Pes Catalog

Vo l u m e 18 , N o . 3 over 140

courses

Quality self-study CPE for CPAs, QAS CPE and Enrolled Agents!

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Our new website www.mypescpe.com creates the ultimate personalized self-study CPE experience! You spoke and we listened – our site was developed after taking into consideration the requests of our customers over the past few years. This new site offers: Shop for CPE is where you purchase PES CPE products! View our selections and choose your delivery format: hard copy CPE, downloadable PDF CPE, and online computer-based CPE! Go to My CPE goes to the My CPE page. This page organizes your PES CPE purchased on mypescpe.com: My CPE in Progress – This is where you get instant access to your purchased PDF or Online CPE, add an exam purchased over the phone, and submit your exams for grading and certification! No need to log onto a different website. My Completed CPE - This area gives you access to your completed PDF and online course content, graded exams and certificates of completion, state requirements, and more! The My CPE page allows you to keep track of all your PES CPE in one convenient, secure location! Go to My Account goes to the My Account page. This page is where you can view and update information about you and your account: Contact Information/Ship To Addresses, Payment Preferences, Shipping Preferences, Purchase History, License Information/Designations that appear on your certificates, Password/Login and more! User Personalized shopping, Accounts for e and PDF grading, onlin ificates rt ce s, se cour e!! or m d an

Set up your user account today to begin your personalized CPE experience!

Go to www.mypescpe.com today!

PES courses are accepted by All 50 States , NASBA, QAS & the IRS! Professional Education Services, LP 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

Professional Education Services, LP is registered with the National Association of State Boards of Accountancy (NASBA), as a Quality Assurance Service (QAS) sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

PES is an approved Enrolled Agent continuing education provider through the IRS Office of Professional Responsibility. Approval code #451. Credits for CFP professionals differ from other CPE credits. The number of credits reported to the CFP board will be 1/2 the amount listed in the course description and on the certificate of completion. To view a current listing of board registered CFP courses please visit www.cfp.net.

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PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states – check with your State Board of Accountancy. • Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. • Learning objectives for individual courses are available on our website at www.mypescpe.com or by contacting customer service at 800-990-2731.

B us i ne s s an d In du str y Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

Ple a s e Not e…

Business and Industry courses do not qualify for Enrolled Agents (EAs).

Ebay Business at Your Fingertips [ 1 6 C P E h o u r s for only $99.50] Please ask for course #5895/QAS5895 w! Ne eBay has provided a great opportunity where hobbies can grow into potentially large businesses. This course addresses some of the most confusing and complex components of eBay and the information contained can be a valuable tool whether you are simply improving your own eBay business or assisting a client launch and grow their own new venture.

Finance [ 2 4 C P E h o u r s f o r o n l y $ 1 2 9 . 5 0 ] Please ask for course #5360/QAS5360 This course explores many important topics in the world of corporate finance, including methods for analyzing financial statements, short-term and long-term sources of capital, and the capital budgeting process. The course provides a solid introduction to the world of finance and includes helpful, practical applications at the end of each chapter.

Incentive Compensation [ 8 C P E h o u r s for only $74.50] Please ask for course #5370/QAS5370 This course will show you how to use incentive plans, ranging from cash bonuses to stock options and other equity incentives, to motivate employees to achieve higher productivity while rewarding them for their efforts.

Financial Analysis for Controllers [ 1 6 C P E h o u r s for only $149.50] Please ask for course #5395/QAS5395 Learn to improve a corporation’s per for mance; buy assets at the right time; increase shareholder value; recognize indicators of specific underlying problems; use financial analysis reports; determine business conditions and more.

Effective Business Communications [ 1 2 C P E h o u r s for only $84.50] New! Please ask for course #5840/QAS5840 Good communication is one of the keys to business success. This course will assist people to understand the communication process, writing and organization methods, and oral aspects of communication in business.

Understanding the Economy

[ 1 2 C P E h o u r s f o r o n l y $ 1 0 4 . 5 0 ] Please ask for course #5785/QAS5785 Understanding the economy is a critical concern for managers and investors. This course will address macrofactors that may Hot economic affect the performance of Topic! a business including business cycles, interest rates, economic policy, inflation, unemployment, and more. A variety of economic statistics and indicators are also explained in depth.

Small Business Fundamentals [ 1 0 C P E h o u r s for only $74.50] Please ask for course #5545/QAS5545 Many entrepreneurs rely on their financial professional for advice when starting a small business. This course covers several fundamentals the small business owner should consider including legal considerations, financing options, marketing concepts, and employment issues and can help you advise your clients as they begin their new venture.

Breakthrough Budgeting [ 6 C P E h o u r s f o r o n l y $ 6 4 . 5 0 ] Please ask for course #5715/QAS5715 To outperform competitors and sustain competitive advantage, a company must not only ascertain the source of the costs it will incur, it must determine their uses. This course will explain how to incorporate a “sources and uses” approach to advance your budget process beyond the resource inventory stage, and align it with the company’s operational goals and objectives. Course level: Intermediate.

Property and Business Income Insurance [ 6 C P E h o u r s f o r o n l y $ 6 4 . 5 0 ]

Please ask for course #5800/QAS5800 This course discusses how property insurance works and what it insures, primarily based on Insurance Services Office (ISO) coverage forms. It also covers how Business Interruption coverage is calculated.

Don’t pass up these additional Business and Industry courses... Managing and Improving Your Cash Flow (10 CPE hrs)............... see page 7 New! FASB Review for Industry (16 CPE hrs)...................................... see page 17 A Manager’s Guide to Employment Law (24 CPE hrs).................. see page 8 The Controller’s Function (20 CPE hrs)...................................... see page 17

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Taxat i on Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

Medical & Health Savings Plans

Tax Implications of the 2009 Stimulus Bill [ 4 C P E h o u r s for only $39.50]

Please ask for course #5885/QAS5885 On Febr uar y 13th, New ! Congress passed the American Recover y and Reinvestment Act. This sweeping piece of legislation is intended to breathe life back into America’s sagging economy, including a depressed housing market and high unemployment rate. This course will focus on the tax implications of the Act. The Act will give an estimated 95 percent of American workers an immediate tax cut. It will also affect taxes in many ways, including increasing a higher education tax credit, providing tax incentives to encourage the growth of “green jobs”, and providing an increased tax credit for home purchases and the purchase of electric vehicles.

Income Taxes for Churches, Religious Organizations and Ministers

[ 4 C P E h o u r s for only $34.50] Please ask for course #5680/QAS5680 This course takes a look at several tax-advantage plans that allow individuals to put money away tax-free to help pay for health care costs that insurance does not cover, including deductibles and other out-of-pocket expenses. The course covers Archer Medical Savings Accounts, Health Savings Accounts, Flexible Spending Arrangements and Health Reimbursement Arrangements.

Today’s Cafeteria Plans [ 1 0 C P E h o u r s f o r o n l y $ 9 9 . 5 0 ] Please ask for course #5550/QAS5550 This course explains the rules governing the evolv ing, and increasingly popular health plans, such as the Health Reimbursement Arrangements (HRAs) and Health Savings Accounts (HSAs).

Tax Benefits for Education: Including 529 Plans

[ 1 2 C P E h o u r s for only $74.50] Please ask for course #5205/QAS5205 This tax guide for ministers and religious workers is an invaluable resource! You will learn step-by-step the tax laws that affect ministers and religious workers including what sources of income are taxable and non-taxable, how to establish the best compensation packages and the importance of recordkeeping with helpful worksheets and more.

