CPE & Event Catalog
Introduction to Risk Assessment WEBINAR
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Your Desk
2.0 Credits
Overview of the risk assessment procedures performed during engagements. Inquiries, analytical procedures, and observation and inspection techniques. Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses.
Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service WEBCAST
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Your Desk
4.0 Credits
Project management in tax practices. Client onboarding and initiation. Workflow and execution strategies. Monitoring and risk management. Communication and collaboration.
The New Leadership Playbook: From Stability to Agility WEBCAST
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Your Desk
1.0 Credits
The collapse of stability-based leadership. The new mandate for leaders. From command to connect. Technology, AI, and the human imperative. The future leader's playbook. Personal leadership reset.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
Not Just Your Everyday FASB Update WEBCAST
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Your Desk
4.0 Credits
Analysis of relevant GAAP provisions. Reminders regarding the continuing importance of ASC 606 for revenue recognition. Fresh perspectives of lease accounting in the wake of ASC 842 implementation. Overview of U.S. GAAP alternatives for certain entities. Summary of selected, salient standards for today's audit, review, and compilation engagements.
A Practitioner’s Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs. SEP and SIMPLE IRAs. Qualified plans. 401(k) plans. Retirement plan selection. Minimum distribution rules. Tax implications. Retirement planning strategies.
AHI: Level IV - Management and Leadership Essentials Training WEBCAST
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Your Desk
24.0 Credits
Expectations of the supervisor or manager. Leadership skills and styles. Managing self and priorities. Improving communication skills. Human motivation. Supervising, evaluating and coaching staff. Helping your firm grow.
Multistate Income Tax Issues WEBCAST
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Your Desk
4.0 Credits
Emerging sales tax topics. Emerging compliance issues in the new sales tax economy. Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states. When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility.
Critical Soft Skills for CFOs and Controllers WEBCAST
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Your Desk
4.0 Credits
Tips for being a balanced leader. Adapting to various personality styles. Tips for coaching millennials and beyond. Best practices for managing organizational change.
2026 AICPA Tax School - Level 1 WEBCAST - Partnered with the Oregon Society
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Your Desk
32.0 Credits
Day 1 - Individual Tax Fundamentals. Day 2 - Tax Fundamentals of LLCs and Partnerships Day 3 - S Corporations: Key Issues, Compliance and Tax Strategies Day 4 - Capitalized Costs and Depreciation (morning) Day 4 - Taxation of Property Transactions (afternoon)
Eliminating Busy Season: Transforming Your Practice to Year-Round Advisory Services WEBCAST
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Your Desk
2.0 Credits
Limitations of the traditional busy season model. Building a year-round advisory practice. Transitioning existing clients. Attracting higher-value clients. Integrating tax, financial, and estate planning. Workflow restructuring and operations. Pricing and value communication. Implementation challenges.
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
2.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents and spreadsheets into PDF format. Combining multiple PDF files into a single binder. Utilizing the security features of Adobe Acrobat to protect document confidentiality.
Closely Held Business Owner Financial Planning Opportunities WEBCAST
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Your Desk
2.0 Credits
Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.
How to Audit Inventory WEBINAR
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Your Desk
2.0 Credits
Auditing inventory. Related audit assertions, risks, and threats to inventory. Substantive auditing procedures that staff should perform.
Fraud, Controls and Ethics: Best Practices and Case Studies WEBINAR
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Your Desk
4.0 Credits
The examination of actual frauds. Discussion of internal controls that could have prevented frauds. Contemplation of epiphanies for your own professional scenarios. The AICPA Code of Professional Conduct. Other elements of professional conduct and compliance with professional standards.
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions WEBCAST
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Your Desk
1.0 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes. Comparison of partnerships, LLCs and LLPs. Overview the formation of a partnership or LLC and the Section 704(c) pre-contribution gain or loss rules. Schedule K analysis. How schedule K items get allocated to partners on schedule K-1s. Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income deduction. Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members. Comparing the tax and Section 704(b) book capital account computations. Discuss partner guaranteed payments and self-employment tax issues. Schedule M-1. Schedule M-2. Review the importance and basics of calculating a partner's outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations. Section 754 election for optional basis adjustments. Section 743 and Section 734 mandatory basis adjustments.
Data and Predictive Analytics and Business Intelligence for Controllers/CFOs WEBCAST
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Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great WEBCAST
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Your Desk
1.2 Credits
Talent strategy. Culture. Employer branding. Leadership. Growth.
Invest in Your Mental Health and Avoid Burnout WEBINAR
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Your Desk
2.0 Credits
How to recognize burnout and evaluate where you are on the burnout scale. How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism. How mindfulness can reduce stress and save time. Silencing the critical inner voice. Tools to help you become more attuned to your needs and emotions. How attending to and regulating your nervous system impacts your mood and well-being.
Group Audits: Who is Responsible for What? WEBCAST
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Your Desk
2.0 Credits
Responsibilities of the group audit engagement team, including the group engagement partner. Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements. Special considerations on audit planning and audit reporting in a group audit.