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Tax Course Selection

Course Number

1.     Guide to Business Taxation - New!
Americans who want to be their own boss are not entirely on their own. They have a rich uncle - Uncle Sam - who is there to help, as well as to make demands. The nation's tax laws are intended to encourage people to start new businesses and are chock full of incentives and tax breaks, as well as sometimes onerous reporting requirements.

This course is a fast-paced and entertaining guide through tax issues affecting business entities and their owners. The focus of this class is on tax devices and techniques available to the small-business owner. Emphasis will be given to operational deductions, fringe benefits, compensation, family income splitting, retirement plans, and estate planning.

T8031

2.     Comprehensive Estate Planning:
Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan — from the simplest to the most complex.

T1905

3.     Estate Planning Though the Internet:
While many tax professionals are aware of the general tax resources available on the Internet, this course focuses on the expanding electronic resources for estate planning. Whether it be historical stock quotes, cusip numbers or just access to the Code, the Internet now offers a wealth of information, research tools and calculators specifically designed for the estate planning practitioner. These resources permit the tax professional to not only better serve their clients but to network with fellow practitioners, market their services and become more cost efficient. Be there or be square!

T1910

4.     Financial Aspects of Retirement Planning:
This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

T1920

5.     Using the Internet for Tax Research:
The digital divide is upon us! There are those who are getting on the information highway and those who will be left behind. This course gives the practitioner the ability to immediately access information-rich tax websites at tremendous savings. Emphasis will be given to the substantial speed and cost advantages of the Internet over traditional paper and CD tax “services.” If you want “instant” tax information that’s down to the wire - this is the course.

T1925

6.     Guide to Investment Alternatives:
All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. Over 20 million investors have switched to online investment brokerages. Learn about: investing in Bull and Bear markets, direct investing, investment vehicles for maximum tax savings, risk management, investment evaluation, alternative investments and the impact of global economic factors — all this at the speed of the Internet. This course will explore the use of the Internet in company research, fundamental analysis, technical research and the use of key ratios. Whether you intend to invest yourself or just assist clients in reporting their transactions— this course is a must for the techno-accountant!

T1930

7.     Accountant's Guide to Assets and Income:
This course integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

T2960

8.     Accountant's Guide to Retirement Planning:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.

T2730

9.     Corporate Taxation

T2780

10. The Art of Like Kind Exchanges:
While tax reform provisions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a bridge over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging. Participants will be able to identify, analyze and handle effectively the complex tax problems that arise under 1031. This understanding will be directly applied to the structuring and audit survival of multi-party and delayed exchanges

T2810

11. Accountant's Guide to Estate Planning:
This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

T2860

12. Divorce Taxation:
This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies, and the family residence.  

T2900

13. Guide to Asset Protection:
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products and other conventional tools. Special topics include: protection against lawsuits, costs of long-term illness, divorce settlements, foreign asset protection trusts, statutory protections, homestead provisions, exempt assets, cancellation of indebtedness taxation and marital agreements.  

T2950

14. Tax Planning for Families:
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

T2995

15. Taxation of Bankruptcy, Divorce and other Tribulations:
This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in §108.The tax treatment of property repossession under §1038 is explored with detail given to the calculation of gain and received property basis. Finally, bad debt treatment under §166 is reviewed and critical distinctions made between business and non business debts.  

T3015

16. Guide to Dealing With Debt and Interest:
This course brings the practitioner up-to-date information on tax issues affecting interest and debt. It covers the definition of bona fide debt, the avoidance of equity and lease treatment, imputed interest rates and debt modification. The various types of interest and their required allocation are explored and reviewed. For economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, equity participation debt, taxable interest, and bad debts.  

T3050

17. Choosing the Right Business Entity:
This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the reader to properly select the right business entity for their tax and liability needs. Major emphasis is given the maximization of tax benefits in each business format. Fringe benefits, retirement plan alternatives and nonqualified deferred compensation are discussed in detail.  