Taxation of Pension and Annuity Income [ 8 C P E h o u r s f o r o n l y $ 6 4 . 5 0 ] Please ask for course #5­225/QAS5225 Taxation of Pension and Annuity Income is designed to provide a broad overview of how pension and annuity income is taxed. It covers the “General Rule,” the “Simplified Method,” and qualified and nonqualified plans. The various examples will show how to calculate the tax-free return of your net cost. Lastly, the course covers how U.S. Civil Service Retirement benefits are taxed.

[ 8 C P E h o u r s for only $64.50] Please ask for course Top #5125/QAS5125 Clients are constantly turning Seller! to you for guidance through the maze of higher education tax savings options available to them. This course details all of the various types of tax benefits and savings opportunities available for higher education. Covering Qualified Tuition Programs (529 plans), the Hope Credit, the Lifetime Learning Credit, student loans, tuition and fee deductions, Coverdell Education Savings Accounts, Education Savings Bond Programs and much more, this course will provide all the information you need to properly assist your clients.

Choice of Entity [ 1 6 C P E h o u r s for only $94.50] Please ask for course #5155/QAS5155 See page 8 for full course description.

Explore Your IRA Options! Roth IRAs [ 4 C P E h o u r s for only $34.50] Please ask for course Hot #5705/QAS5705 Topic! Th is course looks at the benefits of Roth IRAs as compared to its traditional counterpart. The course also covers contribution limits, eligibility requirements, rules for converting one type of IRA into another, rules governing withdrawal of funds, and the reasons that a Roth IRA is often a better bet than a traditional IRA for those who qualify. 4

Individual Retirement Arrangements (IRAs) [ 8 C P E h o u r s f o r o n l y $ 6 4 . 5 0 ] Please ask for course #5175/QAS5175 Understand the various individual retirement arrangements: traditional IRAs, Roth IRAs, Simplified Employee Pensions (SEPs), and Savings Incentive Match Plans for Employees (SIMPLEs). Rules for setting up an IRA, contributing to an IRA, transferring money or property to and from an IRA, handling an inherited IRA, making withdrawals from an IRA, and more.

Taxat i on Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

Stock Options [ 1 6 C P E h o u r s for only $104.50] Please ask for course #5605/QAS5605 Options are complicated. Although of fered as an incentive or reward, options can be expensive. This course provides an educational tool to keep wealth in the hands of the optionee who has earned it. It covers nonqualified stock options, incentive stock options, stock grants, and employee stock purchase plans. Uses the text entitled Stock Options – An Authoritative Guide to Incentive and Nonqualified Stock Options by Robert R. Pastore, CPA, CFA.

Small Business Taxation [ 1 6 C P E h o u r s for only $94.50] Please ask for course #5475/QAS5475 Th is course prov ides the practitioner a detailed look at the tax issues of small businesses. It includes an overview of the many entity options available to small businesses today, a detailed discussion on the filing and paying of business taxes, and information on the types of expenses that can be deducted by a business.

Residential Rental Property [ 1 0 C P E h o u r s f o r o n l y $ 7 4 . 5 0 ] Please ask for course #5165/QAS5165 This course covers the various aspects of residential rental property, including the rental of vacation homes, installment sales, and the passive activity and at-risk rules. Uses the materials Residential Rental Property.

IRS Tax Resolution

Hot [ 1 2 C P E h o u r s Topic! for only $104.50] Please ask for course #5730/QAS5730 Tax resolution means providing solutions to businesses and individuals alike who find themselves in trouble with the IRS. To resolve tax matters with the IRS, the IRS’ Offer in Compromise (OIC) program encourages delinquent taxpayers to settle their back taxes – often for pennies on the dollar. Corporate and Partnership Income Taxation [ 1 2 C P E h o u r s f o r o n l y $ 8 4 . 5 0 ] Please ask for course #5180/QAS5180 This course shows how to prepare 2008 corporate and partnership tax retur ns. It provides detailed instrucNew tions on how to complete Update! returns for two regular corporations (1120 and 1120-A), an S corporation, and a partnership.

Divorce and Taxes [ 1 2 C P E h o u r s for only $84.50] Please ask for course #5610/QAS5610 Going through a divorce can be a traumatic and emotional event. In addition, there are some serious tax consequences associated with a divorce. These issues include tax consequences of alimony and child support, tax implications of splitting and transferring property, changes in filing status and the impact of community property laws.

Keep Up-To-Date with PES! Order these popular courses today! Individual Income Tax

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Seller!

[ 2 4 C P E h o u r s f o r o n l y $ 1 2 4 . 5 0 ] Please ask for course #5300/QAS5300 Our most popular course! Individual Income Tax covers the preparation of 2008 tax returns. This all encompassing federal income tax course for individuals covers very basic to complex issues that you need to know to advise your clients. This course provides financial guides to help you make the most of your client’s money from every angle, and tax-savings advice on how to maximize deductions and shelter income, as well as tax planning strategies to minimize your client’s future tax liability.

Individual Income Tax [ 2 4 C P E h o u r s for only $159.50] Please ask for course #5313/QAS5313 Includes course #5300 (see above) and a copy of the 2009 U.S. Master Tax Guide as an additional companion reference guide.

Individual Income Tax [ 2 4 C P E h o u r s for only $159.50] Please ask for course #5312/QAS5312 Includes course #5300 (see above) and a copy of the 2009 RIA Federal Tax Handbook as an additional companion reference guide. 5

Taxat i on Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

Top Tax Issues and ller!

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Consequences in Financial Planning

[ 2 4 C P E h o u r s f o r o n l y $ 1 2 9 . 5 0 ] Please ask for course #5505/QAS5505 This course covers the tax issues and consequences related to business planning and investments, retirement planning, and estate and education planning. Please note: course material is similar to that in #5035 and therefore we recommend that you not take both courses in the same CPE reporting period.

Like-Kind Exchanges and Other Sales [ 8 C P E h o u r s f o r o n l y $ 6 4 . 5 0 ] Please ask for course #5255/QAS5255 This course covers sales and exchanges, abandonments, foreclosures and repossessions, and involuntary conversions. Like-kind exchanges and installment sales are also discussed.

Alternative Minimum Tax [ 6 C P E h o u r s f o r o n l y $ 5 9 . 5 0 ] Please ask for course #5480/QAS5480 This course provides a detailed explanation of the required adjustments and preference items in computing AMT, as well as other provisions that affect the AMT calculation.

New

Estate and Trust Income Taxation

Update!

[ 1 2 C P E h o u r s f o r o n l y $ 8 4 . 5 0 ] Please ask for course #5185/QAS5185 This course shows you the best ta x-wise method for preparing a 2008 U.S. Income Tax return for estates and trusts on Form 1041.

Limited Liability Companies [ 1 0 C P E h o u r s f o r o n l y $ 6 9 . 5 0 ] Please ask for course #5135/QAS5135 In this course, learn how to form, operate, and dissolve a limited liability company, as well as gain an understanding of the related tax considerations. The course also offers comparisons of limited liability companies to other forms of business entities.

Car, Travel & Entertainment and Home Office Deductions [ 1 0 C P E h o u r s f o r o n l y $ 7 4 . 5 0 ] Please ask for course #5115/QAS5115 This course will guide you through the ins-andouts of maximizing business deductions for car expenses, travel and entertainment and home office. It includes detailed, clear explanations and practical examples of how the tax law is applied.

