CPE & Event Catalog
Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance WEBCAST
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Your Desk
2.0 Credits
The real purpose of budgeting in modern organizations. Common budgeting problems and process breakdowns. Linking budgets to income statements, balance sheets, and cash flows. Output metrics and what really causes work. Top-down, bottom-up, and hybrid budgeting approaches. Flexible budgeting using volume-based and unit metrics. Benchmarking to reduce politics and improve insight. Using budgets to build value, not just limit spending.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Income Statement Disaggregation: ASC 240-40 WEBCAST
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Your Desk
2.5 Credits
Disclosure - overview. Disclosure - expense disaggregation. Implementation guidance.
Fraud Misstatements and Financial Reporting WEBCAST
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Your Desk
4.0 Credits
A case study approach to financial statement fraud. Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves. Common methods of deceiving users of financial statements. Red-flags in fraud.
Basis Calculations and 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'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.
Proper Financial Accounting for Partnerships and LLCs WEBCAST
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Your Desk
4.0 Credits
Importance of Partnership capital accounts. Book vs tax capital accounts. Partnership capital contributions. Section 704(b) capital rules and OCBOA. GAAP balance sheet impact of capital contributions. Bonus and Goodwill methods. Ceiling Rule and Remedial allocations. GAAP partner capital accounts.
Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies WEBCAST
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Your Desk
2.0 Credits
Overview of Section 25F and legislative intent. Eligibility requirements and qualifying contributions. Credit calculation and limitations. State-by-state conformity and eligibility considerations. Interaction with other federal and state tax provisions. Compliance, documentation, and reporting considerations. Common pitfalls and audit risks.
Fundamentals of Form 1040 -- Individual WEBINAR
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Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
CORE Series: Transfer Pricing in Today’s Global Tax Environment WEBINAR
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Your Desk
1.0 Credits
Transfer pricing strategies.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Strategic Government Budgeting: Tools for Long-Term Sustainability WEBCAST
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Your Desk
1.0 Credits
Forecasting and budgeting. Auditing and accounting.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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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.
Strategic CFO – Strategic Cash Management WEBCAST
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Your Desk
2.0 Credits
Understanding capital structure and financing priorities. Debt capacity, leverage, and cost of capital considerations. Cash flow versus GAAP results. Financing options: debt, equity, crowdfunding, and alternative capital. Strategic cash policies and liquidity planning. Raising cash at different stages of an organization's life cycle. Communicating cash flow and financial health to stakeholders.
Interviewing, Onboarding and Training 101 WEBCAST
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Your Desk
1.0 Credits
Best practices on interviewing. Best practices for onboarding . Best practices with training.
Introduction to Governmental Accounting WEBCAST
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Your Desk
2.0 Credits
Foundational principles of governmental accounting. Fund accounting concepts. Modified accrual basis of accounting. Governmental fund financial statements. Government wide financial statements. Component units in governmental reporting.
The Many Faces of Fraud WEBCAST
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Your Desk
2.0 Credits
Fraud indicators. Fraud patterns. Client operations. Transaction analysis. Independent verification. Fraud recognition.
Don't Be Spooked: Mastering Conflict Resolution WEBCAST
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Your Desk
1.0 Credits
Employee relations. Conflict resolution.
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns WEBCAST
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Your Desk
2.0 Credits
Review of sample returns with illustrations of most forms of gifts. How to meet the adequate disclosure requirements. Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse. Electing in or out of GST allocations with indirect skips.
Strategic CFO – Strategic Financial Communications WEBCAST
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Your Desk
2.0 Credits
Financial literacy versus math literacy. Common financial terms that confuse non-accountants. Simplifying financial language without dumbing it down. Building narratives and stories around financial data. Using visuals and graphics effectively. Communicating strategy, risk, and performance together.
Revenue Recognition - Recognize Revenue WEBCAST
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Your Desk
1.0 Credits
Revenue recognition. Accounting.