bloomberg bna professional learning subscription course catalog …€¦ · bloomberg bna...

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Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses (last updated 10/07/16) Course Formats Bloomberg BNA’s Professional Learning subscription offers CPE eligible courses in the following formats: Live Conferences Subscribers receive a 20% discount on our conferences around the country. To view the most up-to-date listing of live conferences please visit this page. For a list of past conferences, please email [email protected]. Webinars Bloomberg BNA provides around 300 webinars per year delivered by expert speakers to a live audience. Subscribers can attend any webinar free of charge. The webinars range from 60-90 minutes with time at the end of each session for Q&A. Webinars provide CPE and/or CLE credit depending on the course. New webinars are added to www.bna.com/learning on a daily basis as new speakers sign on with us. Please note that anything marked as a past webinar is a past program that has not been converted into a self-study format at this time. Subscribers may request recorded copies of the presentations at no cost, however no credit will be given for viewing this format. Self-Study Courses Bloomberg BNA also provides recorded courses that users can view at their own convenience. This library currently includes over 400 courses and continues to grow each month. We provide two primary formats for self-study courses: o eLearning CPE credit only We offer both video and text only courses Additional tax eLearning library - Courses marked with an asterisk below are only available to subscribers and can be accessed only through your Professional Learning classroom! Please contact [email protected] if you are seeing a fee for these courses in your classroom. o OnDemand CLE credit only Prior webinars have been converted into self-study courses for CLE credit.

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Page 1: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Bloomberg BNA Professional Learning Subscription

Course Catalog - CPE Courses

(last updated 10/07/16)

Course Formats

Bloomberg BNA’s Professional Learning subscription offers CPE eligible courses in the following formats:

• Live Conferences – Subscribers receive a 20% discount on our conferences

around the country. To view the most up-to-date listing of live conferences

please visit this page. For a list of past conferences, please email

[email protected].

• Webinars – Bloomberg BNA provides around 300 webinars per year delivered

by expert speakers to a live audience. Subscribers can attend any webinar free

of charge. The webinars range from 60-90 minutes with time at the end of each

session for Q&A. Webinars provide CPE and/or CLE credit depending on the

course. New webinars are added to www.bna.com/learning on a daily basis as

new speakers sign on with us.

Please note that anything marked as a past webinar is a past program that has

not been converted into a self-study format at this time. Subscribers may

request recorded copies of the presentations at no cost, however no credit will be

given for viewing this format.

• Self-Study Courses – Bloomberg BNA also provides recorded courses that

users can view at their own convenience. This library currently includes over 400

courses and continues to grow each month. We provide two primary formats for

self-study courses:

o eLearning – CPE credit only

We offer both video and text only courses

Additional tax eLearning library - Courses marked with an asterisk below

are only available to subscribers and can be accessed only through your

Professional Learning classroom! Please contact

[email protected] if you are seeing a fee for these courses in your

classroom. o OnDemand – CLE credit only

Prior webinars have been converted into self-study courses for CLE

credit.

Page 2: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

CPE Course Topics:

Accounting

Auditing

Estates, Gifts and Trusts

Ethics

Federal Tax

International Tax

Professional Development

State Tax

If you have any questions regarding our content library or would like to request courses on particular topics please email [email protected].

Page 3: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Accounting:

• The Affordable Care Act: Decoding IRS Form 1095-C (past webinar – 1/13/16)

• ACA 2016 Employer Mandate: The Compliance Crunch is Here (past webinar –

3/08/16)

• Insuring Corporate Accounting Compliance Abroad (past webinar – 5/24/16)

• Effective M&A Transactions: How to Streamline Your M&A Due Diligence

Process (past webinar – 7/26/16)

• Transforming Enterprises: Unlocking Value through Spin-Offs (past webinar –

8/3/16)

• Budgeting and Planning for Overseas Expansion (past webinar – 9/8/16)

• Accounting and Auditing Guidance and Resources*

• Accounting Changes and Error Corrections: FASB Statement No.154*

• Accounting for Foreign Currency*

• Accounting for Foreign Currency Transactions - Part I*

• Accounting for Income Taxes*

• Accounting for Income Taxes: UTPs in Transfer Pricing (eLearning - video)

• Accounting for Marketable Debt and Equity Securities*

• Accounting for Share-based Compensation Under SFAS No. 123R*

• Accounting for the New Revenue Standard Part 1: Overview*

• Accounting for the New Revenue Standard Part 2: New Revenue Recognition*

• Accounting for the New Revenue Standard Part 3: Allocating Transaction Price

and Recognizing Revenue*

• Accounting for the New Revenue Standard Part 4: Disclosures, Presentation and

Transition Issues*

• Accounting Impairment Issues*

• Accounting Methods (eLearning)