Tax Exempt Organizations Tax Exempt Status for Your Organization [ 1 0 C P E h o u r s New! for only $79.50] Please ask for course #5785/QAS5785 This course discusses issues surrounding organizations that are seeking tax exempt status under IRC Section 501. The course provides information about the procedures to obtain ta x-exempt status, the filing requirements, excise ta xes and various matters affecting such organizations.

Tax-Exempt Organizations: Issues and Return Preparation [ 2 4 C P E h o u r s f o r o n l y $ 1 1 9 . 5 0 ] Please ask for course #5880/QAS5880 Form 990 and its related parts have always been a challenge for tax practitioners. This challenge has gotten a bit harder with the release of a brand new Form 990 that takes effect for the 2008 tax year. Understand how this new form will change the way tax practitioners prepare returns for tax exempt organizations and walk through the form and its related schedules line by line. Course level: Basic/Intermediate.

Convenient Short Taxation CPE

New

Update!

5810/QAS5810 Partnership General Tax Information . . . . . . . . . . . . . . . . . . . . . . . . . 2 CPE hrs $24.50 5835/QAS5835 Introduction to Tax Exempt Organizations . . . 2 CPE hrs $24.50 6070/QAS6070 Taxation of Owner’s Distribution. . . . . . . . . . . 2 CPE hrs $24.50 6075/QAS6075 Termination / Dissolution of Business Entities . . . . . . . . . . . . . . . . . . . . . . . . 2 CPE hrs $24.50 6025/QAS6025 Dividends, Corporate Distributions, and Other Income Taxation . . . . . . . . . . . . . . . 2 CPE hrs $24.50 6030/QAS6030 Charitable Contributions and Miscellaneous Deductions . . . . . . . . . . . . . . . . 2 CPE hrs $24.50 5630/QAS5630 Real Estate Tax Issues . . . . . . . . . . . . . . . . . . . . 2 CPE hrs $24.50 5635/QAS5635 Taxation of Retirement Planning Products. . . 4 CPE hrs $34.50 5625/QAS5625 Taxation of Investment Income & Expenses. . . 4 CPE hrs $34.50 6

5640/QAS5640 Death and Taxes. . . . . . . . . . . . . . . . . . . . . . . . . 6 CPE hrs $59.50

M ana g e me nt A dv i s or y Ser vices Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

Ple a s e N ot e…

Unless specifically stated otherwise, Management Advisory Services courses generally do not qualify for Enrolled Agents (EAs).

Managing and Improving Your Cash Flow [ 1 0 C P E h o u r s for only $89.50] New! Please ask for course #5760/QAS5760 Businesses can go broke even while making a profit – sound cash flow is the key to the survival of any business but is especially important in consideration of the current economic times. This course alerts you to the difference between profit and cash flow, and teaches you the tools and techniques that allow you to effectively increase and manage your cash flow.

Mergers and Acquisitions Basics [ 1 2 C P E h o u r s for only $94.50] Please ask for course #5560/QAS5560 Mergers and acquisitions are a common and popular business tool, providing growth and expansion for many large and mid-sized companies. This course covers the nuts and bolts of mergers and acquisitions (M&As) and the processes involved, basic guidelines and lessons for going through M&As for the first time, key events, processes, and issues that a buyer or seller must consider, and more.

Basic Bankruptcy for Accountants [ 8 C P E h o u r s for only $69.50] Please ask for course #5280/QAS5280 This course provides you with an overview of federal bankruptcy law and how it will be impacted by the landmark legislation of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005. It includes discussion of reforms intended to make it harder for individuals to have their debts discharged and provisions intended to prevent fraud in the system. One such provision includes a mandate that a minimum number of bankruptcy filings be audited by a CPA. The course also discusses various tax implications of bankruptcy.

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Topic!

Valuation [ 1 2 C P E h o u r s f o r o n l y $ 1 3 9 . 5 0 ] Please ask for course #5435/QAS5435 Financial managers must be prepared to put a value on their entire company, a division, or even a department. This course teaches how to reduce the risk in an appraisal by explaining the key valuation concepts, their strengths and weaknesses, and the risks inherent in a valuation. It explains the assumptions employed in the valuation process, helps you determine whether or not to hire an appraiser, and teaches you how to read an appraiser’s report.

Hiring Independent Contractors [ 1 6 C P E h o u r s for only $94.50] Please ask for course #5190/QAS5190 This course is designed to help practitioners understand the risks and benefits of using independent contractors in lieu of employees. The course addresses the legal risks associated with a missclassification as well as the role of the Internal Revenue Service in classifying workers. The course explains the role of the states, with specific emphasis on unemployment insurance and workers' compensation coverage.

Social Security and Medicare: A Survey of Benefits [ 8 C P E h o u r s f o r o n l y $ 6 9 . 5 0 ] Please ask for course #5485/QAS5485 This course covers the benefits provided by Social Security, the taxation of benefits, disability and SSI benefits, survivor benefits, and the appeals process. Information is also provided regarding the New! types of benefits offered by Medicare and the various options for paying for longterm health care. Uses the materials Social Security and Medicare: A Survey of Benefits.

Convenient Short Management Advisory Services CPE 6045/QAS6045

Wills and The Decedent’s ew! Final Tax Return . . . . . . . . .N. . . . . . . . . . . . . . . 2 CPE hrs $24.50

6060/QAS6060 The Formation and Liability Exposure ! of Business Entities . . . . . . . . . . . . . . . . . . . . . . New 2 CPE hrs $24.50 6040/QAS6040 The Living Trust, The Charitable Trust, and Trust Alternatives . . . . . . . . . . . . . 4 CPE hrs $34.50 6035/QAS6035 The Creation, Modification and Termination of Trusts . . . . . . . . . . . . . . . . . . . . 2 CPE hrs $24.50 5650/QAS5650 Intellectual Property Law . . . . . . . . . . . . . . . . . 2 CPE hrs $24.50 5645/QAS5645 Business Entities & the Law . . . . . . . . . . . . . . . 4 CPE hrs $34.50 5655/QAS5655 Employment Issues & the Law . . . . . . . . . . . . . 6 CPE hrs $59.50 7

M ana g e m e n t A dv is or y Ser vices Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

P l e a se Not e…

Unless specifically stated otherwise, Management Advisory Services courses generally do not qualify for Enrolled Agents (EAs).

Identity Theft and Financial Privacy [ 8 C P E h o u r s for only $69.50] Please ask for course #5585/QAS5585 Identity theft is one of the fastest-growing crimes in America and can have devastating effects on its victims. This trend has led to an increase in criminal sanctions as well as a flurry of new laws aimed at safeguarding financial information. A number of these laws directly impact accountants and other financial professionals. This course will provide an overview of the problem of identity theft and some of the legislative responses, with an emphasis on those affecting the accounting industry.

Choice of Entity

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Seller!

[ 1 6 C P E h o u r s for only $94.50] Please ask for course #5155/QAS5155 When starting a new business, one of the most important decisions is choosing the best business form of operation. Key issues to consider in the decision include taxation, state law treatment, nature of the assets, transferability, estate planning, limited liability, and retention of control. This course provides a general overview of the different business forms available, including the issues related to their formation, management, dissolution and taxation. Uses the materials entitled Choice of Entity: S, C, LLCs and Partnerships. PLEASE NOTE: Acceptable for EAs.