T3075

18. Accountant's Guide to Increasing Business Cash Flow:
This course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest free loans, and investment planning are investigated. Effective pay plans essential to attract, motivate, and retain key people are described and evaluated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. Equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOTs, stock options, and bonuses. The new field of professional services is probed to provide tax, financial and estate planning to the key executive.

T4000

19. Guide to Travel and Entertainment Taxation:
Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning opportunities identified. Creative strategies are discussed and evaluated along with traditional approaches. Taxpayers are once again looking to their tax professional for guidance and planning related to travel and entertainment expenses. The goal of this course is to understand and solve problems. Participants will learn to master the proper administration of these complex and often cumbersome provisions in a humorous and entertaining format.

T4045

20. Taxation of Partnerships:
The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution. This course is presented in four practical segments:

  • The formation of partnerships,

  • The basic day-to-day operations of partnerships,

  • Distributions of assets to partners,

  • The termination of partnership affairs

T4080

21. Guide to Passive Activity Losses:
This text addresses the practical aspects of 469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive book is to understand and solve problems under 469, with emphasis on tax savings ideas. Readers will learn to master the proper administration of this complex and often cumbersome provision.  

T5005

22. Planning the Fast Track to Retirement:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.  

T5035

23. Accountant's Guide to Real Estate Taxation:
This book is designed to survey selected “hot” topics having a direct impact on the property owner and investor. The emphasis is on problem areas where the unwary beginner and expert alike can be trapped. You will learn to identify dangers involving installment sales, imputed interest, exchanging, equity participation, condemnation, passive loss rules, and transactions with foreign investors.

T5070

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

T6035

25. 1040 Taxation:
Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.  

T6080

26. Corporate & Individual Taxation Explained:
Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques.

T7005

27. 2009/10  Statutory Update - New!
During 2008 and at the beginning of 2009, Congress produced massive legislation to “jumpstart” the economy. This course presents the main tax provisions of seven Congressional Acts passed and enacted during this critical time. Included in these Acts are provisions for agriculture, conservation, energy, housing, and individual and business tax credits and deductions. These Acts impact taxation of individual taxpayers, farmers, servicemen and women, small business owners, and large corporations. No one is left out of this package!

T8304

28. Today's Legal Concepts with Tax Analysis:
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, contracts, property rights, employment law, divorce, consumer protection, will & trusts, and even bankruptcy law. This course explores these specific areas with emphasis on business and accounting issues. This informal and clear guide to the basic concepts of business law provides accountants with an excellent review of legal concepts that arise in any tax professional’s practice. The attendees will gain the ability to recognize and discuss general legal concepts with both client and their counsel. Knowledge is power and nowhere is that truer than in the field law. To gain such a working knowledge of law, readily understandable explanations are given to essential and related business law subjects. The accountant is guided through the complex maze of literally hundreds of legal principles from acceptance to zoning.

T7075

Industry Course Selection

Course Number

Accounting & Finance

1. Sarbanes Oxley

B7500

2.     Managing and Improving Cash Flow (Total Cash Management):
Cash is the lifeblood of a business. Sound cash management is the key to the survival of any business. You can go broke even while making a substantial profit.
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.
 

B1901

3.     Financial Management for the New Millennium:
This course is designed for managers and entrepreneurs who must have financial knowledge but has not had formal training in finance. Topics include: financial ratio analysis, financial forecasting and cash budgeting, risk and return, valuation of stocks and bonds, time value of money, investing and financing, leverage, optimal capital structure, and management of financial resources. The goals of the course are fourfold:

  1. It provides an understanding and working knowledge of the fundamentals of financial decision making and strategy that can be put to practical application in day-to-day jobs of managers and business owners.
  2. It also concentrates on providing a working vocabulary for communication.
  3. It uses examples and illustrations, with emphasis on the practical application of financial concepts, tools, and methodology.
  4. It also includes checklists, guidelines, rules of thumb, diagrams, graphs, and tables to aid your comprehension of the subjects discussed.

