CPE & Event Catalog
Creating A Culture of Trust WEBCAST
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Your Desk
1.0 Credits
Culture. Trust.
Finding the Right Fit: An Exploration Financial Reporting Options for SMEs WEBCAST
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Your Desk
4.0 Credits
Unique needs of SMEs. The menu of available frameworks. Exploration of specific SPFs. U.S. GAAP provisions for SMEs. Considerations when selecting a framework. Audit, review, and compilation implications. Pitfalls to avoid. Best practices to adopt.
Best Business Tax Update 2026 WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
The latest tax developments, rules and regulations affecting businesses.
Partnership Preparation, Basis Calculations and Distributions – Form 1065 Schedule K and K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return and flow-thru to the partner/members on Schedule K-1. Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner/members outside basis. Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Calculating the tax and Section 704(b) book capital accounts. Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets". Overview of the Section 754 election for optional basis adjustments triggering Section 743 and Section 734.
SAS 145: Modern Risk-Based Auditing WEBCAST
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Your Desk
2.0 Credits
Introducing SAS 145. Revisiting audit risk. Risk assessment in the SAS 145 era. Analyzing SAS 145. Documentation requirements.
What's Behind the Data? WEBINAR
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Your Desk
2.0 Credits
Ways in which data and information can be misleading. Common pitfalls when encountering data. How to reevaluate the data to avoid those pitfalls.
Oregon and Washington Ethics 2026 WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.
Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting WEBCAST
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Your Desk
4.0 Credits
Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.
IRAs—Traditional, Roth, SEP and SIMPLE WEBCAST
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Your Desk
8.0 Credits
An emphasis on newly enacted tax legislation affecting IRAs, including the NEW final required minimum distribution regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs. Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans. Roth IRA contribution phase-out limits, as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs. Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments). The required minimum distribution rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death. Overview of health savings account eligibility rules, contribution limits and distribution rules.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
2.0 Credits
Accounting and auditing issues related to cryptocurrency. ASU 2023-08 and related FASB developments. FASB discussions, Invitation to Comment, and research agenda updates. Case study application of cryptocurrency accounting guidance. Accounting for cryptocurrency transactions and balances. Audit considerations for cryptocurrency engagements.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
Hands-On Tax Return Workshop – Partnerships and LLCs (Form 1065) WEBCAST
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Your Desk
8.0 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.
AHI: Accounting Data Analytics WEBCAST
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Your Desk
2.0 Credits
Accounting data analytics.
The Bookkeeper Goes to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. RS Appeals. Collections and litigation at courts of original jurisdiction.
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools WEBINAR
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Your Desk
2.0 Credits
Round robin review of lesser known M365 apps. Reduce internal email communications with Teams and SharePoint. Collaborate on spreadsheets and documents with your colleagues in real time. Get control of your appointment schedule with the Bookings app. Tap the full potential of OneNote as your primary repository for notes, correspondence and more. Replace email attachments with secure file sharing links. Document business processes with the Stream app. Leverage the power of AI in M365 with Copilot.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
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Your Desk
4.0 Credits
Tools for FSA. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions.
AI Prompt Engineering Masterclass for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to prompt engineering. Understanding AI's "lazy" defaults. Multi-layered prompting. Candid and contrarian responses. Ripple effect and cobra effect. Avoid stupidity checklist. Role-based perspective prompts. Automation ideas. Emotion-driven prompting. Practical applications in accounting.
Relationship Networking: The Art Of Conversation WEBCAST
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Your Desk
1.0 Credits
Networking. Relationship management.