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To see full course descriptions, please view our entire
2009
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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| General Courses |
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Half
Day |
|
Full
Day |
• A Medley of A & A, Business, Legal, and
Tax Topics |
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| Accounting & Auditing Courses |
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Half
Day |
|
Full Day |
• Analyzing a Business & Its Financial
Statements
NEW |
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| • Anatomy of a Company
NEW |
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| • Fraudulent Financial Reporting
Updated |
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• Internal Controls, Corporate Governance,
and Risk Management
NEW |
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| Business Law Courses |
|
Half
Day |
|
Full Day |
| • Accountants' Liability |
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| • Annual Business Law Update 2009
Updated |
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• Avoiding or Resolving Partner /
Shareholder Disputes |
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| • Common Business Law Issues Revised |
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| • Contracts in the Real Business World |
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| • Protecting Against Catastrophic Events NEW |
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| • Special Internal Investigations |
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| Estate Planning Courses |
|
Half Day |
|
Full Day |
• Annual Review of Recent Estate
Planning Cases
NEW |
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| • Estate Planning - The Basics
NEW |
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| • Estate Planning for the Business Owner NEW |
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| • How to Give It Away Effectively
NEW |
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| • Selected Estate Planning Issues
NEW |
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| Financial Planning & Investment Courses |
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Half Day |
|
Full Day |
| • Advising the Individual Investor |
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| • Comprehensive Planning for the Individual |
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• Increasing, Preserving & Transferring
Family Wealth |
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| • Investing in Alternative Investments NEW |
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| • Investing in Private Companies
Revised |
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| • Investing in 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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• Using Economic News to Make Business &
Investment Decisions
NEW |
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| Management & Consulting Courses |
|
Half
Day |
|
Full
Day |
| • Advising the Troubled Business |
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| • Buying or Selling a Private Company |
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| • Creating & Enhancing the Value of a Business |
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| • Creating & Structuring Business Entities NEW |
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| • Dealing with Troubled Real Estate NEW |
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| • Emerging & Growing Companies |
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| • Increasing Both the Top & Bottom Lines NEW |
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| • Negotiating & Structuring Business Deals |
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| Tax Courses |
|
Half
Day |
|
Full
Day |
| • Annual Review of Recent Tax Cases Updated |
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| • Federal Tax Penalties
NEW |
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| • Real Estate Taxation |
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| • Tax Aspects of Buying or Selling a Business |
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| • Tax Planning for Investments
NEW |
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| • Transferring or Exiting the Business |
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