CPE & Event Catalog
ChatGPT and IRS Taxation Law Research WEBINAR
-
Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions WEBCAST
-
Your Desk
2.0 Credits
Leadership foundations. Leading downward. Leading upward. Practical leadership tools.
Introduction to Not-for-Profit Accounting WEBCAST
-
Your Desk
2.0 Credits
Not-for-profit accounting. Yellow Book.
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
-
Your Desk
1.0 Credits
Top competencies hiring executives seek in CFO candidates based on survey of 320-plus CEOs and recruiters. Critical thinking frameworks and strategy creation techniques for financial leadership. Forward-looking financial skills including capital management, forecasting, and funding strategies. Industry-specific requirements for high-growth companies and nonprofit organizations. Practical career development strategies to build CFO-ready competencies.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
-
Your Desk
2.0 Credits
Introduction to charitable remainder trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to form 5227. Best practices for accurate completion and filing.
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.
I want the TRUTH: Preparing to be an Expert Witness WEBCAST
-
Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
-
Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock acquisitions. What happens in an asset acquisition. What happens in a stock or equity acquisition. 338 and 336 elections. Basics of 382. Basics of 280G. Earnouts and contingent payments. Assumed liabilities. Acquired reserves. Acquired deferred revenue. Treatment of transaction costs. Basics of mixed entity transactions. Very basic overview of tax-free re-organizations. High level overview of entity formations. High level overview of entity liquidations or termination.
Nexus Uncovered: What Triggers State Tax Obligations WEBCAST With Sonjia Barker
-
Your Desk
2.0 Credits
This session tackles the real-world questions that arise when dealing with state tax nexus, including those that don’t always have clear or comfortable answers. We will walk through how nexus rules apply in practice, highlighting recent changes and trends that are reshaping both income and sales tax obligations. You will gain a framework for spotting and evaluating nexus risk, supported by practical examples drawn from a range of states. We will compare how several major states handle nexus differently so you can better anticipate multistate exposure. Additional discussion will focus on the growing impact of remote work on nexus determinations, along with how to leverage free multistate tools and resources to research issues, support positions, and stay compliant.
How AI is Automating Internal Control WEBCAST
-
Your Desk
4.0 Credits
An explanation of Artificial Intelligence. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman WEBCAST
-
Your Desk
2.4 Credits
Employee theft. Prevention.
Getting SASsy - A Look at Recent Auditing Standards WEBCAST
-
Your Desk
1.0 Credits
Risk assessment. Quality management standards. Predecessor auditor inquiries. Group financial statement audits.
Embracing Neurodiversity in the Workplace WEBCAST
-
Your Desk
1.0 Credits
Neurodiversity.
CORE Series: Data Security and Cyber Liability Issues for CPAs WEBINAR
-
Your Desk
1.0 Credits
Common data security threats. Emerging breach trends. Leading cybersecurity best practices.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
-
Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A WEBCAST
-
Your Desk
4.0 Credits
Integration of the real estate professional rules with reporting on Form 1040, Schedule E. Real estate professionals and indirectly owned entity's reporting on Form 1040. How real estate business is interpreted under the Section 199A rules and how it integrates with the passive activity rules. Real estate professionals and Form 8582. How to make the grouping election for passive activities and the flow-through deduction. Definition of self-rental property - both for Sections 199A and 469. Reporting using Form 1040, Schedule E, page 1 and 2. Self-rental property and the Form 8582.
Instant Audit? Just Add Risk Assessment WEBCAST
-
Your Desk
1.0 Credits
The audit risk model. Risk assessment. Linking risks to audit procedures. Other responses to risks. Documentation.
Resistance to Resilience: Strive for Tech Change Acceptance WEBINAR
-
Your Desk
1.0 Credits
Resistance to resilience in embracing new technologies. Overcoming barriers and ensuring successful implementation. Cutting-edge audit technologies, including AI, data analytics, and automation. Insights into the Technology Acceptance Model (TAM).