| Aggressive
Tax Planning for Corporations |
|
Field
of Study: Taxation
Objective: Learn strategies that will maximize tax savings
for your corporate clients
Type of instructional/delivery method: Group -- Live
CPE Credits: 2.4 hours
Not for the faint of heart! Learn how to be on the offensive, not
the defensive in creating tax plans for corporations. Case studies
will lead to intriguing discussions of real-world experiences.
|
| |
| Choice
of Entity |
Field
of Study: Consulting Services
Objective: Learn the advantages and disadvantages of the most
common business entities
Type of instructional/delivery method: Group -- Live
CPE Credits: 4.4 hours
Discover the legal and tax comparisons of various types of entities,
including LLC vs. S Corp, Partnership vs. LLC, and C Corp vs. S Corp,
Sole proprietorship vs. S Corp, and Disregarded entities (one member
LLC). |
| |
| Client
Opportunities Through the Small Business Administration |
Field
of Study: Management
Objective: Learn about the resources the SBA may offer your
clients CPE
Type of instructional/delivery method: Group -- Live
Credits: 3.6 hours
Hear the history of this often overlooked business resource. Find
out about financing opportunities available through the SBA, who qualifies
for assistance, and the fees and financing procedures during this
informative session. |
| |
| Corporate
Fraud Investigation |
|
Field
of Study: Accounting and Auditing
Objective: Learn about corporate fraud investigation
Type of instructional/delivery method: Group -- Live
CPE Credits: 2 hours
An
intriguing look into major, real-world corporate and accounting
fraud, including the inside scoop on current investigations. Learn
about federal law enforcement's role in the investigation of financial
fraud, and hear about the impact of the Sarbanes-Oxley Act on the
accounting profession.
|
| |
| Employment
Law for Small Businesses |
|
Field
of Study: Management
Objective: Learn the basics of employment law as it applies
to small businesses
Type of instructional/delivery method: Group -- Live
CPE Credits: 2 hours
Explores
the fundamentals of employment law, giving practical insight into
employment issues and employee complaints pertaining primarily to
small businesses. Includes an overview of the Fair Labor Standards
Act, which covers discrimination and sexual harassment.
|
| |
| Employment
Law Update |
|
Field
of Study: Management
Objective: Refresh your knowledge of employment law and learn
about changes affecting the legislation.
Type of instructional/delivery method: Group -- Live
CPE Credits: 4 hours
Hear
the latest issues affecting employment law. Special emphasis will
be placed on the newly passed overtime legislation.
|
| |
| Economic
Outlook/Leadership |
|
Field
of Study: Management
Objective: Help in guiding your organization through economic
changes
Type of instructional/delivery method: Group -- Live
CPE Credits: 2 hours
Help
guide your practice through the changing economy after this session
that explores the effects of the economy on corporate America. Learn
the leadership skills critical in making changes happen, increasing
employee productivity, and improving your team's performance.
|
| |
| Estate
and Gift Tax Planning |
Field
of Study: Taxation
Objective: Learn to maximize estate and gift tax planning
Type of instructional/delivery method: Group -- Live
CPE Credits: 3.6 hours
Learn what constitutes a taxable estate during this session highlighting
South Carolina Estate and Gift Tax Laws. Interested in living trusts,
family limited partnerships, and tax returns of descendants and estates?
Then this seminar is for you. |
| |
| Ethics
Lead to Excellence |
Field
of Study: Management
Objective: Revisit the importance of ethical business practices
in the wake of national accounting scandals.
Type of instructional/delivery method: Group -- Live
CPE Credits: 2 hours
In a business climate fraught with struggle - greed vs. good, motivation
vs. monotony, values vs. volume - discover the impact of ethical practices
on yourself, your co-workers/subordinates, your business, and your
clients. |
| |
| Income
Tax Update |
Field
of Study: Taxation
Objective: Prepare for the coming tax season, learning what's
new for 2005.
Type of instructional/delivery method: Group -- Live
CPE Credits: 4 hours
An overview of the business tax provisions in the Jobs Act, which
recently landed on the president's desk for approval, this course
will also focus on other developments affecting the tax code. |
| |
| Individual
and Corporate Income Tax Update |
|
Field
of Study: Taxation
Objective: Review tax law and learn about recently enacted
changes
Type of instructional/delivery method: Group -- Live
CPE Credits: 8 hours
Prepare
for the coming tax season with this comprehensive overview of 2003
tax law. Discover the impact of the major provisions of new tax
legislation and regulations on both individual taxpayers and businesses.
Hear about the latest tax issues and developments.
|
| |
| IRS
Section 412(l) Defined Benefit Plans |
Field
of Study: Consulting Services
Objective: Learn how these plans are different form other defined
benefit plans
Type of instructional/delivery method: Group -- Live
CPE Credits: 2 hours
Who is the market? How are they different from other defined benefit
plans? This and more will be presented during this session that will
discuss recent implementation and marketing abuses. Case histories
will bring the facts to life. |
| |
| Probate,
Wills, and Powers of Attorney |
Field
of Study: Consulting
Objective: Learn the ins and outs of estate planning and asset
protection
Type of instructional/delivery method: Group -- Live
CPE Credits: 2.3 hours
All you ever wanted to know about probate, wills, and titling of assets
will be presented during this session. Also covered will be durable
powers of attorney, healthcare powers of attorney, personal representatives,
and trustees. You'll learn the best ways to protect your clients and
their assets. |
| |
| Social
Security Issues |
Field
of Study: Consulting
Objective: Learn about Social Security issues that your clients
may face
Type of instructional/delivery method: Group -- Live
CPE Credits: 2 hours
Does it really matter when one elects to start Social Security benefits?
And what factors affect the amount drawn upon retirement? Find out
this and more, including information on survivor and disability benefits,
during this overview of Social Security issues. |
| |
| Technology
Tips, Tidbits, and Trends |
|
Field
of Study: Specialized Knowledge and Applications
Objective: Learn to use Excel to increase productivity
Type of instructional/delivery method: Group -- Live
CPE Credits: 2 hours
Discover
what makes Excel so widely acclaimed and Quickbooks the world's
most popular accounting software. This session offers an array of
tricks to enhance your skills and improve your productivity using
the technology already at your fingertips.
|
| |
| Variable
Annuities |
|
Field
of Study: Consulting Services
Objective: Learn the benefits of variable annuities in investing
Type of instructional/delivery method: Group -- Live
CPE Credits: 2 hours
Explore principle protection, tax benefits, problems, and solutions.
Learn ways to insure income and beneficiary protection. Also discover
restricted beneficiary options during this overview of variable
annuities.
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