Preparation of Federal and California income tax returns for trusts, estates, and gifts using tax software and manually. Topics include income tax law, theory, and practice, and preparation of Forms 1041 (Fiduciary), 706 (Estate) and 709 (Gift) and the related California tax forms. This course is part of the Enrolled Agent Exam Preparation Series. A student does NOT need to complete BUS-3B to enroll in this class.

Preparation for the IRS Enrolled Agent exam, known as the SEE (Special Enrollment Exam). Topics include taxation of individuals, inheritance, gifts, estates; taxation of small businesses, partnerships, farmers, C corporations, S corporations; taxation of not-for-profit entities, foreign corporations, and retirement plans. Other topics include fiduciary tax returns, determination of tax-exempt status, practice before the IRS and tax preparer rules. Course content will be adjusted to reflect changes in the SEE.

Examines philosophy, environment, principles, and practices of financial statements audits. Topics include Generally Accepted Auditing Standards (GAAS), Sarbanes-Oxley Act regulatory environment, professional ethics, auditor’s responsibilities and legal liability; fraud, internal controls and audit risk; audit planning, audit procedures, sampling tools, audit evidence, documentation, opinions and reports.

A study of accounting, budgeting, auditing, fiscal procedures and financial records of governmental agencies such as state, county and municipal governments, as well as universities and colleges, hospitals, and certain nonprofit organizations.

Survey of the private enterprise system and basic business concepts, business economics, types of business ownership, ethics, globalization, and organizational functions (management, marketing, accounting, human resources, and finance). Provides a multidisciplinary examination of how culture, society, economic systems, legal, international, political, financial institutions, and human behavior interact to influence an organization's policies and practices within the U.S. and a global environments.

Contributions of advertising to integrated marketing communication, including coordination and development of sales, relationship marketing, promotion programs, media selection, copy writing, layout, research and budgeting.

This course prepares students to understand and apply the fundamentals of personal finance management. Students will be able to assess their personal financial literacy, establish financial goals and develop a strategy to achieve desired personal finance goals. Topics covered include: budgeting; banking and financial transactions; consumer credit principles including maintaining credit, and current regulations and practices that govern consumer financial transactions; including housing financing; personal insurance basics; investment basics and their application to retirement planning.

Application of investment principles and guidelines, including the various types of investments and asset classes. Securities markets, individual portfolio planning, risk and return considerations, investment alternatives, fundamental analysis, and a general overview of technical analysis. The course covers an overview of the corporate bond market, government securities, valuation of fixed-income securities, and investment companies.

Tips and tools to value and manage diversity in the workplace.  Overview of theoretical and legal perspectives, dimensions of diversity, the impact of diversity on the workplace. Case studies to acknowledge differences and successfully build relationships with people of diverse backgrounds.

Techniques and tools to understand customer expectations, and to exceed those expectations. Includes analysis of customer needs, delivery of quality customer service, and dealing with challenging customers to win customer loyalty.

Research and preparation of persuasive employment search, preparing resumes, job application and follow up communication.

This course explains how to cope with a range of situations with difficult people and to focus on what you can change. Students will understand what makes difficult people tick and how best to handle them. They will learn ways to confidently stand up to others and resist the urge to attack back. Lastly, they will develop strategies to calmly navigate emotionally charged situations.

Exploration of the wide variety of potential careers in business, and the educational preparation appropriate for those careers. Includes careers in accounting and finance, sales and marketing, real estate and insurance, human resource management, and management and supervision.

This course covers principles and techniques of successful employment interviews starting with interview preparation, selling your qualifications, managing difficult questions and preparing for follow up on the job interview. This course is offered online one time per year.

Overview of finance and accounting functions in health care organizations, including the financial structure of both for profit and non-profit healthcare organizations. Particular emphasis on private and third party payment systems, reporting requirements, accounts receivable management, budgeting, and resource allocation.

Survey of the unique legal issues in health care, including HIPAA (patient privacy laws and regulations), Medicare and Medicaid reimbursement requirements, negligence/malpractice issues, advance directives, and employment law for medical staff and independent contractors.

Survey of key issues and effective management approaches in health care organizations, including organizational structure and governance, information technology, facilities and guest services, planning, marketing and strategy.

This course provides an overview of MS Project and other tools used by project managers. Conducted in a PC Lab environment, students will get an opportunity to work with the tool while receiving support from an experienced and knowledgeable instructor/coach. Students will have an opportunity to analyze a project, develop a project schedule, enter information into MS Project, then use this tool manage resource allocations, complete networking and task assignments, as well as a budget and earned value reporting. MS Project also offers a depth of reporting functionality, and students will learn how to create and modify reports for their project decision making and communication needs.

QuickBooks introduces the concepts of bookkeeping/accounting using the theory of double-entry bookkeeping. Learn to use the QuickBooks software for a set up, service business and merchandising business. Setting up chart of accounts, accounts receivable, accounts payable, inventory, payroll and preparation and analysis of financial statements.

Introduce agile methodology to Project Managers. The course highlights the unique tools, techniques, knowledge and skills that an agile project requires. Agile project practitioners will utilize specific management techniques throughout the project development life cycle. Knowledge of this process is now required for certification exam by the Project Management Institute.

An entrepreneur is a person that starts and operates a business, taking on greater than normal financial risk in order to do so. Creating and building a business from the ground up requires the willingness to make sacrifices and devote endless amounts of time and energy to make the business grow. Introduction to Entrepreneurship helps a student understand the mindset of an Entrepreneur as well as the steps and processes necessary to become an Entrepreneur.

A study of social and business entrepreneurs throughout history and around the world. An exploration of the traits that enable entrepreneurs to thrive in vastly different cultures and eras, and the important contributions made by these innovators. Consider the social and economic challenges entrepreneurs must overcome along their entrepreneurial journey. And finally, try to understand what motivates and drives a regular person to take the risk of becoming an entrepreneur.

This course introduces students to the process of articulating the value of an entrepreneurial venture in the form of an oral presentation. This is known as an elevator pitch. Students will learn how to identify the attributes of a value proposition; outline a presentation that articulates those values; orally present their value proposition in the form of a 2-minute elevator pitch.

An Entrepreneur is a person that starts and operates a business, taking on greater than normal financial risks in order to do so. Creating and building a business from the ground up requires the willingness to make sacrifices and devote endless amounts of time and energy to make the business grow. Marketing for Entrepreneurs introduces students to core marketing strategies and techniques for start-ups and small businesses. Focus on low-cost, flexible, innovative marketing tools including social media and Internet marketing.

Development and presentation of a “ready to take to the bank for funding,” realistic, and ready to implement business plan. Business plan components will include a business concept, industry and market analysis, a marketing and organizational plan, operations plan, funding plan, and financial projections.