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Financial Advisor's Pocket Reference - English 2012-2013

OLD

This handy and popular booklet provides financial advisors with the information needed on the tax and financial components of many life situations.

Includes details and information on:

  • Retirement Planning  
  • Personal Tax 
  • Estate Planning 
  • Pensions and Benefits 
  • Budget Highlights
  • Insurance
  • Consumer Index
  • Government Programs

Only $14.90 per copy and attractive discounts for larger orders, including English and French combined orders.

Click here to request more information on bulk orders.

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  • Financial Advisor's Pocket Reference – French 2012-2013  

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Financial Advisor's Pocket Reference - English 2009-2010

The popular Financial Advisor's Pocket Reference booklet is intended as a portable reference source with targeted information most used by financial professionals.

Topics Include:

  • Investing
  • Saving Money
  • Taxation
  • Employment
  • Life and Health Insurance
  • Old Age Security
  • Maximum Monthly Benefits
  • Average housing costs
  • Government web sites

Only $12.95 per copy and attractive discounts for larger orders, including English and French combined orders.

Click here to request more information on bulk orders.

Related Products

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Why Financial Planning is Important to Accountants Archived Webinar 2012

This webinar series consists of a panel of highly successfully accounting professionals who have each approached the integration of financial planning into their practice in different ways. This first webinar covers:

  • Why accounting professionals should be providing financial planning
  • The revenue opportunities
  • The benefits for clients and the Accountant
  • Finding the right fit – in-house resource or partnering with an external financial advisor.
  • The challenges of launching financial planning services

Part Two:
Best Practices in Financial Planning for Accountants Archived Webinar 2012

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anc

Transfer Pricing: Rules, Compliance and Controversy (4th Edition)

Offers extensive yet clear guidance through the complex maze of U.S. transfer pricing rules. The book is authored by leading experts in the transfer pricing scene. Authors cover all aspects of transfer pricing relevant to the practitioner, starting with general legal principles and apportionment methods, then moving on to more specific subjects such as transfers of tangible vs. intangible goods and the impact of e-commerce and U.S. customs on transfer pricing, and finally exploring highly practical matters like procedural strategies and post-examination procedures. 

  • Comprehensive analysis of the U.S. rules, case law and guidance on  transfer pricing for tangible goods, intangibles, and services
  • Complex cost-sharing planning principles, including buy-in*
  • Cutting edge e-commerce transfer pricing issues
  • U.S. penalty and documentation rules
  • Documentation with checklists, questionnaires and model report
  • U.S. penalty rules compared to those of other important countries
  • Overlap between transfer pricing and Customs valuation issues
  • Customs ruling based on an APA
  • In-depth, step-by-step analysis of the favored approach to transfer pricing controversy, including:
    • Developing a substantive/procedural strategy (with detailed flow-chart)
    • Preparing for examination
    • Identifying post-examination opportunities to resolve the dispute

Special appendices provide a variety of "practice tools" designed to facilitate the understanding of the IRS' provisions and their translation into action, e.g., IRS forms, tables and charts of relevant cases, and comparisons of international transfer pricing rules within particular contexts. 

Table of Contents (Summary)
Chapter 1   Introduction
Chapter 2   General Principles of Code Sec. 482
Chapter 3   Methods for Transfers of Tangible Property
Chapter 4   Methods for Transfer of Intangible Property
Chapter 5   Intercompany Services
Chapter 6   Intercompany Loans and Advances
Chapter 7   Penalties
Chapter 8   The Code Sec. 1059A limitation
Chapter 9   Overall strategy for compliance and controversy
Chapter 10  Preparing transfer pricing documentation
Chapter 11  Examination
Chapter 12  Post-examination procedural alternatives
Chapter 13  Advance pricing agreements
Chapter 14  The OECD approach to transfer pricing
Chapter 15  Customs valuation issues
Chapter 16  State transfer pricing

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Tax Compliance for Tax-Exempt Organizations (2014) (U.S.)

Steven D. Simpson, J.D., LL.M

Provides a detailed analysis of the federal tax laws affecting tax-exempt organizations and the tax treatment of donors to such organizations. It offers expert guidance to tax-exempt organizations and their tax advisors on the tax compliance issues they confront on a daily basis and the preparation of the various tax forms they must file with the IRS. It offers unique insight into four key areas:

  • tax law and the rules that govern compliance
  • reporting requirements
  • compliance steps, choices and mechanisms
  • accounting.
CONTENTS:

1. Introduction to Tax-Exempt Organizations
2. Distinctions Between Private Foundations and Public Charities
3. Organizational and Operational Considerations
4. Private Inurement, Private Benefit, and Intermediate Sanctions
5. Engaging in a Trade or Business and Income from an Unrelated Trade or Business
6. Political and Legislative Activities of Public Charities
7. Private Foundation Excise Taxes
8. Exemption Application Procedures
9. Annual Returns and Disclosure Requirements
10. Charitable Contribution Deduction Requirements and Information for Donors
Appendix A: Sample Form 1023 and Accompanying Documents
Appendix B: Sample Form 1024 and Accompanying Documents
Appendix C: Sample Forms 990, 990-PF, and 990-T
Appendix D: Publication 557
Appendix E: Publication 3833

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State Tax Handbook (2015)

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anc

Tax Compliance for Tax-Exempt Organizations (2013) (U.S.)

Provides a detailed analysis of the federal tax laws affecting tax-exempt organizations and the tax treatment of donors to such organizations. It offers expert guidance to tax-exempt organizations and their tax advisors on the tax compliance issues they confront on a daily basis and the preparation of the various tax forms they must file with the IRS. It offers unique insight into four key areas: tax law and the rules that govern compliance; reporting requirements; compliance steps, choices and mechanisms; and accounting.

CONTENTS:
1.    Introduction to Tax-Exempt Organizations
2.    Distinctions Between Private Foundations and Public Charities
3.    Organizational and Operational Considerations
4.    Private Inurement, Private Benefit, and Intermediate Sanctions
5.    Engaging in a Trade or Business and Income from an Unrelated Trade or Business
6.    Political and Legislative Activities of Public Charities
7.    Private Foundation Excise Taxes
8.    Exemption Application Procedures
9.    Annual Returns and Disclosure Requirements
10.    Charitable Contribution Deduction Requirements and Information for Donors

Appendix A: Sample Form 1023 and Accompanying Documents
Appendix B: Sample Form 1024 and Accompanying Documents
Appendix C: Sample Forms 990, 990-PF, and 990-T
Appendix D: Publication 557
Appendix E: Publication 3833


anc

Tax Compliance for Tax-Exempt Organizations (2012) (U.S.)

Available: April 2012

Provides a detailed analysis of the federal tax laws affecting tax-exempt organizations and the tax treatment of donors to such organizations. It offers expert guidance to tax-exempt organizations and their tax advisors on the tax compliance issues they confront on a daily basis and the preparation of the various tax forms they must file with the IRS. It offers unique insight into four key areas: tax law and the rules that govern compliance; reporting requirements; compliance steps, choices and mechanisms; and accounting.

CONTENTS:
1. Introduction to Tax-Exempt Organizations
2. Distinctions Between Private Foundations and Public Charities
3. Organizational and Operational Considerations
4. Private Inurement, Private Benefit, and Intermediate Sanctions
5. Engaging in a Trade or Business and Income from an Unrelated Trade or Business
6. Political and Legislative Activities of Public Charities
7. Private Foundation Excise Taxes
8. Exemption Application Procedures
9. Annual Returns and Disclosure Requirements
10. Charitable Contribution Deduction Requirements and Information for Donors

Appendix A: Sample Form 1023 and Accompanying Documents
Appendix B: Sample Form 1024 and Accompanying Documents
Appendix C: Sample Forms 990, 990-PF, and 990-T
Appendix D: Publication 557
Appendix E: Publication 3833

Related books:

 

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Sarbanes-Oxley Act: Planning & Compliance

Only one resource provides practical guidance to help ensure compliance with all Sarbanes-Oxley rules and regulations. Introducing the new Sarbanes-Oxley Act: Planning & Compliance, the first resource providing practical, step-by-step guidance to help you navigate the Sarbanes-Oxley maze and ensure compliance.