Quality CPE from PES Can Help You Manage the Workplace! A Manager’s Guide to Employment Law [ 2 4 C P E h o u r s for only $119.50] Please ask for course #5535/QAS5535 Top W hether you have 2 ! r e ll e S employees or 200, no business owner can afford not to understand the rules that govern employers. A Manager’s Guide to Employment Law provides practitioners with an overview of the major federal laws affecting the workplace today, including practical tips to avoid being sued. Topics include wage and hour law, employment discrimination, drug testing, the Americans with Disabilities Act and monitoring your employees.

Keeping Sexual Harassment Out of the Workplace [8 CPE hours for only $69.50] Please ask for course #5665/QAS5665 No employer, large or small, male dominated or not, is immune from claims of sexual harassment. This course will help you understand the types of conduct that constitute sexual harassment, when the acts of employees can make a business owner liable and the proper way to conduct an investigation into allegations of sexual harassment. PLEASE NOTE: Some course content is explicit.

Hiring and Firing: How to Limit Your Exposure to Employment Discrimination Lawsuits [12 CPE hours for only $89.50] Please ask for course #5590/QAS5590 More than ever, businesses large and small need to protect themselves from lawsuits by employees, former employees and unsuccessful job applicants. What questions can you ask during an interview? What questions are illegal to ask? How do you handle requests for special accommodation due to religious beliefs or a disability? This course addresses these and many other issues that are important for employers of any size.

Drugs and Alcohol in the Workplace [4 CPE hours for only $ 39.50] Please ask for course #5675/QAS5675 There are few workplace issues as compelling as drugs and alcohol. This course will provide a review of employer’s rights and obligations towards applicants as well as other employees. What does it mean to have a drug free workplace? What options do employers have when they suspect an employee of being under the inf luence while on the job? What happens when an employee requests time off for rehabilitation? These and other questions will be addressed.

CPE the way you want it! 8

We offer many format options: hardcopy, PDF or online courses!

Man a g e m e n t A dv is or y Ser vices Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

Ple a s e Not e…

Unless specifically stated otherwise, Management Advisory Services courses generally do not qualify for Enrolled Agents (EAs).

Financial Analysis, Modeling and Forecasting Techniques [ 2 4 C P E h o u r s f o r o n l y $ 1 7 4 . 5 0 ] Please ask for course #5710/QAS5710 T h i s c o u r s e g i ve s you ever y sales and financial forecasting formula and modeling technique you need to analyze your operation both as a whole and by segment. You will be provided with proven techniques that help you evaluate proposals for profit potential, proven methods that improve the accuracy of your short- and long-term forecasting, analysis tools that help you better manage working capital, cash, and accounts receivable, plus much more. You also get dozens of worked-out models and modeling techniques that simplify your business decisions, and are easy to adapt to any spreadsheet program. Uses materials entitled Financial Analysis, Modeling and Forecasting Techniques. Course level: Intermediate.

Limited Liability Companies [ 1 0 C P E h o u r s for only $69.50] Please ask for course #5135/QAS5135 L imited l iabi l ity companies are a relatively new business form in the United States. In this course, you will learn how to form, operate, and dissolve a limited liability company, as well as gain an understanding of the related tax considerations. The course also offers comparisons of limited liability companies to other forms of business entities. Uses the material entitled Limited Liability Companies: A Guide to Formation, Operation, Dissolution and Taxation.

Cost Reduction and Control: Best Practices [ 2 0 C P E h o u r s f o r o n l y $ 1 4 4 . 5 0 ] Please ask for course #5240/QAS5240 Do you know the most successful cost control strategies across the entire spectrum of business functions? This detailed resource describes what works best in specific situations and in specific areas of the company. It will help you advise your clients how to cut costs while also maintaining a rich corporate culture.

The Pocket MBA: Concepts and Strategies

[ 2 0 C P E h o u r s for only $124.50]

Top

Seller!

Please ask for course #5765/QAS5765 This practical and useful course will help you quickly identify what to look for, what to do, what to watch out for, and how to do what’s needed in the complex world of business. Uses the material entitled The Pocket MBA.

Business Law for Accountants [ 2 4 C P E h o u r s for only $119.50] Please ask for course #5250/QAS5250 Today's CPA must have a working familiarity with a number of areas of business law to properly advise clients and to protect their own interests as a practitioner. Business Law for Accountants is designed to meet both objectives. The course is broken into six main parts: (1) civil liability and unfair competition in business; (2) transfer of wealth; (3) intellectual property; (4) business entities; (5) employment law; and (6) the law of independent contractors. These are just a few of the important issues that will be explored. The course uses real cases to help illustrate important legal principles. Uses the materials entitled Business Law for Accountants.

The Financial Markets and the SEC [ 8 C P E h o u r s for only $69.50] Please ask for course #5490/QAS5490 The Financial Markets and the SEC gives the CPA a solid introduction to the regulation of the financial markets. Topics covered include the role of the SEC, insider trading, executive compensation, Sarbanes-Oxley Act, strengthening auditor independence, and selected issues in the securities market.

Real Estate Fundamentals [ 1 6 C P E h o u r s f o r o n l y $ 9 4 . 5 0 ] Please ask for course #5440/QAS5440 Real Estate Fundamentals is designed to provide a thorough overview of the fundamentals of real estate including law, public control, valuation, finance and special fields. The text presents challeng ing concept s in a clear, concise manner that makes the most difficult information easy to understand and absorb.

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C o m p ut e r A ppl icat io ns Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

P lease Note…

Computer software not included with course. Computer Application courses do not qualify for Enrolled Agents (EAs).

New!

Office 2007 Solutions

QuickBooks 2009

[ 2 4 C P E h o u r s f o r o n l y $ 1 0 9 . 5 0 ]

[ 1 6 C P E h o u r s for only $99.50]

Please ask for course #5855/QAS5855 Discover how easy it is Please ask for course #5890/QAS5890 to setup and streamline a customized accountThis course covers all aspects of Microsoft Office ing system for your small 2007 and will serve as an excellent desktop referbusiness cl ients or for ence. It aims to help you get the most out of each your own business! Learn application by introducing the new features and Top how to hanteaching you techniques to make you more proSeller! dle routine ductive both at work and at home. business Excel 2007 Advanced tasks, track funds, manage payReport Development Top roll, process invoices, monitor [ 2 4 C P E h o u r s inventor y, manage budgets, Seller! for only $119.50] create fiscal reports, and much Advanced more. Help get your small busiPlease ask for course #5795/QAS5795 ness clients up and running Learn to develop powerful and innowith this #1 small-business vative reporting solutions using Excel management software. 2007. This course provides comprehensive information on both the techThe Unofficial nical and strategic areas of Excel report development for the sophisticated Excel BASIC Guide to user or report developer. Prerequisites: A Excel 2007 solid understanding of Microsoft Excel, programming, and SQL. Course level: [ 2 0 C P E h o u r s Intermediate to Advanced. for only $104.50]

