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CPE & Event Catalog

Showing 3175 All Events Results

Coupon Book 25-26

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Season Ticket 25-26

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Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting WEBCAST

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Your Desk

4.0 Credits

Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.

2025 Single Audit Update WEBINAR

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Your Desk

2.0 Credits

Review of the impact of the 2024 Compliance Supplement on Single Audits. Review of the changes to the Uniform Guidance. Review of common audit deficiencies found in Single Audits.

Governmental Accounting & Auditing Update WEBCAST

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Your Desk

8.0 Credits

GASB pronouncements. Single Audit issues. Yellow Book issues. Audit issues. Federal funding challenges.

Benford's Law and Other Digital Analysis Techniques WEBCAST

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Your Desk

1.8 Credits

Benford's Law. Digital analysis. Data analytics.

IRAs: Traditional, Roth, SEP & SIMPLE WEBCAST

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Your Desk

8.0 Credits

An emphasis on newly enacted tax legislation affecting IRAs, including the NEW final required minimum distribution (RMD) regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs. Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans. Roth IRA contribution phase-out limits, as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 « and avoiding the 10% early distribution penalty (including substantially equal periodic payments). The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner s death. Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules.

Social Security and Medicare: Planning for You and Your Clients WEBCAST

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Your Desk

8.0 Credits

Legislative developments. A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits. Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit. Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70, Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know.

Organizational Effectiveness and Communication WEBCAST

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Your Desk

1.0 Credits

Communication.

Financial Decisions that Led Two Businessmen to Prison WEBINAR

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Your Desk

2.0 Credits

Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.

I Want the TRUTH: Preparing to be an Expert Witness WEBCAST

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Your Desk

2.0 Credits

Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.

Member Exclusive: Understanding Future CPAs: Competency Trends, Education Pathways, and Workforce Readiness WEBINAR

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Your Desk

1.0 Credits

Actionable insights into the evolving expectations of new professionals.

Accounting for and Auditing Cryptocurrency & Digital Assets WEBINAR

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Your Desk

2.0 Credits

Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets. Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

ChatGPT and Complex Financial and HR Conversations WEBINAR

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Your Desk

2.0 Credits

Budget allocation and negotiation techniques. Compensation and benefits structuring. Managing financial performance and layoffs. Financial and HR aspects of mergers and acquisitions. Regulatory compliance and ethical financial practices. Strategies for financial crisis management. Effective performance management systems.

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