings ideas.

#8360 3 CPEs $29
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Property Dispositions
Danny C. Santucci, JD
Course description and objectives: Tax reform provisions have frequently changed the tax on profits realized from the disposition of real estate. This has forced investors to seek “escape hatches” from fluctuating capital gains taxes. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. This course alerts the practitioner to the different planning opportunities that surround exchanging and also identifies the tax consequences of home sales, foreclosure, repossession and other real property dispositions.

#8370 3 CPEs $29
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Professional Scholastics is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its online website: www.learningmarket.org.

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Sponsor ID # 115978
TX ID # 009710
NY Sponsor ID # 002807


2017 Easy Tax Update
Mini Course - $29.00

 

 


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