• An Overview of the COSO Framework in the Current Business Environment*

• An Overview of the Revised COSO Framework*

• Business Combinations*

• Circular 230 Duties and Sanctions (eLearning)

• Circular 230 Overview (eLearning)

• Conflict Minerals - The Evolution of Corporate Responsibility*

• Conflict Minerals: SEC Reporting Rules*

• Cross-Border and Whistle-Blower Audits (eLearning - video)

• Emerging Payment Frauds (Cyber and Expense Related)*

• Everything You Wanted to Know, But Were Afraid to Ask, About Accounting*

Fair Value Measurements and Disclosures*

• FASB Accounting Standards Updates Nos. 2014-01 through 2014-08*

• FASB Accounting Standards Updates Nos. 2014-09 Through 2014-13*

• FASB Accounting Standards Updates Nos. 2014-14 through 2014-18*

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 4: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Accounting (continued):

• FASB/IASB Revenue Project*

• Fraud Update: The Impact of Fraud and Actions to Address Fraud*

• How FATCA Will Affect Nonfinancial Businesses, And What to Do to Prepare for

It (eLearning - video)

• Joint Ventures and Other Collaborative Arrangements*

• Often-Overlooked Internal Control Breakdowns in Accounts Payable*

• Refinancing Debt: Accounting by Debtors*

• Revenue from Contracts with Customers - ASU 2014-09*

• Revenue Recognition: Principal-Agent Considerations*

• Stock Buybacks*

• The COSO Internal Control Framework Applied to Real World Cases*

• The Dangers of Improper Revenue Recognition*

• The Developing Expense Receipt Issues*

• The Revised COSO Framework - Objectives, Components, Relevant Principles,

and Points of Focus*

• Tools, Strategies, and Techniques for Successfully Resolving IRS Audits – Audit

Preparation and Information Gathering (eLearning - video)

• Understanding the FASB Accounting Standards Codification*

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 5: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Auditing:

• ASU 2016-02: Lease Accounting - An Overview*

• Audit Sampling v.2*

• Auditing Accounts Receivable and Related Revenue Cycle Accounts (Updated)*

• Auditing Governments and Not-for-Profit Entities*

• Auditing Inventory: Real World Cases (Updated)*

• Auditing Revenue: Real World Cases*

• Auditing with Information Technology (Updated)*

• Best Practices in Cost-Effective Sarbanes-Oxley Compliance (Updated)*

• ''Biased'' Auditing: Recognizing and Mitigating the Impact of Cognitive Biases on

Auditors*

• Compliance Auditing v.2*

• CPAR - 2015/May, Seg.04 - Auditing Employee Benefit Plans*

• Cross-Border and Whistle-Blower Audits (eLearning - video)

• Ethical Challenges Faced by Independent Auditors: Real World Cases*

• FASB Accounting Standards Updates Nos. 2015-11 through 2015-17*

• Full Disclosures in Financial Reporting (Updated)*

• Gaffes by Independent Auditors: Lessons Learned from the Real World*

• Growing Concern Accounting and Auditing Issues*

• Government Contractors: Regulatory, Accounting, and Auditing Issues*

• SSARS 21*

• Substantive Procedures in the Auditing Program*

• The PCAOB's Attestation Standards*

• The PCAOB's Risk Assessment Standards*

• Tools, Strategies, and Techniques for Successfully Resolving IRS Audits – Audit

Preparation and Information Gathering (eLearning - video)

• Understanding Audit Evidence*

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 6: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Estates, Gifts and Trusts:

• Fundamentals and Planning for the Income Taxation of Estates and Trusts (past

webinar – 1/21/16)

• Update and Practical Considerations with Portability Elections (past webinar –

1/26/16)

• Wealth Transfer Planning with Carried Interests in Private Investment Funds

(past webinar – 2/9/16)

• Charitable Planning Techniques that Allow Uncle Sam to Contribute to Your

Family and Charities (past webinar – 2/18/16)

• Fundamentals, Fine Points, and Innovative Strategies for Life Insurance and Use

Thereof (past webinar – 2/23/16)

• The Essentials of Planning Before and After the Death of a Client (past webinar –

3/17/15)

• Advanced Guide to Issues and Planning Techniques for Defective Grantor Trusts

(past webinar – 3/23/16)

