CPE & Event Catalog
Cutting-Edge Estate and Financial Planning Trends WEBCAST
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Your Desk
8.0 Credits
The latest legislative changes in estate and financial planning. Expected changes in estate and gift tax exemptions and their impact. Common client errors and risk mitigation strategies. Domicile planning considerations in financial and tax strategy. Charitable giving strategies under new tax rules. Advanced use of split-interest trusts for tax and estate planning. Best practices for IRA distribution planning with new tax implications.
Divorce Concerns: Taxes, Valuation, Finances, Retirement, and Obligations WEBCAST
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Your Desk
8.0 Credits
Divorce and ongoing payment issues dealing with alimony and child support. Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others. Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales. Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets. High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options.
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. What are twelve ways to win others to your way of thinking? What are the fundamental principles of Henry Ford's success? What are the thirteen steps necessary to plan for success? How to use these principles to move your organization forward.
How to Choose the Right Business Entity for Your Client WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation and developments related to choice of entity. Impact of the Section 199A deduction. Ramifications of the C to S election and the S to C election. Corporate tax rate to individual tax rate comparison examples. Other related topics.
Best-in-Class Internal Controls: Best Practices for Finance Professionals WEBCAST
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Your Desk
2.0 Credits
Define and explore the basic concepts, myths and facts of internal controls. Examine typical control types. Identify why controls fail. Identify a framework to develop the right balance of internal controls. Discuss internal controls in the digital age. Examine the variances and considerations of automated vs. manual controls. Evaluate the concept of IT controls.
Supervision/Management Competencies: An Ethical Approach WEBINAR
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Your Desk
2.0 Credits
The overview of virtue ethics. Milgram and Zimbardo case studies. Navigating the transition from buddy to boss. Self-awareness and regard for others. Setting standards and analyzing performance. Unconscious bias. Communication skills
Will Your Ethics Be Burned by Burnout? WEBINAR
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Your Desk
2.0 Credits
Explore the effects of crisis and burnout on ethical decision making. Define the stressors, pressures, and biases that can lead good people to make less than optimal choices. Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams. Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope.
Business Ethics: Cases from the Real World WEBCAST
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Your Desk
4.0 Credits
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
Functional Approach to Employee Benefits WEBCAST
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Your Desk
1.5 Credits
Benefits. Benefits communications. Total rewards.
Benefits and Best Practices for Telework WEBCAST
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Your Desk
2.0 Credits
Communication. Business management.
Financial Accounting for Related Party Transactions WEBCAST
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Your Desk
2.0 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities. Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities. Review the tax accounting related taxpayer standards. Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.
Schedule K-1: What is it and What do I do with it? WEBINAR
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Your Desk
2.0 Credits
Overview of Schedule K-1. Reporting Schedule K-1 information on Form 1040. Basis limitations, loss limitations, and material participation rules. Qualified Business Income Deduction and Schedule K-1 integration. Schedules K-2 and K-3 requirements.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Mergers and Acquisitions: Tips and Speed Bumps to Avoid WEBCAST
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Your Desk
2.0 Credits
Making strategic acquisitions. Identifying potential acquisition candidates. Alternatives to M&A. Identifying and understanding organizational culture. Understanding the keys to effective and efficient due diligence. Planning and executing an effective integration. Key considerations.
Nonprofit Accounting and Financial Reporting Explained WEBCAST
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Your Desk
8.0 Credits
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures. Executive summary of recent Accounting Standards Updates. Overview of fair value disclosure requirements and implementation issues. Discussion of issues related to donor-restricted endowment funds. Classification of net assets and reclassifications. Endowments, including accounting, disclosures and UPMIFA. Contributions received and receivable. Expense recognition issues. Reporting expenses by function and nature. Other relevant matters unique to the nonprofit environment.
Fraud and Embezzlement: Case Studies from the Trenches WEBINAR
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Your Desk
2.0 Credits
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. Illustrations of the issues companies should look for in preventing fraud and embezzlement.
IT Controls and SOC Reporting in Financial Audits WEBCAST
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Your Desk
3.0 Credits
SOC reporting. Information technology general controls. Audit reliance.
Lease Implementation for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of lease accounting and reporting. Suggested audit and review procedures for identified risks.
Like-Kind Exchanges WEBCAST
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Your Desk
2.2 Credits
Like-kind exchanges. Qualified third party intermediaries.
Coping with the Growth of Online Fraud WEBINAR
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Your Desk
4.0 Credits
The actuation of online and other cyber frauds. Fraudulent acts that are initiated electronically. Automated and employee driven methods that can reduce cyber-fraud risk.