CPE & Event Catalog
State Tax Nexus: Frequently Awkward Questions WEBCAST
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Your Desk
2.0 Credits
Frequently asked questions about income tax and sales tax nexus. New developments. Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Tax impacts of remote work. Free, multistate resources.
PFP Update: Issues, Exposures and Developing Client Strategy WEBCAST
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Your Desk
2.0 Credits
Cash flow management. Insurance, investment, income tax, education, retirement and estate planning. Understanding client issues, diagnosing client exposures and determining client solutions. Closely held business owner strategies.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions (RMDs).
2025 Business Federal Tax Update - Navigating the Current Tax Landscape WEBCAST
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Your Desk
8.0 Credits
Thorough exploration of essential IRC Sections pertinent to business income taxation. Comprehensive assessment of recent changes and updates in business taxation. Examination of business changes arising from significant legislative updates. Analysis of pertinent tax code sections, including Section 199A. Addressing tax considerations for various business schedules (C, F, and E). Navigating partnership, corporation, and LLC taxation issues. Unpacking the complexities of COVID-19-related subsidies and their tax implications. Interaction of Code Section 461(l) with Section 382 and carryover rules. Understanding defaulted loans, bankruptcy implications, and their tax treatment. Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation. Special rules governing the business use of a home. Reporting requirements for converting personal use property to business use.
Budget Mastery: Process, Problems, and Solutions WEBCAST
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Your Desk
2.0 Credits
Defining the budget process. Common budgetary cultures and discussion of solutions. Does your budget need an overhaul or just a tune up? How to make the budget flexible. Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself).
Awesome Business Lessons from the Past: Learn from the Best! WEBCAST
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Your Desk
2.0 Credits
The six methods to get others to like you. How to learn what others want. What are twelve ways to win others to your way of thinking? How to destroy your enemies. What are the fundamental principles of Henry Ford's success? Focus on technology, training and "Scientific Method". Value of training and education. The need for fun. What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities. What are the traps to avoid? How to use these principles to move your organization forward.
The Art of Marketing for CPAs WEBCAST
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Your Desk
4.0 Credits
Why marketing and self promotion are so important today. What keeps people from learning this skill, and how to overcome those obstacles. How to get people (your boss, co-workers or clients) to like working with you. How to sell someone on your services in a single minute. How to attract more clients or the attention of your boss in a way that "wows" them. How to get referrals from your clients or glowing reviews from your boss. The 3 communication skills every business person needs to master, and why. The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career.
Deception, Embezzlement and Fraud WEBCAST
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Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Federal Tax Update: Business Comprehensive WEBCAST
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Your Desk
8.0 Credits
Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.
Organizational Effectiveness and Communication WEBCAST
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Your Desk
1.0 Credits
Communication.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
Consulting Services Secrets WEBCAST
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Your Desk
1.0 Credits
How to create and capture value with consulting services.
Generation Intelligence: Navigating the Generational Divide WEBCAST
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Your Desk
1.0 Credits
Generations.
Key Tax Issues for Business Taxpayers WEBCAST
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Your Desk
2.0 Credits
The all-important impending expiration/extension/renewal of the TCJA. Other recent legislative, judicial, and IRS developments impacting business taxpayers. Current status of Research and Experimentation costs and Interest Expense Limitation. Phaseout of Bonus Depreciation and MACRS issues. Partnership and S corporation legislative updates.
Achieving Balance in Work and Life - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion WEBCAST
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Your Desk
1.0 Credits
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Businesses Receiving Government Assistance WEBCAST
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Your Desk
2.0 Credits
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses. Answers to common questions.
Cryptocurrency 15 Years Later - A Market Update WEBINAR
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Your Desk
1.0 Credits
Update on the cryptocurrency marketplace. Cryptocurrency exchanges - the good, the bad and the ugly. Overview of cryptocurrency taxation regulations. The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more. Blockchain technology update.
How to Audit Cash WEBINAR
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Your Desk
2.0 Credits
Auditing cash. Audit assertions, risks, and threats to the cash balance. Auditing procedures to perform.
Deep Dive Into Common Auditing Deficiencies WEBINAR
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Your Desk
4.0 Credits
Review common deficiencies identified by the AICPA and state boards of accountancy. Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. Review of the areas of concern and how you can overcome them by employing best practices.