Written by two well-respected authorities, this unique and invaluable compendium:

  • Fully reflects the current body of SEC rules, regulations and interpretations, PCAOB rules and standards, and Sarbanes-Oxley related court decisions
  • Covers a wide range of compliance-related issues and areas, from SEC disclosure rules and certification of financial documents, to the treatment of pension plans and loans to officers
  • Includes regular updates to keep you current as the regulatory environment continues to expand and evolve
  • Provides exhaustive details on the compliance responsibilities of corporate CEOs, CFOs, directors, audit committees and attorneys

Most importantly, it provides a veritable "blueprint" for an effective corporate compliance program. For each area covered, you'll find a detailed summary of key subject matters to be addressed; step-by-step guidance on practical planning and implementation issues; recommended compliance procedures; and specific compliance actions to be taken by the company and its key officers. You'll also have access to best practices and policies designed to ensure good corporate governance, transparency and accurate financial reporting.

Why settle for "information and explanation" when you can have step-by-step guidance and advice?

 

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International Encyclopaedia of Laws: Insurance Law

This resource is an in-depth updated reference source concerning all aspects of insurance law in the industrialized countries of the world. Using the same comprehensive format as the other International Encyclopaedia of Laws publications, this set on insurance law includes general background information and specific country law in each national monograph.

In addition to national monographs, the book contains a Codex with the basic legislation, which the European Union, the European Economic Area and the Swiss Confederation have adopted with regard to private insurance. Forthcoming international monographs will examine European Community Insurance as well as the roles of prominent associations such as AIDA, BIPAR and CEA.

For detailed information on all volumes of the Encyclopaedia, please visit: www.ielaws.com.

 


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anc

International Accounting/Financial Reporting Standards Guide (2015)

Authors: David Alexander, Professor of Accounting & Finance and Simon Archer

Organizes accounting pronouncements into two parts: general standards and industry-specific standards. The Practice Pointers featured throughout this edition point out, in plain English, how to apply the standards just discussed.

Part I: Overview (a recap of the International Accounting Standards Board and the formation of IFRAC)

Part II: General Standards

  • Accounting Policies, Changes in Accounting Estimates, and Errors
  • Borrowing Costs
  • Business Combinations
  • Cash Flow Statement
  • Changing Prices and Hyperinflationary Economies
  • Consolidated Financial Statements
  • Construction Contracts
  • Earnings Per Share
  • Employee Benefits
  • The Equity Method
  • Events After the Balance Sheet Date
  • Financial Instruments
  • Foreign Currency Translation
  • Government Grants and Government Assistance
  • Impairment of Assets
  • Income Taxes
  • Intangible Assets
  • Interim Financial Reporting
  • Inventories
  • Investment Property
  • Leases
  • Non-Current Assets Held for Sale and Discontinued Operations
  • Property, Plant, and Equipment
  • Provisions, Contingent Liabilities, and Contingent Assets
  • Related-Party Disclosures
  • Revenue
  • Segment Reporting
  • Share-Based Payment
Part III: Industry-Specific Standards
  • Agriculture
  • Insurance Contracts
  • Mineral Resources: Exploration and Evaluation
9780808039242   6" x 9"      696 pages

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GAAP Financial Statement Disclosures Manual, (w/CD-ROM), 2014-2015 (U.S.)
GAAP Handbook of Policies and Procedures (w/CD-ROM) (2015) (U.S.)
GAAS Guide, 2015 (with CD-ROM) (U.S.)
Full Article


anc

International Accounting/Financial Reporting Standards Guide (2014)

Organizes accounting pronouncements into two parts: general standards and industry-specific standards. The Practice Pointers featured throughout this edition point out, in plain English, how to apply the standards just discussed. 

Part I: Overview (a recap of the International Accounting Standards Board and the formation of IFRAC)

Part II: General Standards
- Accounting Policies, Changes in Accounting Estimates, and Errors
- Borrowing Costs
- Business Combinations
- Cash Flow Statement
- Changing Prices and Hyperinflationary Economies
- Consolidated Financial Statements
- Construction Contracts
- Earnings Per Share
- Employee Benefits
- The Equity Method
- Events After the Balance Sheet Date
- Financial Instruments
- Foreign Currency Translation
- Government Grants and Government Assistance
- Impairment of Assets
- Income Taxes
- Intangible Assets
- Interim Financial Reporting
- Inventories
- Investment Property
- Leases
- Non-Current Assets Held for Sale and Discontinued Operations
- Property, Plant, and Equipment
- Provisions, Contingent Liabilities, and Contingent Assets


anc

International Accounting/Financial Reporting Standards Guide (2013)

Organizes accounting pronouncements into two parts: general standards and industry-specific standards. The Practice Pointers featured throughout this edition point out, in plain English, how to apply the standards just discussed.

Part I: Overview (a recap of the International Accounting Standards Board and the formation of IFRAC)

Part II: General Standards
- Accounting Policies, Changes in Accounting Estimates, and Errors
- Borrowing Costs
- Business Combinations
- Cash Flow Statement
- Changing Prices and Hyperinflationary Economies
- Consolidated Financial Statements
- Construction Contracts
- Earnings Per Share
- Employee Benefits
- The Equity Method
- Events After the Balance Sheet Date
- Financial Instruments
- Foreign Currency Translation
- Government Grants and Government Assistance
- Impairment of Assets
- Income Taxes
- Intangible Assets
- Interim Financial Reporting
- Inventories
- Investment Property
- Leases
- Non-Current Assets Held for Sale and Discontinued Operations
- Property, Plant, and Equipment
- Provisions, Contingent Liabilities, and Contingent Assets
- Related-Party Disclosures
- Revenue
- Segment Reporting
- Share-Based Payment

Part III: Industry-Specific Standards
- Agriculture
- Insurance Contracts
- Mineral Resources: Exploration and Evaluation

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Revenue Recognition Guide (2013) (U.S.)
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Governmental GAAP Practice Manual (2013) (U.S.)
Financial Instruments: A Comprehensive Guide to Accounting & Reporting (2012) (U.S.)
- Knowledge-Based Audits, Compilations and Reviews of Common Interest Realty Associations w/CD (2012 - 2013)
- Knowledge-Based Compilations & Reviews, 2013
- Financial Accounting and Reporting, 2012
- GAAP Financial Statement Disclosu

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anc

Handbook on Insurance Coverage Disputes

Widely used by counsel and insurers; and cited as authority by the U.S. Supreme Court, the circuit courts and important state courts - this Handbook provides comprehensive information, analysis and commentary on the rapidly developing area of insurance law.

The Handbook includes revised and updated coverage of such important issues as allocation of defense costs among insurers, hazardous waste/environmental cleanup litigation, notice requirements and reinsurance. There is coverage of over 250 important recent decisions that have clarified or changed insurance law in many jurisdictions. It is replete with hundreds of new and revised citations that will substantially cut down research time and help you to prepare authoritative briefs and motion papers.

You will find invaluable state-by-state comparative surveys organized for easy access on the current law regarding late notice, insolvency drop-down decisions, insurability of punitive damages, duty to defend a PRP letter, employee discrimination and sexual harassment claims.

Table of contents:       
Volume I
Chapter 1
Rules of Construction Applied in Insurance Coverage Disputes
Chapter 2 Reservation of Rights, Disclaimers, and Denials of Coverage
Chapter 3 Misrepresentations or Omissions in the Application for Insurance
Chapter 4 The Notice Requirement in the Presentation of Claims to the Insurer
Chapter 5 The Insurer's Duty to Defend
Chapter 6 Allocation of Defense Costs among Primary and Excess Insurers
Chapter 7 The Coverage Provided By General Liability Insurance
Chapter 8 Nature and Extent of Occurrence-Based Coverage
Chapter 9 Trigger and Scope of Occurrence-Based Coverage
Chapter 10 Insurance Coverage Issues Arising Out of Hazardous Waste/Environmental Clean-Up Litigation
Chapter 11 Other Insurance
Chapter 12 Clauses
Chapter 13 Bad Faith and Wrongful Refusal to Settle: Liability in Excess of Policy Lim
Volume II
Chapter 14
Current Issues Involving Excess Insurance
Chapter 15 Insurance Coverage for Punitive Damages Assessed Against an Insured
Chapter 16 Overview of Reinsurance
Ch

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GAAP Financial Statement Disclosures Manual, (with CD-ROM), 2013-2014 (U.S.)

