CPE & Event Catalog
Fiduciary Accounting and Tax Planning for Estates and Trusts WEBCAST
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Your Desk
4.0 Credits
Fundamentals of fiduciary accounting. Uniform Principal and Income Act. Discretionary Power to Adjust. Allocations between principal and income. Trust accounting. 3.8% Net Investment Income. Form 1041 - Schedule I. Section 645 Election. Simple or complex trusts.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great WEBCAST
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Your Desk
1.2 Credits
Talent strategy. Culture. Employer branding. Leadership. Growth.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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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.
AHI: The Mindful-CPA WEBCAST
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Your Desk
2.0 Credits
Mindfulness. Science of neurology. Mindfulness practice. Stress management.
Navigating IRS Collections: Overview of Form 433 and Offer in Compromise WEBCAST
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Your Desk
2.0 Credits
IRS collection process overview. Initial notice and subsequent notices. Enforced collection actions: liens, levies, and wage garnishments. Payment options and alternatives to enforced actions. Detailed review of Forms 433-A and 433-B. Offer in Compromise (OIC) program: qualifications and process. Advising clients on compliance and payment options.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Keys of SOC Reports - Following SSAE 18 Requirements WEBCAST
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Your Desk
2.0 Credits
Move from SAS 70 and SSAE 16 to SSAE 18. Types of Service Organizations. SOC 1 Engagements. Control Objectives. Reporting. SOC 1 and SOC 2 Reporting. SOC 3 Reports. Preparing for SOC Engagement. SOC Comparisons.
Character and Trust: The Difference Maker in Effective Collaboration WEBCAST
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Your Desk
2.0 Credits
Definition of collaboration. Character definition. Critical character attributes. Character self-awareness. Additional character identification techniques. Trust definitions. Waves of trust. Four cores of trust. Toxic trust and antibiotics.
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
2.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents and spreadsheets into PDF format. Combining multiple PDF files into a single binder. Utilizing the security features of Adobe Acrobat to protect document confidentiality.
K2's Getting Started With Artificial Intelligence WEBCAST
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Your Desk
2.0 Credits
Understanding AI tools available today. Creating accounts in AI platforms. Querying data from AI platforms. Customizing your AI subscriptions.
Becoming Conflict Competent WEBINAR
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Your Desk
2.0 Credits
Levels of conflict. Strategies to de-escalate conflict. Distinction between miscommunication and conflict. Responses to conflict. Tactics to address, rather than avoid, conflict.
CORE Series: Best Practices for Setting Reasonable Compensation Based on IRS Guidelines WEBINAR
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Your Desk
1.0 Credits
Reasonable employee compensation in the nonprofit industry.
Data Analytics: Practical Insights for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
Apply new effective tools in business processes. Better understand how to use data analytics in public accounting engagements. Identify popular software packages that may be useful for accomplishing data analytics.
Professional Skepticism for the Public Accountant WEBCAST
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Your Desk
1.0 Credits
Self-evaluation of skepticism. Requirements set forth by the AICPA Code of Professional Conduct. Risk assessment. Analytical procedures. Advice for cultivating your professionally skeptical mindset.
Eliminating Busy Season: Transforming Your Practice to Year-Round Advisory Services WEBCAST
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Your Desk
2.0 Credits
Limitations of the traditional busy season model. Building a year-round advisory practice. Transitioning existing clients. Attracting higher-value clients. Integrating tax, financial, and estate planning. Workflow restructuring and operations. Pricing and value communication. Implementation challenges.
Taxation of the Cannabis Industry WEBINAR
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Your Desk
2.0 Credits
Industrial hemp vs. marijuana. Income definitions under I.R.C. Section 61. Tax code restrictions: Section 280E and Section 471. State specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
Maintaining a Harmonious Working Environment WEBCAST
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Your Desk
1.0 Credits
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measure. Survival tactics in active violence situations.
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.