CPE & Event Catalog
Federal Tax Update with Greg and George Individual WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Advanced Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Taxation of investments. Reporting of business income and losses from pass-through entities including loss limitations. Non-income taxes that impact individual income tax returns. Retirement contributions and planning. Alternative Minimum Tax. Social Security taxation. Charitable contribution planning with limitations.
SSARS Codification: Preparation, Compilation and Review WEBCAST
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Your Desk
8.0 Credits
SSARS Codification requirements. SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information. Review of financial statements. Overview coverage of the amendments to the SSARS contained in SSARS 26.
Titans Annual Federal Tax Planning Individual Update WEBCAST
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Your Desk
8.0 Credits
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years. California tax law changes. Income inclusions, exclusions and deductions. Property transaction updates. Passive activities, hobbies and other losses. Guidance and planning on energy credits. Significant IRS developments affecting practice and compliance procedures. California's major developments for individuals and conformity to federal law changes for 2025. Filing status, credits and retirement plan developments. Expired and expiring provisions. Inflation adjustments for 2026. Due diligence and planning reminder.
Productivity Hacks for Working Remote WEBCAST
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Your Desk
1.2 Credits
Virtual work. Remote work. Telecommuting. Flexible work options.
Excelling at Excel: Tips, Tricks and Updates WEBCAST
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Your Desk
2.0 Credits
Excel version differences and compatibility. Customize Excel so it works the way you work. Learn new shortcuts to work quicker. Learn some of the newer formulas to streamline your spreadsheets. Take on tables & a powerful tool for data analysis.
Considerations of Fraud WEBCAST
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Your Desk
2.0 Credits
AU-C 240. Auditing.
Applying the New Expected Credit Loss Model WEBCAST
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Your Desk
2.0 Credits
Principles behind the new expectation credit loss model. Acceptable methods for evaluating expected credit loss for certain financial instruments. Enhanced disclosure requirements common for nonpublic entities.
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes WEBCAST
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Your Desk
3.0 Credits
Leadership. Management.
Making Culture A Competitive Advantage WEBCAST
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Your Desk
1.0 Credits
Talent strategy. Culture. Employee engagement. Employee retention. Leadership. Leadership strategy.
How to Audit Prepaid Expenses WEBCAST
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Your Desk
2.0 Credits
Pre-paid expenses. Auditing.
Mergers & Acquisitions: Tips and Speed Bumps to Avoid WEBCAST
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Your Desk
2.0 Credits
Making strategic acquisitions. Identifying potential acquisition candidates. Alternatives to M&A. Identifying and understanding organizational culture. Understanding the keys to effective and efficient due diligence. Planning and executing an effective integration. Key considerations.
Excel Tips & Tricks for the Non-Accountant WEBCAST
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Your Desk
2.0 Credits
Understanding the workbook and worksheet environment. Obtaining and utilizing data. Editing and formatting. The Insert Menu. The Page Layout Menu. The View Menu. Selecting and using formulas. Shortcuts and tricks.
Federal Tax Update with Greg and George Business WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Business Longevity: Stabilize, Strengthen, and Succeed WEBCAST
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Your Desk
4.0 Credits
Business management. Strategic planning. The role of AI in business.
Introduction to Governmental Accounting WEBCAST
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Your Desk
2.0 Credits
Governmental financial reporting. Auditing. Yellow book.
2025 Governmental Auditing Update: Yellow Book & Uniform Guidance WEBCAST
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Your Desk
3.0 Credits
Yellow book. Auditing. Uniform Guidance. GAGAS.
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST
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Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
Oregon and Washington Ethics 2025 WEBCAST - presented by the Oregon Society of CPAs
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Your Desk
4.0 Credits
The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.
K2's Technology Update WEBCAST
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Your Desk
4.0 Credits
Developments in hardware and software. Options for communicating and collaborating more effectively. Addressing cybersecurity issues.