• Mathematics for Estate Planning – Essential and Dynamic Planning Techniques

That Can Be Understood by Clients and Must Be Implemented by Advisors (past

webinar – 4/19/16)

• New Tax Laws Relating to IRS Examination of and Tax Collection from

Partnerships: Understanding the Nuances of the New Legislation (past webinar –

4/21/16)

• Pulling the Rabbit Out of the GRAT Hat: Some of the Most Creative Structural

GRAT Planning Ideas We See Out There (past webinar – 4/21/16)

• Fundamentals, Fine Points, and Innovative Strategies for Life Insurance and Use

Thereof (past webinar – 5/10/16)

• The Foundation and an Update on Defective Grantor Trusts, Installment Sales,

Self-Cancelling Notes, and Private Annuities (past webinar – 5/19/16)

• Little Known But Highly Effective Charitable Structuring (past webinar – 5/26/16)

• Basic and Intermediary Considerations for Trusts Established in Asset Protection

Jurisdictions – Tax, Practical, and Other Considerations for the Knowledgeable

Planner (past webinar – 6/15/16)

• Favorite But Little Known Estate and Income Tax Planning Strategies for the

Well-Versed Planner (past webinar – 6/21/16)

• Basic, But Effective Estate Tax Planning Techniques and How the IRS May Look

at These (past webinar – 7/14/16)

• Advanced Techniques for Mathematics for Estate Planning Subhead: Essential

and Dynamic Planning Techniques that can be Understood By Clients and Must

be Implemented by Advisors (past webinar – 7/19/16)

• Estate and Trust Planning for IRA and Pension Account Assets (past webinar –

8/11/16)

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 7: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Estates, Gifts and Trusts (continued):

• Income Tax Planning with Family Limited Partnerships (past webinar – 8/16/16)

• Proposed Regulations Under Section 2704 (past webinar – 8/25/16)

• What Every Estate Planner Needs to Know About Partnership Tax (past webinar

– 9/15/16)

• Hot Topics in Estates, Gifts and Trusts (past webinar – 9/20/16)

• Year-End Tax Planning Checklist and Developments - Doing All We Can for the

Clients Who Should Have Annual or Semi-Annual Attention (webinar – 10/13/16)

• Evaluating Three Estate Tax Planning Structures and How the IRS May Look At

These (webinar – 10/18/16)

• Learning from the Bloomberg BNA 2016 State Trust Nexus Survey (webinar –

10/20/16)

• Excise Taxes- Federal and State Excise Tax Review and Updates (webinar –

10/26/16)

• Three Advanced Asset Protection Trust Structures That Advisors Will Want to

Understand and May Want to Recommend (webinar – 11/15/16)

• An Overview of the Federal Estate and Gift Taxes (2014)*

• Calculating the Taxable Estate (eLearning)

• Chapter 14 Essentials: A Practitioner’s Guide Through the Minefield (eLearning -

video)

• Electing Small Business Trusts (eLearning)

• Estate and Gift Tax Valuation Procedures and Basis Considerations (2014)*

• Family Limited Partnerships (eLearning)

• Family Limited Partnerships – Where We’ve Been and Where We’re Going

(eLearning - video)

• Gear Up for 2014: An Estate Planning Round Up by Bloomberg BNA Editors

(eLearning - video)

• Gift Tax Filing and Form 709 Preparation (eLearning - video)

• Income in Respect of a Decedent (eLearning)

• International Tax Issues for the Domestic Estate Planner (eLearning - video)

• Making the Most of Year-End Planning Opportunities with Checklists, Forms, and

Client Letters (eLearning - video)

• Opportunities with Trust Decanting: Examples and Analysis (eLearning - video)

• Planning for Disability in an Aging World (eLearning - video)

• Qualified Subchapter S Trusts (eLearning)

• Strategic Estate Planning and Compliance with Portability Elections in 2014

(eLearning - video)

• Trust Fund Recovery Penalty – IRC §6672 (eLearning)

• Valuable Planning for Snowbirds: Tips, Traps and Tactics for Advisors with

Clients In Florida (eLearning - video)

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 8: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Ethics:

