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This course was developed from the Gear Up seminar by the same title.

2008 brings dramatic changes in the operation of the typical accounting practice. This is the year you must attend!

 • Compilation & Review: From 1978 to 2002, the Accounting Review Services Committee of the AICPA issued only seven Statements on Standards for Accounting and Review Services. In the past five years, ten more have been issued. Find out how these new standards—including SSARS No. 17—change the tone of the main street accountant’s practice: redefining compilations, redefining reviews, changing the meaning of “third parties”, expanding the need for analytical procedures, emphasizing the focus on fraudulent activity, and evaluating those responsible for governance.

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Developed from the live seminar with the same title.

Don’t be afraid of the new standards! We will make these standards understandable and easy to implement. Learn about nonprofit auditing and take advantage of the opportunity to increase your audit business. Hear about the new SASs and the new Yellow Book. Learn how to efficiently implement both of the above. Learn how to efficiently plan an audit.

• Hear about the new SASs
• Hear about the new Yellow Book
• Learn how to efficiently implement both of the above
• Learn how to efficiently plan an audit
• What is so new about the new 990? Have your clients ready!
• Functional expenses – why the IRS is looking more closely
• SAS 115 – what you need to know to avoid problems with implementation
• Auditing cost allocation plans – how this affects revenue
• Lots of short-cuts and sample forms

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Developed from the live seminar with the same title.

Meet the 8-hour Fraud CPE requirement in California and learn how to improve internal controls. We will discuss the nature of fraud and how to break the fraud triangle.

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Developed from the live seminar with the same title.

Meet the 8-hour Fraud CPE requirement in California and learn how to improve internal controls. We will discuss the nature of fraud and how to break the fraud triangle.

Do you have clients who may be facing economic uncertainty? This course will give you the information you need to help your clients deal with their financial issues and regain their financial health.

Print pack with optional DVD version.

Do you have clients who may be facing economic uncertainty? This course will give you the information you need to help your clients deal with their financial issues and regain their financial health.

Print pack with optional DVD version.

Note: This course does not qualify for CPE credit for Enrolled Agents.

This interactive self-study course provides guidance to help clients who may be facing economic uncertainty, including available alternatives and options.

Grading fee: $4.95

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This course was developed from the Gear Up seminar by the same title. In this self-study course you will learn how to maintain control over security and privacy while maximizing productivity and efficiency through the proper use of technology.

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 This course will cover pertinent tax statutes and AICPA regulations affecting ethics as well as codes and regulations specific to California CPAs. Join us for an informative and challenging class approved by the California Board of Accountancy and required for all California CPAs. Based on the live seminar with the same title.

This interactive self-study course is designed to help the tax professional understand the rules and regulations governing the tax profession and the practical application of these rules in the daily operation of their businesses. The course also illustrates the compliance requirements of Treasury Department Circular 230 as it applies to Enrolled Agents CPAs and Attorneys in their practice before the Internal Revenue Service (IRS); AICPA Statements on Standards for Tax Services; and the IRS requirements concerning due diligence, confidentiality of client information, and professional conduct.

Grading Fee: $4.95

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Developed from the live seminar with the same title.

Make more...work less...have fun doing it! This course is designed to teach you the ten secrets to a successful tax and accounting practice. You will develop the relationships with clients and your team so that you can build a firm that has value whether you decide to work or sell it.

Make more...work less...have fun doing it! This course is designed to teach you the ten secrets to a successful tax and accounting practice. You will develop the relationships with clients and your team so that you can build a firm that has value whether you decide to work or sell it.

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Based on the live seminar with the same name.

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This course was developed from the Gear Up seminar by the same title.

This seminar is designed for the busy tax professional who needs to know the essentials of important changes from the previous year. Coverage will include recent tax law changes, court cases and IRS rulings in a short four-hour format.. .

This also acts as half of the CalFed self-study program.

This course will cover important changes made by Congress and the IRS, including a review of recent court decisions. The fiduciary income and estate tax issues will be reviewed including a complete analysis of Form 1041, U.S. Income Tax Return for Estates. We will also review new changes in the tax laws as they relate to Form 1041.

This course will cover important changes made by Congress and the IRS, including a review of recent court decisions. The fiduciary income and estate tax issues will be reviewed including a complete analysis of Form 1041, U.S. Income Tax Return for Estates. We will also review new changes in the tax laws as they relate to Form 1041.

CTEC approved course

CTEC Number:  1013-CE-0190

CTEC Credit Hours:  2 Federal, 0 California

This interactive self-study course covers signigicant provisions of the 2008 and Spring 2009 tax acts, including the American Recovery and Reinvestment Act of 2009.

Grading fee: $4.95

CTEC approved course

CTEC Number: 1013-CE-0180

CTEC Credit Hours: 2 Federal, 0 California

To order, please call 1-800-510-8997

Course in Production. Available November 2009. 

This course is course designed for Tax Professionals interested in keeping their clients informed of the latest energy incentives. Whether you are interested in saving the earth or just saving taxes, this course is a must. There are dozens of new ways to save taxes while being efficient. From energy power plants to bicycles, many incentives can easily be overlooked.

Grading Fee: $4.95

CTEC approved course

CTEC Number: 1013-CE-0182

CTEC Credit Hours: 4 federal, O California

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 Note:  Also offered in a two day format.

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Also offered in a one day format.

Turning the light on California business taxation—An Integrated Approach

Learn about Federal and California business tax issues simultaneously. It is no longer necessary to attend two different California business tax seminars. Each time we talk about a Federal Tax change, we will immediately discuss the California implications. This gives a comprehensive understanding of all tax aspects of business decisions in California. Only California and federal tax experts will teach this seminar, but of course they will be part of our fabulous Gear Up team!  The self study course is taken from the live seminar with the same name.