 Author: George Georgiades, CPA,

Provides a complete, quick, and valuable reference source for financial statement disclosures and key presentation requirements.

  • Over 750 examples of realistic sample footnote disclosures to assis in the preparation of financial statements for an audit, a review, or compilation engagement.
  • Facilitates compliance with U.S. GAAP by integrating, in each chapter, the specific disclosure and key presentation requirements with the sample footnotes.
  • Provides sample disclosures that are technically sound, understandable, and comprehensive and that cover a variety of scenarios, from the most common to the most unusual.
  • Incorporates all currently effective accounting standards, including those that cover areas of unusual difficulty, such as financial instruments, fair value, business combinations, consolidation, income taxes, pensions, accounting changes, and variable interest entities.

All of the sample disclosures in the GAAP Financial Statement Disclosures Manual are included on the accompanying CD-ROM.

This Manual is arranged into the following major parts, consistent with the Codification’s broad structure:

  • Part 1 General Principles (Topic Codes 100s)
  • Part 2 Presentation (Topic Codes 200s)
  • Part 3 Assets (Topic Codes 300s)
  • Part 4 Liabilities (Topic Codes 400s)
  • Part 5 Equity (Topic Codes 500s)
  • Part 6 Revenue (Topic Codes 600s)
  • Part 7 Expenses (Topic Codes 700s)
  • Part 8 Broad Transactions (Topic Codes 800s)
  • Part 9 Other

Each chapter consists of the following parts:

  1. Executive Summary.
  2. Authoritative Accounting Literature.
  3. Disclosure and Key Presentation Requirements.
  4. Examples of Financial Statement Disclosures.

The GAAP Financial Statement Disclosures Manual is current through FASB Accounting Standards Update No. 2011-12, Comprehensive Income (Topic 220) — Deferral of the Effective Date for Amendments to the Presentation of Reclassifications of Items Out of Accumulated Other Comprehensive Income in Accounting Standards Update No. 2011-05.

Part I General Principles
Part II Presentation
Part III Assets
Part IV Liabilities
Part V Equity
Part VI Revenue
Part VII Expenses
Part VIII Broad Transactions
Part IX Other
Accounting Resou

If you would like more details about this product, or would like to order a copy online, please click here.




anc

GAAP Financial Statement Disclosures Manual, (w/CD-ROM), 2014-2015 (U.S.)

George Georgiades, CPA

Provides a complete, quick, and valuable reference source for financial statement disclosures and key presentation requirements.

  • Provides over 750 examples of realistic sample footnote disclosures to assist in the preparation of financial statements for an audit, a review, or a compilation engagement.
  • Facilitates compliance with U.S. GAAP by integrating, in each chapter, the specific disclosure and key presentation requirements with the sample footnotes.
  • Provides sample disclosures that are technically sound, understandable, and comprehensive and that cover a variety of scenarios, from the most common to the most unusual.
  • Incorporates all currently effective accounting standards, including those that cover areas of unusual difficulty, such as financial instruments, fair value, business combinations, consolidation, income taxes, pensions, accounting changes, and variable interest entities.
All of the sample disclosures are included on the accompanying CD-ROM. Therefore, once you’ve identified the disclosure suited to your specific needs, you can simply select it from the CD-ROM, place it into your financial statements, then modify it as necessary. Also included is a financial statement disclosures checklist (annual and interim) that provides a centralized resource of the required and recommended GAAP disclosures and key presentation items currently in effect, using the style referencing under the FASB Accounting Standards Codification. It is designed to assist the user in determining whether the required financial statement disclosures and key presentation matters have been addressed.

This Manual is arranged into the following major parts, consistent with the Codification’s broad structure:
  • Part 1 General Principles (Topic Codes 100s)
  • Part 2 Presentation (Topic Codes 200s)
  • Part 3 Assets (Topic Codes 300s)
  • Part 4 Liabilities (Topic Codes 400s)
  • Part 5 Equity (Topic Codes 500s)
  • Part 6 Revenue (Topic Codes 600s)
  • Part 7 Expenses (Topic Codes 700s)
  • Part 8 Broad Transactions (Topic Codes 800s)
  • Part 9 Other
Current through FASB Accounting Standards Update No. 2014-05, Service Concession Arrangements.

6" x 9"     848 pages


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anc

GAAP Financial Statement Disclosures Manual, (w/CD-ROM), 2012-2013

Author: George Georgiades, CPA

Provides a complete, quick, and valuable reference source for financial statement disclosures and key presentation requirements.

  • Over 750 examples of realistic sample footnote disclosures to assist in the preparation of financial statements for an audit, a review, or a compilation engagement.
  • Facilitates compliance with U.S. GAAP by integrating, in each chapter, the specific disclosure and key presentation requirements with the sample footnotes.
  • Provides sample disclosures that are technically sound, understandable, and comprehensive and that cover a variety of scenarios, from the most common to the most unusual.
  • Incorporates all currently effective accounting standards, including those that cover areas of unusual difficulty, such as financial instruments, fair value, business combinations, consolidation, income taxes, pensions, accounting changes, and variable interest entities.

All of the sample disclosures in the GAAP Financial Statement Disclosures Manual are included on the accompanying CD-ROM.

Also included is a financial statement disclosures checklist.

  • Part 1 General Principles (Topic Codes 100s)
  • Part 2 Presentation (Topic Codes 200s)
  • Part 3 Assets  (Topic Codes 300s)
  • Part 4 Liabilities (Topic Codes 400s)
  • Part 5 Equity (Topic Codes 500s)
  • Part 6 Revenue (Topic Codes 600s)
  • Part 7 Expenses (Topic Codes 700s)
  • Part 8 Broad Transactions (Topic Codes 800s)
  • Part 9 Other

Each chapter consists of the following parts:

  1. Executive Summary.
  2. Authoritative Accounting Literature.
  3. Disclosure and Key Presentation Requirements.
  4. Examples of Financial Statement Disclosures

 The GAAP Financial Statement Disclosures Manual is current through FASB Accounting Standards Update No. 2011-12, Comprehensive Income (Topic 220) — Deferral of the Effective Date for Amendments to the Presentation of Reclassifications of Items Out of Accumulated Other Comprehensive Income in Accounting Standards Update No. 2011-05.

CONTENTS:

Part I General Principles  
Part II Presentation
Part III Assets
Part IV Liabilities
Part V Equity
Part VI Revenue
Part VII Expenses
Part VIII Broad Transactions
Part IX Other
Accounting Resources on the Web  
Cross-Reference to Original Pronouncements    
Index  
CD-ROM Instructions  

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anc

Form 990 Compliance Guide, 2014

Clark Nuber

This title explains how a not-for-profit organization completes Form 990 and complies with the new disclosure requirements. It provides clear, time-saving guidance, filled with examples on how to properly complete the new revised Form 990, which can be daunting to prepare.