                                        

B1905

4.     Accounting for Management:
A primer on the basic theoretical concepts and the practical procedures of financial record keeping and reporting, and the use of financial and cost data in managerial decision making. It provides an understanding and working knowledge of the fundamentals of financial and managerial accounting that can be put to practical application in day-to-day jobs of managers. It also concentrates on providing a working vocabulary for communication. Topics include accounting conventions and systems, interpretation and analysis of financial statements; break-even analysis; activity-based costing (ABC); responsibility accounting; budget for profit planning; short-term and long-term investment decision making. A list of computer software for accounting, ABC, and budgeting is presented
        

B1910

5.     Techniques of Financial Analysis, Modeling &Forecasting:
This comprehensive course gives you every sales and financial forecasting formula and modeling techniques you need to analyze your operation both as a whole and by segment. You'll be provided with proven techniques that help you identify and fix problem areas, analysis 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 receive dozens of worked-out models and modeling techniques that simplify your most difficult business decisions, and are easy to adapt to any computer spreadsheet program.
This course supplies company accountants, treasurers, CFOs with all the forecasting techniques needed to financially analyze a business as a whole or a segment. Includes analysis techniques, methods for improving forecasting accuracy, analysis tools for managing capital, and more.
                  

B1915

6.     Analyzing Cost Data for Management (Cost Accounting Techniques):
Analyzing Cost Data for Management covers the managerial use of accounting,financial, and operating data for planning, control, and decision making. The course is designed for managers and entrepreneurs who need a hand-on knowledge and tools in processing, developing, and analyzing financial, cost, and business data for managerial use. Topics include analysis of costs; break-even and contribution analysis; cost behavior analysis; activity-based costing (ABC); responsibility accounting; budget for profit planning; capital budgeting; evaluation of internal control and systems.
     

B1920

7.     Accounting & Finance for Nonfinancial Managers and Entrepreneurs:
This course covers what everything business people need to know about accounting and finance. It is directed toward the businessperson who must have financial and accounting knowledge but has not had formal training in finance or accounting-perhaps a newly promoted middle manager or a marketing manager of a small company who must know some basic finance concepts. The entrepreneur or sole proprietor also needs this knowledge; he or she may have brilliant product ideas, but not the slightest idea about financing. The goal of the course is to provide a working knowledge of the fundamentals of finance and accounting that can be applied, regardless of the firm size, in the real world. It gives nonfinancial managers the understanding they need to function effectively with their colleagues in finance.
 

B1925

8.     Financial Concepts & Tools for Business Managements:
Finance involves obtaining, using, and managing funds to achieve the company’s financial objectives (e.g., maximization of shareholder value). The course emphasizes and develops an understanding of financial concepts, tools, and major decision areas related to the financial management of the business.

B1930

9.     Complete Guide to Investing:
This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, 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. The course tells you what are available to invest in, the features of each type of investment, the advantages and disadvantages of each investment category, and when a particular investment type might be suitable for you.          

B2960

10.     Financial Essentials for Nonprofit Managers:
Managers of nonprofit organizations generally are not skilled in financial matters. Or, managers are often preoccupied with its welfare objectives and ignore the operations efficiency and operating cost controls. A series of appropriate questions that nonprofit financial managers must address in connection with an organization’s financial condition and activity include:

  1. Do we have a profit or a loss? 
  2. Do we have sufficient reserves? 
  3. Are we liquid?
  4. Do we have strong internal controls? 
  5. Are we operating efficiently?
  6. Are we meeting our budget?
  7. Are our programs valid? 
  8. Are we competing successfully? 
  9. Is our prioritizing of programs and activities reasonable?

The course is an attempt to help answer these questions.

