CPE & Event Catalog
Practice Management -The Idaho Society of CPAs' 2025 MAP Conference WEBCAST
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Your Desk
12.0 Credits
Gain the skills and knowledge that will help you and your firm become more effective dealing with several major trends impacting the accounting profession.
Current Issues in Accounting and Auditing: An Annual Update WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda.
Key Partnership and S Corporation Tax Planning Strategies WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Timely coverage of breaking tax legislation.
Government and Nonprofit Frauds and Controls to Stop Them WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Examine real-world misappropriation of cash, check frauds, vendor scams, credit card abuse, grant funds, benefit schemes.
The Most Critical Challenges in Not-for-Profit in Accounting Today WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Key issues related to not-for-profit financial reporting.
The Top Five Tax Issues in Dealing with LLCs and Partnerships WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Coverage of important provisions of The SECURE 2.0 Act and Inflation Reduction Act.
Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area WEBCAST - presented by the Montana Society of CP
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Your Desk
4.0 Credits
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls.
The Most Critical Challenges in Governmental Accounting Today WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
The implementation of GASB No. 101 on compensated absences.
Understanding the Form 990 and its Preparation Prerequisites WEBCAST presented by the Minnesota Society of CPAs
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None
2.0 Credits
Overview of Form 990's structure and purpose. Goals behind the core forms and schedules. Triggers for Form 990 schedules. Reporting requirements in Part VII-A, including trustees, directors, officers, key employees and the five highest-paid employees, with some categories based on their compensation levels. Key definitions and glossary terms, including family member, business relationship, independence. Governance and board member considerations. Data collection and reporting. Public relations and stakeholder communication.
SALT Mastery: Protecting Yourself and Your Clients: Understanding the Implications of Remote Work and Licensing Requirements
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Your Desk
2.0 Credits
Registration obligations among the states. Considerations for remote workers, including payroll tax, generating nexus, and apportionment issues. What agencies to register with. Avoiding unauthorized practice of law.
Advanced Topics in a Single Audit WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
Auditor and auditee responsibilities in a single audit. Planning the compliance audit and other risk assessment considerations Required elements of the schedule of expenditures of federal awards. Major program determination process, including clusters and loans/loan guarantees. Considerations when assessing and evaluating internal controls over compliance Audit sampling Considerations for pass-through entities. Advanced audit reporting issues.
Understanding the "Most Common" Form 990 Schedules: A, B&O WEBCAST presented by the Minnesota Society of CPAs
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None
2.5 Credits
Benefits of public charity classification. Public Support Tests. Preparation tasks of Schedule B and related worksheets, including donor disclosure. Governance and public relations impact. Board review and compliance. Management company disclosures.
Year-End Tax Planning: Thinking Outside the Box WEBCAST - presented by the Oregon Society of CPAs
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Your Desk
4.0 Credits
Discuss the most recent tax legislation, rulings and developments. Section 163(j) interest expense deduction. 21% corporate tax rate. Medicare tax on high income wages and SE income. Tax provision and 2025 extensions. Timing income and deductions. Alternative minimum tax (AMT) issues. 3.8% net investment income tax. Rediscovering Section 1202 QSBS. Reconsidering choice of entity.
CAS - Advancing Your Role as a Business Leader WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
2.0 Credits
The need for better relationships, credibility, and trust. Lessons from great leaders. Steps to becoming a better leader, a trusted leader.
CAS - Preparing for a New Fractional CFO Role: What to Do? WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
2.0 Credits
Should you become a fractional CFO? Are you an entrepreneur? Steps to take. Steps to avoid. Understanding marketing and branding. Defining your market. Becoming the trusted advisor.
CAS - Ready to be an Effective CFO? Skills to Succeed WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
2.0 Credits
Utilizing your team - your whole team. Your company, your experts - your resources. Maintaining relationships with key external parties can be your secret weapon. Building key connections - who, how, and when. Making critical decisions timely. Translating data analytics into what matters. Knowing when to delegate. Gaining knowledge efficiently. Deciphering what to learn. Determining the questions to ask. Becoming the Chief Value Officer. Communicating what drives value. Understanding risk.
Annual Update for Accountants and Auditors WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
Narrow-scope accounting standards updates. Financial instruments and leases. FASB exposure drafts and projects. Exposure drafts of new auditing standards. Preparation. compilation. and review engagement updates.
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements WEBCAST - presented by the Idaho Socie
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Your Desk
8.0 Credits
Overview of preparation, compilation, and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects. International reporting issues in SSARS engagements. Special Purpose Framework financial statement issues. Case studies. Latest developments.
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.
Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers WEBCAST - presented by the Oregon Society of C
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Your Desk
8.0 Credits
Reviews of portions of error-prone staff-prepared Forms 1120-S and 1065 from client-provided information. Be aware of legislative changes. How to reduce input errors. When and how to rely on third-party data import software. What are common errors preparers make and what are the areas generating malpractice claims? Initial administrative groundwork. The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review. Overview of new Schedules K-2 and K-3. Don't fall prey to reporting oddities. When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065? Form 1120-S - What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S corporation distribute earnings and profits from C corporation years? Form 1065 - New tax reporting requirement for partners' capital balances. Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules. Discussion of more complex transactions included in corporate structures. Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return.