CPE & Event Catalog
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
-
Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
A Fox in the Henhouse/Courthouse WEBCAST
-
Your Desk
1.0 Credits
Internal controls. Fraud prevention. Fraud investigation.
Introduction to Risk Assessment WEBINAR
-
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.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
-
Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 WEBCAST
-
Your Desk
2.0 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards. Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts. Highlights of important concepts included in SASs No. 142-149.
Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements WEBCAST
-
Your Desk
8.0 Credits
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards. Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control. Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation.
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.
Navigating Mergers and Acquisitions with AI: The Future of Deals WEBCAST
-
Your Desk
4.0 Credits
Strategic reasons for mergers and acquisitions. Establishing acquisition principles and target criteria. Business valuation in the M&A process. Structuring the transaction and negotiating the deal. Conducting effective due diligence. Post-transaction integration and deal success.
Comprehensive Pass-Through Owners Basis and Distribution Rules WEBCAST
-
Your Desk
8.0 Credits
Understand the four loss limitation rules applied on the owner's individual income tax return. Determine how to calculate an owner's initial tax basis of his pass-through entity. Learn how to correctly make annual adjustments to a pass-through owner's tax basis. Identify what constitutes a debt basis for an S corporation shareholder. Learn the tax ramifications of repaying loans to S corporation shareholders.
Federal Tax Update with Greg and George WEBCAST
-
Your Desk
8.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. 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 Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Exploring Internal Controls That Could Have Prevented Frauds WEBINAR
-
Your Desk
2.0 Credits
Examination of actual frauds. Discussion of internal controls that could have prevented the frauds. Contemplation of epiphanies for your own professional scenarios.
Internal Controls That May Have Prevented Fraud WEBCAST
-
Your Desk
2.0 Credits
Understand what factors allowed certain frauds to occur. Recognize what internal controls may have prevented the frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors.
Beyond the Basics: Financial Ratios You Might Be Overlooking WEBINAR
-
Your Desk
1.0 Credits
Understanding cost behavior and its impact on decision-making. Contribution margin and break-even analysis. Margin of safety and its role in risk management. Operating leverage and financial sensitivity. Analyzing asset turnover for operational efficiency. Cash conversion cycle and working capital insights. Free cash flow yield as a valuation tool.
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.
Forgotten Managerial Accounting Tools for CPAs WEBINAR
-
Your Desk
2.0 Credits
Target profit analysis. Break-even analysis. Relevant costs and decision making. Standard costs and variances. Activity-based costing. Segment reporting and analysis.
CFO Solutions to IRS Problems WEBINAR
-
Your Desk
4.0 Credits
The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks WEBCAST
-
Your Desk
4.0 Credits
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity. Understanding the critical role of IT general and application controls to reliable financial reporting, even in less complex IT environments. Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities. Identifying and evaluating the sufficiency of key controls to satisfy control objectives. Understanding the importance of verifying whether an understanding of the design of internal controls has actually been implemented, and how to exactly go about doing that.
Advanced ChatGPT for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Case Studies in Accounting Fraud WEBCAST
-
Your Desk
4.0 Credits
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud. Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur within payments processing. Review of recent cases involving the same common fraud schemes that have always existed.
Preparation, Compilation and Review Services WEBCAST
-
Your Desk
4.0 Credits
All recently issued SSARS standards. Financial reporting frameworks. Distinguishing special purpose frameworks from GAAP. CPAs reporting on financial statements. Financial statement disclosures. Recently issued ethics standards. Peer review deficiencies .