Archives: Courses

Itemized Deductions – A Basic Overview (v22) – Video Self Study Course

Course Description This course covers Schedule A, itemized deductions, from top to bottom. This includes discussions of medical expenses, interest expense, charitable contributions, and miscellaneous itemized deductions. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be able to be complete the following objectives: Identify when …

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Dependents: Who Can Claim Whom? (v22) – Video Self Study Course

Course Description This course covers claiming dependents – qualifying children and qualifying relatives. The rules have some overlap but there are significant differences between the two. A qualifying child opens the door for more tax benefits and credits than a qualifying relative. We will also touch on head of household filing status in this training. …

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Tax Treatment of Retirement Plans, Pensions and Annuities (v22) – Video Self Study Course

Course Description This course will look at the important subject of client representation before the IRS. Practice before the IRS addresses the nature of practice before the IRS, identifies those permitted to engage in such practice and examines the power of attorney under which a taxpayer authorizes another to engage in it on his or …

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Education Tax Benefits (v22) – Video Self Study Course

Course Description This course examines the programs, credits, deductions and federal income tax treatment of various items that affect saving for and financing an individual’s education. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be able to be complete the following objectives: Identify the features …

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A Brief History of Marriage in the Tax Code (v22) – Video Self Study Course

Course Description This course will trace the history of filing statuses and how community property law was central to forcing Congress to create filing statuses, and how filing statues are still a thorny issue in tax law. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should …

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Qualified Business Income Deduction – A Basic Overview (v22) – Video Self Study Course

Course Description This course is designed for beginning practitioners and/or practitioners who have not encountered QBI much in the past. The goal of this course is to expose the practitioner to many different aspects of QBI from a fairly high level. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of …

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Analyzing Whether to Add New Locations – Capital Budgeting (v22) – Video Self Study Course

Course Description This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be able to be complete the following objectives: Identify key revenue and …

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California Regulatory Review: Accountancy Act, Rules and Regulations (v22) – Self Study Course

Course Description The California State Board of Accountancy requires that all must complete a two (2) hour, Board approved California Regulatory Review course every six (6) years. California Regulatory Review: Accountancy Act, Rules and Regulations is a course that fulfills this requirement for California CPAs. This course is also sufficient for reinstatement or re-entry applicants for …

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Key Process Controls – Receiving (v22) – Self Study Course

Course Description Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the …

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Key Process Controls – Purchasing (v22) – Self Study Course

Course Description Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the …

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Key Process Controls – Accounts Payable (v22) – Self Study Course

Course Description Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the …

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Key Process Controls – Collection for Outstanding Accounts (v22) – Self Study Course

Course Description Companies must collect outstanding accounts from customers as part of their business activities. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process.  The course allows participants to become familiar with or brush up on, basic …

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