* Real-world examples
* Filled-in-forms and checklists
* Worksheets
* Discussion of unresolved issues
* Traps for the unwary

Chapter 1 Introduction to Form 990, Return of Organization Exempt From Income Tax
Chapter 2 Heading - Items A-M
Chapter 3 Part I - Summary
Chapter 4 Part II - Signature Block
Chapter 5 Part III - Statement of Program Service Accomplishments
Chapter 6 Part IV - Checklist of Required Schedules
Chapter 7 Part V - Statements Regarding Other IRS Filings and TaxCompliance
Chapter 8 Part VI- Governance, Management, and Disclosure
Chapter 9 Part VII - Compensation of Officers, Directors, Trustees,Key Employees, Highest Compensated Employees, and Independent Contractors
Chapter 10 Part VIII - Statement of Revenue
Chapter 11 Part IX - Statement of Functional Expenses
Chapter 12 Part X - Balance Sheet
Chapter 13 Part XI - Reconciliation of Net Assets
Chapter 14 Part XII - Financial Statements and Reporting
Chapter 15 Schedule A - Public Charity Status and Public Support
Chapter 16 Schdule B - Schedule of Contributors
Chapter 17 Schedule C - Political Campaign and Lobbying Activities
Chapter 18 Schedule D - Supplemental Financial Statements
Chapter 19 Schedule E - Schools
Chapter 20 Schedule F - Statement of Activities Outside the United States
Chapter 21 Schedule G - Supplemental Information Regarding Fundraising or Gaming Activities
Chapter 22 Schedule H - Hospitals
Chapter 23 Schedule I - Grants and Other Assistance to Organizations, Governments, and Individuals in the U.S.
Chapter 24 Schedule J - Compensation Information
Chapter 25 Schedule K - Supplemental Information on Tax-Exempt Bonds
Chapter 26 Schedule L - Transactions With Interested Persons
Chapter 27 Schedule M - Noncash Contributions
Chapter 28 Schedule N - Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Chapter 29 Schedule O - Supplemental Information to Form 990 or Form 990-EZ
Chapter 30 Schedule R - Related Organizations and Unrelated Partnerships
Practice Aids
Index

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anc

Form 990 Compliance Guide, 2013

This title explains how a not-for-profit organization completes Form 990 and complies with the new disclosure requirements. It provides clear, time-saving guidance, filled with examples on how to properly complete the new revised Form 990, which can be daunting to prepare.
   
-    Real-world examples
-    Filled-in-forms and checklists
-    Worksheets
-    Discussion of unresolved issues
-    Traps for the unwary

1.    Introduction to Form 990, Return of Organization Exempt From Income Tax
2.    Form 990 Heading
3.    Part I - Summary
4.    Part II - Signature Block
5.    Part III - Statement of Program Service Accomplishments
6.    Part IV - Checklist of Required Schedules
7.    Part V - Statements Regarding Other IRS Filings and Tax Compliance
8.    Part VI- Governance, Management, and Disclosure
9.    Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest  Compensated Employees, and Independent Contractors
10.    Part VIII - Statement of Revenue
11.    Part IX - Statement of Functional Expenses
12.    Part X - Balance Sheet
13.    Part XI - Reconciliation of Net Assets
14.    Part XII - Financial Statements and Reporting
15.    Schedule A - Public Charity Status and Public Support
16.    Schedule B - Schedule of Contributors
17.    Schedule C - Political Campaign and Lobbying Activities
18.    Schedule D - Supplemental Financial Statements
19.    Schedule E - Schools
20.    Schedule F - Statement of Activities Outside the United States
21.    Schedule G - Supplemental Information Regarding Fundraising or Gaming Activities
22.    Schedule H - Hospitals
23.    Schedule I - Grants and Other Assistance to Organizations, Governments, and Individuals in the U.S.
24.    Schedule J - Compensation Information
25.    Schedule K - Supplemental Information on Tax-Exempt Bonds
26.    Schedule L - Transactions With Interested Persons
27.    Schedule M - Noncash Contributions
28.    Schedule N - Liquidation, Termination, Dissolution, or Significant Disposition of Assets
29.    Schedule O - Supplemental Information to Form 990
30.    Schedule R - Related Organizations and Unrelated Partnerships

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anc

Foreign Bank Account Reporting Compliance Guide, 2014

Previously called:  FBAR Compliance Guide to Foreign Bank Account Reporting Compliance Guide.

If one owns or has authority over a foreign financial account, including a bank account, brokerage account, mutual fund, unit trust or some other type of financial account, he or she may be required to make an annual report of the account to the Internal Revenue Service. Under the Bank Secrecy Act, each United States person must file a Report of Foreign Bank and Financial Accounts (FBAR) (Form TD F 90-22.1), if the person has a financial interest in or signature authority (or other authority that is comparable to signature authority) over one or more accounts in a foreign country and the aggregate value of all foreign financial accounts exceeds threshold amounts at any time during the calendar year.

In addition, the Hiring Incentives to Restore Employment Act (HIRE Act), signed into law by President Obama in 2010, substantially incorporates the measures designed to stop tax evasion contained in the Foreign Account Tax Compliance Act (FATCA) of 2009.

Under FATCA, U.S. taxpayers with specified foreign financial assets that exceed certain thresholds must report those assets to the IRS on Form 8938, which will be attached to their federal income tax return. This reporting is in addition to the foreign bank account report, Form TDF 90-22.1 (FBAR).

The Form 8938 reporting is applicable to all “specified persons” who are considered to hold an interest in a “specified foreign financial asset” which meets the “reporting thresholds.” In December 2011, the IRS issued temporary (TD 9567) and proposed (REG-130302-10) regulations which provide guidance on the requirement that certain foreign financial assets be reported to the IRS for tax years beginning after March 2010. This requirement comes from Section 6038D which was added to the Internal Revenue Code under the HIRE Act.

The Foreign Bank Account Reporting Compliance Guide is an essential resource because substantial civil penalties may be imposed for non-wilful violations and for wilful violations criminal penalties and imprisonment may be imposed in addition to the civil penalties.

This is an important new IRS compliance requirement with huge monetary civil penalties at stake as well as potential criminal consequences. It has ongoing compliance reporting requirements with enforcement teeth behind it and this publication provides the necessary guidance.

Part 1 FBAR Reporting

Chapter 1       History of Foreign Financial Account Reporting  
Chapter 2       How to Define a U.S. Person
Chapter 3       What is a Financial Interest?
Chapter 4       What is Signature Authority?
Chapter 5       Financial Accounts
Chapter 6   &nb

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anc

Foreign Bank Account Reporting – FBAR Compliance Guide, 2015 (U.S.)

Author: Melissa S. Gillespie, CPA, JD, MST,

The Foreign Bank Account Reporting Compliance Guide is an essential resource because substantial civil penalties may be imposed for non-willful violations and for willful violations criminal penalties and imprisonment may be imposed in addition to the civil penalties.

This is an important new IRS compliance requirement with huge monetary civil penalties at stake as well as potential criminal consequences. It has ongoing compliance reporting requirements with enforcement teeth behind it and this publication provides the necessary guidance.

Part 1 FBAR Reporting
Chapter 1      History of Foreign Financial Account Reporting  
Chapter 2       How to Define a U.S. Person
Chapter 3       What is a Financial Interest?
Chapter 4       What is Signature Authority?
Chapter 5       Financial Accounts
Chapter 6       Exceptions to Filing
Chapter 7       How to Complete the Form TDF 90-22.1
Chapter 8       Penalties
Chapter 9       Recent Developments Through 2011
Chapter 10     Developments During 2012 and 2013

Part 2   FATCA Reporting
Chapter 11     An Overview of Reporting for Specified Foreign Financial Assets
Chapter 12     The HIRE Act and Form 8938 vs. Form TDF 90-22.1
Chapter 13     Temporary and Proposed Regulations for FATCA: Definitions
Chapter 14     Who is a Specified Person Under the FATCA Rules and What Are Their Applicable Filing Threshold Amounts
Chapter 15     What is Reportable on Form 8938
Chapter 16     How to Report Specified Foreign Financial Assets
Chapter 17     Penalties for Failure to File Form 8938  
Chapter 18     FATCA Withholding Provisions Found Under IRC Sections 1471-1474
   
9780808039532    7" x 10"      680 pages

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Full Article



anc

Financial Statement Notes Library

If you would like more details about this product, or would like to order a copy online, please click here.




anc

Financial Products: Taxation, Regulation and Design (2015 Supplement) (U.S.)

Author: Andrea S. Kramer

A three-volume set, the book provides a road map to work one’s way through the tax and regulatory maze of financial products. It details the policies, rules, and interpretations that govern the federal regulation and taxation of securities, derivatives, commodities, options, and hybrid products. It provides reliable answers to questions about financial markets and products and will help in planning transactions and in defending challenged tax positions.

