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Self Study Audio: Business | Industry

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Business | Industry Courses

$39.00 each Add to cart

Planning and Compliance for Complex Transactions for Business Owners

  • Credits: 4
  • Format: Self-Study Audio
  • Field of Study: Business Management
  •  
  • Author/Speaker: Art Werner
Available Formats: 
 
 
 
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Business Ownership
Course ID:WR-353.22-SA
Published Date:© October 2020
***Special Note: This course does not qualify for IRS Reporting!***
COURSE DESCRIPTION

Every year brings new challenges. Changes in the Code – sometimes hidden in legislation with deceptive names – Court decisions affirming the value or assuring the risk in the advice we gave three years ago – Complex transactions requiring
application of old law to new circumstances – All the sort of things we cover in this advanced-level program.

Highlights include:
  • Federal income tax consequences of:
  • Insolvency – Code Section 108 and Bankruptcy Code
  • Late elections – Regulation 301.9100-2 and 3
  • Change in Accounting methods – Code Section 446 and 481
  • Net Operating Loss calculation, carryovers, and limitation – Code Sections 172, and 382

    Who Should Attend:
    • All Certified Public Accountants (CPAs)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
    NASBA


    $19.00 each Add to cart

    Accountants Wanted

    • Credits: 2
    • Format: Self-Study Audio
    • Field of Study: Business Management
    •  
    • Author/Speaker: Davis Jackson
    Available Formats: 
     
     
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Management
    Course ID:DJ-105.22-SA
    Published Date:© April 2020
    COURSE DESCRIPTION

    “An increase in the number of businesses, changing financial laws and regulations, and greater scrutiny of company finances will drive faster-than-average growth of accountants and auditors,” reports the Department of Labor (DOL).
    In addition, in response to recent accounting scandals, new Federal legislation restricts the non-auditing services that public accountants can provide to clients.

    If an accounting firm audits a client’s financial statements, that same firm cannot provide advice on human resources, technology, investment banking, or legal matters, although accountants may still advise on tax issues, such as establishing
    a tax shelter. This requires the client in most cases to hire two separate firms to handle their annual accounting and financial service’s needs.

    Topics include:
    • This course will review some of the causes and effects of the increasing demand for accountants.
    • We will then review some of the steps that you and your firm can take to retain quality accountants and avoid the risk of accountant turnover within your organizations.

    Learning Objectives:

    After reading the course material, you will be able to:

    • Recognize the causes of the increased demand for accounting and financial personnel
    • Identify with the effects of the increasing demand
    • List what you can do within your organization to improve your chances of retaining quality accountants

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
    NASBA


    $19.00 each Add to cart

    Disaster Plan Development

    • Credits: 2
    • Format: Self-Study Audio
    • Field of Study: Business Management
    • Author/Speaker: Davis Jackson
    Available Formats: 
     
    Advanced Preparation:None
    Experience Level:Basic 
    Program Prerequisites:General Understanding of Business Management
    Course ID:DJ-107.22-SA
    Published Date:April 2022*
    COURSE DESCRIPTION

    Ensuring the business continuity, the continuation of critical business operations in the event of an unforeseeable disaster is a chief responsibility of an organization’s management team including its financial officer or external
    CPA. According to Kit Tuveson, chairman of the International Facility Management Association and worldwide facility operations manager for Hewlett-Packard in San Francisco, only 40% of the companies that experience a disastrous
    event at their place of business will ever open their doors again.

    In addition, a study developed by the University of Minnesota found that the average company which was put out of business for as little as four and a half days experienced up to a 50% loss in its capacity to operate.

    Many companies believe that because they are small that they are at less risk and are unable to afford the protection that larger companies can afford. However, it is the smaller companies that are at the greatest risk and therefore
    should be even more inclined than the larger companies because they are more likely to have all their eggs in one basket. For example, the smaller company commonly has only one work location, a limited number of employees, all
    of their assets stored at one location, etc.

    Topics include:
    • This course will introduce you to the process of developing, communicating, and testing a disaster recovery plan to avoid this potential pitfall and ensure the continuation of critical business operations in the case of an unforeseeable
      event.
    • Throughout this course, the term “disaster” shall mean any unforeseeable event which has the potential ability to cause an interruption in the normal business operations of an organization. This would include natural disastrous
      events such as fire, flood, hurricane, earthquake, tornado, etc. in addition to electrical power failure, communication system malfunction, information system crashes, etc.
    • We will begin by taking a look at a mock scenario of a company that experiences a flood during the normal course of a day. This company does not have a disaster plan in place and as a result, experiences a huge loss both financially
      and emotionally.
    • You will then be introduced to some of the processes and procedures which this mock company and your company or clients can utilize to ensure the continuation of critical business operations in the event of an unforeseeable disaster
      in order to reduce your financial and emotional risk.
    • This course will then revisit the mock scenario under the assumption that the company did have a disaster plan implemented when the flooding took place and compare the resulting damages imposed by the event.
    • Finally, you will be provided with additional resources that you may choose to utilize when developing your own disaster plans and a glossary of some of the more common disaster recovery terms.


    Who Should Attend:
    • All Certified Public Accountants (CPAs)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA


    $9.00 each Add to cart

    Creating Value

    • Credits: 1
    • Format: Self-Study Audio
    • Field of Study: Business Management | Organization
    • Author/Speaker: Frank Castillo

    Available Formats: 
     
     
     
    Advanced Preparation:None
    Experience Level:Basic
    Program Prerequisites:None
    Course ID:FC-105.22-SA
    Published Date:© September 2021

    COURSE DESCRIPTION

    Value!…the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We’ll discuss ways a CPA and their firm can recalibrate their practice to deliver on
    client needs and expectations during this session.

      Learning Objectives:

      After reading the course material, you will be able to:

      • Recall the advantages of a value billing approach.
      • Identify ways CPAs can strengthen their relationships with clients.
      • Recall detailed steps CPAs should take to implement a value-based system for providing clients services.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
      NASBA