CPE & Event Catalog
ChatGPT and Advanced Accounting Research WEBINAR
-
Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments and Credits WEBCAST
-
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.
Financial Statement Presentation and Disclosure WEBCAST
-
Your Desk
4.0 Credits
U.S. GAAP and special purpose frameworks. Form and content of financial statements. Income statements. Statements of cash flows. Retained earnings and owners' equity statements. Comprehensive income. Supplementary information. Comparative vs. single-period financial statements. Sufficiency of disclosures. Illustrative disclosures frequently encountered in small-to-medium reporting entities. Industry-specific nuances.
Form 1120S - Preparation and Analysis WEBCAST
-
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
International Tax Treaties WEBCAST
-
Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
OBBA of 2025: Business Overview WEBCAST
-
Your Desk
2.0 Credits
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones. Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting. New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate. Repealed existing law, including the commercial clean vehicle credit and electric car charger credit.
International Cross Border Transactions WEBCAST
-
Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
The CPA's 2026 Guide to Cryptocurrency and Blockchain WEBINAR
-
Your Desk
2.0 Credits
Blockchain technology primer. Cryptocurrency technology primer. Update on the cryptocurrency marketplace. Cryptocurrency exchanges. Overview of cryptocurrency taxation and legislation. Smart contracts.
Doing Debt Differently - Your Roadmap to Changes and Choices for Success WEBCAST
-
Your Desk
4.0 Credits
Practical and emotional aspects of debt. A new philosophy on doing debt differently. Key concepts that lead to success in becoming debt free. Creating your personal plan for debt freedom.
Like-Kind Exchanges WEBCAST
-
Your Desk
2.2 Credits
Like-kind exchanges. Qualified third party intermediaries.
Let's Play The 90 Day Money Game! WEBCAST
-
Your Desk
4.0 Credits
Financial stress assessment. Money creation. Mindset. Limiting beliefs. Resiliency. Skill and talents inventory. Success teams. Money breakthrough. Nourishing the seeds of opportunity. Environment matters. Success habits.
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.
New Tips and Overtime Tax Rules: Compliance and Best Practices WEBCAST
-
Your Desk
1.0 Credits
Updated OBBA guidance on tip reporting and allocation. Qualifying tip requirements. Self-employment and qualified tips. Employer and employee tax responsibilities for tipped wages. Overtime pay deduction. Tip and overtime information returns.
Fraud Case Studies: Professional Misbehavior in the 21st Century WEBCAST
-
Your Desk
4.0 Credits
AICPA Code of Professional Conduct. Understand factors that allowed selected frauds to occur. Recognize controls that may have prevented or mitigated selected frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors. Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.
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.
Better Business Writing: Improve Your Speed and Quality WEBCAST
-
Your Desk
2.0 Credits
Writing. Communications.
Hot Topics Accounting Update - 2026 WEBINAR
-
Your Desk
2.0 Credits
New accounting standards. The impact on financial reporting. Hot topics in financial reporting. Current and emerging US GAAP requirements.
Crypto, Blockchain and Taxes WEBCAST
-
Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.
Practical Excel Topics for Today’s Accountant WEBCAST
-
Your Desk
2.0 Credits
Data validation. Underutilized, but powerful, formulas. Formulas for manipulating, transforming, and cleansing data. Formulas for data analysis. Reference formulas such as VLOOKUP. Pivot tables. Solver as a tool for performing multivariate analysis. Mail merge. Custom formatting.
Annual Update and Practice Issues for Preparation, Compilation and Review Engagements WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Preparation engagements. Compilation engagements. Review engagements. Statement on Standards for Accounting and Review Services, including SSARS No.27, SSARS No. 26, SSARS No. 25, SSARS No. 24, SSARS No. 22, SSARS No. 23. Engagement administration issues. Special purpose framework financial statement issues. Current accounting and reporting issues. What's on the horizon.