CPE & Event Catalog
The Risk of Fraud in State and Local Government WEBCAST
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Your Desk
8.0 Credits
Risk assessment. Internal controls. Forensic accounting. Reporting mechanisms.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.
Budget Mastery: The Human Side of Budgeting - Navigating People's Issues with 360 Insight WEBCAST
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Your Desk
2.0 Credits
Understanding your own leadership tendencies and applying them to your strengths. Understanding core personality types. Learning what type of person you are. Managing and coping with the budget team. Effectively dealing with the A, B, C and other players.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
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.
Introduction to Forensic Data Analytics WEBCAST
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Your Desk
2.0 Credits
Data analytics. Key fraud risk management guidance documents. Data analytics frameworks. Leading techniques and innovations for preventing and detecting fraud.
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.
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence WEBCAST
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Your Desk
2.0 Credits
How well-designed analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic and altering the strength for the intended purpose. Evaluating the data used in generating expectations. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained.
Schedules K-2 and K-3: Filing Requirements WEBCAST
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Your Desk
2.0 Credits
IRS goals in requiring these schedules. Detailed discussion of the domestic filing exception for the current tax year. Filing requirements and exceptions for every part of Schedules K-2 and K-3. Examples based on client situations encountered in practice.
The Complete Guide to Washington Death Taxation WEBCAST
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Your Desk
8.0 Credits
Thorough exploration of Washington Estate Tax Law. Step-by-step guidance on preparing the Washington Estate Tax Return. Addressing diverse postmortem estate planning intricacies within the context of the Washington Estate Tax Return. Aligning with the Federal Estate Tax Return (Form 706). Coordinating with estate administration matters and analyzing probate considerations. Exploring non-probate elements and evaluating valuation complexities. Examining challenges related to joint tenancy.
CAS - Advancing Your Role as a Business Leader WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
2.0 Credits
The need for better relationships, credibility, and trust. Lessons from great leaders. Steps to becoming a better leader, a trusted leader.
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.
Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs WEBCAST
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Your Desk
2.0 Credits
AI Evolution: How has AI evolved and where does it stand today. Generative AI: What exactly is generative AI; and how is it different. AI Limitations: What AI can't, shouldn't or won't do. AI Applications: How can I practically use AI right now.
Schedules K-2 and K-3: Preparation of Forms WEBCAST
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Your Desk
2.0 Credits
How to read and complete Parts II and III for Foreign Tax Credit. Practical tips on how to tackle Parts IV and IX for corporate partners. How to correctly fill out Parts X and XIII for foreign partners. Comprehensive examples for operating. real estate rental. and investment partnerships with filled-in sample forms.
Inspector Gadget Technology Update WEBCAST
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Your Desk
2.0 Credits
Emerging technologies. AI and RPA. Blockchain and 5G. Gears and gadgets. Internet-of-Things.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why important things don't get done on a timely basis, and what to do about it. Five ways to increase productivity that almost no one ever uses. The four proven ways to keep yourself and your staff motivated to consistently work at the highest level. How to avoid feeling stressed out, even though your to do list is endless. The three time management techniques that you're not using that are critical to your success. How to know and avoid what is a poor use or waste of your time. How to set goals that excite you, and how to guarantee they actually get done. Three ways to elicit help from others that ensure their cooperation and help. The smart things to do with the extra time you'll have when you're on top of it all.
Defining Where and Why Internal Controls are Needed WEBINAR
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Your Desk
2.0 Credits
Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance.
Managerial Accounting: Your Prescription for Better Decision Making WEBCAST
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Your Desk
4.0 Credits
Target profit and Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
Excelling at Excel: The Magic of Power Query WEBCAST
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Your Desk
2.0 Credits
Intro to Power Query and how to get started. Examples of data clean up using Power Query. Combining workbooks and files with Power Query.