CPE & Event Catalog
The AI Revolution in 2026: What CPAs Should Know WEBINAR
-
Your Desk
2.0 Credits
State of AI technology in 2026. Essential terminology. CPA use cases. Risk management and data governance. What's next.
CFO Series: Indispensable Skills WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Keys to success. Unintended consequences to avoid. Low cost is not necessarily a sound option. What are the non-quantifiable factors that can change the financing decision? Details on the time-intensive processes. Common blunders when raising financing. The perils of choosing the wrong alternative or wrong investor. Navigating compliance, risk, and benefits. Creating and sustaining a customer value pyramid. Evaluating the lifespan and relevance of your strategic plan. Building your strategy to include risk management. Building an adaptive, finance-focused strategic approach. What we should learn from the rise and fall of major companies. How to align financial metrics with strategy.
Fiduciary Taxation Part 1: Introduction to Form 1041 WEBCAST
-
Your Desk
2.0 Credits
Introduction to the fiduciary entity and basic fiduciary entity flowchart. Authorities and disciplines in fiduciary accounting and taxation. Fiduciary tax rates and brackets. Introduction to subchapter j. 5 basic rules and concept of fiduciary taxation and steps to calculating the income taxation of trusts and estates. Use of a tax spreadsheet.
Year-End Tax Planning: Thinking Outside the Box WEBCAST - Partnered with the Oregon Society
-
Your Desk
4.0 Credits
Discuss the most recent tax legislation, rulings and developments. Section 163(j) interest expense deduction. Medicare tax on high income wages and SE income. Tax provision and extensions. Timing income and deductions. Alternative minimum tax issues. 3.8% net investment income tax. Rediscovering Section 1202 QSBS. Reconsidering choice of entity.
Comprehensive FASB and AICPA Update for Tax Professionals WEBCAST
-
Your Desk
6.0 Credits
Broadly applicable ASU effective in 2025 and beyond. Significant recent SAS. Tax-basis financial statements.
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.
Deception, Embezzlement, and Fraud WEBCAST
-
Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Fiduciary Taxation Part 2: Fiduciary Accounting and Simple Trusts WEBCAST
-
Your Desk
2.0 Credits
Review the basic concept of fiduciary duty. Review the basic concept of fiduciary accounting. Use of a diagram to distinguish income and principal. Calculating fiduciary accounting income. Requirements of a simple trust. Problem example spreadsheets reflecting fiduciary accounting and taxation of simple trusts as well as how depreciation is handled by a fiduciary entity. Problem examples reflecting a completed form 1041 using spreadsheet calculations for fiduciary accounting and taxation of simple trusts.
All About Fraud - Examples, Prevention and Auditing WEBINAR
-
Your Desk
4.0 Credits
2026 Report to the Nations issued by the Association of Certified Fraud Examiner. Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
AHI: Accounting Data Analytics WEBCAST
-
Your Desk
2.0 Credits
Accounting data analytics.
AHI: AI for Accountants - Practical Applications WEBCAST
-
Your Desk
2.0 Credits
AI in accounting and auditing.
The Future of Audit: Technology, Talent and Transformation WEBINAR
-
Your Desk
1.0 Credits
Explore AI, blockchain, and data analytics impact on audits. Address talent crisis through retention and upskilling strategies. Navigate PCAOB standards and regulatory sandbox concepts. Expand audits to include ESG and nonfinancial metrics. Implement technology solutions for firms of all sizes.
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.
Managerial Accounting: Your Prescription for Better Decision WEBINAR
-
Your Desk
4.0 Credits
Target profit and Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
You Don't Know What You Don't Know About Microsoft Excel WEBINAR
-
Your Desk
8.0 Credits
The Excel shortcuts and time savers. Working with templates, formats, styles, and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the Excel function library.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
-
Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
-
Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts.
A&A Update for Closely Held Businesses WEBCAST
-
Your Desk
6.0 Credits
Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2026. Recently issued Statements on Auditing Standards and other AICPA activity. Recently issued Statements on Standards for Accounting and Review Services.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
-
Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
ChatGPT for Accountants: 50Plus Use Cases WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and artificial intelligence chatbot technologies. Automating frequently asked questions and the onboarding process. Verifying and reviewing financial records. Providing real-time support to clients. Generating financial reports. Automating tax return preparation and financial planning. Providing guidance on financial decision making.