CPE & Event Catalog
Lease Implementation for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of lease accounting and reporting. Suggested audit and review procedures for identified risks.
Navigating Your Client Through the IRS Appeals Process WEBCAST
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Your Desk
4.0 Credits
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less. Writing and filing a Formal Protest, including required information. Alternative Dispute Resolution options available to clients. Negotiation and time limitations. Preparing and submitting a Tax Court petition to preserve a client's rights.
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.
Not-for-Profit Organizations: Accounting Principles and Risk Management 2024 WEBCAST
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Your Desk
8.0 Credits
Not-for-profit GAAP. Expense allocation methodologies. Risk management. Accounting errors.
Preparation, Compilations and Reviews - A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Top 10 Things to Know About Estate Taxation & Planning WEBCAST
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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.
Todd and Julie Chrisley Go to Prison WEBINAR
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Your Desk
2.0 Credits
What is bank fraud? What is wire fraud? Role of financial service professionals in combating tax evasion and white-collar crime. Red flags indicating of white-collar crimes. Importance of knowing customers. Criminal justice proceedings. Relationship between victim impact and sentencing. Relationship between loss amounts and sentencing.
How to Make Difficult People Disappear...Without Going to Jail WEBCAST
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Your Desk
1.0 Credits
Team dynamics. Influence. Organizational behavior. Leadership.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Key differences between federal reported capital gains and Washington taxable capital gains, the tax and pass-through entities, deductions, credits, tax compliance, penalties and penalty abatement, and anticipated changes at the state and local level.
Building Personal Leadership Skills WEBCAST
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Your Desk
4.0 Credits
Leadership. Personality Types. Communication. Uses of AI in the work place.
Budget Mastery: The Human Side of Budgeting - Navigating People's Issues with 360 Insight WEBCAST
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Your Desk
2.0 Credits
Understanding your own leadership tendencies and applying them to your strengths. Understanding core personality types. Learning what type of person you are. Managing and coping with the budget team. Effectively dealing with the A, B, C and other players.
The Art of Accountability: Effective Strategies for Tough Conversations WEBCAST
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Your Desk
1.0 Credits
Leadership. Conflict management. Accountability. Employee engagement.
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting WEBCAST
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Your Desk
2.0 Credits
Identifying the big picture and your role in effective communication. Communicating so others can understand us. Understanding a presentation's anatomy. Tips and tricks for budget presentations.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach WEBCAST
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Your Desk
1.0 Credits
Mindfulness. Creative thinking. Productivity. Performance. Neuroscience. Leadership.
Partnership & LLC (Form 1065) - Formation to Liquidation WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Overview of different forms of business entities including the check-the-box regulations. Formation issues including the mandatory allocation of the Sect. 704(c) pre-contribution gain or losses back to the contributing partner/member. Schedule K and K-1 separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3. 8% net investment income tax. Calculating the tax and Sect. 704(b) book capital accounts. Substantial economic effect requirement to have special allocations to the partners/members. Allocation of recourse and non-recourse debt on K-1s. Guaranteed payment issues and tax treatment of fringe benefits. Self-employment tax issues and pitfalls. Tax treatment of distributions cash versus non-cash and liquidating versus non-liquidating. Sales and liquidations (redemptions) of partnership interests. Sect. 754 optional basis adjustments and mandatory adjustments.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRAs and Roth 401ks. Backdoor and Mega-Backdoor Roth
Catch the Deception if You Can! WEBCAST
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None
4.0 Credits
Types of fraud. Definition of fraud. Why fraud occurs and who commits it. Fraud on audits of financial statements. Fraud and reviews of financial statements. The worst 7 U.S. accounting fraud cases to date. Fraud and information technology. Fraud and best practices for a CPA.
Clarifying Risk Assessment - SAS 145 and Beyond WEBCAST
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Your Desk
4.0 Credits
Assessing the risk of material misstatement. Mandatory risk assessment procedures. Evaluating internal controls. Responding to risk assessment with appropriate audit procedures. Complying with revised and expanded documentation requirements.
Fraud Case Studies: Schemes and Controls WEBCAST
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Your Desk
4.0 Credits
Recent fraud cases. Common fraud schemes perpetrated by those within and outside victim organizations. Consider the lessons learned. Best practices to further our fraud prevention.
The Bottom Line on the New Lease Accounting Requirements WEBCAST
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Your Desk
4.0 Credits
Lease classification. Amortization of the leased asset. Derecognition of the underlying asset. Recognition of lease receivables. Lease modifications. Sale and leaseback transactions.