CPE & Event Catalog
Current Issues in Accounting and Auditing: An Annual Update WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda.
Key Partnership and S Corporation Tax Planning Strategies WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Timely coverage of breaking tax legislation.
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs 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 that 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 a half 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.
Financial Statement Preparation: Compilation and Review Update WEBCAST
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Your Desk
8.0 Credits
Preparation engagements. Compilation engagements. Review engagements. Hot GAAP topics. New quality management standards.
Digging Deep with Excel Pivot Tables WEBCAST
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Your Desk
1.0 Credits
Data preparation and cleansing. Pivot table creation. Pivot table customization. Navigating Excel's PivotTable Analyze tab.
Revenue Recognition - Topic 606 Disclosures WEBCAST
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Your Desk
1.2 Credits
Revenue recognition.
Like-Kind Exchanges WEBCAST
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Your Desk
2.2 Credits
Like-kind exchanges (LKE). Qualified third party intermediaries (QI).
Clarifying Risk Assessment - SAS 145 and Beyond WEBCAST
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Your Desk
4.0 Credits
Assessing the risk of material misstatement. Mandatory risk assessment procedures. Evaluating internal controls. Responding to risk assessment with appropriate audit procedures. Complying with revised and expanded documentation requirements.
Form 5500 Annual Update WEBCAST
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Your Desk
4.0 Credits
Forms 5500, 5500SF and 5500EZ. Form 5500: nuances and schedules. Reporting and disclosing compliance issues. Reporting delinquent contributions. Failure to file.
Fraud - How to Find, How to Prevent WEBCAST
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Your Desk
4.0 Credits
Fraud and its impact on our clients. Fraud prevention. Internal controls. Fraud risks. Fraud prevention tips.
Lease Implementation for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of lease accounting and reporting. Suggested audit and review procedures for identified risks.
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
Understanding and Creating an Internal Control System WEBCAST
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Your Desk
8.0 Credits
Underlying concepts of internal control. Defining where and why controls, policies and procedures are needed. Legacy control measures that are still important for businesses today. Creating control measures that address the use and protection of technology.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. IRS Appeals. Collections and litigation at courts of original jurisdiction.
Performance Management - Hiring to Retiring WEBCAST
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Your Desk
1.2 Credits
Employee engagement. Recruiting. Talent management. Employee relations.
Creating A Culture of Trust WEBCAST
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Your Desk
1.0 Credits
Culture. Trust.
Government and Nonprofit Frauds and Controls to Stop Them WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Examine real-world misappropriation of cash, check frauds, vendor scams, credit card abuse, grant funds, benefit schemes.
Revenue Recognition - Allocate the Transaction Price WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
The accounting research transformation: Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI-driven automation for regulatory updates and compliance monitoring.
2025 Governmental GAAP Update: Navigating GASB Standards WEBINAR
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Your Desk
2.0 Credits
New GASB standards: GASB 100. Accounting changes and error corrections. GASB 101. Compensated Absences. Practical case studies.