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To see full course descriptions, please view our entire
2010
course catalog or click on a specific
course title, each of
which is a PDF document (see
below for details).
Notes:
The instructor for all courses is Dennis Gerschick unless
otherwise noted. Any half day CPE course we offer can be combined
with any other half day course, to offer a full day course. Likewise,
any full day course can also be condensed, if desired, to offer a half
day CPE course. |
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| Accounting & Auditing Courses |
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Half
Day |
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Full
Day |
| • Analyzing a Business & Its Financial Statements |
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• Internal Controls, Corporate Governance, and Risk
Management |
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| • Investigative & Forensic Accounting NEW |
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| • Prevention & Detection of Corruption NEW |
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| Business Law Courses |
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Half
Day |
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Full
Day |
| • 2010 Annual Business Law Update
Updated |
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• Legal Issues Every Accountant & Executive Should
Know
Revised |
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| Business Valuation Courses |
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Half
Day |
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Full
Day |
| • 2010 Hot Business Valuation Issues & Recent Cases NEW |
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| • How to Value a Closely-Held Business - The Basics |
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| Employee Benefits Courses |
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Half
Day |
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Full
Day |
| • Executive Compensation Plans & Equity Incentives NEW |
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| • Keeping it Qualified
NEW |
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| • Qualified Plans & Features
NEW |
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| • The Fiduciary Summit
NEW |
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| • Trials & Trends
NEW |
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| Financial Planning & Investment Courses |
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Half
Day |
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Full
Day |
| • Buffett & Munger - Lessons for Business &
Investing NEW |
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• Increasing, Preserving & Transferring Family
Wealth
Expanded |
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| • Investing Fundamentals for the Individual NEW |
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| • Investing in a Declining or Expanding Economy |
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| • Investing in a Private Company
Revised |
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| • Investing in Alternative Investments and Real Estate NEW |
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| • Lessons from the Investment Masters Revised |
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| • Stock Analysis & Portfolio Management Revised |
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• The Financial Meltdown - The Causes & Repercussions
Updated |
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| • Using Economic News
NEW |
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| • Warren Buffett's Two Suggested Courses NEW |
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| Management & Consulting Courses |
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Half
Day |
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Full
Day |
| • Advising the Troubled Business |
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| • Buying or Selling a Private Company |
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| • Dealing with Troubled Real Estate |
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| • Increasing Both the Top & Bottom Lines |
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| • Laying a Solid Foundation
NEW |
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| • Start-Ups & Early Stage Companies NEW |
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| • The 3 Key Elements of a Successful Business NEW |
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| Tax Courses |
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Half
Day |
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Full
Day |
| • 2010 Annual Review of Recent Tax Cases Updated |
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| • 2010 Business Tax Update
NEW |
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| • 2010 Individual Tax Update
NEW |
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| • Charitable Gift Giving
NEW |
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| • Civil & Criminal Tax Fraud
NEW |
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| • Corporate Redemptions & Liquidations NEW |
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| • Corporate Separations
NEW |
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| • Creative Tax Strategies for Businesses NEW |
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| • Creative Tax Strategies for Individuals NEW |
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| • Divorce Taxation
NEW |
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• Obscure Code Sections CPAs Should Know,
But Often Don't
NEW |
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| • Partnership & LLC Taxation - Significant Transactions NEW |
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| • Partnership & LLC Taxation - The Basics NEW |
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| • Real Estate Taxation
Expanded |
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| • S Corporation Tax Issues
NEW |
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| • Tax Appeals and Litigation Strategies NEW |
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| • Tax Aspects of Buying or Selling a Business |
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• Tax Aspects of Restructurings, Insolvency, &
Bankruptcy
NEW |
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| • Taxation of Tax - Exempt Entities NEW |
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| • Techniques for Saving Estate & Gift Taxes NEW |
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| • The ABCs of Tax-Free Reorganizations NEW |
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| • Transferring or Exiting the Business |
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