CPE & Event Catalog
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
2025 Mid - Year Tax Update: Planning for Businesses WEBCAST
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Your Desk
4.0 Credits
Legislative changes affecting business tax planning. Depreciation, start-up expenses, and profit motive considerations. Employee classification, compensation, and benefits. Business use of home, vehicle, and meals/entertainment deductions. Cryptocurrency taxation and cannabis industry tax concerns. Section 199A deduction and penalties related to business operations.
Ethical Considerations in Working with Cannabis WEBINAR
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Your Desk
1.0 Credits
Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry. Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services. Banking relationships. Malpractice insurance.
Preparing for and Conducting Discharge Meetings WEBCAST
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Your Desk
1.0 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews. Resignations. Discharge meetings. Exit interviews. Reference checks.
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
CFO - Doing the Right Things Right WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
Incentive Compensation Plans That Incentivize: Incentive plans can influence behavior, but do they effectively drive the performance we desire? This seminar will explore why incentive plans work and why not. We will also discuss challenges like setting limits on incentives and recognizing performance across different divisions. Corporate Governance Best Practices: Balancing financial responsibilities with sound governance and ethical leadership can be challenging, particularly for smaller organizations. We will cover the essential skills for leading with accountability, setting high ethical standards, and engaging effectively with the Board. Developing a Great Internal Audit Department: How can we enhance our Internal Audit department and increase its value? What metrics should we track, and what key elements are essential for success? A modern Internal Audit department pays for itself, and this course will help you maximize its value. Ethical Decisions Making Made Easy: Ethics can be complex, but developing strong decision-making skills is essential in today's pressured environment. This course offers a clear framework for navigating ethical dilemmas, helping you make confident decisions, uphold your integrity and maintain your license. Remember, ethics is not just about meeting requirements; it reflects who we are and our core values.
Preparation, Compilation and Review Issues - Highlights WEBCAST
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Your Desk
2.0 Credits
AR-C 60, AR-C 70, AR-C 80, and AR-C 90.
Estate and Trust Primer WEBCAST
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Your Desk
4.0 Credits
Types of trusts. Trustee powers. Recognition and realization of income. Elements of an estate. Taxation of trusts and estates. Basic concepts of estate planning.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts
The Most Critical Challenges in Governmental Accounting Today WEBCAST
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Your Desk
4.0 Credits
The implementation of GASB No. 101 on compensated absences. The 2025 application of GASB No. 102 regarding certain risk disclosures. GASB No. 103 addressing improvements to the financial reporting model. Additional recently issued GASB standards and projects.
What Every CPA Should Know About Fraud WEBCAST
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Your Desk
4.0 Credits
How fraud is detected. The role of external auditors in finding fraud. Revenue recognition issues. Corrupt management. Data mining. Physical and biometric controls
Retirement & Financial Planning Conference WEBCAST - Presented by the Oregon Society of CPAs
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Your Desk
8.0 Credits
Retirement and financial planning.
The ABCs of Advisory Services WEBCAST
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Your Desk
2.0 Credits
Understanding the concept of Integrated Planning. Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started. Where do your clients fail? Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.
Unlocking Deep Secrets: Case Studies in Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Overview of financial statement analysis. The impact of GAAP on financial analysis. Overview of the balance sheet. Overview of the income statement. The importance of the statement of cash flows. Common size analysis. Trend analysis. Profitability ratio analysis. Liquidity ratio analysis. Solvency ratio analysis.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Statements on Quality Management Standards 1-3: What the Standards Require WEBCAST
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Your Desk
2.0 Credits
SQMS 1: A Firm s System of Quality Management. SQMS 2: Engagement Quality Reviews. SQMS 3: Amendments to SQMS 1 and 2.
Taxation of the Cannabis Industry WEBCAST
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Your Desk
2.0 Credits
Historical context of US taxation. Industrial hemp vs. marijuana. Income definitions under IRC Sect. 61. Tax code restrictions: Sect. 280E and Sect. 471. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
Financial Statement Presentation and Disclosure WEBCAST
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Your Desk
4.0 Credits
U. S. GAAP and Special purpose frameworks. Form and content of financial statements: Balance sheets. Income statements; Statements of cash flows. Retained earnings and/or owners' equity statements. Comprehensive income. Supplementary information. Comparative vs. single-period financial statements. Sufficiency of disclosures. Illustrative disclosures frequently encountered in small-to-medium reporting entities. Industry-specific nuances.
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.
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.