CPE & Event Catalog
Business Intelligence and Business Analytics WEBCAST
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Your Desk
2.0 Credits
The rise of Business Intelligence (BI), Business Analytics (BA), and Big Data. Why the interest in BI and BA? The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of AI on the accounting profession.
Combatting Sexual Harassment in the Workplace WEBCAST
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Your Desk
1.0 Credits
Sexual harassment prevention. Company culture.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
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Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
Independence for Auditors - AICPA, PCAOB, GAO & DOL WEBCAST
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Your Desk
4.0 Credits
Auditing. AICPA, GAO, DOL and PCAOB.
How to Audit Expenses & Payables WEBINAR
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Your Desk
2.0 Credits
The basics of auditing expenses. Accrued liabilities and other payables. Relates audit assertions, risks, and threats to the expenses and payables balances. Substantive auditing procedures to perform.
Key Tax Issues Facing Business & Industry WEBCAST
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Your Desk
4.0 Credits
Update and review of recent and key tax developments impacting business and industry. 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. Travel and entertainment expense rules. Independent contractor vs. employee.
Hands-On Tax Return Workshop - Partnerships & LLCs (Form 1065) WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes. Comparison of partnerships, LLCs and LLPs. Overview the formation of a partnership/LLC and the Sect. 704(c) pre-contribution gain or loss rules. Schedule K analysis. How schedule K items get allocated to partners on schedule K-1s. Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3. 8% net investment income tax and business interest expense limitations. Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members. Comparing the tax and Sect. 704(b) book capital account computations. Discuss partner guaranteed payments and self-employment tax issues. Schedule M-1. Schedule M-2. Review the importance and basics of calculating a partner's outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations. Sect. 754 election for optional basis adjustments. Sect. 743 and Sect. 734 mandatory basis adjustments.
Effective Communication Skills WEBCAST
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Your Desk
1.0 Credits
Communication. Confidence. Leadership.
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure WEBCAST
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Your Desk
2.0 Credits
Overview of required financial statements. Unique considerations in the nonprofit environment. Presentation options for reserves, restrictions, functional expenses and liquidity. Common pitfalls and little-known alternatives. Recognize financial statement presentation requirements for nonprofits.
PFP Update: Income Tax, Retirement and Estate Planning WEBCAST
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Your Desk
2.0 Credits
The personal financial planning process. Relevance to income tax. Retirement and estate planning concerns and solutions.
Comprehensive FASB & AICPA Update for Tax Professionals WEBCAST
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Your Desk
8.0 Credits
Broadly applicable ASU effective in 2024 and beyond. Significant recent SAS. Tax-basis financial statements. Statements on Quality Management Standards.
Financial Accounting Standards: A Comprehensive Review WEBCAST
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Your Desk
16.0 Credits
Application of professional judgment. Codification, GAAP and the GAAP hierarchy. Recent changes in financial statement presentation. Hot Topics in financial reporting and accounting.
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements WEBCAST
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Your Desk
8.0 Credits
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. Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control. Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation.
Nonprofit Taxation Rules and Form 990 WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation and developments related to non-profit entities. Special sections of Form 990 and various form related changes. Nonprofit tax exemption applications. Excess compensation excise tax. Excess parachute payment excise tax. Unrelated business income tax. Required profit motive.
Nonprofit A&A Series Part 2: Revenue Recognition WEBCAST
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Your Desk
2.0 Credits
Pledges and contributions. Restrictions and conditions. Special concerns with governmental funding. Donated goods and services. Special events. Revenues earned through sales and services to customers, including the application of CECL.
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.
Tax Practice Ethical Challenges and Circular 230 WEBCAST
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Your Desk
2.0 Credits
Circular 230 (IRS) rules for conducting a "best" tax practice. How to avoid tax return preparation penalties. Recent developments impacting today's tax practice. Review of tax return preparer's registration rules. Explanation of the revised AICPA Code of Professional Conduct. Contingent fees.
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.
Global Internal Audit Standards (GIAS) Domain II - Part 2 WEBCAST
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Your Desk
2.0 Credits
Internal audit. Standards. GIAS. Accounting. Internal Controls.
Nonprofit A&A Standards Update and New Developments WEBCAST
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Your Desk
2.0 Credits
Pledges and contributions. Restrictions and conditions. Special concerns with governmental funding. Donated goods and services. Special events. Revenues earned through sales and services to customers.