CPE & Event Catalog
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.
Global Internal Audit Standards (GIAS) Domain II - Part 2 WEBCAST
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Your Desk
2.0 Credits
Internal audit. Standards. GIAS. Accounting. Internal Controls.
Nonprofit A&A Standards Update and New Developments WEBCAST
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Your Desk
2.0 Credits
Pledges and contributions. Restrictions and conditions. Special concerns with governmental funding. Donated goods and services. Special events. Revenues earned through sales and services to customers.
Benefits and Best Practices for Telework WEBCAST
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Your Desk
2.0 Credits
Communication. Business management.
An Exhaustive Look At Fraud and Ways To Control It WEBINAR
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Your Desk
8.0 Credits
Fraudulent acts initiated from outside organizations. Why internal fraud occurs. The importance of fighting cyber-fraud. Steps that verify anti-fraud activities are working.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney (POA) rules. Form 2848: Authority to Represent Clients before the IRS. Form 8821: Accessing Tax Information Without Representation.
Deep Dive into Quality Management WEBCAST
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Your Desk
2.0 Credits
SQMS 1 and 2. Auditing.
S Corporation Essentials: Stock & Loan Basis Reporting WEBCAST
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Your Desk
2.0 Credits
Basis of stock and debt. Form 1040, Schedule E. Shareholder basis of indebtedness. Limitation of deduction of losses. AAA and distributions.
Audits of 401k Plans WEBCAST
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Your Desk
8.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
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.
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to "file and suspend" and "restricted application" strategies. Increasing benefits for self-employed individuals. Planning for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA.
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.
Officer Compensation Audits: What It Is and How to Defend It WEBCAST
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Your Desk
2.0 Credits
Overview of Reasonable Compensation requirements for S and C Corporations. Key court rulings and their implications. IRS audit procedures related to Officer Reasonable Compensation. Role of Accountable Plans in determining Reasonable Compensation. Strategies for defending Reasonable Compensation.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides WEBCAST
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Your Desk
2.0 Credits
Overview of ATGs. Best practices for utilizing ATGs. Salient provisions of selected ATGs. Insights auditors may obtain from analytical procedures. Nuances associated with selected industries.
S Corporation Essentials: Review & Update WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules, and developments impacting S-corporations. S corporation shareholder basis in stock and debt. S corporation open account debt. Limitation of deduction of losses. AAA and distributions.
Digging Deep with Excel Pivot Tables WEBCAST
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Your Desk
1.0 Credits
Data preparation and cleansing. Pivot table creation. Pivot table customization. Navigating Excel's PivotTable Analyze tab.
Optimizing Cash Flow Management WEBCAST
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None
2.0 Credits
Objectives of the statement of cash flows. Cash flow classification. Accounts receivables. Inventory. Leases. Business combinations.
OCBOA Case Studies WEBCAST
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Your Desk
8.0 Credits
Income tax-basis financial statement presentations. Cash and modified cash financial statement presentations. Innovative and EBITDA type reports. OCBOA engagements. AICPA Financial Reporting Framework for Small and Medium-Sized Entities.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
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Your Desk
8.0 Credits
FASB Accounting Standards Codification disclosure requirements. An overview of the disclosure landscape. How materiality enters into disclosure decisions. Navigating the FASB Codification.
Internal Control Frameworks for Single Audit WEBCAST
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Your Desk
1.0 Credits
COSO 2013 Update. Yellow book. Accounting.