CPE & Event Catalog
Income Tax Accounting WEBCAST
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Your Desk
8.0 Credits
Scope of FASB ASC 7 40, Tax positions, including uncertain tax positions. Deferred tax assets and liabilities. Permanent and temporary differences. State and local tax accounting. Valuation allowances. Financial statement presentation and disclosure.
Cybersecurity for Financial Professionals WEBCAST
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None
2.0 Credits
Cybersecurity definition and importance. Cybersecurity terminology. Overview of cyber threats. Cybersecurity best practices and tools. Virtual private networks (VPNs).
ChatGPT Vision for Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities. Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods. Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities. Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots. Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management. Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis. DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data. Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback. Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts. Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
Understanding Apportionment for a Multistate Business WEBCAST
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Your Desk
2.0 Credits
Apportionment Formulas. Sourcing Rules for service income and income from intangibles. Throwback and throw-out and when they apply. Apportionment applied to flow-through entities and sole proprietorships. Learn about Alternative Apportionment.
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer WEBCAST
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Your Desk
4.0 Credits
AICPA professional standards. EQCR expectations. Firm-specific considerations. Best practices for reducing the frequency of review points. Best practices for mitigating the severity of review points. Examples of common EQCR deficiencies. The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26. An interactive, hands-on EQCR simulation.
2025 Annual Update for Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Accounting standards updates. Auditing and accounting.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI-enhanced business advisory services.
Fraud Case Studies: Professional Misbehavior in the 21st Century WEBCAST
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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.
Cash Conversion Cycle: Tool and Techniques WEBCAST
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Your Desk
2.0 Credits
Understanding the timing elements of your day's working capital. The impact of inventory on the Cash Conversion Cycle. How vendors and customers can help your cash conversion cycle. Planning and forecasting for a healthy cash flow. Assorted management tips to control the Cash Conversion Cycle.
Preparing to be a Forensic Accountant - Focus on Digital Forensics WEBCAST
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Your Desk
1.8 Credits
Forensic accounting.
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.
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