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Michael Markhoff offers a compelling discourse on the delineations between irrevocable and revocable trusts. Discussions of the former include a detailed profile of the typical client, the alternative ...

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In this course, Stephen Linker covers some major red flags when examining tax returns. He discusses the key elements of a tax return and how they relate to specific cases. The course will examine how ...

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Dr. Bart A. Basi presents the fundamental laws of corporate record keeping and makes them memorable by sharing cautionary tales of business owners who did not keep proper records and personally suffer ...

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In this fulfilling program, Ernest Badway discusses the current state of securities enforcement. He discusses everything from the main players, to the anatomy of a securities action, to the federal cr ...

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The role of charitable, nonprofit organizations has become an increasingly important one in our society. The diversity and strength of the nonprofit sector is uniquely American and covers a wide range ...

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Don?t keep putting it off?it?s time to get a will! In this introductory course, attorneys Richard Abend and Josh Silber explore the details of trusts and wills, and the very real dangers posed by the ...

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In this course, Dr. Bart A. Basi uses his expertise in business dealings to cover business deals in depth. He discusses the many types of deals that exist, and talks about the purpose and process behi ...

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In this course, Dr. Bart Basi explores everything from business meals to employee compensation and health savings accounts. This is a great course to further your knowledge on the up-to-date tax laws ...

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At times, attorneys fail to recognize the value of understanding basic accounting principles. However, familiarity with financial statements can often have a great impact on a lawyer's ability to succ ...

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In this course, Dr. Bart A. Basi covers the basics of acquiring a business. He discusses the importance of due diligence and all the categories that must be examined. This includes legal analysis, fin ...

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The Limited Liability Company (LLC) might be a relatively new business form, but entails major advantages over many other entities. CPA and attorney Bart Basi examines the intricacies of forming and o ...

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George V. Cornell, Esq. shares his Asset Protection Strategies in this seminar. A general discussion as to the considerations, both pro and con in forming different entities such as a Limited Liabilit ...

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CPA and attorney Bart Basi delivers a program on ethics for the CPA, separating the AICPA Code of Professional Conduct into two general parts, the principles which provide a general framework and the ...

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J. Scott Colesanti offers a detailed and comprehensive history of the SEC, starting with its inception in 1934 through the Securities Exchange Act, and continuing onward through the Joseph Kennedy era ...

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Thomas Whiftord offers a detailed and apropos lecture on bank compliance testing. Whitford identifies the three major contexts of testing : Enterprise Risk Management, Operational Risk, and Compliance ...

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This course is designed to meet the 4 hour ethics CPE requirement for Oregon CPAs. It also covers standards of professional conduct and business practices adhered to by CPAs in order to enhance their ...

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If you?ve got a Swiss bank account, it just might be time to report it. Attorneys Ernest Badway and Adam Cantor discuss the legal requirements for proceeding in this manner ?and the consequences invok ...

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If life were an episode of Wheel of Fortune, more individuals would be landing upon the dreaded 'Bankrupt' slot than ever before. White collar clients are now representing a substantial number of thos ...

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In this course, Dr. Bart A. Basi guides attorneys through the six principal forms of business organization. Discussing everything from Sole Proprietorships to LLC's and Subchapter S Corporations, Dr. ...

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Join Frank Ingrassia and Timothy Lucero for a detailed run-down on how defense attorneys can assist clients in delaying a lender?s foreclosure. Strategies include informing clients of their rights and ...

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A panel of Bankruptcy and Criminal Law experts discuss the criminal law violations related to bankruptcy proceedings -- such as concealment of property from the Bankruptcy Court or trustee, making a f ...

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The recently proposed US Tax Law Reforms have contributed to a climate of uncertainty in the international tax law area. Fortunately, in this course, tax attorney R. John Smith teaches practitioners h ...

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Every week there seems to be a new financial scheme coming out of the wood-works. As Warren Buffett said, 'Only when the tide goes out do you discover who's been swimming naked.' This timely course is ...

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In this timely course, Dr. Bart Basi discusses the issues related with Business Succession and planning for future generations. Dr. Basi brings much experience to this program and delivers a great pro ...

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In this highly informative program, insurance specialist Albert L. Sica and attorney Allen R. Wolff explore basic insurance concepts, with particular focus on liability and risk management, establishi ...

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In this course, George Cornell, Esq. discusses different vehicles used in asset protection and estate planning. He focusses the discussion on the use of LLC's and Trusts in asset protection and compar ...

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This program examines buy/sell agreements. Such agreements are typically recommended in estate and business planning for business owners, including those business owners involved in closely-held corpo ...

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Presentation skills are essential for successful accountants. Jay Sullivan prepares accountants to project confidence, poise, conviction, and clear thinking in various presentation settings from forma ...

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In this unique program, Dr. Bart Basi discusses everything from the definition of a Closely-Held Corporation to basic factors affecting value and valuation methods. Dr. Basi brings extensive experienc ...

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As the United States faces a credit crisis, bankruptcy is becoming more and more common as a solution for those severely affected by the shaky economy. In this introductory bankruptcy course, Daniel G ...

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Bart Basi, CPA and experienced attorney, discusses the importance of recasting financial statements for privately held companies, and the consequences of not doing so. The lecture features a brief but ...

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This course covers everything you want to know about 1031 Exchanges and how you can use them to increase your wealth. The speaker, Stephen A. Wayner, is an expert in the field and shares his tremendou ...

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The underlying legal support for the 'checkbook control IRA' will be looked at carefully with regards to its applicability and prudence for the average IRA holder. Understanding how this concept works ...