CPE & Event Catalog
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
-
Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Accommodation Requests - Substance Abuse - Contagious Infections WEBCAST
-
Your Desk
1.0 Credits
Accommodation requests - religious practices. Accommodation requests - disabilities. Substance Abuse - constructive confrontation. Substance Abuse - duty to accommodate as a disability. Disclosures of potentially contagious infections.
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership WEBCAST
-
Your Desk
2.0 Credits
Emotional intelligence in leadership. Building stronger workplace relationships. Creating and leading high-performing teams. Navigating change with emotional intelligence.
Form 1120S - Preparation and Analysis WEBCAST
-
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.
Inventory Accounting GAAP, Software and Recognizing Variances WEBCAST
-
Your Desk
2.0 Credits
Inventory accounting. GAAP. Methods for dealing with variances.
Revenue Recognition - Allocate the Transaction Price WEBCAST
-
Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
-
Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
Managing Your Money in Retirement WEBCAST
-
Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
Tax Procedure WEBCAST
-
Your Desk
2.0 Credits
Filing a tax return. IRS audit. IRS Appeals. Collections and litigation at courts of original jurisdiction.
S Corporations - Overview WEBCAST
-
Your Desk
2.0 Credits
Overview of S Corporation election and compliance requirements. Comparison of S Corporations with other business entities. Preparing Form 2553 and addressing late filing relief. Shareholder stock and debt basis considerations. Form 1120S and Schedule K-1: key aspects and reporting requirements. Officer reasonable compensation requirements and IRS audit strategies. Introduction to Schedules K-2 and K-3. Compliance with corporate formalities and taxable fringe benefits.
Tax Practice Standards WEBCAST
-
Your Desk
2.0 Credits
Treasury Circular 230. AICPA Statements on Standards for Tax Services (SSTS). Internal Revenue Code (IRC). Common law.
Form 7203 - How to Calculate Shareholder Basis WEBCAST
-
Your Desk
2.0 Credits
Introduction to Form 7203 and its purposes. Mechanics of completing Form 7203 accurately. Strategies for reconstructing shareholder basis. Loss limitations under IRC Sect. 461. At-risk rules and limitations for S Corporation shareholders. Documentation requirements for shareholder basis. Common errors in calculating and reporting basis. Best practices for maintaining and reporting shareholder basis.
Change Management: Your Leadership Role for Aligning Profits & Culture WEBCAST
-
Your Desk
2.0 Credits
Why professional agility is critical, and how to develop it. Foundational models for change management. Proven strategies to prepare for change as individuals, teams & organizations. Implementing change: A how-to look. Leading through change for success of all involved.
S Corporations Update WEBCAST
-
Your Desk
8.0 Credits
Making the S election. Per share per day accounting rules. Revenue procedures for curing various errors that can adversely affect S status. Regulatory safe harbors for routine commercial agreements. Employment tax issues.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
-
Your Desk
4.0 Credits
The AICPA Code of Professional Conduct, Washington ethics rules and recent changes, new developments, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Like-Kind Exchanges WEBCAST
-
Your Desk
2.2 Credits
Like-kind exchanges (LKE). Qualified third party intermediaries (QI).
LLCs & S Corps - A Comparative Analysis WEBCAST
-
Your Desk
4.5 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules (K-1, K-2, K-3). Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
Building Your Personal Net Worth: Invest in Your Future WEBCAST
-
Your Desk
2.0 Credits
Why people who appear wealthy may be living paycheck to paycheck. Why a millionaire may be living in the ordinary house next door. Early and mid-career strategies for accumulating wealth. Where and how to invest your money. Why fees and commissions should concern you. Strategies for buying stocks, mutual funds and ETFs.
Critical "Soft" Skills for CFOs and Controllers WEBCAST
-
Your Desk
4.0 Credits
Tips for being a balanced leader-manager. Adapting to various personality styles. Tips for coaching millennials and beyond. Best practices for managing organizational change.
Estate Planning for Today and Beyond WEBCAST
-
Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships.