CPE & Event Catalog
S Corporations - Overview WEBCAST
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Your Desk
2.0 Credits
Overview of S Corporation election and compliance requirements. Comparison of S Corporations with other business entities. Preparing Form 2553 and addressing late filing relief. Shareholder stock and debt basis considerations. Form 1120S and Schedule K-1: key aspects and reporting requirements. Officer reasonable compensation requirements and IRS audit strategies. Introduction to Schedules K-2 and K-3. Compliance with corporate formalities and taxable fringe benefits.
Key Tax Issues Facing Business & Industry WEBCAST
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Your Desk
4.0 Credits
Update and review of recent and key tax developments impacting business and industry. The all-important impending expiration/extension/renewal of the TCJA. Other recent legislative, judicial, and IRS developments impacting business taxpayers. Current status of Research and Experimentation costs and Interest Expense Limitation. Phaseout of Bonus Depreciation and MACRS issues. Travel and entertainment expense rules. Independent contractor vs. employee.
Maximizing the Tax Benefits of an Installment Sale WEBCAST
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Your Desk
1.0 Credits
Installment sale treatment eligibility. When to elect out of installment sale treatment. Installment sales of business assets. Installment sale default and the rules for personal property vs real property. Depreciation recapture.
Listening to the Statement of Cash Flows WEBCAST
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Your Desk
2.0 Credits
Preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash-related financial statement disclosures.
GAAP Update WEBCAST
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Your Desk
6.0 Credits
Business combinations and consolidations. Lease accounting. Financial instruments - credit losses (CECL). Intangibles, including goodwill. Fair value.
Advanced Personal Financial Planning Update WEBCAST
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Your Desk
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care. Debt management, including reverse mortgages and education financing. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and rulings. Estate and trust planning strategies.
Comprehensive Partnership Taxation Form 1065 WEBCAST
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Your Desk
8.0 Credits
Special and targeted allocations. Proper calculation of outside and inside tax basis. Tax consequences of distributions including the impact of hot assets. Transfer of partnership interests. Issuance of partnership interests to service partners.
Not-for-Profit Organizations: Treasury Utilizing QuickBooks WEBCAST
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Your Desk
8.0 Credits
Financial entity. IRS filing status. Recent ASC updates affecting nonprofits. Inflows and Outflows. QuickBooks Desktop. Setup. Data entry. Reporting. Governance policies and budgeting.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Five Ways to Improve Your Leadership Skills WEBCAST
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Your Desk
1.0 Credits
Leadership. Self-awareness. Communication. Delegation. Empowerment.
Form 7203 - How to Calculate Shareholder Basis WEBCAST
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Your Desk
2.0 Credits
Introduction to Form 7203 and its purposes. Mechanics of completing Form 7203 accurately. Strategies for reconstructing shareholder basis. Loss limitations under IRC Sect. 461. At-risk rules and limitations for S Corporation shareholders. Documentation requirements for shareholder basis. Common errors in calculating and reporting basis. Best practices for maintaining and reporting shareholder basis.
ChatGPT Vision for Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities. Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods. Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities. Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots. Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management. Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis. DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data. Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback. Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts. Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
Forensic and Fraud Interviewing Techniques and Skills WEBCAST
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Your Desk
2.2 Credits
Forensic accounting. Accounting. Auditing. Finance.
Depreciation Rules for Bonus and Section 179 Expensing WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation for acquisitions and construction. History of qualified property categories and QIP. The CARES Act and related Rev. Procs. Section 179 expensing. Energy incentives. The tangible property regulations. 1031 exchanges. Strategic hierarchy.
Tax Practice Ethical Challenges and Circular 230 WEBCAST
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Your Desk
2.0 Credits
Circular 230 (IRS) rules for conducting a "best" tax practice. How to avoid tax return preparation penalties. Recent developments impacting today's tax practice. Review of tax return preparer's registration rules. Explanation of the revised AICPA Code of Professional Conduct. Contingent fees.
Form 1120S - Preparation and Analysis WEBCAST
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Your Desk
2.0 Credits
S corporation taxation fundamentals. Income and deductions for S corporations. Shareholder basis calculation. Reporting requirements for Form 1120S. Advanced tax planning strategies.
Benford's Law and Other Digital Analysis Techniques WEBCAST
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Your Desk
1.8 Credits
Benford's Law. Digital analysis. Data analytics.
Depreciating & Expensing Business Assets WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation. Qualified improvement property. Section 179, including inflation adjustments. Section 168(k) 100% bonus deduction. Depreciation of automobiles, including new luxury auto limits. Rev. Proc. 87-57 and MACRS. ADS depreciation for electing farm and real estate business. Update on recent developments.
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.
Minimizing Workplace Warfare WEBCAST
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Your Desk
1.2 Credits
Sources of workplace conflict. Conflict resolution strategies. Communication skills and active listening. Conflict management techniques.