CPE & Event Catalog
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis WEBCAST
-
Your Desk
2.0 Credits
Forensic accounting. Accounting. Auditing. Finance.
No Tax on Overtime: Payroll Compliance WEBINAR
-
Your Desk
2.0 Credits
Overview of the Fair Labor Standards Act (FLSA) overtime provisions. Definition of a work week and the 40-hour threshold. Time-and-a-half requirement and exclusions from overtime pay. Exempt vs. nonexempt employee classifications. Excluded payments. Step-by-step calculation examples for different compensation structures. Best practices for documentation and payroll systems. Case studies illustrating misclassification and miscalculation issues.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1 WEBCAST
-
Your Desk
1.0 Credits
Forensic accounting. Accounting. Auditing. Finance.
Partnership Essentials: Review and Update WEBCAST
-
Your Desk
4.0 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners. Transfer of partnership interests. TCJA Section 461(l) Excess Business Losses and Section 163(j) Business Interest Expense. Importance of capital accounts. Form 1065, Schedules K-1 and M-2. Schedules K-2 and K-3 update. Reporting partner capital accounts. Effect of the Ceiling Rule. Alternative and remedial methods. Effect on financial capital accounts. Tax basis capital accounts.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology) WEBCAST
-
Your Desk
1.0 Credits
Forensic accounting. Accounting. Auditing. Finance.
Leading for Well-Being: Building Resilient Teams and Thriving Workplaces WEBCAST
-
Your Desk
3.5 Credits
The importance of mental wellness in leadership. Recognizing and preventing burnout. Building and sustaining resilient teams. Leading by example.
Common Sense CFO: Decoding and Mitigating Internal and External Risks WEBCAST
-
Your Desk
2.0 Credits
Defining risk as it impacts organizations. Understanding external and internal risks. Examples of these risks. Developing a risk mitigation strategy. Monitoring and mitigating risk.
Accounting for the Gig Economy WEBCAST
-
Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.
Federal Tax Update with Greg and George Business WEBCAST
-
Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
-
Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
-
Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
Passive Activities and Rental Real Estate Income Tax Issues WEBCAST
-
Your Desk
8.0 Credits
Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162. How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships. Definition of an activity and the activity grouping and disclosure rules. Real estate professional exception to the PAL rules for investments in non-passive rentals. Special $25,000 loss allowance for rental real estate with active participation. Material participation safe harbor rules. Events that trigger suspended PALs. Limitations on tax credits generated by passive activities. Special rules that re-characterize passive income to non-passive income. What rentals are subject to self-employment tax under Section 1402.
Metrics Which Every CFO, Controller and CPA Advisor Should Know WEBCAST
-
Your Desk
2.0 Credits
Overview of financial metrics. Ratios versus key performance indicators. Purpose and use of metrics. Balance sheet metrics. Cash flow and liquidity metrics. Profitability metrics. Operational metrics. Use of metrics in analysis.
Estate and Trust Primer WEBCAST - Partnered with the Idaho Society
-
Your Desk
4.0 Credits
Types of trusts. Trustee powers. Recognition and realization of income. Elements of an estate. Taxation of trusts and estates. Basic concepts of estate planning.
2026/27 Not-for-Profit Accounting and Auditing Update WEBCAST
-
Your Desk
4.0 Credits
Accounting Standards Updates affecting not-for-profit organizations. Introduction to and comparison of the International Non-Profit Accounting Standard. U.S. GAAP considerations for NFP financial reporting. AICPA auditing and attestation updates. Quality management. Updates to SSAEs, SSARSs, and group audits.
KPI Bootcamp for Small Businesses WEBCAST
-
Your Desk
5.0 Credits
Turning strategy into KPIs. KPI shortlisting and selection. KPI definition. KPI implementation. KPI deployment.
AHI: Level IV - Management and Leadership Essentials Training Condensed Course WEBCAST
-
Your Desk
8.0 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.
Partnership and LLC (Form 1065) – Formation to Liquidation WEBCAST
-
Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Overview of different forms of business entities including the check-the-box regulations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Schedule K and K-1 - separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax. Calculating the tax and Section 704(b) book capital accounts. Substantial economic effect requirement to have special allocations to the partners/members. Allocation of recourse & non-recourse debt on K-1s. Guaranteed payment issues and tax treatment of fringe benefits. Self-employment tax issues and pitfalls. Tax treatment of distributions - cash versus non-cash and liquidating versus non-liquidating. Sales and liquidations of partnership interests. Section 754 optional basis adjustments and mandatory adjustments.
Build Better Budgets: Fundamental Techniques WEBINAR
-
Your Desk
2.0 Credits
Advantages of budgeting. The role of budgeting. Master budgeting. Flexible budgeting. Standards and variances. Capital budgeting.
AI 101 for CPAs: Core Concepts and Practical Applications WEBINAR
-
Your Desk
2.0 Credits
ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work. What inherent risks are associated with this powerful technology. Actionable steps you can take to mitigate the risks. Practical examples of how AI can be applied in accounting, auditing, tax, and finance services.