CPE & Event Catalog
101 Tax Planning Ideas WEBCAST
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Your Desk
8.0 Credits
An overview of the individual and business tax changes in the One Big Beautiful Bill. Identifying tax planning opportunities in the tax formula. Different types of planning. Frequently used planning techniques. Qualitative and quantitative considerations. The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning. Looking to the past, present, and future as we plan.
IRAs—Traditional, Roth, SEP and SIMPLE WEBCAST
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Your Desk
8.0 Credits
An emphasis on newly enacted tax legislation affecting IRAs, including the NEW final required minimum distribution regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs. Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans. Roth IRA contribution phase-out limits, as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs. Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments). The required minimum distribution rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death. Overview of health savings account eligibility rules, contribution limits and distribution rules.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
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Your Desk
8.0 Credits
FASB Accounting Standards Codification disclosure requirements. An overview of the disclosure landscape. How materiality enters into disclosure decisions. Navigating the FASB Codification.
Not-For-Profit Conference 2026 WEBCAST
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Your Desk
16.0 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Financial Planning: Auto and Homeowners Insurance WEBINAR
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Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.
Design Flexible Work Options To Attract and Retain Your Workforce WEBCAST
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Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies WEBCAST
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Your Desk
4.0 Credits
Strategic finance leadership. Advanced financial analysis. Business intelligence and ai in finance. Economic intelligence for decision makers. Operational insight and business strategy. The future role of the controller or CFO.
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.
Performance Management WEBCAST
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Your Desk
1.0 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Navigating IRS Collections: The Collection Process WEBINAR
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Your Desk
2.0 Credits
Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
Partnership Checkup: Tax Issues and Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Impact of contributed property. Explain the importance of shareholder loans to the entity. Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest. Comprehensive examples illustrate the mechanics of the basis determination process. Discusses how S corporation losses impact Form 1040 Schedule E reporting. How to get from the Schedule K-1 information to the basis calculations.
LLCs and S Corporations: a Comparative Analysis WEBINAR
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Your Desk
8.0 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. Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
The Controller Function - Cash and Investments WEBCAST
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Your Desk
1.4 Credits
Accounting. Finance.
Accounting and Reporting Long-Term Debt WEBCAST
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Your Desk
2.0 Credits
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more. Proper treatment of short-term obligations that are expected to refinance within the next 12 months. Revolving credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time. Differentiating between debt modifications and troubled debt restructuring. Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation.
Cash Conversion Cycle: Tool and Techniques WEBCAST
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Your Desk
2.0 Credits
Understanding the timing elements of your day's working capital. The impact of inventory on the Cash Conversion Cycle. How vendors and customers can help your cash conversion cycle. Planning and forecasting for a healthy cash flow. Assorted management tips to control the Cash Conversion Cycle.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions.
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A WEBCAST
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Your Desk
4.0 Credits
Integration of the real estate professional rules with reporting on Form 1040, Schedule E. Real estate professionals and indirectly owned entity's reporting on Form 1040. How real estate business is interpreted under the Section 199A rules and how it integrates with the passive activity rules. Real estate professionals and Form 8582. How to make the grouping election for passive activities and the flow-through deduction. Definition of self-rental property - both for Sections 199A and 469. Reporting using Form 1040, Schedule E, page 1 and 2. Self-rental property and the Form 8582.
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success WEBCAST
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Your Desk
8.0 Credits
How to become a value-added business advisor to successfully grow the firm from within. Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services. Critical traits of a thinking auditor, tips for stretching yourself beyond the basics. Tips for value pricing and other ways to improve a CPA firm's financial success. Managing change and promoting creative thinking .Choosing between varying levels of client service.
2-Day Federal Tax Conference WEBCAST - Partnered with the Idaho Society
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Your Desk
16.0 Credits
Individual taxes. Business taxes.