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NASBA Sponsor #: 143337

IRS CE Provider #: QQTMI
Self-Study Catalogue

Tax Research Part 1 - Fundamentals (SSDP12)
- Faculty: David Peters
- Credits: 1 NASBA and IRS (Taxes)

Exploring Client Advisory Services - Entity Type (SSDP13)
- Faculty: David Peters
- Credits: 1 NASBA and IRS (Accounting)

Mastering Charitable Remainder Trusts and Form 5227 Compliance (SSAJW03)
- Faculty: Arthur Werner
- Credits: 2 NASBA and IRS (Taxes)

The Preparation of Forms 706 and 709 : Understanding the Law (SSAJW04)
- Faculty: Arthur Werner
- Credits: 2 NASBA and IRS (Taxes)

Line-by-Line Preparation of Form 706 and 709 (SSAJW05)
- Faculty: Arthur Werner
- Credits: 4 NASBA and IRS (Taxes)

Form 1099 Update : New Reporting Rules and Revisions (SSSM01)
- Faculty: Steven D. Mercatante
- Credits: 2 NASBA and IRS (Taxes)

How to Choose the Right Business Entity for Your Client (SSSD01)
- Faculty: Steven C. Dilley
- Credits: 2 NASBA and IRS (Taxes)

Partnership & S Corporations: How to Calculate Basis (SSSD02)
- Faculty: Steven C. Dilley
- Credits: 4 NASBA and IRS (Taxes)

Non-Profits and Public Charities Taxation Rules and Preparing Form 990 (SSSD03)
- Faculty: Steven C. Dilley
- Credits: 2 NASBA and IRS (Taxes)

Financial & Tax Accounting for Partnerships & LLCs (SSSD04)
- Faculty: Steven C. Dilley
- Credits: 4 NASBA and IRS (Taxes)

Lifecycle Financial Planning: Estate Planning - Form 706 Basics (SSDP01)
- Faculty: David Peters
- Credits: 1 NASBA and IRS (Taxes)

Fiduciary Accounting: Fundamentals & Rules (SSDA01)
- Faculty: Doug Van Der Aa
- Credits: 2 NASBA and IRS (Taxes)

Fiduciary Accounting for Estates and Trusts under Form 1041 (SSDA02)
- Faculty: Doug Van Der Aa
- Credits: 4 NASBA and IRS (Taxes)

Lifecycle Financial Planning: Estate Planning - A Primer on Gifting (SSDP02)
- Faculty: David Peters
- Credits: 1 NASBA and IRS (Taxes)

Lifecycle Financial Planning: Estate Planning - Will & Advance Directive Considerations (SSDP03)
- Faculty: David Peters
- Credits: 1 NASBA and IRS (Taxes)

Understanding Partnership Taxation (EBDP01)
- Faculty: David Peters
- Credits:NA

Understanding S Corporation Taxation (EBDP02)
- Faculty: David Peters
- Credits:NA
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Our Faculty

Robert S Keebler

Bradley Burnett
