CPE & Event Catalog
Auditing Standards: A Comprehensive Review WEBCAST
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Your Desk
16.0 Credits
Efficient audit planning, documentation and research. Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits. Fraud requirements. Testing management's estimates. Auditing standards.
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits WEBCAST
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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.
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer WEBCAST
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Your Desk
4.0 Credits
AICPA professional standards. EQCR expectations. Firm-specific considerations. Best practices for reducing the frequency of review points. Best practices for mitigating the severity of review points. Examples of common EQCR deficiencies. The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26. An interactive, hands-on EQCR simulation.
Expand Your Analytical Toolbox More Tools for Success WEBCAST
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Your Desk
4.0 Credits
Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.
Member Exclusive: Building Strengths Based Culture WEBINAR
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Your Desk
1.0 Credits
Actionable strategies for fostering engagement, productivity, and leadership growth.
Introduction to Governmental Budgeting WEBCAST
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Your Desk
2.0 Credits
Governmental budgeting.
2025 Not-for-Profit Accounting & Auditing Update WEBCAST
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Your Desk
3.0 Credits
Yellow book. Auditing. Accounting.
Maximizing Your Social Security Benefits WEBCAST
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Your Desk
4.0 Credits
Retirement benefits: What the amount of benefits is in various circumstances. Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70. Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children. Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
A Fox in the Henhouse/Courthouse WEBCAST
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Your Desk
1.0 Credits
Internal controls. Fraud prevention. Fraud investigation.
Single Audit and Uniform Guidance Issues Update WEBCAST
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Your Desk
8.0 Credits
The nuts and bolts of a Single Audit. Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit. Specific audit issues arising relating to the continued Pandemic and Infrastructure funding programs. Review of unique elements of the 2025 Compliance Supplement (if available). Recent changes to specific Uniform Guidance rules and regulations.
15 Missteps for Startup/New Business Organization Techniques WEBCAST
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None
4.0 Credits
The challenges of entrepreneurship and the 15 of the most common and costly mistakes new business owners make.
Emotional Intelligence for Professionals: Mastering the Human Side of Success WEBCAST
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Your Desk
1.0 Credits
Emotions. Relationships. Emotional intelligence. Communication.
Rewards & Recognition Strategies for Leaders WEBCAST
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Your Desk
1.0 Credits
Leadership. Recognition. Total rewards. Employee engagement.
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs WEBCAST
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Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Prix Fixe: How to Read Wills and Trust Documents WEBINAR
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Your Desk
1.0 Credits
Essential elements of reading wills and trust documents.
Navigating IRS Collections: Understanding Form 433 and Offer in Compromise WEBCAST
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Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC): criteria, process, and practical considerations. Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.
Mergers & Acquisitions: Tips and Speed Bumps to Avoid WEBCAST
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Your Desk
2.0 Credits
Making strategic acquisitions. Identifying potential acquisition candidates. Alternatives to M&A. Identifying and understanding organizational culture. Understanding the keys to effective and efficient due diligence. Planning and executing an effective integration. Key considerations.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST
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Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC): criteria, process, and practical considerations. Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.