CPE & Event Catalog
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.
State of Privacy WEBCAST
-
Your Desk
1.0 Credits
State of privacy findings. Staffing trends. Budget forecasts. Privacy by design. AI impact.
What's Changing in A&A for Governmental Entities 2026-27 WEBINAR
-
Your Desk
4.0 Credits
Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105. Overview of active GASB exposure drafts and ongoing projects. Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book.
Annual Update for Accountants and Auditors WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Narrow-scope accounting standards updates. FASB exposure drafts and projects. Exposure drafts of new auditing standards. Preparation, compilation, and review engagement updates.
Nonprofit Accounting and Financial Reporting Explained WEBCAST
-
Your Desk
8.0 Credits
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures. Executive summary of recent Accounting Standards Updates. Overview of fair value disclosure requirements and implementation issues. Discussion of issues related to donor-restricted endowment funds. Classification of net assets and reclassifications. Endowments, including accounting, disclosures and UPMIFA. Contributions received and receivable. Expense recognition issues. Reporting expenses by function and nature. Other relevant matters unique to the nonprofit environment.
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond WEBCAST
-
Your Desk
8.0 Credits
Legislative and regulatory updates affecting fringe benefit planning. Employer-sponsored fringe benefits and tax compliance under evolving regulations. IRC Section 132 fringe benefit options and applications. Cafeteria plans: benefits, limitations, and tax considerations. Tax treatment of dependent care and educational assistance programs. Flexible spending accounts and health savings accounts. Group term life insurance: design features and tax treatment. Financing strategies for retiree medical benefits. Comparing health care benefits: insured plans vs. HMOs. ERISA reporting and disclosure requirements. Common control rules and nondiscrimination regulations.
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.
Schedule C of Form 1040 WEBCAST
-
Your Desk
2.0 Credits
When Schedule C applies. Cash v. accrual method. Typical business deductions. Business vehicle expenses. Section 179 and bonus depreciation.
Form 706 Preparation Part 3: Reporting Deductions WEBCAST
-
Your Desk
2.0 Credits
How to report funeral and administrative expenses on Schedule J and/or L. How to report debts, mortgages and liens on Schedule K. Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions. Charitable deduction Schedule O and potential problems.
Data Analytics and Journal Entry Testing for Auditors WEBCAST
-
Your Desk
3.0 Credits
Data analytics. Journal entry testing. Fraud detection.
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.
Federal Tax Update - Individuals (Form 1040) WEBCAST - Partnered with the Oregon Society
-
Your Desk
8.0 Credits
Discuss the most recent individual income tax legislation passed to date including any TCJA provisions expiring after 2025. Review numerous individual income tax provisions related to business, including but not limited to the 20% qualified business income (QBI) deduction, Section 461(l) business loss limitations, and depreciation. Cover issues related and any changes to the various taxes. Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits. Walk through changes to IRAs and the NEW final required minimum distribution (RMD) regulations. Look at any changes to the Form 1040 and other related schedules and forms.
ChatGPT and Advanced Accounting Research WEBINAR
-
Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments and Credits WEBCAST
-
Your Desk
2.0 Credits
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction. Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q. Qualified Conservation Easements, Schedule U. Making Sec. 6166 election and using Graegin loans.
Financial Statement Presentation and Disclosure WEBCAST
-
Your Desk
4.0 Credits
U.S. GAAP and special purpose frameworks. Form and content of financial statements. Income statements. Statements of cash flows. Retained earnings and owners' equity statements. Comprehensive income. Supplementary information. Comparative vs. single-period financial statements. Sufficiency of disclosures. Illustrative disclosures frequently encountered in small-to-medium reporting entities. Industry-specific nuances.
Form 1120S - Preparation and Analysis WEBCAST
-
Your Desk
2.0 Credits
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
International Tax Treaties WEBCAST
-
Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
OBBA of 2025: Business Overview WEBCAST
-
Your Desk
2.0 Credits
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones. Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting. New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate. Repealed existing law, including the commercial clean vehicle credit and electric car charger credit.
International Cross Border Transactions WEBCAST
-
Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.