CPE & Event Catalog
Forms 7217 and 7203 WEBCAST
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Your Desk
2.0 Credits
Tax treatment of partnership distributions to partners of cash and property other than cash. Basis of property received in a partnership distribution. Executive Order 14219 withdrawing the IRS’s new regulations regarding basis shifting. Organization and structure of the new Form 7217. Who must file Form 7203. Determining the S corporation shareholder’s initial basis in his or her stock. Basis limitations on partnership losses and deductions. Organization and structure of Form 7203 — understanding the three parts of Form 7203. Filing criteria for Form 7203. Calculating an S corporation shareholder’s share of S corporation deductions and credits. Understanding stock and debt basis.
Forensic Accounting: When The Office Is A Crime Scene WEBINAR
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Your Desk
4.0 Credits
A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued. How to advise your client in approaching an allegation of embezzlement. What pitfalls may arise in finding the truth. The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
From Numbers to Narratives: Mastering Data Analysis for CPAs WEBINAR
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Your Desk
2.0 Credits
The evolving role of CPAs in a data-driven world. Why data analysis matters for CPAs. Key data analysis skills and concepts for CPAs. Leveraging Microsoft 365 tools for data analysis. Building a data analytics mindset.
How to Audit Accounting Estimates WEBINAR
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Your Desk
2.0 Credits
Procedures to test the process used by management to develop estimates. Common examples of accounting estimates that are included in the financial statements. Updated requirements in SAS 143.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL, including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six NOPA rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
Tax Planning for Sole Proprietors and Other Business Owners WEBCAST
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Your Desk
8.0 Credits
An overview of the business-related tax changes in the One Big Beautiful Bill. Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business. Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices. Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, SEP plans, and SIMPLE plans. Taking advantage of the self-employed health insurance deduction and the qualified business income deduction. Avoiding the at-risk and passive activity loss limitations. Making the right business entity election. In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know.
Forgotten Managerial Accounting Tools for CPAs WEBINAR
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Your Desk
2.0 Credits
Target profit analysis. Break-even analysis. Relevant costs and decision making. Standard costs and variances. Activity-based costing. Segment reporting and analysis.
Using ChatGPT with Excel WEBINAR
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Your Desk
0.0 Credits
Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
0.0 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.
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g and Charitable Deductions WEBCAST
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Your Desk
2.0 Credits
Review of new rules under IRC Sec. 67(g). Review surprises to simple trusts under IRC Sec. 67(g). Presentation issues with IRC Sec. 199A deduction and the tier system. Special rules relating to the charitable contribution deduction. Problem examples.
Audits of 401k Plans WEBCAST
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Your Desk
6.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
OCBOA Case Studies WEBCAST
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Your Desk
8.0 Credits
Income tax-basis financial statement presentations. Cash and modified-cash financial statement presentations. Innovative and EBITDA type reports. OCBOA engagements. AICPA Financial Reporting Framework for Small- and Medium-Sized Entities.
Form 1041 Advanced Series Part 4: Post Mortem Considerations WEBCAST
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Your Desk
2.0 Credits
A review of the expansive nature of trust administration. The use of post-mortem elections. The use of an administrative trust and its advantages. Choosing a fiscal year for the administrative trust. The successor trustee of an administrative trust and whether the trust is simple or complex. Making the Sec. 645 Election, its duration, advantages and disadvantages.
Implementing and Maintaining an Internal Control System WEBINAR
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Your Desk
8.0 Credits
The control creation and implementation basics. Implementation and updating procedures for an internal control system. Maintaining existing internal controls.
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs WEBINAR
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Your Desk
0.0 Credits
Getting started with ChatGPT. Tour of the ChatGPT app and how to use it. Variety of hands-on case study examples for accounting, finance, and tax. Protecting your data privacy in ChatGPT. Advanced ChatGPT features review. Subscription plan options.
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.
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.
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