CPE & Event Catalog
Awesome Business Lessons from the Past: Learn from the Best! WEBCAST
-
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.
Communicate Financial Concepts to Non-Accountants WEBCAST
-
Your Desk
2.0 Credits
The math literacy barrier. The financial literacy barrier. What to say and how to say it. Communicating ideas graphically.
Crypto, Blockchain and Taxes WEBCAST
-
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.
Build Better Budgets: Fundamental Techniques WEBCAST
-
Your Desk
2.0 Credits
Advantages of budgeting. The role of budgeting. Master budgeting. Flexible budgeting. Standards and variances. Capital budgeting.
The CPA's 2026 Guide to Cryptocurrency and Blockchain WEBINAR
-
Your Desk
2.0 Credits
Blockchain technology primer. Cryptocurrency technology primer. Update on the cryptocurrency marketplace. Cryptocurrency exchanges. Overview of cryptocurrency taxation and legislation. Smart contracts.
Business Valuation - Asset Approach WEBCAST
-
Your Desk
1.0 Credits
Fundamentals of business valuation and appraisal standards. The asset approach: methods, applications, and analysis.
Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax WEBCAST
-
Your Desk
2.0 Credits
Definition, pros and cons of being a real estate professional. Integration of the real estate professional rules with reporting on Form 1040, Schedule E. Real estate professionals and indirectly owned entity's reporting on Form 1040. How real estate business is interpreted under the Section 199A rules and how it integrates with the passive activity rules. Real estate professionals and Form 8582. How to make the grouping election for passive activities and the flow-through deduction.
ABC Trust Planning and the Portable Exclusion WEBCAST
-
Your Desk
8.0 Credits
The interplay of the estate, gift, generation-skipping, and income taxes. Claiming and protecting the portable exclusion. Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts. Bypass trusts. Survivor's and QTIP trusts planning. Qualified Domestic Trust planning. What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill.
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct WEBCAST
-
Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategy considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to.
AI and Accounting in Construction WEBINAR
-
Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
The Future of Work - Building a New Model of Work WEBCAST
-
Your Desk
1.2 Credits
Talent strategy. Recruitment. Retention. Compensation. Engagement. Alumni strategy. Work architecture.
The Controller Function - Elevating the Role WEBCAST
-
Your Desk
1.5 Credits
Accounting. Finance. Auditing. Business development.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
-
Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
Doing Debt Differently - Your Roadmap to Changes and Choices for Success WEBCAST
-
Your Desk
4.0 Credits
Practical and emotional aspects of debt. A new philosophy on doing debt differently. Key concepts that lead to success in becoming debt free. Creating your personal plan for debt freedom.
Securing Your Data with a Password Management App WEBINAR
-
Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.
TechBytes: Microsoft 365 Copilot for CPA Firms - Practical AI You’ll Actually Use IN PERSON
-
Redmond
1.8 Credits
Practical uses for AI for CPA firms.
Accounting and Attestation for ESG WEBINAR
-
Your Desk
2.0 Credits
Current ESG related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
-
Your Desk
2.0 Credits
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Microsoft Teams for CPAs: Unlocking Its Full Potential WEBINAR
-
Your Desk
2.0 Credits
Best practices for organizing your teams and channels. Understanding the role of Teams and SharePoint integration. Using Teams to communicate and collaborate externally with clients. Tips and tricks for managing conversations in Teams. Leveraging Microsoft Copilot AI in Teams.
Corporate Ethics Cases: Discuss Real Life Conflicts WEBCAST
-
Your Desk
4.0 Credits
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?