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This acts as half of the CalFed self study program and is based on the live seminar by the same name.

2008 will be another year of many changes for California. We will cover all the changes including:

We will cover all the changes in Califorina, including California's response to forgiveness of debt resulting from short sales and foreclosures, the final chapter to the LLC fee being considered unconstitutional, new rules for Registered Domestic Partners, and new problems resulting from not conforming to recent federal changes.

This course will allow a user to gain a thorough, practical understanding of ACRS, MACRS, and ADS. Follow examples calculating alternative minimum tax depreciation and luxury automobile caps on annual cost recovery.

Grading fee: $4.95

To order, please call 1-800-510-8997

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This course explores the decisions required in handling clients’ estates and trusts from beginning to close, including tax elections, allocating assets to beneficiaries, and filing the final forms. We will analyze Form 1041, U.S. Income Tax Return for Estates and Trusts, and Form 706, Estate Tax Return, as well as all the new changes in the tax laws.  It is based on the live seminar of the same name.

This course explores the decisions required in handling clients’ estates and trusts from beginning to close, including tax elections, allocating assets to beneficiaries, and filing the final forms. We will analyze Form 1041, U.S. Income Tax Return for Estates and Trusts, and Form 706, Estate Tax Return, as well as all the new changes in the tax laws. 

CTEC approved course

CTEC Number:  1013-CE-0178

CTEC Credit Hours:  5 Federal, 0 California

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Count on this course to give you the latest tax developments and related court cases and rules impacting the taxation of farmers and ranchers.  Based on the live seminar with the same name.

Count on this course to give you the latest tax developments and related court cases and rules impacting the taxation of farmers and ranchers. 

CTEC approved course

CTEC Number:  1013-CE-0186

CTEC Credit Hours:  4 Federal, 0 California

This interactive self-study course covers the Federal tax developments in the twelve months ending August 31, 2008. The course also addresses tax law changes and helps practitioners identify key planning ideas for their clients. Price does not include optional grading fee of $75 if you require CPE credit.  Available as print pack only.

This interactive self-study course covers the Federal tax developments in the twelve months ending August 31, 2009. The course also addresses tax law changes and helps practitioners identify key planning ideas for their clients. Price does not include optional grading fee of $79 if you require CPE credit.  Available as print pack only.

CTEC approved course

CTEC Number:  3039-CE-0236

CTEC Credit Hours:  16 Federal, 0 California

This interactive self-study course discusses the basic issues that tax preparers confront when preparing Federal Form 1040. You will learn about the filing statuses for married and unmarried taxpayers and the rules for claiming dependents on tax returns. You will also learn how to report wages, salaries, and tips. In addition, this course reviews interest, dividends, alimony, and the taxpayer's responsibility for reporting unearned income.

Grading Fee: $4.95

To order, please call 1-800-510-8997

This interactive self-study course discusses the unique tax rules that apply to licensed professionals, ministers, and athletes and entertainers.

Grading fee: $4.95

To order, please call 1-800-510-8997

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This highly interactive course will be a collective brain storming session in which we will share various strategies for success. There is more than one way to succeed with the IRS and we will discuss various options. If you are new to the field of IRS “controversy” work, welcome! You will learn a great deal.

This class will focus on knowledge of both technical and behavioral issues. We also promise to stay current on IRS matters, so we can bring you the latest on the ever-changing IRS world. With a new Commissioner, a new president of the country, and, no doubt, new tax law and increased enforcement provisions, the next few years will require accountants who can speak and deal with the IRS.
This course was developed from the Gear Up seminar by the same title.

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The first part of this course discusses the basic issues that tax preparers confront when preparing federal Form 1040. You will learn about the filing statuses for married and unmarried taxpapers and the rules for claiming dependents on tax returns. You will also learn how to report wages, salaries, and tips. In addition, this course reviews interest, dividends, alimony, and the taxpayer's responsibility for reporting unearned income.

The second part of this course examines various expenses that can be deducted on Schedules C and F. You will become acquainted with the costs that must be capitalized as well as those costs that can be deducted immediately. The course also takes a look at depreciation and Section 179 expenses that can be deducted by sole proprietors and farmers. There is also a discussion on the various employee-related expenses such as wages, payroll taxes, and other employee benefits. In addition, the course covers travel and entertainment expenses and the related reporting requirements. Finally, the course will briefly touch upon retirement plans.

Grading fee: $9.95

To order, please call 1-800-510-8997

Course Description: This course examines the various expenses that can be deducted on Schedules C and F. You will become acquainted with the costs that must be capitalized as well as those costs that can be deducted immediately. The course also takes a look at depreciation and Section 179 expenses that can be deducted by sole proprietors and farmers. There is also a discussion on the various employee-related expenses such as wages, payroll taxes, and other employee benefits. In addition, the course covers travel and entertainment expenses and the related reporting requirements. Finally, the course will briefly touch upon retirement plans.

Grading fee: $4.95

To order, 1-800-510-8997

This interactive self-study course provides an introduction to tax issues faced by small businesses. Lesson One discusses tax payments, including estimated tax payments. Lesson Two covers how a small business might be affected by the alternative minimum tax. Business income tax including the accumulated earnings tax and the built-in gains tax are the subjects of Lesson Three. The last lesson outlines various tax credits available to businesses.

Grading fee: $4.95

CTEC approved course.

CTEC Number: 1013-CE-0181

CTEC CPE Credit: 4 Federal, 0 California

This interactive self-study course summarizes a number of retirement programs that provide tax advantages to both employers and employees.

Grading Fee: $4.95

CTEC approved course.

CTEC Number: 1013-CE-0175

CTEC Credit Hours: 4 Federal, 0 California