Part 1 Overview of the Markets
Part 2 Overview of Selected Market Participants
Part 3: Taxation of Market Participants
Part 4 Taxation of Capital Transactions
Part 5 Taxation of Ordinary Income Transactions
Part 6 Profit Motive, Sham, Business Purpose, and Other Anti-Abuse Considerations
Part 7 Treatment of Gain or Loss on Terminations of Contract Rights and Obligations
Part 8 Taxation of Dividend Income, Interest Income, Security Loans, and Repurchase Transactions
Part 9 Taxation of Stock and Other Equity Securities, Publicly Traded Partnership Interests, and Publicly Traded Trust Interests
Part 10 Taxation of Debt Securities and Options on Debt Securities
Part 11 Taxation of Asset-Backed Securities
Part 12 Taxation of Physical Commodities and Options on Commodities
Part 13 Taxation of Section 1256 Contracts
Part 14 Tax Consequences of Holding Offsetting Positions (Straddles)
Part 15 Foreign Currency and International Operations
Part 16 Notional Principal Contracts


9780808039549   6" x 9"     1,152 pages

Related Product

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anc

Financial Products: Taxation, Regulation and Design (2014 Supplement) (US)

Author: Andrea S. Kramer

A three-volume set, the book provides a road map to work one’s way through the tax and regulatory maze of financial products. It details the policies, rules, and interpretations that govern the federal regulation and taxation of securities, derivatives, commodities, options, and hybrid products. It provides reliable answers to questions about financial markets and products and will help in planning transactions and in defending challenged tax positions.

Part 1:       Overview of the Markets
Part 2:       Overview of Selected Market Participants
Part 3:       Taxation of Market Participants
Part 4:       Taxation of Capital Transactions
Part 5:       Taxation of Ordinary Income Transactions
Part 6:       Profit Motive, Sham, Business Purpose, and Other Anti-Abuse Considerations
Part 7:       Treatment of Gain or Loss on Terminations of Contract Rights and Obligations
Part 8:       Taxation of Dividend Income, Interest Income, Security Loans, and Repurchase
                   Transactions
Part 9:       Taxation of Stock and Other Equity Securities, Publicly Traded Partnership Interests,
                   and Publicly Traded Trust Interests
Part 10:     Taxation of Debt Securities and Options on Debt Securities
Part 11:     Taxation of Asset-Backed Securities
Part 12:     Taxation of Physical Commodities and Options on Commodities
Part 13:     Taxation of Section 1256 Contracts
Part 14:     Tax Consequences of Holding Offsetting Positions (Straddles)
Part 15:      Foreign Currency and International Operations
Part 16:      Notional Principal Contracts

1,152 pages


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GAAP Guide (2014) (US)

International Accounting/Financial Reporting Standards Guide (2014)

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anc

Financial Instruments: A Comprehensive Guide to Accounting & Reporting (2015) (U.S.)

Authors: Rosemarie Sangiuolo, Scott Taub, and Leslie F. Seidman

This comprehensive reference includes guidance issued by the Financial Accounting Standards Board, the FASB's Emerging Issues Task Force and Derivatives Implementation Group. It also includes standards issued by the AICPA Accounting Standards Executive Committee, and the audit and accounting guides issued by various committees of the AICPA.

This guide covers accounting requirements for public and private companies and touches on unique aspects of reporting financial instruments by non-profit organizations. Over 400 pieces of authoritative literature are referenced in this book.

Part I:  Financial Assets

1. Cash and Cash Equivalents
2. Investments in Debt and Equity Securities
3. Loans and the Allowance for Credit Losses
4. Servicing of Financial Assets
5. Transfers of Financial Assets
6. Securitizations
7. Calculating Yields on Debt Investments

Part II:  Financial Liabilities
8. Debt Financing
9. Securities Lending Arrangements and Other Pledges of Collateral
10. Convertible Debt and Similar Instruments
11. Extinguishments of Debt

Part III:  Derivatives and Hedging Activities
12. Derivatives Accounting
13. Embedded Derivatives
14. Hedge Accounting
15. Disclosures about Derivatives

Part IV:  Equity Instruments

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anc

Financial Instruments: A Comprehensive Guide to Accounting & Reporting (2014) (US)

Authors:     Rosemarie Sangiuolo,  Scott Taub, Leslie F. Seidman, CPA

This comprehensive reference includes guidance issued by the Financial Accounting Standards Board, the FASB's Emerging Issues Task Force and Derivatives Implementation Group. It also includes standards issued by the AICPA Accounting Standards Executive Committee, and the audit and accounting guides issued by various committees of the AICPA.

This guide covers accounting requirements for public and private companies and touches on unique aspects of reporting financial instruments by nonprofit organizations. Over 400 pieces of authoritative literature are referenced in this book.

Part I:  Financial Assets

1.     Cash and Cash Equivalents
2.     Investments in Debt and Equity Securities
3.     Loans and the Allowance for Credit Losses
4.     Servicing of Financial Assets
5.     Transfers of Financial Assets
6.     Securitizations
7.     Calculating Yields on Debt Investments

Part II:  Financial Liabilities

8.      Debt Financing
9.      Securities Lending Arrangements and Other Pledges of Collateral
10.    Convertible Debt and Similar Instruments
11.    Extinguishments of Debt

Part III:  Derivatives and Hedging Activities

12.    Derivatives Accounting
13.    Embedded Derivatives
14.    Hedge Accounting
15.    Disclosures about Derivatives

Part IV:  Equity Instruments

16.    Issuer's Accounting for Equity Instruments and Related Contracts

Part V:  Pervasive Issues

17.    Offsetting Assets and Liabilities in the Balance Sheet
18.    Fair Value Measurements, Fair Value Disclosures, and Other Financial
          Instrument Disclosures
19.    The Fair Value Option for Financial Instruments

1000 pages


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GAAP Guide (2014) (US)

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anc

Financial Advisor's Pocket Reference 2014-2015

Untitled Document

Financial Advisor's Pocket Reference 2014-2015

 Get the information you need when you need it! This handy and popular pocket-sized booklet provides financial advisors with the information needed on the tax and financial components of many life situations.

 

 

Includes details and information on:

  • Retirement Planning
  • Personal Tax
  • Estate Planning
  • Pensions and Benefits
  • Budget Highlights
  • Insurance
  • Consumer Price Index
  • Government Programs
  • Charitable Donations
  • Tax Administration

Only $15.25 per copy and attractive discounts for larger orders, including English and French combined orders.

Order in bulk and save up to 65%

   

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anc

Financial Advisor's Pocket Reference - English 2013-2014

Financial Advisor's Pocket Reference - 2013-2014

Get the information you need when you need it! This handy and popular pocket-sized booklet provides financial advisors with the information needed on the tax and financial components of many life situations.

Includes details and information on:

  • Retirement Planning
  • Personal Tax
  • Estate Planning
  • Pensions and Benefits
  • Budget Highlights
  • Insurance
  • Consumer Index
  • Government Programs
  • Charitable Donations
  • Tax Administration

Only $14.90 per copy and attractive discounts for larger orders, including English and French combined orders.

Order in bulk and save up to 65%

List Price Discount Discounted Price
Bundle of 5 copies* $74.50 15% $63.33
*All booklets in bundle must be in the same language
1 copy $14.90 0% $14.90
100 to 199 copies $14.90 30% $10.43
200 to 299 copies $14.90 35% $9.69
300 to 499 copies $14.90 40% $8.

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anc

Financial Accounting and Reporting, 2012

Authors: Dr. L. Murphy Smith, CPA,  Dr. Katherine T. Smith  Shannon Knight Deer, CPA

Especially designed to present financial accounting in a one-sequence course in 2-year or 4-year colleges. The book can also effectively be used in a graduate-level financial accounting course for MBA students, who are from non-business major backgrounds.

The text presents the fundamentals of financial accounting using a unique cross-functional approach that demonstrates the relevance of accounting information to the various business functional areas (e.g., marketing, finance, and production).

Accounting majors will appreciate how accounting information contributes to the success of the firm and the decision-making of every member of the management team. Non-accounting majors will understand how accounting information contributes to their future job performance. In addition, the book contains contemporary accounting issues related to ethics, information technology, and global commerce. The textbook features a chapter, as well as observations throughout the book, on International Financial Reporting Standards (IFRS) and how they differ from U.S. generally accepted accounting principles (GAAP).

The textbook includes a CD-ROM containing ancillary materials such as a Solution Manual, Test Bank, Study Guide (including chapter summaries and sample questions and problems), Working Papers in Excel, and Power Point Slides.

