CPE & Event Catalog
ChatGPT and IRS Taxation Law Research WEBINAR
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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.
Navigating IRS : Responding to IRS Notices and Letters WEBCAST
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Your Desk
2.0 Credits
Types of IRS letters. How to respond to CP2000, CP14, CP75, CP504, and other notices. Steps to take upon receiving a letter: deadlines, records, prep. Penalties and interest associated with non-response. Sample response structure and real-life examples. Documentation and tracking practices for correspondence. Common mistakes and how to avoid them.AI-supported correspondence management and ethical considerations.
Complete Guide to Analyze Data with Excel PivotTables WEBINAR
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Your Desk
4.0 Credits
Introduction to PivotTables. Creating and customizing PivotTables. Focus on using PivotTables to analyze data. Advanced PivotTable features. Data visualization with PivotCharts.
White-Collar Crime: What Every CPA Should Know WEBCAST
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Your Desk
2.0 Credits
Definitions of white-collar crime. White-collar crime characteristics and statistics. The CPA's role in combating white-collar crime.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Mastering Rapport Skills for Fun and Profit WEBCAST
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Your Desk
4.0 Credits
How to get people to like you. The elements of trust. Mastering non-verbal communication. What to say to establish immediate rapport.
S Corporation (Form 1120S) – Formation to Liquidation WEBCAST
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Your Desk
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes. Requirements to make an S election. Fixing late S corporation elections. S corporation formation and liquidation issues. Revocation and termination of S corporations. Schedule K and K-1 - separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income deduction and 3.8% net investment income tax. Compensation issues including the tax treatment of fringe benefits. Built in gains tax and other planning opportunities when converting a C to S corporation. Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts. Tax treatment of stock redemptions.
Performance Auditing Made Easy WEBCAST
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Your Desk
1.5 Credits
Performance audit standards. Performance audit types. Performance audit objectives.
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis WEBCAST
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Your Desk
2.0 Credits
Forensic accounting. Accounting. Auditing. Finance.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Fundamentals of Form 1040 -- Individual WEBINAR
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Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
Empowering HR Pros' Thriving in 2025 and Beyond WEBCAST
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Your Desk
1.0 Credits
Human resources. Business strategy. Wellbeing. Professional development.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
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Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
Guide to Deducting Travel, Meals and Entertainment Expenses WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting. Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses. Reporting travel expenses: travel status, simplified per diem. Directly related to and associated with tests. Facility vs. activity expenses. Nine exceptions to Section 274. Business meals.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools. Tour of the Tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Passive Activities and Rental Real Estate Income Tax Issues WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162. How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships. Definition of an activity and the activity grouping and disclosure rules. Real estate professional exception to the PAL rules for investments in non-passive rentals. Special $25,000 loss allowance for rental real estate with active participation. Material participation safe harbor rules. Events that trigger suspended PALs. Limitations on tax credits generated by passive activities. Special rules that re-characterize passive income to non-passive income. What rentals are subject to self-employment tax under Section 1402.
Tax Practice Standards WEBCAST
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Your Desk
2.0 Credits
Treasury Circular 230. AICPA Statements on Standards for Tax Services . Internal Revenue Code . Common law.
Accounting Update in a Post COVID-19 World WEBCAST
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Your Desk
2.0 Credits
Risk assessment. Government assistance. Pandemic-related accounting pronouncements. Learning to be an auditor in a pandemic environment. Financial statement disclosures. Exploring liquidity options.
Taxation of Judgements and Settlements WEBCAST
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Your Desk
2.4 Credits
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Accounting and Auditing Update WEBCAST
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Your Desk
4.0 Credits
Review of new accounting standards issued in 2025 and 2026. Applicable changes to accounting for government grants and crypto currency. Compilation and review standards and interpretations. Auditing standards including a deep dive into the quality management standards.