This article may be used for basic information and educational purposes.
This is not intended to apply to specific circumstances and is for
"general knowledge only". Reading of this article is subject to the
blanket and general disclaimers attached hereto -
The calendar year 2003 was a very busy year for
professional education. As you are aware I am licensed in multiple states
and licensed as a
1.
Certified Public Accountant,
2.
General Securities Licensed,
3.
Health Insurance Licensed,
4.
Life Insurance (Term, Whole Life, Universal Life & Variable
Universal Life1 above),
5.
Long Term Care,
6.
Fixed Annuities, and
7.
Variable Annuities1 above
If you find any of the topics interesting {that is,
you would like to discuss the topic(s)} or useful to you or your goals,
please call so that we may discuss your needs.
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2003
Professional Education Courses |
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Condominiums &
Homeowner Associations |
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Condominiums & Homeowner Associations
Legal Environment |
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Condominiums & Homeowner Associations
Tax Law Principles |
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CPA Firms |
|
CPA Firm
Client Acceptance, Quality Control,
Quality Control Design, Monitoring |
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CPA Firm
Financial Planning Services |
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Divorce |
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Divorce
Business Valuations in Divorce
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Education Plans |
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Education Planning and Strategies |
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Estates & Estate
Planning |
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Estate & Gift
Valuation of Transferred Property |
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Estate Planning
Advanced Concepts |
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Estate Planning
Comprehensive Estate Planning |
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Estate Planning
Charitable Transfers |
|
Estate Planning
Gifts During Ones Lifetime |
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Estate Planning
Life Insurance Settlements |
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Estate Planning
Lifetime Giving |
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Estate Planning Non-tax Planning
Considerations |
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Estate Planning Retirement Plan
Distributions |
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Estate Planning
Reviewing Wills, Trusts, and Other
Documents |
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Estates Financial Statements &
Accounting |
|
Financial Statements |
|
Financial Statements
Administration & Management of the
Engagement |
|
Financial Statements Compilation
Compliance |
|
Financial Statements
Forecasts & Projections |
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Financial Statements
Partnerships |
|
Financial Statements
Proprietorships |
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Financial Statements Generally
Accepted Accounting Principles |
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Individual Tax |
|
Individual Tax
Planning and Compliance for Securities Transactions |
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Insurance |
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Life Insurance
Variable Life Insurance |
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Partnerships |
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Partners & Partnerships
Partner Capital Accounts |
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Financial Planning |
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Personal & Small Business Owner
Financial Planning |
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Personal Financial Planning |
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Personal Financial
Planning Cash
Management & Budgeting |
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Personal Financial Planning
Investment Planning & Asset
Allocation |
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Physicians |
|
Physicians
Accounts Receivable |
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Physicians
Financial Statements |
|
Physicians
Medical
Office Management Considerations |
|
Physicians
Other Issues |
|
Physicians, Lawyers &
Other Licensed Professionals |
|
Physicians, Lawyers, Licensed
Professionals Opportunities
and Tax Traps for Their Corporations |
|
Physicians, Lawyers, Licensed
Professionals Valuing the
Professional Practice |
|
Retirement Planning |
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Retirement Planning
Advanced Concepts |
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Securities |
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Branch Compliance |
|
Customer Care |
|
Money Laundering & the Patriot Act |
|
National Association of Securities
Dealers Compliance |
|
Small Business |
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Small Business
Audits & Reviews |
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Small Business
Business Planning |
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Small Business
Consulting Engagements |
|
Small Business
Financial Planning for the
Closely Held Business |
|
Small Business
Fraud Investigations |
|
Small Business
Fraud: Detection
process; In Bankruptcy; Reporting |
|
Small Business
Measuring & Monitoring Performance |
|
Small Business
Obtaining Financing & Capital |
|
Small Business
S Corporation Built-In Gains Tax
Traps |
|
Small Business
Tax Issues For the Owner |
|
Small Business
Valuation / What is the Business
Worth? |
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Small Business
Valuation Reports |
|
Small Business Benefit Plans
Health, Life Insurance and
Retirement Plans the Planning and the Issues |
|
Small Business Benefits
Health & Life Plans, Dependant Care
Plans, Education Assistance Plans, Adoption Assistance Plans |
|
Small Business Employee Benefit Plans
ERISA & Tax Issues |
|
Small Business Owners S Corporation
Tax Issues |
|
Trusts |
|
Trusts
Distributions to Beneficiaries |
|
Trusts
Financial Statements & Accounting |
- Helping To Keep Your Life In Balance