Chapter 1 The Accounting Information System and Financial Statements
Chapter 2 The Financial Statements
Chapter 3 Accounting Transaction Processing
Chapter 4 Measuring Profitability and Financial Position on the Financial Statements
Chapter 5 Cash, Internal Control, and Ethics
Chapter 6 Accounts and Notes Receivable
Chapter 7 Accounting for the Merchandising Firm
Chapter 8 Plant Assets, Intangibles, and Long-Term Investments
Chapter 9 Liabilities
Chapter 10 Accounting for the Corporation
Chapter 11 More About the Income Statement and Statement of Stockholders’ Equity
Chapter 12 The Statement of Cash Flows
Chapter 13 Financial Statement Analysis
Chapter 14 Accounting for Global Commerce

 

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anc

Financial Accounting and Reporting (2014) (U.S.)

Authors: Dr. L. Murphy Smith, CPA, Dr. Katherine T. Smith, and Shannon Knight Deer, CPA

Designed to present financial accounting in a one-sequence course in 2-year or 4-year colleges. The book can also effectively be used in a graduate-level financial accounting course for MBA students, who are from non-business major backgrounds.

The text presents the fundamentals of financial accounting using a unique cross-functional approach that demonstrates the relevance of accounting information to the various business functional areas (e.g., marketing, finance, and production).

Accounting majors will appreciate how accounting information contributes to the success of the firm and the decision-making of every member of the management team. Non-accounting majors will understand how accounting information contributes to their future job performance. Cross-functional applications are interwoven into the presentation of accounting fundamentals in each chapter. In addition, the book contains contemporary accounting issues related to ethics, information technology, and global commerce. The textbook features a chapter, as well as observations throughout the book, on International Financial Reporting Standards (IFRS) and how they differ from U.S. generally accepted accounting principles (GAAP).

The textbook covers the key topics in financial accounting like most books in this field. The significant difference is the book’s cross-functional perspective that engages students by showing them how they will use financial accounting in their careers. The book is also unique in its integration of accounting ethics, global commerce, and technology.

The textbook includes a CD-ROM containing ancillary materials such as a Solution Manual, Test Bank, Study Guide (including chapter summaries and sample questions and problems), Working Papers in Excel, and Power Point Slides.

Chapter 1:     The Accounting Information System
Chapter 2:     The Financial Statements
Chapter 3:     Accounting Transaction Processing
Chapter 4:     Measuring Profitability and Financial Position on the Financial Statements
Chapter 5:     Cash, Internal Control, and Ethics
Chapter 6:     Accounts and Notes Receivable
Chapter 7:     Accounting for the Merchandising Firm
Chapter 8:     Plant Assets, Intangibles, and Long-Term Investments
Chapter 9:     Liabilities
Chapter 10:   Accounting for the Corporation
Chapter 11:   More About the Income Statement and Statement of Stockholders’ Equity
Chapter 12:   The Statement of Cash Flows
Chapter 13:   Financial Statement Analysis
Chapter 14:   Accounting for Global Commerce

9780808037873    8-1/

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anc

Estate Planning with Life Insurance, 5th Edition

This popular guide provides critical insight into the many roles life insurance plays in Estate Planning. An essential reference for anyone involved in estate planning, this book will demonstrate how life insurance can assist your clients in securing lifetime financial success and establishing a strong legacy.

Tax and Family Business Succession Planning Implementing Estate Freezes, 3rd Edition This handy reference includes:
  • A comprehensive Estate Planning Fact Finder
  • How to resolve and plan for estate liquidity needs
  • The role of corporate-owned life insurance in estate and business planning
  • Detailed strategies for funding buy/sell agreements
  • Insurance needs and succession planning for owners of family businesses
  • The use of life insurance in planning with trusts
  • The role of life insurance in charitable giving

New for this edition:
  • Discussion of new income tax rules for 10/8 policies and leveraged insured annuities
  • Discussion and planning issues regarding recent CRA statements on corporate ownership and beneficiary designations
  • Review of proposed new rules for exempt life insurance policies
  • Expanded commentary regarding the transfer of insurance policies between corporations and shareholders
  • Update on changes to dividend tax rates and the capital gains exemption
  • Expanded commentary on post-mortem tax planning including “pipeline” planning
  • Detailed new section on family shareholders agreements
  • Review of new rules affecting retirement compensation arrangements
  • Important new cases concerning shareholder disputes and dependant and spousal support claims
  • Expanded case studies

Glenn Stephens LLB, was called to the Ontario Bar in 1982 and spent two years with a major accounting firm before joining the insurance industry as a tax and estate planning consultant. Glenn subsequently became a partner in a Toronto law firm before returning to the insurance industry in 1996 as a tax and estate planning consultant to a major Canadian insurance distributor. Glenn is a Director, Planning Services with PPI Advisory in Toronto, and provides tax and legal support to PPI Associates across Canada. He has been with PPI since 2004. Glenn has le

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anc

Disability Insurance and Other Living Benefits, 3rd Edition

The 1990’s witnessed the end of job creation in the sectors that historically purchased disability insurance. A new era has begun: roughly 1 million contract workers have emerged. They are found in almost all industries and occupations. As diverse as the general public – there is an equal number of men and women, many highly educated, others not, with wide-ranging earnings levels and all in need of disability and other healthcare benefits.

Insurers have responded by unbundling disability insurance and expanding their offerings to include critical illness, health, drug, dental, travel, and other classless, non- income based products.

The author, Jacqueline Figas, looks at disability insurance and other living benefits in the context of the realities faced in today’s challenging work and lifestyle environment.

Included in this edition:

  • Health benefits planning for pre and post-retirement years
  • Traditional products and coverage for specialized markets
  • Insuring “temps” and “independent contractors”
  • Critical illness insurance
  • Private health and dental insurance
  • Checklists, charts and other planning tools

Jacqueline is a benefits consultant through her company, Health Assured Financial Group, and has over 30 years of experience in health benefits. She is a noted speaker and author on seniors’ issues and benefits planning for an aging clientele.

She is a Chartered Life Underwriter, a Registered Health Underwriter, and an Elder Planning Counselor, and is on the faculty of Seneca College where she educates on a range of aging issues including both health and social aspects of aging.

She is the author of the Long Term Care Insurance training module produced by ADVOCIS under their Registered Health Underwriter (RHU) Designation Program. Her published works through CCH Canadian Limited include “The Aging Client and Long-Term Care Issues” and “Disability Insurance and Other Living Benefits”.

Available March 1st, 2009 – Pre-order your copy today!

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anc

Corporate Partnering: Structuring and Negotiating Domestic and International Strategic Alliances

This handbook and bonus CD-ROM provides an up-to-date guide to structuring and negotiating profitable corporate alliances, covering both the strategic benefits and potential risks involved. In straightforward language, this practical resource explains the proprietary rights issues involved and then walks the reader through the chronology of a deal, from the definition of objectives to the decision to seek an alliance, identification of potential partners, negotiations and closing.

Corporate Partnering is packed full of the latest forms covering all aspects of strategic alliances and annotated with crisp, clear commentary explaining the real-world issues addressed by each provision and showing how alternative solutions can be used to accomplish different aims. These carefully crafted agreements cover the broad range of areas from supply and distribution, product and technology, research and development to investment and investment-related arrangements.

Thoroughly revised and updated to reflect the latest developments, the Fourth Edition includes new sections on spin-out transactions, virtual companies and off-shoring arrangements, plus updated transaction forms, intellectual property summary and partnering transactions checklists.


Table of contents:
Chapter 1
Corporate Partnering/Strategic Alliances
Chapter 2 Preliminary Agreements
Chapter 3 The Alliance Agreements
Chapter 4 Equity Investments by One Partner in the Other
Chapter 5 Partnering with Universities and Non-Profit Research Institutes
Chapter 6 Spin-Out Transactions
Chapter 7 Life Sciences Transactions
Chapter 8 Software, Semi-Conductor and New Media Development and Licensing Arrangements
Chapter 9 Virtual Company/Outsourcing/Off-Shoring Agreements
Chapter 10 Teaming Agreement

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anc

Corporate Finance and the Securities Laws, Fourth Edition

Corporate Finance and the Securities Laws has been winning over practitioners with its clear "how to do it" approach ever since its publication in 1990. This acclaimed guide is now completely updated in this Fourth Edition to help you meet the challenges of raising capital in today's increasingly regulated marketplace.

