MYCPE ONE

Balancing the Books: Navigating the Nuances of Debt and Goodwill Calculation 2 Credits 2 Credits

Aug 27, 2025, 03:00 PM EDT

Balancing the Books: Navigating the Nuances of Debt and Goodwill Calculation 2 Credits 2 Credits

  • Gregory Holzel

    | CPA, MBA

  • Rating

    4.6

  • Reviewed on

    February, 2025

  • Subject Area

    Accounting

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Aug 27, 2025, 03:00 PM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • To analyze the fundamental concepts of debt and goodwill in financial accounting.
  • To explain the methodologies and factors involved in precise debt and goodwill calculations.
  • To analyze the impact of debt and goodwill calculations on financial statements and business evaluations.
  • To discuss how to apply learned principles in practical scenarios to reinforce comprehension and proficiency.
  • To inspect the significance of accurate debt and goodwill calculations in optimizing financial decision-making.

Course Overview

Join us for an in-depth exploration of Debt and Goodwill Calculation in our engaging CPE course. It will unravel the conceptual foundations of debt and goodwill within financial accounting, offering a comprehensive understanding of their significance in the financial landscape.

Delve into the methodologies and considerations crucial for accurate debt and goodwill calculations, providing participants with a well-rounded comprehension of these essential financial elements. This online webinar illuminates the implications of these calculations on financial statements, business valuations, and the overall fiscal health of an organization.

Our course goes beyond theory; it integrates practical scenarios and exercises to facilitate hands-on applications of debt and goodwill calculation principles. Through these immersive activities, participants will gain practical skills and confidence essential for precise and insightful financial accounting management.

Major Topics Covered

  • Constructive Obligations
  • Debt Presentation and Disclosure
  • Business Line of Credit, and Impact on Financial Ratios
  • Long Term Debt and Its Refinancing
  • Financial Metrics Affected by Goodwill
  • Tax Implications: Debt and Goodwill

This CPE Accounting Webinar caters to individuals seeking a deeper comprehension of these critical financial components. From foundational understanding to applied scenarios, participants will emerge equipped with the knowledge and practical expertise necessary to navigate and manage debt and goodwill calculations adeptly.

Join Gregory Holzel for an enlightening journey into the nuanced world of 'Debt and Goodwill Calculation'. Enhance your competence and confidence in financial accounting, and gain valuable insights to navigate this crucial aspect of financial management effectively.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Accredited in Business Valuation (ABV) 2 CPD Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Internal Audit Practitioner (IAP) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
CIPM 2 PL Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Accredited in Business Valuation (ABV) 2 CPD Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Internal Audit Practitioner (IAP) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
CIPM 2 PL Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved

Additional Information

Credits

2

Credits

2

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Explore CPA CPE Courses with MY-CPE. Our online offerings make it easy for you to fulfill your CPA CPE requirements. With a broad selection of topics taught by experienced professionals, you can enjoy flexible scheduling and self-paced learning. Say goodbye to traditional methods and begin your path to professional growth with us today!

About Instructor

Gregory Holzel

Gregory Holzel | CPA, MBA

Owner, GT Financials PLLC

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.


Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.


Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.


Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.


Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.


Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.


Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (69%)

Very Good (25%)

Average (7%)

Poor

Terrible

JX

Jian Xue, CPA (US)

5

found the CPE live webinar course to be incredibly insightful and valuable. Here are the highlights of my experience and some constructive feedback: Positives: Content Depth: The course content was thorough and covered a wide range of relevant topics in detail. Engaging Presenters: The presenters were knowledgeable and engaging, making complex topics easier to understand. Interactive Elements: The interactive polls and Q&A sessions enhanced learning and kept the audience engaged throughout. Practical Examples: The real-world examples provided clarity and helped apply theoretical concepts to practical scenarios. Constructive Feedback: Technical Issues: Occasionally, there were minor technical issues with audio/video synchronization, which disrupted the flow. Timing: Some segments felt rushed towards the end, particularly during the Q&A session, where more time could have allowed for deeper discussions. Suggestions for Improvement: Consider conducting a technical check before the webinar to minimize potential disruptions. Extend the duration slightly to allow more time for comprehensive Q&A sessions. Overall, I thoroughly enjoyed the CPE live webinar course and gained valuable insights that will benefit my professional development. Thank you to the organizers and presenters for a job well done!

JB

Jaymie Burkart, CPA (US)

5

Gregory did a great job of explaining the differences between GAAP and IFRS as it related to Goodwill and Debt. I really appreciated it as I don't deal very much with IFRS at the present time. Highly recommend the class.

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Debt & Goodwill

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