Excel and Access Integration

Please ask for course #5775/QAS5775 [ 1 6 C P E h o u r s This course is designed to te Intermedia for only $99.50] teach you to use the best, quickest, and most efficient Please ask for course #5805/QAS5805 ways to do the things that This course provides a comprehensive most people need to do review of the wide range of integration in Excel. This course is not a techniques that can be performed using Excel compendium of every single feature of Excel – and Access. Prerequisites: Experience working its intention is to teach you the most effective with data and familiarity with the basic conand efficient techniques that you maybe didn’t cepts of data analysis; experience using Excel know you could use to make your work easier with a strong grasp of concepts such as table structures, filtering, sorting, and using formulas; and faster. and some basic knowledge of Access. Course Peachtree level: Intermediate. [ 1 2 C P E h o u r s f o r o n l y $ 8 9 . 5 0 ] Quicken 2009 Please ask for course #5570/QAS5570 [ 2 0 C P E h o u r s f o r o n l y $ 1 0 4 . 5 0 ] This course covers the Please ask for course #5850/QAS5850 P e a c h t re e P re m i u m Quicken 2009 provides up-to-date information Accounting version and regarding the newest product tools and features is designed to take you of Quicken. You will learn to organize your financfrom setting up a busies and gain insight into the means of creating ness, to paying bi l ls, BASIC wealth, manage important monthly expenses, to invoicing clients, to save time with automated producing reports to get and online bank ing and a financial picture of a company. Whether using bill-paying features, balPeachtree for yourself, or just understanding the ance your checkbook, and software used by a client, upon completion you’ll track your portfolio with have a clear understanding of how this program stock quotes and securiworks and its many features. ties news.

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Fi n a nc i a l an d Es t at e Pla nning Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

Living Trusts: Fact and Fiction

A Complete Guide to Investing

[ 8 C P E h o u r s for only $64.50] Please ask for course #5600/QAS5600 Tr usts can be used to accompl ish many goals, including ta x and estate planning, providing income to a spouse or disabled child, and charitable giving. However, they also have limitations and are not the ideal solution for everyone. This course explains the role of living trusts in estate planning and how other vehicles can be used to obtain similar results. It also discusses the limitations of living trusts by providing readers with an overview of the probate process and the federal estate tax structure. Uses the materials entitled Living Trusts: Fact and Fiction.

[ 1 6 C P E h o u r s for only $109.50] Please ask for course #5735/QAS5735

Financial Planning: Investment Strategies and Vehicles

[ 2 4 C P E h o u r s for only $129.50] Please ask for course #5035/QAS5035 This course covers the many different aspects that should be considered in the estate planning process. It addresses issues to consider when planning for retirement, enforcing the decedent’s wishes at death, planning for incapacity, and the tax implications at death. Uses the materials entitled Plan Your Estate. Please note: course material is similar to that in #5505 and therefore we recommend that you should not take both courses in the same CPE reporting period.

[ 2 4 C P E h o u r s for only $119.50] Please ask for course #5470/QAS5470 This course provides practitioners with a nuts and bolts look at the financial markets, estate and retirement planning. Areas addressed include: estate planning as a component of financial planning; ta x consequences in financial planning; government regulation of the financial markets; common investment and retirement planning vehicles, and more. Uses the materials entitled Financial Planning: Investment Strategies and Vehicles.

The New Reverse Mortgage Formula [ 6 C P E h o u r s f o r o n l y $ 6 9 . 5 0 ] Please ask for course #5595/QAS5595 Learn how the new reverse mortgage can provide a critical revenue stream for millions of elderly homeowners, offer a key financial strategy to the enormous group of Hot Baby Boomers marching Topic! toward the traditional retirement years, and supply a viable solution to the coming health care crisis in the United States. Uses the materials entitled The New Reverse Mortgage Formula by Tom Kelly. PLEASE NOTE: Not accepted for EAs.

This course teaches you the securities market, the various types of investment securities (stocks, bonds, options, futures, mutual funds, etc.), and the risk- return characteristics of each. It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection, and management. Uses the materials entitled A Complete Guide to Investing. PLEASE NOTE: Not accepted for EAs.

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Plan Your Estate

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An Accountant’s Guide to Trusts [ 1 6 C P E h o u r s f o r o n l y $ 9 4 . 5 0 ] Please ask for course #5565/QAS5565 Th is course prov ides CPAs with an overview of the rules governing the formation of trusts, the tax consequences of different trust vehicles, and the rules governing the administration of trusts. Specific topics include living trusts, spendthrift trusts, charitable trusts, and alternatives to trusts. Uses the materials entitled An Accountant’s Guide to Trusts.

Convenient Short Financial and Estate Planning CPE 6045/QAS6045

Wills and The Decedent’s Final Tax Return . . . . . . . . . . . . . . . . . . . . . . . . 2 CPE hrs $24.50

6040/QAS6040 The Living Trust, The Charitable Trust, and Trust Alternatives . . . . . . . . . . . . . . . . . . . . . . . 4 CPE hrs

$34.50

6035/QAS6035 The Creation, Modification and Termination of Trusts . . . . 2 CPE hrs

$24.50

New!

Don’t pass up these additional Financial and Estate Planning courses... Tax Benefits for Education: Including 529 Plans (8 CPE hrs)........ see page 4 Individual Retirement Arrangements (IRAs) (8 CPE hrs). ........... see page 4 11

P r o f es s i on al Et hics Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

PES is

#1!

For over 10 years, PES has been the leader in self-study Ethics CPE! When you need Ethics CPE, turn to the leader!

•Over 10 years ago we were the first private company ap proved to provide Ethics courses in CA . •State Board Appr oved (if req uired) •Compliant with AI CPA/NASBA Rules •IN A HURRY? Cour ses available in the following electron ic for mats: online course or PDF down load. Or, you can still choose hardco py to be shipped. •Our courses are de veloped by in-house CPAs, Attor neys and Enrol led Agents.

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•Our courses are so good, they are licensed by many other compan ies.

General Ethics/Other Ethics The following ethics courses can be taken by any interested CPA to meet general CPE requirements. PLEASE NOTE: General ethics courses do not meet any specific state requirement (e.g. Texas) unless specifically stated below the course description.

Ethics & the Tax Professional

#4200/QAS4200 #4205/QAS4205

2/hrs 4/hrs

$34.50 $54.50

This general ethics course comes in a 2 hour version and a 4 hour version in order to meet your ethics CPE needs! Meets the state specific requirements for AR, CO, CT, DC, HI, IA, IL, KS, MA, MD, ME, MI, MN (4 hrs towards 8 hr requirement), MO, MT, NE, NH, NV, OK and RI (4 hrs towards 6 hr requirement). Also meets the IRS requirement for Enrolled Agents.

Ethics & Professional Conduct for CPAs

#4325/QAS4325

4/hrs

$54.50

Meets the state specific requirements for AR, CO, CT, DC, HI, IA, IL, KS, MA, MD, ME, MI, MN (4 hrs towards 8 hr requirement), MO, MT, NE, NH, NV, OK and RI (4 hrs towards 6 hr requirement).

Enrolled Agent Ethics Ethics and Professional Responsibility for Enrolled Agents

#4525

2/hrs

$34.50

This course is designed to provide the EA with an ethical framework that the EA can use as a guide to sort through ethical dilemmas. In addition to conceptual theories, this course provides detailed guidance on the specific laws, rules, and regulations you will need in the future. Designed to meet specific ethics requirements for Enrolled Agents, the course covers the IRS Circular 230, the NAEA Code of Ethics and Professional Conduct Rules, and IRS Practice Issues. Uses the materials entitled Ethics and Professional Responsibility for Enrolled Agents.

Ethics & the Tax Professional

#4200/QAS4200

2/hrs

$34.50

This general ethics course comes in a 2 hour version that meets the IRS requirement for Enrolled Agents.

CPE the way you want it! 12

We offer many format options: hardcopy, PDF or online courses!

the way you want it!

