CPE & Event Catalog
Business Valuation - Asset Approach WEBCAST
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Your Desk
1.0 Credits
Fundamentals of business valuation and appraisal standards. The asset approach: methods, applications, and analysis.
Cryptocurrency Transactions: Navigating Federal Tax Rules WEBCAST
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Your Desk
1.0 Credits
Review existing reporting rules. Broker reporting requirements and Form 1099-DA. Reporting crypto transactions.
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.
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience WEBCAST
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Your Desk
1.0 Credits
Leadership. Professional development. Time management.
Partnership Essentials: Tax Basis Capital Accounts WEBCAST
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Your Desk
2.0 Credits
Importance of tax basis capital accounts. Reporting negative tax basis. Tax accounting for property contributed to a partnership. Effect of the Ceiling Rule. Allocation of depreciation to partners. Alternative and Remedial Methods. Effect on financial capital accounts. Form 1065, Schedule K-1.
The Art of Marketing for CPAs WEBCAST
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Your Desk
4.0 Credits
Why marketing and self-promotion are so important today. What keeps people from learning this skill, and how to overcome those obstacles. How to get people (your boss, co-workers or clients) to like working with you. How to sell someone on your services in a single minute. How to attract more clients or the attention of your boss in a way that "wows" them. How to get referrals from your clients or glowing reviews from your boss. The 3 communication skills every person needs to master, and why. The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career.
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
2.0 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.
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.
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
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners WEBCAST
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Your Desk
4.0 Credits
An overview of provisions of existing law extended, made permanent with or without substantial changes. New law provisions for individuals and businesses. Review of existing law provisions that have been repealed.
AI-Enhanced Business Consulting for CPAs: Strategies and Tools WEBCAST
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Your Desk
4.0 Credits
Business consulting. Types of management services. Identification of client needs. Managing client expectations. Creating value for clients. Techniques for effective consulting. Application of AI. Professional standards application.
Forensic Accounting: Finding Hidden Treasure in Tax Returns WEBINAR
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Your Desk
4.0 Credits
The rules of IRS disclosure of tax information. Understanding the role of IRS transcripts. Interpreting the actions of the IRS in transcripts. FOIA requests. Analyzing tax information and returns for financial leads.
Building Security and Efficiency with Internal Control WEBINAR
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategic considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to. The COSO Internal Control Framework and the COSO ERM Framework.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.