Powerpoint Presentations
The following is a list of currently available seminars in Powerpoint format that enrolled students, alumni, and professionals will be given access to. The first three (3) are availble to the general public as demonstrations. For access to the rest of the seminars, please contact us for further information. This page will be updated with more access info in the near future.
501: Introduction to Financial Planning
- PDF’s will be posted soon.
502: Taxation
- Chapter 1 - Introduction to Taxation and Federal Tax Law (Demo)
- Chapter 2 - Working with Tax Law (Demo)
- Chapter 3 - Tax Determination, Personal and Dependency Exemptions, and an Overview of Property Transactions (Demo)
- Chapter 4 - Gross Income: Concepts and Inclusions
- Chapter 5 - Gross Income: Exclusions
- Chapter 6 - Deductions and Losses: In General
- Chapter 7 - Deductions and Losses: Certain Business Expenses and Losses
- Chapter 8 - Depriciation, Cost Recovery, Amortization, and Depletion
- Chapter 9 - Deductions: Employee Expenses
- Chapter 10 - Deductions and Losses: Certain Itemized Deductions
- Chapter 11 - Passive Activity Losses
- Chapter 12 - Alternative Minimum Tax
- Chapter 13 - Tax Credits and Payment Procedures
- Chapter 14 - Property Transactions: Determination of Gain or Loss
- Chapter 15 - Property Transactions: Nontaxable Exchanges
- Chapter 16 - Property Transactions: Capital Gains and Losses
- Chapter 17 - Property Transactions: 1231 and Recapture Provisions
- Chapter 18 - Accounting Periods and Methods
- Chapter 19 - Deffered Compensation
- Chapter 20 - Corporations and Partnerships
505: Retirement Planning
- Chapter 1 - Pension and Retirement Planning Overview
- Chapter 2 - The Retirement Field
- Chapter 3 - Preliminary Concerns
- Chapter 4 - Defined Benefit, Cash Balance, Target Benefit and Money Purchase Pension Plans
- Chapter 5 - Profit Sharing Plans, 401(k) Plans, Stock Bonus Plans, and ESOP’s
- Chapter 6 - SEP’s, SIMPLEs, and 403(b) Plans
- Chapter 7 - Coverage, Eligibility, and Participation Rules
- Chapter 8 - Designing Benefit Formulas and Employee Contributions
- Chapter 9 - Helping CLients Choose the Best Loan, Vesting, and Retirement-Age Provisions
- Chapter 13 - Plan INstallation and Administration
- Chapter 14 - Plan Termination
- Chapter 17 - Individual Retirement Plans: Part I
591: Principles of Finance
- Chapter 4 - The Time Value of Money
- Chapter 5 - Analysis of Risk and Return
- Chapter 6 - Fixed Income Securities: Characteristics and Valuation
- Chapter 7 - Common Stock: Characteristics and Valuation, and Issuance
- Chapter 8 - Capital Budgeting Analysis
- Chapter 9 - Capital Budgeting Decision Criteria
- Chapter 11 - The Cost of Capital
- Chapter 11A - Valuation of a Closely Held Business
591: Principles of Finance
- PDF’s will be posted soon.
