CPE & Event Catalog
Section 174: New Rules for R&E and OBBA Update WEBCAST
-
Your Desk
1.0 Credits
Revised rules for tax years 2022-2024. How to change from amortizing R&E to immediately expensing R&E. Analysis of the Revenue Procedure related to changes in accounting method. Options available to change accounting methods. Comprehensive example of how to make the accounting method change. Distinction between R&E expense and R&E credit.
S Corporation Preparation, Basis Calculations and Distributions – Form 1120S Schedule K and K-1 Analysis WEBCAST
-
Your Desk
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislation. Review the Form 1120S and discuss how items get reported on the S corporation tax return and flow-thru to the shareholders on their schedule K-1. Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the shareholder's stock and debt basis. Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. S corporation formation issues under IRC Section 351. Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits. Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts.
Supervised AI Agents as Public CPA Audit Team Members WEBCAST
-
Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
-
Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture WEBCAST
-
Your Desk
1.0 Credits
Speak up culture. Encouraging internal whistleblowing. Internal complaint reporting processes.
How to Audit Inventory WEBINAR
-
Your Desk
2.0 Credits
Auditing inventory. Related audit assertions, risks, and threats to inventory. Substantive auditing procedures that staff should perform.
Accounting for Crypto Assets WEBCAST
-
Your Desk
1.0 Credits
Scope and criteria for crypto assets under ASC 350-60. Initial recognition and subsequent fair value measurement under ASC 820. Presentation on the balance sheet and income statement; required annual and interim disclosures.
Five Amazing Business Books in 100 Minutes WEBCAST
-
Your Desk
2.0 Credits
Five business books, including: "Leaders Eat Last", by Simon Sinek. "Zero to One" by Peter Thiel. "American Icon" by Bryce Hoffman. "Slide:ology" by Nancy Duarte. "Brain Rules" by John Molina.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
-
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.
Comprehensive Roth IRA Strategies Analysis WEBCAST
-
Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRA and Roth 401k. Backdoor and Mega Backdoor Roth.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
-
Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
AI — It’s Here and It’s Time to Get On Board WEBCAST
-
Your Desk
8.0 Credits
An overview of AI. What it is and how it works. How AI fits into the technology landscape. A look at how Artificial Intelligence is used now and what the future holds.
Deception, Embezzlement, and Fraud WEBCAST
-
Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Effective Manager - Traits and Skills WEBCAST
-
Your Desk
2.0 Credits
Management. Leadership.
Managing Generational and Cultural Variances WEBCAST
-
Your Desk
1.6 Credits
Management. Leadership. Cultural variances. Generational variances.
Productivity Hacks for Working Remote WEBCAST
-
Your Desk
1.2 Credits
Virtual work. Remote work. Telecommuting. Flexible work options.
ChatGPT and IRS Taxation Law Research WEBINAR
-
Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Taking the Financial Executive's Leadership to the Next Level WEBCAST
-
Your Desk
2.0 Credits
From agricultural to conceptual age right brain orientation. Emotional intelligence framework. Behavioral self-awareness and self-management. Socially intelligent leader. Transformational leadership.
S Corporations: Tax Compliance, Elections, and Best Practices WEBCAST
-
Your Desk
8.0 Credits
Subchapter S status election and compliance requirements. Relief for late Form 2553 filings under Rev. Proc. 2022-19. Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3. I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections. Corporate governance and formalities compliance. Shareholder stock and debt basis rules. Built-in capital gains and other aspects of Form 1120S. Schedules K-1, K-2, and K-3 preparation and reporting requirements. Officer reasonable compensation: requirements, advisory strategies, and audit defenses. S Corporation eligibility errors and corrective measures.
Tactical Finance Leadership – Building the Finance Team of Tomorrow WEBCAST
-
Your Desk
2.0 Credits
How the finance role has evolved—and where it is headed. Technology, AI, and real-time financial information. Knowledge obsolescence and the growing CPE gap. Talent development, delegation, and employee engagement. Integrating multi-generational workforces. Emotional intelligence and communication skills for finance leaders. Preventing bad decisions through structure and discipline. Redefining what it means to be an effective CFO.