B2730

11. Modern Budgeting for Profit Planning & Control:
A budget is the formal expression of plans, goals, and objectives of management that covers all aspects of operations for a designated time period. The budget is a tool providing targets and direction. Budgets provide control over the immediate environment, help to master the financial aspects of the job and department, and solve problems before they occur. Budgets focus on the importance of evaluating alternative actions before decisions are actually implemented. This course explains what budgets are, how they work, how to prepare and present them, and how to analyze budget figures and results. The new development and use of budgets at various managerial levels within a business are discussed. The course is intended for business professionals engaged in budgeting, financial planning, profit planning, and control.                                     

B2780

12. Master Guide to Personal Finance:
A comprehensive course on personal finance. What is more important to the "average person"' than personal financial planning and money management? This course teaches you all the major areas in personal financial planning—planning your personal finances, managing your personal finances, making your purchase decisions, insuring your resources, investing tour financial resources, and controlling your financial future. Topics covered include time value calculations, budgeting, career planning, banking, Insurance, home buying, consumer credits and money management, investment planning, retirement planning, and estate planning.      

B2810

13. Financial Forecasting: Tools & Applications:
Business forecasting is of extreme importance to managers at practically all levels. It is required for top managers to make long-term strategic decisions. Middle management uses sales forecasts to develop their departmental budgets. Every other plan such as a production plan, purchasing plan, manpower plan, and financial plan follows from sales forecasting. The goal of this course is to provide a working knowledge of the fundamentals of business forecasting that can be applied in the real world regardless of firm size. We walk you through basic forecasting methodology, and then practical applications. It encompasses a wide range of topics of major importance to practical business managers, including cash flow forecasting, cost prediction, earnings forecasts, bankruptcy prediction, foreign exchange forecasting, interest rate forecasting, and technological forecasting. Stress is placed on the use of computer technology, i.e., spreadsheets and stand-alone forecasting software.

B2860

14. Professional Financial Consulting:
This course designed to train people interested in financing services to develop the knowledge and techniques required to approve and package a variety of loans and financing, such as SBA loans and venture capital financing. Understanding the new money markets and finding available sources of capital for investment, expansion, real estate development, and investment has challenged the majority of businesses seeking a variety of financing sources. The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to qualifying a client, packaging a loan, and delineating the various services available in the financial community.      

B2900

Computers & Information Technology

 

15. Info. Technology for Managers & Entrepreneurs:
The course covers information systems in all phases of business and in all functional areas to analyze and solve business problems in the "real world." The practical and efficient use of computer technology, both software and hardware, are highlighted. All types of business applications are covered. The importance of data bases, networking, telecommunications, and mobile technology are clearly presented. Popular accounting, tax, finance, management, manufacturing, and marketing software are explained for easy use. Software for decision support systems (DSS), Executive Information Systems (EIS), and Artificial Intelligence (AI) such as financial modeling, budgeting, strategic planning and control, forecasting, data analysis, inventory planning, and optimization software are covered with real-life examples. "What-if" analysis and the effects of changing assumptions are discussed.                               

B2995

16. E-Commerce: Applications for Cyberspace Technology:
The combination of growth in the commercial utilization of the Internet, the rapid changes in technology, and the complexity of management has expanded the scope of the duties of business managers. This covers all aspects of electronic commerce: the World Wide Web, Internet, Intranet, Extranet, advertising and marketing, etc. It helps managers implement electronic commerce in their organization. It addresses the concerns of business managers such as security concerns. The tools and techniques presented in this course can be adopted outright or modified to suit individual needs. Business managers must keep up-todate with changes in technology. This course provides business managers with an up-to-date compendium of current technologies and applications.
 

B3075

17. Accountant's Guide to Computers:
The course covers what every accountant should know about computers and information systems and technology. The practical and efficient use of computer technology is highlighted. Popular accounting, taxes, audit, write-up, forecasting and statistical, budgeting, project management, activity-based accounting (ABC) software are explained for easy use. The importance of information system and data protection, data bases, artificial intelligence and expert systems, client/server computing, and telecommunications are discussed. The course also teaches you how to make leasepurchase decisions and analyze and evaluate information technology (IT) investments.
 

