Accounting and Auditing
Planning, Performing, and Preparing Financial Statements for SSARS Engagements
Preparing and Reporting on Income Tax Basis Financial Statements
Overview of Common Interest Realty Associations
Operations, Accounting, and Financial Statement Considerations
Standard Report and Modifications, GAAP Departures, and Scope Limitations
Consistency, Uncertainties, and Other Report Modifications
Preparing the Balance Sheet
Reporting the Results of Operations
GAAP Disclosures and Special Financial Presentations
Fund Accounting and Revenues and Receivables
Budgetary Reporting, MD&A, CAFRs, and States and Special Purpose Governments
Authoritative Literature and Presentation and Disclosure of Income Taxes
Providing Performance Measurement, Eldercare, and Risk Assessment Services
Reporting on Compliance, Attestation Examination and Review Engagements, Internal Control, and the COSO Report
Estates and Trusts, Fiduciary Accounting, Reporting, and Accountants Acting as Fiduciaries
Nonprofit GAAP
Planning a Governmental Audit Engagement
Planning a Small Business Audit
Performing an Efficient Audit

Consulting Services
Forecasts and Projection Presentations
Managing the Personal Financial Planning Process
Estate Planning, Integrating Tax and PFP, PFP Reports, and PFP Practice Administration
Engagement Conduct and Control, Workpapers, Microcomputer Consulting Services, and Litigation Support Services
Engagement Review, Reporting, and Follow-up, Business Start-up Services, Cash Management Services, and Fraud Services
Performing the Business Valuation Engagement

Management
Pre-engagement Procedures for Valuation Engagements
Designing an Effective Quality Control System

Specialized Knowledge
Client Acceptance and Continuance, Engagement Performance, Consultation, and Monitoring
Land Development and Building Costs, and Sales of Real Estate Other than Retail Land Sales
Impairment, Investments in Real Estate Ventures, and Financial Statement Considerations
Financial Statement and Tax Services for Physician Clients
Creating a Company and Solutions to Common Problems in QuickBooks

Taxation
Partnership Basis; Termination; Collapsible Partnerships; FLPs
Partner and Partnership Transaction; Status; Organization; and At-Risk Limitations
Compensation Reimbursements, Travel and Entertainment, and Autos
Federal Income and Payroll Taxes, Compensation, Retirement, and Welfare Benefit Plans
Plan Contribution Limits and Deductibility, Nondiscrimination Testing, and DOL Investigations
Basic Tax Planning Strategies for Businesses
Bookkeeping and Financial Statement Preparation Services
Estate Tax Credits, Payments and Penalties, and Special Use Valuation
Form 709 Filing Requirements, Schedules A and B, Spousal Transfers, and Charitable Gifts
Amortization, Credits, Tax Payments, and Liquidation
Recording Deductions for Business Expenses on Form 1120
Selected Topics in Form 1120 Preparation
Capital Asset Transactions; Distributions; and Termination of Trusts and Estates
Income Issues Related to Form 1041
Contributions, Partner and Partnership Transactions, Depreciation, Real Estate, Oil & Gas, Due Diligence, and LLPs
Tax Years, Basis, Liabilities, Allocations, COD & Foreclosures, Retirement or Death, and IRC Sec. 708
Tax Years, Accounting Methods, Basis, Terminations
Tax Implications of LLC Capitalization and Changes in Members' Interests
Managing the Payroll Function
Determining Employee Status, Taxation of Welfare and Fringe Benefit Plans, and Filing Penalties
Organizational and Start-up Expenses, Shareholder Basis, and Distributions
Tax Issues, PAL, Shareholder Losses, Stock Dispositions, and Business Credits
Investment Income, Bad Debts, Personal Credits, and Filing Matters
Residences, Charitable Contributions, and Certain Business Transactions
Personal Exemptions, Other Income, Securities, Interest Expense, and Excise Taxes
Preparing Form 990-T
Preparing Forms 990, 1023, and 990-PF
Reporting and Administrative Requirements for Retirement Plans