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Pilot and Review Courses |
Earn FREE CPE when you pilot test one of the courses below.
This means you will get credit for the course you pilot plus one
additional course of your choice and all of our courses are eligible (no courses
are restricted). After the pilot for a course is complete each
participate will be notified of the number of CPE credits. Please refer to the
Course and Site Instructions page for complete Pilot test instructions.
Contact Us if you have additional questions.
The purpose of a pilot test is to establish the recommended number of CPE
credit hours based on the average completion time of the course and final exam
by the pilot test participants per the AICPA/NASBA self-study CPE guidelines.
Within 24 hours of successfully completing the pilot course and final exam you will be
Emailed a 100% discount coupon you may use to purchase an additional course on
our site as long as: 1) you to answer all the evaluation questions at the end
of each final exam; and 2) we have your resume or a short bio on file. After
completing the final exam a link will be provided to upload your resume or bio
if you have not already done so.
Detailed requirements for piloting a course and to receive your FREE course
- You must pass the final exam for the course with a grade of 70% or higher.
- You must complete all the evaluation questions at the end of each final exam.
- You must send or have sent us your resume or short bio. (upload now)
- You must have Little or No knowledge of a subject to pilot a basic course.
- We request all pilots be completed within 30 to 45 days of being selected.
- If you do not complete the pilot course before the pilot of the course is complete
you will receive the credit hours for the pilot course when you complete the course.
- You will not receive the additional free course unless you finish piloting the
course before the pilot of the course is complete; we will consider exceptions.
- This offer is not available in addition to other pilot testing offers.
- You may pilot as many courses as you wish but please complete the courses you select to pilot.
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Pilot-Review Course List (Click here to order by date published Descending) |
| Name |
Description |
Efficient Uses of FLPs, LLCs and S Corporations to Preserve Family Business and Investment Wealth
Est Hrs : 0 - 8
Price : $0.00
New ! ! !
Registry
EA  |
Originally broadcast live October 7, 2008, this on-demand webcast covers the various types of pass-through entities. Together with revocable, irrevocable and grantor trusts, pass-through entities (FLPs, LLCs, S Corps) offer an effective means to maintain management control while "passing on more value than meets the taxable eye", including "shifting" opportunities without adverse tax consequences. Economic substance, step transaction, indirect gifts, gift on formation all are issues or pitfalls for advisors to be concerned with in planning.
FLP/LLC judicial decisions - beginning in 1997 with the Schauerhamer case (Owen Fiore was lead tax litigation counsel in the case) right down to the present - have shown the way to success. Thus, this course sets out a formula or recipe for success in use of FLPs, LLCs and S Corps.
Also, the course deals with numerous income tax issues of importance, such as proper use of the IRC Sec. 704(e) "safe harbor" for family partnerships, avoidance of the 721(b) investment company trap, and other key issues.
The course will develop practical "factors for success" in FLP/LLC planning so that course participants can benefit their clients with effective planning recommendations. Plus, this will position you to "audit" existing plans to insure such success. Finally, the tax practitioners responsibility under revised IRS Circular 230 and avoidance of practitioner and appraiser penalties will be reviewed. This thoughtful, action provoking course is perfect for the CPA or other advisor intent on providing a higher level of service to his or her clients.
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Excel Tools and Tips for the CPA
Est Hrs : 0 - 7
Price : $0.00
New ! ! !
Registry |
Learn some cool and useful tips as well as some of Excel 2007s new features. Tips include how to: move around a
spreadsheet efficiently; nest subtotals; copy subtotals; remove duplicates; create and manage pivot tables, do an INDEX MATCH lookup and how to link Excel charts into PowerPoint. This course does not include any exercise files.
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Florida: Ethics for Florida
Est Hrs : 0 - 8
Price : $0.00
New ! ! !
QAS
Registry |
This course covers standards of professional conduct, business practices adhered to, and responsibilities of accountants such as CPAs, CMAs, and CFMs. It outlines how to develop business ethics programs and the Sarbanes-Oxley Act and its impact on business ethics. It is appropriate for Florida board of accountancy requirements.
Please note: until this course is piloted and approved by the Florida board it will -NOT- count as a Florida Ethics course. |
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