B3090

18. Computer Security: Preventing Computer Crimes:
The course is intended primarily to help business executives and information systems/computer professionals protect the computer and the data from a wide variety of threats. Security concerns have heightened in the recent years. News events about computer related data errors, thefts, burglaries, fires, and sabotage dominate. Weak computer security and lack of internal controls increases an organization's vulnerability. The major steps in managing computer security are discussed in this course. The course helps business executives identify resources in their organizations that need to be protected.                                   

B4000

Business, Management & Marketing

 

19.Sales Management:
This course is an overview of the role of the sales manager, both at headquarters and in the field, in managing people, resources, and functions of marketing. The problems of organizing, forecasting, planning, communicating, evaluating, and controlling sales are analyzed. A variety of techniques and pertinent concepts of behavioral science are applied to the management of the sales effort and sales force.
B7350
20.Retailing:
Retailing, the business of selling consumer goods to final consumers, is constantly changing. Retailers are particularly affected by changes in the consumer population; in the economic, social, technological, and political environment; and in competitive conditions. This course teaches you the main requirements of effective retail management: personal qualifications of management; an adequate financial structure; necessary physical facilities; effective policies and procedures; and competence, loyalty, and productiveness of personnel. Also discussed is online retailing (e-tailing) strategy.
B7300

21. 101 Business Solutions: Diagnosis & Remedy:
A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, resolve, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.                        

B4050

22. How to Organize & Run a Small Business:
A primer for aspiring small business owners and entrepreneurs. Participants explore step-by-step procedures necessary to set up and manage a small business. Topics include the development of the business plan, market entry strategies, organization and financing, and critical factors for small business owners and entrepreneurs.

B4080

23. Understanding the Economy:
Understanding the economy and coping with the economic environment is critical in today's business performance, which is a major concern for managers and investors. The course will address macro-economic factors that may affect the performance of the business. Macro-economic factors include business cycles, interest rates, economic policy, inflation, unemployment, money supply, and foreign exchange rates. For example, how the Fed's monetary policy affects corporate earnings is stressed.

B5005

24. Legal Environments of Business:
The major purpose of Legal Environments of Business is to provide you with a concise summary of the major legal principles affecting businesspeople and business transactions. It should furnish a quick, yet comprehensive, review of this vital and wide-ranging area of the law. You will be able t analyze business decisions from a legal responsibility        

B5035

25. Guide to Effective Business Communications:
Good communications, oral or written, is the key to success in business life. The course is intended to assist business people in gaining understanding of the communication process, writing and organization methods, and oral aspects of communication in business. Emphasis is also placed on new technology in business communications.

B5070

26. Basic Business Essentials: Concepts & Tools:
A refresher course covering basic concepts and tools of business. Coverage of every functional aspect of business is included. Topics covered are management, organization, human resource management, purchasing, production/operations, accounting, finance, marketing, quantitative methods, legal environment, information technology, and international business.

B6035

27. Managing for Competitive Advantage:
This course teaches you the art and science of managing and accomplishing organizational goals and improving the way organizations are managed. Management refers to the process of coordinating and integrating work activities so that they are completed efficiently and effectively with and through other people. Managers of today need to be equipped with all the tools and concepts necessary to perform managerial activities in order to be globally competitive. Topics include functions of managers, planning, decision making, organization, leadership, motivation, control, total quality management (TQM), international management, management information systems (MIS), and analysis of problems central to management.   

B6080

28. Modern Supervision:
This course is especially designed to teach you the essential knowledge of supervision and the key role that the supervisor plays in today’s organizations. In most organizations it is recognized that the supervisory job is demanding and exacting. Success or failure of the entire organization is often conditioned by the competency at the supervisory level. This course attempts to present and discuss those things that are essential to being a successful supervisor. It is designed to meet the special needs of a person aspiring to a supervisory job, and the practicing supervisor. The course is applicable to all types of supervisory jobs whether in manufacturing, service, or not-for-profit organizations. For the potential supervisor the course affords a concise but complete presentation and acquaintance with the many problems that will be confronted. For the experienced supervisor the material provides an overall review, a broadening of supervisory horizons, and a kindling of new and fresh thinking in the supervisory area.                        

