CPE & Event Catalog
Revenue Recognition - Topic 606 Disclosures WEBCAST
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Your Desk
1.2 Credits
Revenue recognition. Accounting.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
2.0 Credits
Accounting and auditing issues related to cryptocurrency. ASU 2023-08 and related FASB developments. FASB discussions, Invitation to Comment, and research agenda updates. Case study application of cryptocurrency accounting guidance. Accounting for cryptocurrency transactions and balances. Audit considerations for cryptocurrency engagements.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRA and Roth 401k. Backdoor and Mega Backdoor Roth.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
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Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance WEBCAST
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Your Desk
2.0 Credits
The real purpose of budgeting in modern organizations. Common budgeting problems and process breakdowns. Linking budgets to income statements, balance sheets, and cash flows. Output metrics and what really causes work. Top-down, bottom-up, and hybrid budgeting approaches. Flexible budgeting using volume-based and unit metrics. Benchmarking to reduce politics and improve insight. Using budgets to build value, not just limit spending.
Power Skills: Professionalism and Client Interactions WEBINAR
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Your Desk
2.0 Credits
Best practices when communicating with the client. Complicated scenarios for practice.
How AI Is Automating Internal Control WEBINAR
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Your Desk
4.0 Credits
An explanation of AI. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
CORE Series: Getting Unstuck from Sticky Situations WEBINAR
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Your Desk
1.0 Credits
Emerging malpractice risks. Navigating difficult client dynamics, Remain compliant with professional standards.
Strategic CFO – Strategic Financial Communications WEBCAST
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Your Desk
2.0 Credits
Financial literacy versus math literacy. Common financial terms that confuse non-accountants. Simplifying financial language without dumbing it down. Building narratives and stories around financial data. Using visuals and graphics effectively. Communicating strategy, risk, and performance together.
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.
Creating A Culture of Trust WEBCAST
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Your Desk
1.0 Credits
Culture. Trust.
SAS 145: Modern Risk-Based Auditing WEBCAST
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Your Desk
2.0 Credits
Introducing SAS 145. Revisiting audit risk. Risk assessment in the SAS 145 era. Analyzing SAS 145. Documentation requirements.
Supervised AI Agents as Public CPA Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
Advanced IT Audit and Real-World Testing WEBCAST
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Your Desk
3.0 Credits
Information technology general controls testing. Audit execution. Workpapers.
Internal Audit in The Future WEBCAST
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Your Desk
2.0 Credits
Internal audit. IIA standards. Emerging risks. Technology.
Agentic AI for CPAs: Automate Workflows with Intelligence WEBINAR
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Your Desk
2.0 Credits
Introduction to Agentic AI concepts and terminology. Case studies for using AI agents in accounting, finance, and tax services. Step by step demonstration of creating and deploying an AI agent. Introduction to Microsoft Copilot Studio agent builder. Developing your AI agent deployment strategy.
AI In Audit and Financial Reporting WEBCAST
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Your Desk
1.6 Credits
Artificial intelligence. Audit. Financial reporting.
Qualified Business Income (QBI) Deduction (Section 199A) – The Ins and Outs WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of calculating the combined qualified business income amount. Determine what trade or businesses under Section 162 are eligible for the QBI deduction. Discuss how the 20% QBI deduction is subject to a wage and capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts. Walk through the simplified QBI Form 8995 and detailed Form 8995-A and related schedules. Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations. Look at what the definition of QBI is and what items are effectively connected with that trade or business. Review the aggregation rules for the QBI computation and both the entity and individual level. Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s. Explain how the modifications to the net operating losses (NOLs) and Section 461(l) excess business loss limitations affect the QBI computation.