Written in plain English by two top experts in the field, this guide is the go-to resource that explains the mechanics of corporate finance together with the statutes that govern each type of deal.

You will receive expert corporate finance analysis, procedural guidance and practical securities law pointers every step of the way to help you structure all types of corporate finance deals, root out problems before deals are put in motion, shepherd transactions through the regulatory process and know what to do when securities law problems crop up.

Table of Contents:

  • Chapter 1: Overviews of the Securities Act of 1933 and the Integrated Disclosure System
  • Chapter 2: Syndicate Procedures and Underwriting Documents
  • Chapter 3: Selected Issues in the Registration and Distribution Process
  • Chapter 4: Manipulative Practices and Market Activities During Distributions
  • Chapter 5: Liabilities and Due Diligence
  • Chapter 6: Rules of the Self-Regulatory Organizations
  • Chapter 7: Private Placements
  • Chapter 8: Shelf Registrations (Rule 415)
  • Chapter 9: International Financings
  • Chapter 10: Commercial Paper
  • Chapter 11: Innovative Financing Techniques
  • Chapter 12: Convertible, Exchangeable and "Linked" Securities; Warrants
  • Chapter 13: Transactions with Securityholders: Stock Repurchases, Debt Restructurings and Rights Offerings
  • Chapter 14: Asset-Backed Securities

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anc

Corporate Controller's Handbook of Financial Management (2014-2015) W/CD-ROM (U.S.)

Jae K. Shim, PhD,
Joel G. Siegel, Ph.D., CPA,
Nick Dauber, MS, CPA

A comprehensive source of practical solutions, strategies, techniques, procedures, and formulas covering all key aspects of accounting and financial management. Its examples, checklists, step-by-step instructions, and other practical working tools simplify complex financial management issues and give CFOs, corporate financial managers, and controller’s quick answers to day-to-day questions.

The Handbook covers important developments in government rules, accounting procedures, taxation and information technology. It includes references to relevant topics of the FASB Accounting Standards Codification references, as well as Accounting Standards Updates. The practical, hands-on guidance helps diagnose a firm's financial health, boost financial results, avoid unpleasant surprises, cut costs, and make financial decisions with confidence.

This edition also includes a free, back-of-the book CD-ROM containing searchable PDFs of each chapter, along with the following Excel forms:

- Capital Budgeting: Advice of Project Change Form
- Capital Budgeting: Appropriation Request Form
- Capital Budgeting: Economic Feasibility Study for a New Information System
- Capital Budgeting: Initial Cash Outlay and Operating Costs Checklist for a New Information System
- Capital Budgeting: Lease Versus Purchase Evaluation Report
- Capital Budgeting: Project Application Form
- Internal Control: Internal Control Assessment Form
- Internal Control: Computer Applications
- Checklist: Medium to Large Business
- Internal Control: Financial Reporting Information Systems and Controls Checklist — Medium to Large Business
- Variance Analysis: Daily Labor Mix Report
- Variance Analysis: Daily Material Usage Report by Week
- Variance Analysis: Labor Performance Report
- Variance Analysis: Monthly Material Variance Report
- Variance Analysis: Marketing Performance Report for a Regional Sales Manager
- Variance Analysis: Marketing Performance Report for a Vice-President

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U.S. Master Depreciation Guide (2015)
Affordable

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anc

Corporate Controller's Handbook of Financial Management (2013-2014)

A comprehensive source of practical solutions, strategies, techniques, procedures, and formulas covering all key aspects of accounting and financial management.  Its examples, checklists, step-by-step instructions, and other practical working tools simplify complex financial management issues and give you answers to day-to-day questions.  

The Handbook covers important developments in government rules, accounting procedures, taxation and information technology. It includes references to relevant topics of the FASB Accounting Standards Codification references, as well as Accounting Standards Updates. The practical, hands-on guidance helps diagnose a firm's financial health, boost financial results, avoid unpleasant surprises, cut costs, and make financial decisions with confidence.

This edition also includes a free CD-ROM containing searchable PDFs of each chapter, along with the following Excel forms:

-    Capital Budgeting: Advice of Project Change Form
-    Capital Budgeting: Appropriation Request Form
-    Capital Budgeting: Economic Feasibility Study for a New Information System
-    Capital Budgeting: Initial Cash Outlay and Operating Costs Checklist for a New Information System
-    Capital Budgeting: Lease Versus Purchase Evaluation Report
-    Capital Budgeting: Project Application Form
-    Internal Control: Internal Control Assessment Form
-    Internal Control: Computer Applications
-    Checklist: Medium to Large Business
-    Internal Control: Financial Reporting Information Systems and Controls Checklist — Medium to Large Business
-    Variance Analysis: Daily Labor Mix Report
-    Variance Analysis: Daily Material Usage Report by Week
-    Variance Analysis: Labor Performance Report
-    Variance Analysis: Monthly Material Variance Report
-    Variance Analysis: Marketing Performance Report for a Regional Sales Manager
-    Variance Analysis: Marketing Performance Report for a Vice-President

If you would like more details about this product, or would like to order a copy online, please click here.




anc

Corporate Controller's Handbook of Financial Management (2012-2013) (U.S.)

Available: June 2012

A comprehensive source of practical solutions, strategies, techniques, procedures, and formulas covering all key aspects of accounting and financial management.  Its examples, checklists, step-by-step instructions, and other practical working tools simplify complex financial management issues and give you answers to day-to-day questions. 

The Handbook covers important developments in government rules, accounting procedures, taxation and information technology. It includes references to relevant topics of the FASB Accounting Standards Codification references, as well as Accounting Standards Updates. The practical, hands-on guidance helps diagnose a firm's financial health, boost financial results, avoid unpleasant surprises, cut costs, and make financial decisions with confidence.

This edition also includes a free CD-ROM containing searchable PDFs of each chapter, along with the following Excel forms:

  • Capital Budgeting: Advice of Project Change Form
  • Capital Budgeting: Appropriation Request Form
  • Capital Budgeting: Economic Feasibility Study for a New Information System
  • Capital Budgeting: Initial Cash Outlay and Operating Costs Checklist for a New Information System
  • Capital Budgeting: Lease Versus Purchase Evaluation Report
  • Capital Budgeting: Project Application Form
  • Internal Control: Internal Control Assessment Form
  • Internal Control: Computer Applications
  • Checklist: Medium to Large Business
  • Internal Control: Financial Reporting Information Systems and Controls Checklist — Medium to Large Business
  • Variance Analysis: Daily Labor Mix Report
  • Variance Analysis: Daily Material Usage Report by Week
  • Variance Analysis: Labor Performance Report
  • Variance Analysis: Monthly Material Variance Report
  • Variance Analysis: Marketing Performance Report for a Regional Sales Manager
  • Variance Analysis: Marketing Performance Report for a Vice-President

Related books:

 

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anc

CCH/Advocis Education Program Course 2: Contemporary Practices in Financial Planning, 10th Edition

COURSE 2 (Advocis 232)
CONTEMPORARY PRACTICES IN FINANCIAL PLANNING: 10th Edition

Students are introduced to basic income tax laws and then move into a more advanced understanding, as it relates to areas of financial planning. A review of the professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are covered in the course. Different forms of business structures are explored in depth, along with an understanding of trusts.

If you would like more details about this product, or would like to order a copy online, please click here.




anc

Business Franchise Guide

Since the early days of franchise law over 20 years ago, the Business Franchise Guide has been the only single source of federal and state franchise and distribution laws, regulations, uniform disclosure formats and full-text case reporting.

It contains hundreds of pages of FTC and UFOC guidelines that aid franchisers in developing a uniform format for use under various state laws that require disclosure and registration prior to the sale of franchises. Our experienced editorial staff at CCH has included more than 900 pages of explanations analyzing nearly 150 franchise law topics, with annotations dating back to 1980.