• Online

• PDF

• Hardcopy

State Specific Ethics The following ethics courses meet specific state ethics requirements as indicated. Each course meets the mandated ethics CPE course requirements for that state including Board approval if needed.

State Title

Course#

Hours Price

AK Ethics for Alaska CPAs AR Ethics for Arkansas CPAs AZ Ethics for Arizona CPAs CA Ethics for California CPAs CO Colorado Ethics and CR&R CT Ethics for Connecticut CPAs DC Ethics for District of Columbia CPAs DE Ethics for Delaware CPAs EA Enrolled Agent Ethics EA Ethics! FL Ethics for Florida CPAs HI Ethics for Hawaii CPAs IA Ethics for Iowa CPAs ID Ethics for Idaho CPAs IL Ethics for Illinois CPAs IN Ethics for Indiana CPAs KS Ethics for Kansas CPAs MA Ethics for Massachusetts CPAs MD Ethics for Maryland CPAs ME Ethics for Maine CPAs MI Ethics for Michigan CPAs MI Ethics for Michigan CPAs MN Ethics for Minnesota CPAs MO Ethics for Missouri CPAs MS Ethics for Mississippi CPAs MT Ethics for Montana CPAs NC Ethics for North Carolina CPAs NE Ethics for Nebraska CPAs NH Ethics for New Hampshire CPAs NY New York Ethics: Foundation Course NY New York Ethics: Taxation Course NV Ethics for Nevada CPAs OH Ethics for Ohio CPAs OK Ethics for Oklahoma CPAs OK Ethics for Oklahoma CPAs OR Ethics for Oregon CPAs RI Ethics for Rhode Island CPAs TN Ethics for Tennessee CPAs TX* Ethics for Texas CPAs

#4510 #4650 #4025 #4100 #4000 #4605 #4405 #4410 #4525 #QAS4805 #4110 #4210 #4010 #4900 #4455 #4950 #4925 #4705 #4050 #4350 #4355 #QAS5220 #4425 #QAS4630 #4505 #4825 #4105 #4600 #4250 #4550 #4305 #4850 #4750 #4755 #QAS4800 #4905 #QAS4810 #4005

4/hrs 4/hrs 4/hrs 8/hrs 2/hrs 4/hrs 4/hrs 4/hrs 2/hrs 4/hrs 4/hrs 4/hrs 4/hrs 4/hrs 4/hrs 2/hrs 4/hrs 4/hrs 4/hrs 2/hrs 4/hrs 8/hrs 2/hrs 4/hrs 2/hrs 4/hrs 4/hrs 4/hrs 4/hrs 4/hrs 4/hrs 3/hrs 2/hrs 4/hrs 4/hrs 6/hrs 4/hrs 4/hrs

$54.50 $54.50 $54.50 $94.50 $34.50 $54.50 $54.50 $54.50 $34.50 $54.50 $54.50 $54.50 $54.50 $54.50 $54.50 $34.50 $54.50 $54.50 $54.50 $34.50 $54.50 $94.50 $34.50 $54.50 $34.50 $54.50 $54.50 $54.50 $54.50 $54.50 $54.50 $44.50 $34.50 $54.50 $54.50 $74.50 $54.50 $54.50

VA Ethics for Virginia CPAs VT Ethics for Vermont CPAs WA Ethics for Washington CPAs

#4225 #4725 #4300

2/hrs 4/hrs 4/hrs

$34.50 $54.50 $54.50

*Per the TSBPA regulations the examination for this course must be submitted on-line for CPE certification.

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Ac c o unti n g an d A u diting Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

P le a s e Not e…

In general, Accounting and Auditing courses do not qualify for EAs.

Auditing Developments

The Financial Numbers Game

[ 1 0 C P E h o u r s for only $84.50] Please ask for course #5120/QAS5120 This course reviews a variety of issues related to audits of financial statements, compliance with Sarbanes-Oxley and SAS No. 99 related to fraud, SAS Nos. 102 through 116, as well as selected issues including performing more efficient engagements, assessing going concern, advising clients on insurance, and more.

[ 1 6 C P E h o u r s for only $124.50] Please ask for course #5170/QAS5170 This course identifies the steps businesses may take to misstate financial performance. Users of financial statements can use this information to detect these creative accounting practices as early as possible.

Understanding Variable Interest Entities

[ 8 C P E h o u r s for only $59.50] Please ask for course #5145/QAS5145 Based on the current version of the “Yellow Book” and supplemental study material, this course covers the auditor’s responsibilities, types of government audits, independence, quality controls, field work, reporting standards for performance audits, and more.

[ 1 2 C P E h o u r s f o r o n l y $ 8 9 . 5 0 ] Please ask for course #5685/QAS5685 This course presents FASB Interpretation No. 46R – Consolidation of Variable Entities – An Interpretation of ARB No. 51 in a comprehensible format. The basic rules of Interpretation No. 46R, which include three requirements, are covered in complete detail throughout the remaining course material. Prerequisites: A basic understanding of consolidation principles.

Essentials of Accounts Payable

[ 1 2 C P E h o u r s f o r o n l y $ 1 0 4 . 5 0 ] Please ask for course #5235/QAS5235 This course describes the newest thinking strategies, developments, and techniques in accounts payable, including the best invoice and check processing techniques, the best practices for all A/P-related functions, and the latest Internet, electronic, and high-tech applications.

Government Auditing Standards

Audits of State and Local Governments [24 CPE hours for only $159.50] Please ask for course #5405/QAS5405 This course will assist the independent auditor in auditing and reporting on financial statements of governmental units other than the Federal government. Also discussed are accounting pronouncements and recognized practices unique to governmental units.

Sarbanes-Oxley Act

understand the key aspects and its impact!

Hot

Course!

Sarbanes-Oxley: Section 404: The Past and The Present

[ 6 C P E h o u r s f o r o n l y $ 6 4 . 5 0 ] Please ask for course #5790/QAS5790 Section 404 of the SOX Act got off on the wrong foot causing rampant criticism and concern from a variety of industries. This course looks at how Section 404 was initially implemented, requiring companies and auditors to take a close look at internal controls over financial reporting, and how the SEC has since changed the rules to make the impact of this landmark legislation less onerous on American public companies. This course can be taken in addition to course #5495/QAS5495.

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An Accountant’s Guide to the Sarbanes-Oxley Act [ 8 C P E h o u r s f o r o n l y $ 6 9 . 5 0 ] Please ask for course #5495/QAS5495 This course focuses on the key aspects of the Sarbanes-Oxley Act of 2002 that most affect accountants. Specific emphasis includes auditor independence, requirements for corporate audit committees and requirements that corporate executives implement and certify the existence of internal controls. This course can be taken in addition to course #5790/QAS5790. Course level: Basic/ Intermediate.

www.mypescpe.com

A c c o unti n g an d A u diting Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

Ple a s e Not e…

In general, Accounting and Auditing courses do not qualify for EAs.

GAAP: Inside and Out [ 1 6 C P E h o u r s f o r o n l y $ 1 0 9 . 5 0 ] Please ask for course #5270/QAS5270 This course covers a variety of issues related to GAAP including the unusual reporting and disclosure issues that develop in prac tice such as how to disclose life insurance, leases, catastrophes, agreements not to compete, and investments. It also covers how to disclose and present OCBOA financial statements. Uses materials entitled Everything You Never Wanted to Know About GAAP.