B7005

29. Managing the Marketing Process:
This course teaches you key components of marketing strategy and tactics including: identification, analysis and selection of target markets; development of product/service lines; pricing; distribution systems; advertising and promotions; service marketing; and international marketing. Major forces impacting marketing strategy, such as consumer behavior, completion, and regulating forces, are discussed. Also covered are marketing information systems and internet marketing. 

B7040

30. Economic Analysis for Business & Strategic Decisions:
The course focuses on the fundamentals and essentials needed to understand how business decisions are made and they are tackled using economic theory and decision science methodology. The course teaches you how to apply economic concepts and tools to solving real-life business problems. You will learn how to use economic thinking in making business and strategic decisions.               

B7075

31. Applied Operations Management: Manufacturing and Services:
This course teaches you how to manage operations and productive systems. Operations management involves the planning, coordinating, and executing of all activities that create goods or services. You will gain a working knowledge of methods for designing operational functions, systems and processes; will learn to apply strategic and operational decisions in improving processes for delivering goods and services to customers; and will learn to apply tools to achieve competitive in both manufacturing and services businesses.

B7200

Real Estate

 

32.Real Estate Accounting & Mathematics:
A refresher course covering basic concepts and tools of accounting, finance, and math that real estate professionals as well as real estate investors need to be familiar with. Topics covered are balance sheet, income statement, basic accounting concepts, real estate algebra, and finance math.

B7250

33.Real Estate Financing & Investments:
This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing: (1) financial instruments and (2) the means of financing. It examines the financial side of the lending process. The second section deals with investing in real estate· Topics include: advantages and pitfalls, how to value an income-producing property, and how to use leverage and increase return

B7260

34. A Guide to Tax Resolution: Solving IRS Problems:
Tax resolution means providing solutions to businesses and individuals alike who find themselves in trouble with the IRS. This course can help hundreds of individuals and business with their IRS Collection Problems. 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. The course covers other options to explore. The areas to be covered are: Offers in Compromise, Wage Garnishments, Bankruptcy, Installment, Delinquent Tax Returns, IRS Bank Levies, Freedom of Information Requests, IRS Payment Plans, Payroll Tax Problems, IRS Audits, Penalty Abatement, Liens, Collection Appeals, IRS Appeals, Innocent Spouse and Expiration of Statutes.
B7520
35. A Practical Guide To Mergers and Acquisitions:
This course discusses all facets of mergers and acquisitions including deciding on terms, key factors to consider, pros and cons of mergers, types of arrangements, evaluative criteria, valuation methods, financial effects of the merger, holding companies, takeover bids, SEC filing requirements, accounting and reporting requirements for business combinations, and financial analysis of combinations. Also addressed are emergence of corporate development officers (CDOs) and the issues surrounding divestitures.
B7521
36. Accounting For Earnings Per Share:
Earnings per share (EPS) is a popular and useful summary measure of a company’s profit performance. It tells you how much profit (or loss) each share of common stock has earned after adjustments for potential dilution from options, warrants, and convertible securities are factored in. This course covers the computation, reporting, and disclosures associated with earnings per share.
 