• AICPA Ethics*

• Ethics for Accountants (Updated)*

• Ethics for Arizona*

• Ethics for Arkansas*

• Ethics for California*

• Ethics for Colorado*

• Ethics for Delaware*

• Ethics for Florida CPAs*

• Ethics for Hawaii*

• Ethics for Idaho CPAs*

• Ethics for Illinois*

• Ethics for Indiana*

• Ethics for Iowa*

• Ethics of Kansas*

• Ethics for Kentucky*

• Ethics for Maine*

• Ethics for Maryland*

• Ethics for Massachusetts*

• Ethics for Michigan*

• Ethics for Minnesota*

• Ethics for Mississippi – 2014*

• Ethics for Montana*

• Ethics for Nebraska*

• Ethics for Nevada*

• Ethics for New Hampshire*

• Ethics for New York – Tax Concentration*

• Ethics for North Carolina*

• Ethics for Oklahoma*

• Ethics for Pennsylvania*

• Ethics for Rhode Island*

• Ethics for Vermont*

• Ethics for Washington CPAs – 2016*

• Professional Ethics for Louisiana CPAs*

• Regulatory Review for California CPAs v.2*

• South Carolina Ethics: Overview of the Laws and Regulations for CPAs*

• Texas Ethics: An Overview for CPAs*

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 9: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Federal Tax:

• The Affordable Care Act: Decoding IRS Form 1095-C (past webinar – 1/13/16)

• Fundamentals and Planning for the Income Taxation of Estates and Trusts (past

webinar – 1/21/16)

• Update and Practical Considerations with Portability Elections (past webinar –

1/26/16)

• New Tax Laws Relating to IRS Examination of and Tax Collection from

Partnerships: Implications for Existing and Future Partnership and LLC

Agreements (past webinar – 1/26/16)

• Current Captive Insurance Tax Issues Demystified (past webinar – 1/28/16)

• Analyzing California’s ‘Gillette’ Decision and Its Impact on State Taxation (past

webinar – 2/4/16)

• Fundamentals, Fine Points, and Innovative Strategies for Life Insurance and Use

Thereof (past webinar – 2/23/16)

• Current Captive Insurance Tax Issues Demystified (past webinar – 3/29/16)

New Tax Laws Relating to IRS Examination of and Tax Collection from

Partnerships: Understanding the Nuances of the New Legislation (past webinar –

4/21/16)

• Beware of Undeclared Accounts (past webinar – 5/3/16)

• Section 385 Proposed Regulations – Treatment of Related Party Debt as Equity

(past webinar – 5/23/16)

• Little Known But Highly Effective Charitable Structuring (past webinar – 5/26/16)

• Favorite But Little Known Estate and Income Tax Planning Strategies for the

Well-Versed Planner (past webinar – 6/21/16)

• What You Need to Know About Intercompany Agreements After BEPS (past

webinar – 6/23/16)

• Advanced Techniques for Mathematics for Estate Planning Subhead: Essential

and Dynamic Planning Techniques that can be Understood By Clients and Must

be Implemented by Advisors (past webinar – 7/19/16)

• Understanding Stages & Strategies in a Criminal Tax Case (past webinar –

7/27/16)

• How to Perform a BEPS Diagnostic (past webinar – 7/28/16)

• Transforming Enterprises: Unlocking Value through Spin-Offs (past webinar –

8/3/16)

• Designing an Investment Menu to Fit Employee Demographics (past webinar –

8/24/16)

• What Every Estate Planner Needs to Know About Partnership Tax (past webinar

– 9/15/16)

• Hot Topics in Estates, Gifts and Trusts (past webinar – 9/20/16)

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 10: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Federal Tax (continued):

• U.S. Expatriate Compensation Planning and Reporting Methodology (webinar –

10/11/16)

• Evaluating Three Estate Tax Planning Structures and How the IRS May Look At

These (webinar – 10/18/16)

• Excise Taxes- Federal and State Excise Tax Review and Updates (webinar –

10/26/16)

• Three Advanced Asset Protection Trust Structures That Advisors Will Want to

Understand and May Want to Recommend (webinar – 11/15/16)

• 409A Basics (eLearning)

• Analysis of and Planning for the Final Net Investment Income Tax Regulations

(eLearning - video)

• Captive Insurance Companies Owned by Tax Exempt Organizations &

Government Instrumentalities: Tax, Regulatory and Legal Issues (eLearning -

video)

• Circular 230 Duties and Sanctions (eLearning)

• Conducting Federal Tax Research on Bloomberg BNA's Tax & Accounting

Center (eLearning)

• An Overview of the Federal Estate and Gift Taxes (2014)*

• Basic Marital Tax Matters (Updated)*

• CPAR - 2015/May, Seg.02 - Business Tax Planning: When Substance Trumps

Form*

• Cross-Border and Whistle-Blower Audits (eLearning - video)

