CPE & Event Catalog
Audits of 401(k) Plans: New Developments and Critical Issues WEBCAST
-
Your Desk
8.0 Credits
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency. Common pitfalls in planning and detailed audit procedures. Changes affecting 401(k) plans, including recently issued SASs. Common mistakes as noted in peer reviews and DOL inspections.
ChatGPT for Tax: Updated Guide to Fast, Accurate Tax Research WEBCAST
-
Your Desk
2.0 Credits
Very recent changes to AI (up-to-the-minute). Evaluation of AI tools, including ChatGPT, Blue J, RIA CoCounsel, Bloomburg AI, and Grok. Integrating artificial intelligence with traditional tax research tools. Minimizing the risks of using AI. Quickly moving from AI to tax treatises and other traditional tax research tools. How to vary research techniques when a significant tax issue affects an important client. Minimizing risk of getting a wrong answer of answers using “verification” tools. Increasing speed of research using “toehold” strategies.
Pacific Tax Institute 2025 IN PERSON
-
Bellevue
16.2 Credits
Navigating the latest regulatory developments. Tackling complex challenges with strategic insight. Leading innovation within your practice.
Emerging Leaders Workshop 2025 IN PERSON
-
Bellevue
8.0 Credits
Strengths and leadership.
Not-For-Profit Conference 2025 IN PERSON
-
Bellevue
16.2 Credits
Advocacy as a Powerful Tool to Achieve Your Mission 2025 Outlook for Fiduciaries and Philanthropists Single Audit and Federal Grants Update Comprehensive FASB Updates. Real-World Lessons from Fraud Investigations Critical State & Local Tax Updates Scenario Planning and Revenue Diversification AI and the Future of Finance and MORE!
Fraud Conference 2025 IN PERSON
-
Redmond
8.0 Credits
High-impact insights, real-world case studies, and practical tools to detect, prevent, and respond to fraud in today’s complex landscape.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis WEBCAST
-
Your Desk
2.0 Credits
Understand various data types. Structured vs. unstructured data. Completeness and validation testing. Selecting the right data sources for the job. Risks and pitfalls to avoid.
Fraud Case Studies: Professional Misbehavior in the 21st Century WEBCAST
-
Your Desk
4.0 Credits
AICPA Code of Professional Conduct. Understand factors that allowed selected frauds to occur. Recognize controls that may have prevented or mitigated selected frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors. Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond WEBCAST
-
Your Desk
8.0 Credits
Legislative and regulatory updates affecting fringe benefit planning. Employer-sponsored fringe benefits and tax compliance under evolving regulations. IRC Sect. 132 fringe benefit options and applications. Cafeteria plans: benefits, limitations, and tax considerations. Tax treatment of dependent care and educational assistance programs. Flexible spending accounts and health savings accounts. Group term life insurance: design features and tax treatment. Financing strategies for retiree medical benefits. Comparing health care benefits: insured plans vs. HMOs. ERISA reporting and disclosure requirements. Common control rules and nondiscrimination regulations.
Financial Statement Analysis for Managers WEBCAST
-
Your Desk
4.0 Credits
Pros and cons of ratio analysis. Cash flow analysis. Operating leverage vs. financial leverage. Effective financial performance measures.
Excel Tips & Tricks for the Non-Accountant WEBCAST
-
Your Desk
2.0 Credits
Understanding the workbook and worksheet environment. Obtaining and utilizing data. Editing and formatting. The Insert Menu. The Page Layout Menu. The View Menu. Selecting and using formulas. Shortcuts and tricks.
The Controller Function - Elevating the Role WEBCAST
-
Your Desk
1.5 Credits
Accounting. Finance.
Effective Governance for Nonprofit Success WEBCAST
-
Your Desk
1.0 Credits
Accounting and auditing. Nonprofit.
2025 EBP Update: Standards, Compliance, and Best Practices WEBCAST
-
Your Desk
2.0 Credits
EPB. Auditing.
Multistate Taxation - Issues and Planning Opportunities WEBCAST
-
Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
-
Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with ai. Investment analysis enhanced by ChatGPT.
Accounting & Auditing Update WEBCAST
-
Your Desk
8.0 Credits
FASB Statements and Interpretations. Statements on Auditing Standards and Statements on Quality Management Standards.
Like-Kind Exchanges WEBCAST
-
Your Desk
2.2 Credits
Like-kind exchanges (LKE). Qualified third party intermediaries (QI).