B7522
37. Analysis Of The Corporate Annual Report:
This course focuses on an analysis of the corporate annual report. It help you interpret and understand its components, including the financial statements, footnotes, review of operations, auditor's report, supplementary schedules, management discussion and analysis (MD&A), and Management’s Report On Internal Control Over Financial Reporting. It touches upon how the Sarbanes-Oxley 404 reporting differs from traditional reporting. The course also teaches you how to perform financial ratio and cash flow analyses.
B7523
38. Valuations: Businesses, Securities And Real Estate:
This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return. The value of a bond is essentially the present value of all future interest and principal payments. Stock price may be expressed as a function of the expected future dividends and a rate of return required by investors. The Gordon's valuation model reflects this process. Real estate valuation involved several rule-of-thumb valuation methods.
B7524
39. Internal Control And Fraud Detection:
This course covers the essential tools you need to perform internal-control related services. It will take you through your clients’ 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. The course also covers Management’s Antifraud Programs and Controls and the risk factors included in SAS No.99. The course provides useful indicators and checklists such as indicators of financial crime, the ACFE’s fraud prevention checkup, internal control assessment form, computer applications checklist, and financial reporting information systems and controls checklist.
B7525
40. More Secrets Of The MBA; Tools And Metrics:
This course is a one-stop problem-solver for today’s busy executive. It is a sequel to Secrets of the MBA: Concepts and Strategies. The course is a working guide to help you quickly pinpoint in the complex world of business.
  •  What to look for
  •  What to do
  •  What to watch out for
  •  How to do it

You’ll find ratios, formulas, guidelines, and rules of thumb to help analyze and evaluate any business-related problem. Throughout, you’ll find this course practical, quick, and useful. Part I takes you through accounting principles and guidelines for evaluating a company’s financial health. You will have an increased understanding of various financial statements and their implications. You will be exposed to Corporate Responsibility Law, better known as the Sarbanes-Oxley (SOX) Act. Part II takes a look at financial analysis tools, financial metrics, and financing methods for decision making. Part III takes you through the seem-ingly complex world of quantitative analysis. You’ll use statistics for forecasting and validity testing. Decision theories include linear programming, learning curve theory, and queuing models; these are presented concisely and comprehensively to help you use such sophisticated techniques with relative ease. And, you’ll learn how computer applications facilitate the many complex procedures. This course has been designed in question-and-answer format in order to address the pertinent issues that come up during the course of business.

B7526
41. Revenue Recognition: Rules And Standards:
A record number of companies are revising their financials in 2004. The most frequent cause of financial restatements was revenue recognition, which accounted for 16.4 percent of all restatements in 2004 and 19 percent during the past five years. This course covers the accounting, reporting, and disclosures associated with revenue recognition for the sale of products or rendering of services. Revenue involves a gross increase in assets or decrease in liabilities. Revenue may be recognized at the time of sale or service, during production, at the completion of production, and at the time of cash receipt. Long-term construction contracts may be accounted for under the percentage-of-completion method or the completed contract method. When a right of return exists, revenue may or may not be recognized, depending on the circumstances. The accounting treatment of warranty and maintenance contracts, contributions, and computer software is also discussed.
B7527
42. Secrets Of The MBA: Concepts And Strategies:
This course is a one-stop problem-solver for today’s busy executive. It’s a working guide to help you quickly pinpoint in the complex world of business.
  • What to look for
  • What to do
  • What to watch out for
  • How to do it

You’ll find concepts, guidelines, and rules of thumb to help you conceptualize, analyze, and evaluate any business-related problem. Throughout, you’ll find this course practical, quick, and useful. Part I takes you through the world of business strategy, management, marketing, and legal environments of business. Part II covers the economic issues of interest to business managers because they have a significant impact upon corporate success or failure. As companies go global, some relevant issues of concern to business people are foreign exchange rates, currency risk management, political risk, and international sources of financing. It also covers the use of information systems and information technology (IT) in all phases of business and in all functional areas to analyze and solve business problems in the "real world." This course has been designed in question-and-answer for-mat in order to address the pertinent issues that come up during the course of business.

B7528
43 .Specialized Industry GAAP:
This course discusses all of the important authoritative pronouncements on GAAP for specialized industries. This course addresses accounting principles, financial reporting presentation requirements, required and recommended disclosures for such industries as, banking, broadcasting, cable television, computer software, franchising, insurance, motion picture, record and music, government contracts, oil- and gas-producing, real estate, not-for-profit, finance, and mortgage banking industries.
 
B7529

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