• Developments in Wellness Programs: What Every Tax Department Needs to

Know (eLearning – video)

• Education Expenses (eLearning)

• Electing S Corporation Status (eLearning)

• Electing Small Business Trusts (eLearning)

• Employee Benefits in Puerto Rico: 2013 Update (eLearning - video)

• Employee Stock Ownership Plans (ESOPs): Now Even Greater Tax Savings

When Selling Businesses (eLearning – video)

• Estate and Gift Tax Valuation Procedures and Basis Considerations (2014)*

• Family Tax Planning*

• Formation of a Partnership (eLearning)

• Hybrid Social Enterprise Organizations (eLearning - video)

• Income Tax Basis, Part 1: Overview and Conceptual Aspects (eLearning)

• Introduction to Net Operating Losses - Overview of the Deduction & Basic

Calculation (eLearning)

• IRA Essentials (eLearning)

• IRAs and SIMPLE Plans*

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 11: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Federal Tax (continued):

• IRS Appeals: Procedures and Strategies (eLearning - video)

• IRS Information Gathering: IDRS & Summonses (eLearning - video)

• Meals, Lodging, Travel, and Entertainment Expenses (eLearning)

• Net Investment Income Tax Proposed Rules on Pass-Through Entities

(eLearning - video)

• Net Operating Losses: Beyond the Basics (eLearning)

• Partnership Interests – Sales and Terminations (eLearning)

• Passive Loss & At-Risk Rules (Updated)*

• Passive Loss Rules (eLearning)

• Property Dispositions (Updated)*

• Proposed Regulations on Debt Allocation and Disguised Sales (eLearning -

video)

• Qualification of a Small Business Corporation (eLearning)

• Qualified Domestic Relations Orders (eLearning)

• Qualified Subchapter Subsidiaries (Q subs) (eLearning)

• Recent Developments in IRS Summonses (eLearning - video)

• Relief from Joint and Several Liability (eLearning)

• Retirement Plans (Updated)*

• The Rules of Evidence and the Tax Court (eLearning - video)

• S Corporations*

• Section 199 Qualified Domestic Production Activities Deduction (eLearning)

• Selected Business Expenses (Updated)*

• State Reporting of Federal Changes: Hot Topics and Current Issues (eLearning -

video)

• Tax Strategies for Start-Up Businesses (eLearning - video)

• Tax Treatment of Passive Income of Tax Exempt Entities (eLearning)

• Tools, Strategies and Techniques for Successfully Resolving IRS Audits

(eLearning - video)

• Trust Fund Recovery Penalty – IRC §6672 (eLearning)

• Unrelated Business Taxable Income of Charities and Other Exempt

Organizations (eLearning)

• US Taxation of Foreign Individuals (NRAs) v.2*

• Vacation Home and Home Office Deductions (eLearning)

• What You Need to Know About the New Section 336(e) Regulations (eLearning -

video)

• §382 Limitation Part I (eLearning)

• §382 Limitation Part II (eLearning)

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 12: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

International Tax:

• Current Captive Insurance Tax Issues Demystified (past webinar – 1/28/16)

• A Primer and Update on Value Added Tax (past webinar – 1/28/16)

• Value Added Tax (VAT) 201 – Beyond the Basics (past webinar - 3/16/16)

• Current Captive Insurance Tax Issues Demystified (past webinar – 3/29/16)

• Beware of Undeclared Accounts (past webinar – 5/3/16)

• Section 385 Proposed Regulations – Treatment of Related Party Debt as Equity

(past webinar – 5/23/16)

• What You Need to Know About Intercompany Agreements After BEPS (past

webinar – 6/23/16)

• The Impact of EU Value Added Tax on the U.S. Digital Economy (past webinar –

6/29/16)

• Country-by-Country Reporting: Is Your Organization Prepared? (past webinar –

7/20/16)

• How to Perform a BEPS Diagnostic (past webinar – 7/28/16)

• Transforming Enterprises: Unlocking Value through Spin-Offs (past webinar –

8/3/16)

• Budgeting and Planning for Overseas Expansion (past webinar – 9/8/16)

• The 2014 IRS Voluntary Disclosure Program for Offshore Accounts: More

Expansive, Cheaper Relief for Non-Willful Taxpayers (eLearning - video)

• Advanced VAT for eCommerce (eLearning - video)

• The Branch Related Taxes (eLearning - video)

• The China Series: Greater China Region — Legal, Tax and Trade Developments

(eLearning - video)

