CPE & Event Catalog
Cryptocurrency Transactions: Navigating Federal Tax Rules WEBCAST
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Your Desk
1.0 Credits
Review existing reporting rules. Broker reporting requirements and Form 1099-DA. Reporting crypto transactions. Basis Safe Harbor. Illustrative example.
Tax Depreciation: How to Optimize Deductions WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation and developments related to depreciation and capitalization. Eligible property for Section 179 and Section 168(k). Section 179 deduction and its use to depreciate real property. Section 168(k) deduction and its use to depreciate real property. Disposition of segments of real property. Exchanges of tangible personal property after repeal of the like-kind exchange rules.
Staff Tax Training: Individuals (Form 1040) WEBCAST
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Your Desk
24.0 Credits
An extensive review of the individual income tax laws with an emphasis on any new legislative changes and Form 1040 (and related schedules) preparation issues. Walk through the detailed 20% qualified business income (QBI) deduction computation and Form 8995/8995-A. Form 1040 gross income items including wages, interest and dividends (Schedule B), alimony, refunds, unemployment compensation, pension, IRA s, social security and other miscellaneous income items. Schedule A allowable itemized deductions and changes after the TCJA. Schedule C and F trade or business income and deductions Form 4562 depreciation, amortization and Section 179 expense. Schedule D sales of capital assets and personal residences. Form 4797 sale of trade or business property, including the ordinary income recapture rules under IRC Section 1245 and Section 1250. Schedule E rentals, passive activities and flow-through entities K-1s. Adjustments to gross income, including IRAs, SEPs, SIMPLEs, HSAs, tuition and fees, alimony paid, student loan interest and self-employed health insurance deduction. Overview of the various taxes, including income, capital gain, self-employment, household employee, kiddie taxes, AMT and 3.8% net investment income tax.
Accounting for Leases WEBCAST
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Your Desk
2.6 Credits
Accounting. Finance. Financial statement preparation.
2025 EBP Update: Standards, Compliance, and Best Practices WEBCAST
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Your Desk
2.0 Credits
EPB. Auditing.
Revenue Recognition Topic 606 - Identify the Contract Part 1 WEBCAST
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Your Desk
1.2 Credits
Revenue recognition.
Navigating IRS Collections: Understanding Form 433 and Offer in Compromise WEBCAST
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Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC): criteria, process, and practical considerations. Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.
International Tax Treaties WEBCAST
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Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
Revenue Recognition - Recognize Revenue WEBCAST
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Your Desk
1.0 Credits
Revenue recognition.
Listening to the Statement of Cash Flows WEBCAST
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Your Desk
2.0 Credits
Preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash-related financial statement disclosures.
ChatGPT and Complex Financial and HR Conversations WEBINAR
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Your Desk
2.0 Credits
Budget allocation and negotiation techniques. Compensation and benefits structuring. Managing financial performance and layoffs. Financial and HR aspects of mergers and acquisitions. Regulatory compliance and ethical financial practices. Strategies for financial crisis management. Effective performance management systems.
Internal Control Fundamentals WEBCAST
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Your Desk
2.0 Credits
COSO. Auditing.
Measuring Audit Risks WEBCAST
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Your Desk
3.0 Credits
The planning process. When it starts and when it ends. Determining the audit objectives. The importance of the nature, timing, and extent of the audit process. The importance of professional skepticism. The preliminary engagement activities. Documentation of audit risk. Determining materiality.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach WEBCAST
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Your Desk
1.0 Credits
Mindfulness. Creative thinking. Productivity. Performance. Neuroscience. Leadership.
Building Security and Efficiency With Internal Control WEBINAR
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategic considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to. The COSO Internal Control Framework and the COSO ERM Framework.
The Risk of Fraud in State and Local Government WEBCAST
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Your Desk
8.0 Credits
Risk assessment. Internal controls. Forensic accounting. Reporting mechanisms.
Mergers & Acquisitions Part 2: Financial Accounting WEBCAST
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Your Desk
4.0 Credits
Identifying the acquirer and the acquisition date. Recognition and measurement issues on the acquisition date. Intangible assets. Deferred income taxes. Stock options.
GAAP Update WEBCAST
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Your Desk
6.0 Credits
Business combinations and consolidations. Lease accounting. Financial instruments - credit losses (CECL). Intangibles, including goodwill. Fair value.
Internal and External Fraud: Understanding It and Working to Control It WEBCAST
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Your Desk
8.0 Credits
Understanding why internal fraud occurs. Fraudulent acts initiated by outside organizations. Policies, procedures and control measures designed to fight fraud. Steps that verify anti-fraud activities are working.