CPE & Event Catalog
Revenue Recognition - Recognize Revenue WEBCAST
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Your Desk
1.0 Credits
Revenue recognition.
Crucial Real Estate Taxation Insights Part 2 WEBCAST
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Your Desk
2.0 Credits
How to distinguish repairs from capital improvements. Partial disposition losses. Deducting removal costs. Depreciating property acquired in a like-kind exchange. Converting nondeductible interest expense into deductible interest expense.
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues WEBCAST
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Your Desk
2.0 Credits
Calculating DNI and the distribution deduction. Determining types of distributions and whether a distribution "carries out" DNI. In-kind distributions and the impact on the distribution deduction. Depreciation and the distribution of in-kind property. Distributions that result in "Kenan gain." funding a pecuniary bequest with depreciated property. IRC Sec. 643(e).
SEC Case Studies: Ethical Dilemmas in Finance and Accounting WEBINAR
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Your Desk
2.0 Credits
Introduction to ethics and ethical dilemmas. Ethical codes and professional standards. Fraud and the fraud triangle. Ethical decision-making models. Financial statement manipulation tactics. Cash flow and key metrics misrepresentations.
Current Fraud Trends - Nonprofit and Government Entities WEBCAST
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Your Desk
2.0 Credits
Best practices for fraud prevention and detection. Common fraud schemes in nonprofit and government entities.
Financial Statement Analysis WEBCAST
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Your Desk
4.0 Credits
Purposes of financial statement analysis. Trend analysis and vertical and horizontal analysis. Simple and multivariate regression. Analysis of metrics. Assessment of liquidity, solvency, and profitability. Using data visualizations. The role of qualitative factors.
Mastering Microsoft 365 Copilot for CPAs WEBINAR
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Your Desk
2.0 Credits
Overview of Microsoft 365 Copilot features. Automating tasks with AI assistance. Enhancing content creation and data analysis. Collaboration tools powered by AI. Best practices for maximizing Copilot's benefits.
Performance Management - Hiring to Retiring WEBCAST
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Your Desk
1.2 Credits
Employee engagement. Recruiting. Talent management. Employee relations.
Revenue Recognition - Topic 606 Disclosures WEBCAST
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Your Desk
1.2 Credits
Revenue recognition.
Not-For-Profit Organizations: Financial Update WEBCAST
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Your Desk
3.0 Credits
Financial entity. IRS filing status. Recent ASC updates affecting nonprofit entities.
Fraud - How to Find, How to Prevent WEBCAST
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Your Desk
4.0 Credits
Fraud and its impact on our clients. Fraud prevention. Internal controls. Fraud risks. Fraud prevention tips.
Fiduciary Accounting for Estates and Trusts WEBCAST
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Your Desk
4.0 Credits
10 Principles of Tax Accounting for Trust Income. Entity accounting income and Form 1041. Uniform Principal and Income Act. Discretionary Power to Adjust. Allocations between principal and income. Trust accounting issues.
Passive Activities & Rental Real Estate Income Tax Issues WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162. How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships. Definition of activity and the activity grouping and disclosure rules. Real estate professional exception to the PAL rules for investments in non-passive rentals. Special $25,000 loss allowance for rental real estate with active participation. Material participation safe harbor rules. Events that trigger suspended PALs. Limitations on tax credits generated by passive activities. Special rules that re-characterize passive income to non-passive income. What rentals are subject to self-employment tax under Section 1402.
Estate and Financial Planning for the Older Client WEBCAST
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Your Desk
8.0 Credits
Medicare and health insurance options. Life insurance strategies for elders. Social security planning considerations. Medicaid planning and trusts. Retirement account optimization techniques. Tailored estate planning for older clients. Long-term care and housing alternatives. Gifting strategies in estate planning. Unique financial challenges of aging clients.
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory changes in estate and gift taxation. Wealth transfer strategies under the new administration. Charitable deduction planning and compliance requirements. Advanced estate planning tools, including split-interest trusts. Using closely held stock for charitable contributions. Generation-skipping transfer tax planning. Strategic use of life insurance in estate planning.
Crucial Real Estate Taxation Insights Part 3 WEBCAST
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Your Desk
2.0 Credits
Self-employment tax for rental real estate, including Airbnb's. Taxation of vacation homes including planning to increase deductions and the "Augusta rule." Section 199A for rental real estate.
NavigatingThe Coming Banking Crisis WEBCAST
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Your Desk
2.0 Credits
Overcoming banking industry challenges. Protective strategies against financial market disruptions. Ensuring financial stability for organizational lines of credit.
Strategic Government Budgeting: Tools for Long-Term Sustainability WEBCAST
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Your Desk
2.0 Credits
Forecasting and budgeting.
Overcome Your Obstacles to Abundance WEBCAST
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Your Desk
4.0 Credits
How to know your specific obstacles to becoming rich. Why people use poor marketing and investment strategies, and how to overcome such limitations. The most effective marketing methods, and how to implement them. The power of being super motivated, and 3 methods to keep you motivated long term towards your goals. Having a vision for your business and life that will keep you on the right track.
Resolving Ethical Dilemmas-You Make the Call WEBCAST
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Your Desk
1.5 Credits
Threats and safeguards to objectivity and independence.