• Conducting International Tax Research on Bloomberg BNA's Tax & Accounting

Center (eLearning)

• Current Captive Insurance Tax Issues Demystified (eLearning - video)

• FATCA on the Horizon: Are You Ready? Updates, Tips, and Questions

Answered (eLearning - video)

• FATCA: The Final Regulations (eLearning - video)

• Financing Operations in China (eLearning - video)

• Foreign Earned Income and Housing Cost Exclusions (eLearning)

• Fundamentals of U.S Transfer Taxation and Planning for Non-Citizen Clients

(eLearning - video)

• How FATCA Will Affect Nonfinancial Businesses, And What to Do to Prepare for

It (eLearning - video)

• Indirect Taxes in China – VAT (eLearning - video)

• International Tax Issues for the Domestic Estate Planner (eLearning - video)

• International Tax Reform: the Baucus Proposals (eLearning - video)

• Mexican Tax Reform for 2014 (eLearning - video)

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 13: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

International Tax (continued):

• The New US Department of Justice Swiss Voluntary Disclosure Program: Know

Your Options (eLearning - video)

• Sales Tax and Value Added Tax: Common Issues and Planning Opportunities

(eLearning - video)

• U.S. & Canada: Have Recent Cases Made the Arm’s Length Standard a “Double

Standard”? (eLearning - video)

• U.S. Inbound Business Tax Planning (eLearning - video)

• Value Added Tax for U.S. Companies (eLearning – video)

• Year-End Tax Planning for U.S. Multinational Corporations (eLearning - video)

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 14: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

Professional Development:

• A Framework for Effective Business Presentations*

• Age Discrimination*

• Audit Report Writing*

• Avoiding Boomer Bust: Effective Life Planning for American Baby Boomers*

• Business Plans That Get Results*

• Communication as a Team*

• Communication at Work*

• Conducting Effective Performance Reviews*

• Delegation Skills for Managers and Supervisors*

• Developing Effective E-mail Messages*

• Effective Teaming*

• Fair Labor Standards Act*

• Family and Medical Leave Act*

• How to Supervise People*

• Identity Theft*

• Legal Rules of Hiring and Termination*

• Listening Skills v.2*

• Masterful Time Management*

• Millennials in the Workplace*

• Performance Appraisals that Work*

• Perform Like a Rock Star and Still Have Time for Lunch*

• Presenting Powerfully*

• Selling for the 21st Century*

• Workplace Etiquette*

• Writing Effective Business Reports*

• Writing Effectively at Social Media Sites*

*courses marked with an asterisk are available to subscribers only from their classrooms

Page 15: Bloomberg BNA Professional Learning Subscription Course Catalog …€¦ · Bloomberg BNA Professional Learning Subscription Course Catalog - CPE Courses ... Principal-Agent Considerations*

State Tax:

• Analyzing California’s ‘Gilette’ Decision and Its Impact on State Taxation (past

webinar – 2/4/16)

• States in Flux: Key Findings from the 16th Annual BBNA State Tax Department

Survey (past webinar – 5/20/16)

• Transforming Enterprises: Unlocking Value through Spin-Offs (past webinar –

8/3/16)

• Learning from the Bloomberg BNA 2016 State Trust Nexus Survey (webinar –

10/20/16)

• Excise Taxes- Federal and State Excise Tax Review and Updates (webinar –

10/26/16)

• Affiliate Nexus and Sales Tax -- Its Legality and Implications (eLearning - video)

• Analyzing the Best and Worst State Unclaimed Property Laws (eLearning -

video)

• Conducting State Tax Research on Bloomberg BNA's Tax & Accounting Center

(eLearning – video)

• Gillette and the Future of Income Tax Apportionment (eLearning - video)

• Let My Trustees Go! Planning to Minimize or Avoid State Income Taxes on

Trusts (eLearning – video)

• Market-Based Sourcing: Opportunities and Traps for the Unwary (eLearning -

video)

• New York’s Corporate Tax Reform Package: A Game Changer for Businesses?

(eLearning - video)

• Sales Tax and Value Added Tax: Common Issues and Planning Opportunities

(eLearning - video)

• State Reporting of Federal Changes: Hot Topics and Current Issues (eLearning -

video)

• A Tax Primer on Buying and Selling a Business (eLearning - video)

• Valuable Planning for Snowbirds: Tips, Traps and Tactics for Advisors with

Clients In Florida (eLearning - video)

Looking for a topic that you don’t see listed here? Contact us at

[email protected] to submit a request for programming on the

topics that are of interest to you!