CPE & Event Catalog
Mellow Money: Virtual Tax Overview WEBCAST
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None
4.0 Credits
IRC Section 280E. The labyrinth of state and local tax regulations. Cannabis businesses taxation challenges.
Member Exclusive: Beyond the Basics: Building Your Network for Your Best Clients WEBINAR
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Your Desk
1.0 Credits
Strengthen your professional network.
Employment Law 101 WEBCAST
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Your Desk
1.0 Credits
Title VII. Americans With Disabilities Act. Age Discrimination in Employment Act. Family Medical Leave Act. Fair Labor Standards Act. Equal Pay Act. National Labor Relations Act. Fair Credit Reporting Act.
Effective Governance for Nonprofit Success WEBCAST
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Your Desk
1.0 Credits
Accounting and auditing. Nonprofit.
A Practical Guide to Trusts WEBCAST
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Your Desk
8.0 Credits
Trustee responsibilities and trust administration. Strategies for probate avoidance and efficient asset distribution. Tax treatment of revocable living trusts. Marital deductions and bypass trusts. Uses of irrevocable trusts in estate planning. Benefits of irrevocable life insurance trusts. Multi-generational wealth planning with dynasty trusts. Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT.
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2 WEBCAST
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Your Desk
1.2 Credits
Revenue recognition.
How to Review Financial Statements WEBCAST
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Your Desk
4.0 Credits
Practice reviewing financial statements. Financial statement case studies.
Avoiding Budget People Issues: Managing Budgeting's Soft Side WEBCAST
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Your Desk
2.0 Credits
Budget defining. Budget cultures. Tactical budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non financial types.
Maximizing the Tax Benefits of an Installment Sale WEBCAST
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Your Desk
1.0 Credits
Installment sale treatment eligibility. When to elect out of installment sale treatment. Installment sales of business assets. Installment sale default and the rules for personal property vs real property. Depreciation recapture.
2025 Mid - Year Tax Update: Planning for Businesses WEBCAST
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Your Desk
4.0 Credits
Legislative changes affecting business tax planning. Depreciation, start-up expenses, and profit motive considerations. Employee classification, compensation, and benefits. Business use of home, vehicle, and meals/entertainment deductions. Cryptocurrency taxation and cannabis industry tax concerns. Section 199A deduction and penalties related to business operations.
Prix Fixe: Latest Development in International Tax WEBINAR
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Your Desk
1.0 Credits
New regulations, treaties, and compliance requirements.
2025 Not-for-Profit GAAP Update WEBINAR
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Your Desk
2.0 Credits
Accounting Standard Updates issued by the FASB. Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 WEBCAST
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Your Desk
2.0 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards. Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts. Highlights of important concepts included in SASs No. 142-149.
Ethical Considerations in Working with Cannabis WEBINAR
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Your Desk
1.0 Credits
Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry. Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services. Banking relationships. Malpractice insurance.
Audit Risk Assessment in Plain English WEBCAST
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Your Desk
2.0 Credits
Overview of Audit Risk Assessment. AICPA's clarified Risk Assessment Standards. SAS 145. Assessing the Entity's Environment.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting WEBINAR
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Your Desk
2.0 Credits
Introduction to ethics and ethical dilemmas. Ethical codes and professional standards. Fraud and the fraud triangle. Ethical decision-making models. Financial statement manipulation tactics. Cash flow and key metrics misrepresentations.
Deep Dive into Quality Management WEBCAST
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Your Desk
2.0 Credits
SQMS 1 and 2. Auditing.
Critical "Soft" Skills for CFOs and Controllers WEBCAST
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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.
Better Business Writing: Improve Your Speed and Quality WEBCAST
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Your Desk
2.0 Credits
Writing. Communications.