Mark-to-Market Accounting

[ 4 C P E h o u r s New! for only $39.50] Please ask for course #5900/QAS5900 What impact did fair value or so-called “markto-market” accounting have on the financial crisis? What changes have been made to the rule to help reduce unintended consequences? This course looks at the history of the rule, its impact on the current financial crisis, and recent changes enacted by the Financial Accounting Standards Board.

Accounting Best Practices [ 2 4 C P E h o u r s f o r o n l y $ 1 5 4 . 5 0 ] Please ask for course #5245/QAS5245 Learn advanced techniques and strategies to help you and your client’s business cut costs and improve accounting operations, regardless of the company’s size of holdings.

Improve Your Fraud Detection Skills! Hot

Topic!

Internal Control and Fraud Detection

[ 8 C P E h o u r s f o r o n l y $ 7 4 . 5 0 ] Please ask for course #5770/QAS5770 This course covers the essential tools you need to perform internal-control related services. It will take you through your client’s responsibility to design and implement programs and controls to prevent, deter, and detect fraud. It touches on internal control over financial reporting in accordance with Section 404 of the Sarbanes-Oxley Act.

Fraud Examination for Managers & Auditors [ 2 4 C P E h o u r s for only $139.50] Please ask for course #5065/QAS5065 This course is ideal in the field of auditing, and especially in dealing with and detecting fraud. It explains the audits of financial statements from a fraud-detection perspective. In addition, it helps the auditor develop an awareness to be able to recognize when fraud may be taking place.

Introduction to Fraud Examination* [ 1 0 C P E h o u r s f o r o n l y $ 7 4 . 5 0 ] Please ask for course #5695/QAS5695 This course is an ideal introduction for beginners in the field of fraud examination and fraud-awareness auditing. It outlines the basics surrounding fraud examination including the law and criminology related to fraud, and also presents the components associated with employee and management fraud.

Auditing for Fraud Detection* [ 1 2 C P E h o u r s for only $89.50] Please ask for course #5700/QAS5700 The purpose of this course is to give practical guidance and enhance the financial professional’s ability to recognize, prevent, and detect financial frauds in organizations. Internal control procedures are examined including cash collections and receivables, cash disbursements and payables, cost accounting, and more. Case studies are used throughout to aid the student in developing fraud detection skills.

Fraud Update [ 8 C P E h o u r s for only $64.50] Please ask for course Top #5150/QAS5150 ! r e Sell This course covers the latest developments related to fraud in the accounting and auditing environment. In response to the investigation of several alleged accounting violations of SEC companies, both SAS No. 99 and the Sarbanes-Oxley Act have been implemented. Uses the materials entitled Fraud Update. Note: this course material * Please 

is contained in course #5065 - you should not take both courses in the same CPE reporting period.

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Get immediate results and cer tification online 24 hours a day!

15

A c c o unt in g an d A u diting Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

P l e a se Not e…

In general, Accounting and Auditing courses do not qualify for EAs.

Become an exper t in

Financial Statement Analysis! Analysis and Uses of Financial Statements

[ 1 6 C P E h o u r s f o r o n l y $ 1 3 4 . 5 0 ] Please ask for course #5750/QAS5750 Success in business and investing often stems from having the ability to read, interpret and analyze financial statements. This course describes in concise language the intricacies of financial statements and will provide insight to financial statement analysis tools and techniques which can be used on a daily basis. Realistic examples and illustrations are used throughout to simplify and clarify this often complicated subject matter.

Financial and Business Statements [ 1 2 C P E h o u r s for only $89.50] Please ask for course #5380/QAS5380 Almost all measures of business activity involve numbers and are presented in accounting reports. Designed for the small-to-medium-size business, Financial and Business Statements will teach you how to use and understand basic business and accounting statements, including balance sheets, profit and loss statements, loan applications, as well as various operations reports required by business, government, or the SEC.

Intermediate Analysis of Financial Statements [ 2 4 C P E * h o u r s f o r o n l y $ 1 6 9 . 5 0 ] *12 AA and 12 MAS hrs Please ask for course #5385/QAS5385 Analysis of a company’s financial statements helps develop a better understanding of the company along with an improved ability to predict its future prospects. Analysis of Financial Statements supplies strategies for examining financial statements and making them a powerful ally in your own decision making. This course is presented in step-by-step organization with charts, real life situations, a comprehensive case analysis, and covers such subjects as: analysis objectives, shortterm liquidity, profitability analysis and more. Course level: Intermediate.

Annual Accounting and Auditing Update and Review

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Seller!

[ 2 4 * C P E h o u r s f o r o n l y $ 2 0 9 . 5 0 ] * 12 Accounting and 12 Auditing hrs Please ask for course #5410/QAS5410 This course brings you up-to-date with the latest changes in accounting and auditing pronouncements. The course also addresses current developments in accounting and financial reporting, compilation and review engagements, selected auditing developments, and more. Uses material entitled FASB, SSARS and SAS Update and Review. PLEASE NOTE: course material is similar to that in #5690 and therefore we recommend that you should not take both courses in the same CPE reporting period. Course level: Update.

Enron: Fraud, Deception, and the Aftermath [ 8 C P E h o u r s for only $59.50] Please ask for course #5140/QAS5140 This course covers the demise of Enron, as well as the changes that were made to accounting, auditing and SEC rules as a result of those issues identified in the Enron situation. It addresses the new responsibilities of the auditor, corporate boards and audit committees due to the issuance of the Sarbanes-Oxley Act. Lastly, the consolidation rules detailed in FASB Interpretation No. 46R related to variable interest entities are addressed. Uses the material entitled Enron: Fraud Deception and the Aftermath.

Practice Issues – Personal Financial Statements, Pro Forma Financial Information & More [ 8 C P E h o u r s f o r o n l y $ 5 9 . 5 0 ] Please ask for course #5415/QAS5415 The accountant may be contracted to perform services on personal financial statements, pro forma financial information, and more. This course is designed to assist the CPA in understanding how the rules for personal financial statements are applied, how to compile pro forma information, how to review supplementary information, the changes in peer review engagements, and more. Please note: this course material is contained in #5425 and therefore we recommend that you should not take both courses in the same CPE reporting period.

1-800-990-2731 for Customer Service 16

Customer Service Hours: Mon-Fri 5:30am-5pm, Sat 8am-4pm PT

Accounting and Auditing Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

P le a s e N ot e…

In general, Accounting and Auditing courses do not qualify for EAs.

Accounting and Financial Reporting – Current Developments [ 1 2 C P E h o u r s f o r o n l y $ 8 9 . 5 0 ] Please ask for course #5660/QAS5660 This course informs the participant of the various changes affecting the accounting professional related to accounting and financial reporting. Topics include a review of selected FASB Emerging Issues Task Force (EITF) Consensus Opinions, recent SEC developments affecting pensions, stock options, and more.

Special Engagement Opportunities

New Issues: Compilation and Review [ 1 6 C P E h o u r s for only $109.50] Please ask for course #5425/QAS5425 This course discusses changes in SSARS No. 9 through 18, and responsibility for fraud, internal control and going concern, compiling pro forma financial information, OCBOA financial statements and more. Please note: some course material is contained in #5415 and therefore we recommend that you should not take both courses in the same CPE repor ting period. Prerequisite: General understanding of compilation and review engagements. Course level: Basic/Intermediate.

