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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.
- 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 |
Getting Cash Out Of Your Business with Tax Analysis
Est Hrs : 20 - 28
Price : $0.00
New ! ! !  |
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. |
Matching Investments To Tax Savings Techniques
Est Hrs : 12 - 20
Price : $0.00
New ! ! ! |
Taxes are not taxes - they are dollars in terms of the net return on investment. 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.
The tax professional is in a special position to detect a clients need for financial planning. Preparing returns discloses assets, savings, business entities and family members. Knowledge of the clients assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return.
The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quanitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client. |
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