CPE & Event Catalog
Form 1120S - Preparation and Analysis WEBCAST
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Your Desk
2.0 Credits
S corporation taxation fundamentals. Income and deductions for S corporations. Shareholder basis calculation. Reporting requirements for Form 1120S. Advanced tax planning strategies.
1065 - Understanding Partnerships Tax Returns WEBCAST
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Your Desk
2.0 Credits
Partnership taxation. Different types of partnerships. Tax obligations of partners. Role of the partnership agreement in tax reporting. Filing deadlines of Form 1065.
Integrate ChatGPT into Your Client Advisory Services-Updated WEBINAR
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Your Desk
2.0 Credits
ChatGPT and generative AI technology primer. Building your generative AI vocabulary. Dig deeper into your engagement research to develop a higher quality advisory service. Polish your client reporting with the help of ChatGPT. Developing your ChatGPT client advisory services. Start with client education. You don't need to be a technical expert to be an educator. Use AI to help your clients automate their workflows and business processes. Build better spreadsheets with ChatGPT and Excel. Help your clients identify, evaluate and select applications for their business.
Todd and Julie Chrisley Go to Prison WEBINAR
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Your Desk
2.0 Credits
What is bank fraud? What is wire fraud? Role of financial service professionals in combating tax evasion and white-collar crime. Red flags indicating of white-collar crimes. Importance of knowing customers. Criminal justice proceedings. Relationship between victim impact and sentencing. Relationship between loss amounts and sentencing.
Preparing to be a Forensic Accountant - Cloud Forensics WEBCAST
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Your Desk
1.4 Credits
Forensic accounting.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography) WEBCAST
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Your Desk
1.6 Credits
Forensic accounting.
2025 Annual Update for Governmental Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Single audit updates. Auditing and accounting. Yellow book.
Drive Results with Metrics WEBCAST
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Your Desk
2.0 Credits
Performance metrics. Budgets.
2025 Tax Essentials: What You Need to Know WEBCAST
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None
6.0 Credits
Key individual, business, retirement, and estate tax provisions.
S Corporation (Form 1120S) - Formation to Liquidation WEBCAST
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Your Desk
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025. Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues). Fixing late S corporation elections (i.e., Form 2553). S corporation formation (Section 351) and liquidation issues. Revocation and termination of S corporations. Schedule K and K-1. Separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax. Compensation issues including the tax treatment of fringe benefits. Built in gains tax and other planning opportunities when converting a C to S corporation. Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts. Tax treatment of stock redemptions (sale or distribution ).
Titans Annual Federal Tax Planning Individual Update WEBCAST
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Your Desk
8.0 Credits
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years. California tax law changes. Income inclusions, exclusions and deductions. Property transaction updates. Passive activities, hobbies and other losses. Guidance and planning on energy credits. Significant IRS developments affecting practice and compliance procedures. California's major developments for individuals and conformity to federal law changes for 2025. Filing status, credits and retirement plan developments. Expired and expiring provisions. Inflation adjustments for 2026. Due diligence and planning reminder.
Are Those Independent Contractors Really Independent Contractors? WEBCAST
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Your Desk
1.0 Credits
Classification of workers as employees or independent contractors.
Annual Tax Update WEBCAST
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Your Desk
8.0 Credits
Federal tax changes and developments during 2025 and pending changes, including legislative, administrative and procedural changes. Explore in detail the latest statutory, regulatory and judicial developments impacting tax issues.
Effective Coaching Strategies for High Performance WEBCAST
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Your Desk
4.0 Credits
Coaching. Effective communication. Problem solving. Use of AI as a coaching tool.
Employment Law 101 WEBCAST
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Your Desk
1.0 Credits
Title VII. Americans With Disabilities Act. Age Discrimination in Employment Act. Family Medical Leave Act. Fair Labor Standards Act. Equal Pay Act. National Labor Relations Act. Fair Credit Reporting Act.
Governmental Accounting 101 WEBCAST
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Your Desk
2.0 Credits
Fund types. Budgetary accounting. Financial reporting requirements. Single Audit Act. Audit standards and procedures. Best practices in governmental accounting.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with ai. Investment analysis enhanced by ChatGPT.
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership. What constitutes debt basis for a S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk.
Financial Accounting for Related Party Transactions WEBCAST
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Your Desk
2.0 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities. Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities. Reviews the tax accounting related taxpayer standards. Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.