FASB Review for Industry

[ 1 2 * C P E h o u r s f o r o n l y $ 8 9 . 5 0 ] * 6 Accounting and 6 Auditing hrs Please ask for course #5430/QAS5430 The course discusses SSAE No. 10, Attestation Standards: Rev ision and Recodification, including how to apply SSAE No. 10 to agreed-upon procedures engagements, forecasts and projections, reports on elements such as sale, compliance engagements, and more. *PLEASE NOTE: This course qualifies for 6 Accounting and 6 Auditing hours.

[ 1 6 C P E h o u r s f o r o n l y $ 1 3 9 . 5 0 ] Please ask for course #5690/QAS5690 This course covers the various FASB and AICPA accounting pronouncements that affect financial reporting and disclosures. The purpose of this course is to inform the reader of the various changes affecting accounting rules including newly issued FASB and FASB EITF statements, various industry developments, and more. Please note: course material is similar to that in #5410 and therefore we recommend that you should not take both courses in the same CPE reporting period. Course level: Update.

The Controller’s Function

Just-in-Time Accounting

p

To [ 2 0 C P E * h o u r s Seller! for only $149.50] * 10 AA and 10 MAS hrs Please ask for course #5390/QAS5390 A controller’s position has evolved to assisting in an increasing range of functions that directly contribute to the success of an organization. Covering not only the traditional accounting areas, this text also provides an overview of the internal control and business planning functions placed on controllers today. *PLEASE NOTE: This course qualifies for 10 A&A hrs and 10 MAS hrs.

[ 2 0 C P E * h o u r s f o r o n l y $ 1 5 9 . 5 0 ] *10 AA hrs and 10 MAS hrs Please ask for course #5365/QAS5365 This course will improve your knowledge with techniques and methods that will streamline your accounting system. Learn to reduce transaction-related work, eliminate redundancy and waste, apply the latest technologies to your accounting process, reduce costs to the corporation, and eliminate errors and New! increase efficiency.

Convenient Short Accounting & Auditing CPE 5830/QAS5830 Independence Rules for Compilation and Review. . . . . . . . . . . . . . . . . . 2 CPE hrs $29.50 5845/QAS5845

Analysis of The Corporate Annual Report. . . . 4 CPE hrs $39.50

5815/QAS5815 Agreed-Upon Procedures Engagements. . . . . 2 CPE hrs $29.50 5820/QAS5820 Financial Forecasts and Projections. . . . . . . . 2 CPE hrs $29.50 5825/QAS5825 OCBOA Financial Statements. . . . . . . . . . . . . . 2 CPE hrs $29.50 5745/QAS5745 Revenue Recognition: Rules and Standards. . 4 CPE hrs $39.50 5740/QAS5740 Accounting for Earnings Per Share . . . . . . . . . 6 CPE hrs $69.50 6000/QAS6000 Employee Fraud . . . . . . . . . . . . . . . . . . . . . . . . . 2 CPE hrs $29.50 6005/QAS6005 Management Fraud. . . . . . . . . . . . . . . . . . . . . . 2 CPE hrs $29.50 6010/QAS6010 Fraud Awareness Auditing. . . . . . . . . . . . . . . . 2 CPE hrs $29.50 6015/QAS6015 Overview of Internal Control . . . . . . . . . . . . . . 2 CPE hrs $29.50 6020/QAS6020 Fraud Detection Audit Procedures. . . . . . . . . . 2 CPE hrs $29.50

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Professional and Personal Development Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic.

Does Your State Accept Personal Development for CPE? Some states limit or prohibit credits earned in the personal development area of study. Please check with your licensing board or www.mypescpe.com for details.

The Right Side of the Equation [ 6 C P E h o u r s for only $54.50] Please ask for course #5780 Learn how to reach your goals by pursuing, pleasing, and meeting the needs of the people around you. Information obtained in this course can be used in both the professional and personal environment to reach mutual success. The material has a spiritual focus when it comes to setting personal priorities, but this focus is not paramount to the implementation or success of the program, Uses the course material entitled The Right Side of the Equation by Jud Boies.

The Manager’s Guide to Business Writing [ 8 C P E h o u r s f o r o n l y $ 5 4 . 5 0 ] Please ask for course #5275 Learn practical guidelines for writing business correspondence and materials with speed, precision and power! The course gives instructions for handling difficult situations and contains many examples. Uses the text The Manager’s Guide to Business Writing by Suzanne D. Sparks. *Accepted for NY CPAs as “professional development” CPE.

Time Management [ 1 0 C P E h o u r s f o r o n l y $ 6 4 . 5 0 ] Please ask for course #5260 Organize your valuable time to make sure the things you need to make happen really get done! It covers dozens of proven, easy-to-use techniques including how to: set priorities, schedule for ma ximum productivity, avoid time-wasters, get more done, defeat procrastination and more. Uses the text Time Management by Marshall J. Cook.

Great Presentation Skills [ 8 C P E h o u r s f o r o n l y $ 5 4 . 5 0 ] Please ask for course #5285 This course gives you step-by-step guidance to help you move through the essentials of giving effective presentations. Clear explanations and practice exercises are used. *Accepted for NY CPAs as “professional development” CPE.

Working With Difficult People [ 1 2 C P E h o u r s f o r o n l y $ 6 9 . 5 0 ] Please ask for course #5195 This course provides a quick sketch of the many types of difficult personalities you may encounter in the workforce (boss, colleague or subordinate). It discusses proven strategies and suggested topics that utilize logical action instead of emotional reaction. Uses the text Working With Difficult People by Muriel Solomon.

Resolving Conflicts at Work [ 1 6 C P E h o u r s f o r o n l y $ 9 4 . 5 0 ] Please ask for course #5670 All organizations experience conflict. This course prov ides mu ltiple ways of addressing, resolving, transforming, and learning from conf l icts. It covers eight strategies for resolution, each leading to the center of the conflict. This course is more definitive and comprehensive than most personal development courses. Uses the text entitled Resolving Conflicts at Work by Kenneth Cole and Joan Goldsmith. Course level: Basic to Intermediate.

Secrets of Successful Women [ 1 6 C P E h o u r s f o r o n l y $ 8 9 . 5 0 ] Please ask for course #5400 During a four-year period, the authors profiled hundreds of successful professional women to discover the key to their rise to the top. The result is this book, which outlines the seven essential skills that show up over and over again in the professional and personal lives of today’s most powerful and influential women. After completing this course, you will be able to act upon the specific action steps presented and apply them to your own life and career.

Effective Leadership: The Contrarian Way [ 8 C P E h o u r s f o r o n l y $ 5 4 . 5 0 ] Please ask for course #5500 Learn how to become an effective leader and have an immediate payoff to the bottom line. Applying the contrarian strategies and techniques offered in this course, you will improve efficiency, productivity, and workplace morale while becoming the kind of manager that everyone will turn to. Uses the materials entitled Don't Oil the Squeaky Wheel by Wolf J. Rinke, Ph.D.

How To Say It At Work [ 1 6 C P E h o u r s f o r o n l y $ 9 4 . 5 0 ] Please ask for course #5130 Teach yourself to avoid the common verbal and nonverbal pitfalls that can derail an otherwise promising career. It addresses what to say and do to gain the respect of your clients, your boss, and your employees. The text provides valuable information to help improve your communication skills such as: 50 common words to avoid and 50 power words to use as often as possible; secret techniques to command authority; real world strategies for negotiations and other important professional communication secrets. Uses the text How To Top Say It At Work by Jack Griffin.

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