CPE & Event Catalog
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.
1040 Tax Prep Automation with AI Tools WEBINAR
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Your Desk
2.0 Credits
Overview of AI technology and how it works. Identify where AI can be incorporated into the 1040 process. Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications. Using Stanford Tax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake. A roadmap for using AI to improve client communications and 1040 based advisory services.
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.
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.
Titans Annual Federal Tax Planning: Business & Estate Update WEBCAST
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Your Desk
8.0 Credits
New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025. Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations. Employment taxes and worker classification matters. Accounting method developments. Tax credits updates Federal and California. The state of California and multistate significant developments, including nexus and sourcing. Expired and expiring provisions Inflation-adjusted amounts for 2026.
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.