Features:

  • Obtain FTC and UFOC guidelines necessary for creating disclosure/ registration documents
  • Gain access to over nearly 5,000 court and administrative decisions that litigators can use in their cases
  • Guide yourself with the help of more than 900 pages of CCH explanations and analysis that present franchise law in easy-to-understand terms
  • Unlock international franchise laws with the English translations of laws and regulations in 18 jurisdictions that keep franchisors with businesses outside the U.S. up-to-date and in compliance
  • Stay current with monthly updates along with a newsletter that highlights the latest franchise law changes and developments
  • Anticipate new legal requirements with a monthly list of pending state and federal legislation

If you would like more details about this product, or would like to order a copy online, please click here.




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Best Practices in Financial Planning for Accountants Archived Webinar 2012

This webinar series consists of a panel of highly successfully accounting professionals who have each approached the integration of financial planning into their practice in different ways. This second webinar will cover:

  • The role of the accountant in financial planning
  • What is permitted and what is prohibited
  • The importance of the engagement letter
  • The financial planning process from setting goals to presenting the plan
  • Best practices and lessons learned

Part One:
Why Financial Planning is Important to Accountants Archived Webinar 2012

If you would like more details about this product, or would like to order a copy online, please click here.




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Almanac of Business & Industrial Financial Ratios (2015) (U.S.)

Philip Wilson

The comprehensive resource puts 50 comparative performance indicators at the practitioner's command and covers all of North America (U.S., Canada, and Mexico) using NAICS data. The Almanac provides financial information that is calculated and derived from the latest available IRS data on nearly 5 million U.S. and international companies. The Almanac gives you accurate performance data for 50 operating and financial factors in 199 industries.

Data for each industry is divided into 13 categories based on company size, so you'll find a precise benchmark against which to measure any company's performance. One quick glance at the appropriate field of business and company-size category and you've found the definitive starting point for competitive performance analysis. The Almanac provides competitive norms in actual dollar amounts for revenue and capital factors, such as net receivables, net property, inventories, total assets, portfolio income, and more. It then gives you important average operating costs in percent of net sales, including cost of operations, pensions and benefits, interest, and more.

The Almanac provides ratios for industry-wide results for inventory turnover, current assets to working capital, quick ratio, asset turnover, and others. It also provides other critical financial factors in percentages, including debt ratio, return on assets, and return on equity, and profit margin.

It comes complete with a CD that contains a special Excel Spreadsheet Template that can be used to input data on a given company to see how a company compares with the data provided in the Almanac.

The book is organized by the following major industry sectors, which in turn cover 199 industries, including:

  • Agriculture, forestry, fishing, and hunting
  • Mining
  • Utilities
  • Construction
  • Manufacturing
  • Wholesale trade
  • Retail trade
  • Transportation and warehousing
  • Information
  • Finance and insurance
  • Real estate and rental leasing
  • Professional, scientific and technical services
  • Management of companies (holding companies)
  • Administrative and support and waste management and remediation services
  • Health care and social assistance
  • Arts, entertainment and recreation
  • Accommodation and food services
  • Other services (including repair and maintenance, automotive repair and maintenance, personal and laundry services, and religious, grant-making, civic, and professional organizations)

8 ½" x 11"   824 pages

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Full Article


anc

Almanac of Business & Industrial Financial Ratios (2014)

Author: Dr. Leo Troy

The comprehensive resource puts 50 comparative performance indicators at the practitioner's command and covers all of North America (U.S., Canada, and Mexico) using NAICS data. The Almanac provides financial information that is calculated and derived from the latest available IRS data on nearly 5 million U.S. and international companies. The Almanac gives you accurate performance data for 50 operating and financial factors in 199 industries.

Data for each industry is divided into 13 categories based on company size. You'll find a precise benchmark against which to measure any company's performance. One quick glance at the appropriate field of business and company-size category and you've found the definitive starting point for competitive performance analysis. The Almanac provides competitive norms in actual dollar amounts for revenue and capital factors, such as net receivables, net property, inventories, total assets, portfolio income, and more. It then gives you average operating costs in percent of net sales, including cost of operations, pensions and benefits, interest, and more.

The Almanac provides ratios for industry-wide results for inventory turnover, current assets to working capital, quick ratio, asset turnover, and others. It also provides other critical financial factors in percentages, including debt ratio, return on assets, and return on equity, and profit margin.

Comes complete with a CD that contains a special Excel Spreadsheet Template that can be used to input data on a given company to see how a company compares with the data provided in the Almanac.

The book is organized by the following major industry sectors, which in turn cover 199 industries, including:

  • Agriculture, forestry, fishing, and hunting
  • Mining
  • Utilities
  • Construction
  • Manufacturing
  • Wholesale trade
  • Retail trade
  • Transportation and warehousing
  • Information
  • Finance and insurance
  • Real estate and rental leasing
  • Professional, scientific and technical services
  • Management of companies (holding companies)
  • Administrative and support and waste management and remediation
    services
  • Health care and social assistance
  • Arts, entertainment and recreation
  • Accommodation and food services
  • Other services (including repair and maintenance, automotive repair and maintenance, personal and laundry services, and religious, grant-making, civic, and professional organizations)

824 pages

Related Products

2013 U.S. Master Tax Guide + the

If you would like more details about this product, or would like to order a copy online, please click here.




anc

Almanac of Business & Industrial Financial Ratios (2013)

Author: Dr. Leo Troy

The comprehensive resource puts 50 comparative performance indicators at the practitioner's command and covers all of North America (U.S., Canada, and Mexico) using NAICS data. The Almanac provides financial information that is calculated and derived from the latest available IRS data on nearly 5 million U.S. and international companies. The Almanac gives you accurate performance data for 50 operating and financial factors in 199 industries. 

Data for each industry is divided into 13 categories based on company size, so you'll find a precise benchmark against which to measure any company's performance. One quick glance at the appropriate field of business and company-size category and you've found the definitive starting point for competitive performance analysis. The Almanac provides competitive norms in actual dollar amounts for revenue and capital factors, such as net receivables, net property, inventories, total assets, portfolio income, and more. It then gives you important average operating costs in percent of net sales, including cost of operations, pensions and benefits, interest, and more.

The Almanac provides ratios for industry-wide results for inventory turnover, current assets to working capital, quick ratio, asset turnover, and others. It also provides other critical financial factors in percentages, including debt ratio, return on assets, and return on equity, and profit margin.
The Almanac of Business and Industrial Financial Ratios comes complete with a CD that contains a special Excel Spreadsheet Template that can be used to input data on a given company to see how a company compares with the data provided in the Almanac.

The book is organized by the following major industry sectors, which in turn cover 199 industries, including:

  • Agriculture, forestry, fishing, and hunting
  • Mining
  • Utilities
  • Construction
  • Manufacturing
  • Wholesale trade
  • Retail trade
  • Transportation and warehousing
  • Information
  • Finance and insurance
  • Real estate and rental leasing
  • Professional, scientific and technical services
  • Management of companies (holding companies)
  • Administrative and support and waste management and remediation services
  • Health care and social assistance
  • Arts, entertainment and recreation
  • Accommodation and food services
  • Other services (including repair and maintenance, automotive repair and maintenance, personal and laundry services, and religious, grant-making, civic, and professional organizations)

If you would like more details about this product, or would like to order a copy online, please click here.




anc

Traditional Chinese architecture: twelve essays / Fu Xinian ; edited by Nancy S. Steinhardt ; translated by Alexandra Harrer

Rotch Library - NA1540.F82513 2017




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Prestandard for Performance-Based Wind Design.

Online Resource




anc

Chinese architecture: a history / Nancy Shatzman Steinhardt

Online Resource




anc

Diagnosis and Robust Control of Complex Building Central Chilling Systems for Enhanced Energy Performance Dian-Ce Gao

Online Resource




anc

Heating Systems Troubleshooting & Repair: Maintenance Tips and Forensic Observations.

Online Resource




anc

Modern management methods: architecture, historic value, and the electronic image / Caitlin Blanchfield and Farzin Lotfi-Jam

Rotch Library - NA680.B533 2019




anc

Chinese architecture: a history / Nancy Shatzman Steinhardt

Rotch Library - NA1540.S738 2019




anc

Der Orient in der Schweiz: neo-islamische Architektur und Interieurs des 19. und 20. Jahrhunderts = L'Orient en Suisse: architecture et intérieurs néo-islamiques des 19e et 20e siècles / herausgegeben von Francine Giese, Leïla el-W

Rotch Library - NA1347.O75 2019