CPE & Event Catalog
AI and Accounting in Retail WEBINAR
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Your Desk
2.0 Credits
AI powered personalization and its impact on revenue recognition. Dynamic pricing models and tax compliance risks. AI in demand forecasting, inventory valuation, and COGS calculations. Integration challenges with ERP and POS systems. Governance, ethics, and auditability of AI decisions. Data quality, audit trails, and regulatory documentation. AI assisted fraud detection, financial controls, and oversight
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.
Taxation of the Cannabis Industry WEBCAST
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Your Desk
2.0 Credits
Historical context of U.S. taxation. Industrial hemp vs. marijuana. Income definitions under I.R.C. Section 61. Tax code restrictions. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
Deception, Embezzlement, and Fraud WEBCAST
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Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
The SECURE Act 2.0 – Planning Opportunities for Employers WEBCAST
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Your Desk
1.0 Credits
Implications for Employers. Starter Section 401(k) plans for small employers. Requiring automatic 401(k) enrollment. Improving worker access to emergency savings. Increasing part-time workers' access to retirement accounts. Statute of Limitations on excise taxes imposed on overcontributions to retirement plans. Multiple employer Section 403(b) plans. Automatic portability provisions. Other changes in the administration of company retirement plans
Section 174: New Rules for R&E and OBBA Update WEBCAST
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Your Desk
1.0 Credits
Revised rules for tax years 2022-2024. How to change from amortizing R&E to immediately expensing R&E. Analysis of the Revenue Procedure related to changes in accounting method. Options available to change accounting methods. Comprehensive example of how to make the accounting method change. Distinction between R&E expense and R&E credit.
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.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
International Tax Treaties WEBCAST
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Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
International Cross Border Transactions WEBCAST
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Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
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Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock acquisitions. What happens in an asset acquisition. What happens in a stock or equity acquisition. 338 and 336 elections. Basics of 382. Basics of 280G. Earnouts and contingent payments. Assumed liabilities. Acquired reserves. Acquired deferred revenue. Treatment of transaction costs. Basics of mixed entity transactions. Very basic overview of tax-free re-organizations. High level overview of entity formations. High level overview of entity liquidations or termination.
Compensation Fundamentals and Pay Transparency: Driving Fairness and Engagement WEBCAST
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Your Desk
1.0 Credits
Compensation.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Leading and Managing the Accounting Department WEBCAST
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Your Desk
4.0 Credits
Accounting. Leadership. Management.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Contract and Procurement Fraud WEBCAST
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Your Desk
2.0 Credits
Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.
Qualified Business Income (QBI) Deduction (Section 199A) – The Ins and Outs WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of calculating the combined qualified business income amount. Determine what trade or businesses under Section 162 are eligible for the QBI deduction. Discuss how the 20% QBI deduction is subject to a wage and capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts. Walk through the simplified QBI Form 8995 and detailed Form 8995-A and related schedules. Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations. Look at what the definition of QBI is and what items are effectively connected with that trade or business. Review the aggregation rules for the QBI computation and both the entity and individual level. Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s. Explain how the modifications to the net operating losses (NOLs) and Section 461(l) excess business loss limitations affect the QBI computation.
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success WEBCAST
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Your Desk
8.0 Credits
How to become a value-added business advisor to successfully grow the firm from within. Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services. Critical traits of a thinking auditor, tips for stretching yourself beyond the basics. Tips for value pricing and other ways to improve a CPA firm's financial success. Managing change and promoting creative thinking .Choosing between varying levels of client service.