CPE & Event Catalog
The Controllership Series - The Financial Close Process WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Financial statements.
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.
Divorce Concerns: Taxes, Valuation, Finances, Retirement, and Obligations WEBCAST
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Your Desk
8.0 Credits
Divorce and ongoing payment issues dealing with alimony and child support. Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others. Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales. Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets. High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options.
Financial Statement Disclosures WEBCAST
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Your Desk
8.0 Credits
General requirements. Balance sheet, income statement and cash flow. Stockholders' equity. Business combination and consolidation.
Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership. What constitutes debt basis for an S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk.
Guide to Deducting Travel, Meals and Entertainment Expenses WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting. Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses. Reporting travel expenses: travel status, simplified per diem. Directly related to and associated with tests. Facility vs. activity expenses. Nine exceptions to Section 274. Business meals.
Cutting-Edge Estate and Financial Planning Trends WEBCAST
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Your Desk
8.0 Credits
The latest legislative changes in estate and financial planning. Expected changes in estate and gift tax exemptions and their impact. Common client errors and risk mitigation strategies. Domicile planning considerations in financial and tax strategy. Charitable giving strategies under new tax rules. Advanced use of split-interest trusts for tax and estate planning. Best practices for IRA distribution planning with new tax implications.
The CFO Who Went to Prison WEBINAR
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Your Desk
2.0 Credits
The importance of values. Identifying success. Ethical dilemmas. Mitigation strategies. Creating tools to help make better decisions. Personal accountability strategies.
Sarbanes-Oxley Overview WEBCAST
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Your Desk
1.6 Credits
Sarbanes-Oxley compliance.
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.
Can You Really Do That With AI? WEBCAST
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Your Desk
1.0 Credits
AI fundamentals. AI tools you already own. Analyzing data using AI. AI risks and concerns.
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.
Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later WEBCAST
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Your Desk
1.8 Credits
Sarbanes-Oxley. Accounting risk assessment.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
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Your Desk
1.0 Credits
Components of executive presence. Audience centered elevator pitch structure. Professional value proposition framework. Structuring a concise executive biography. Aligning personal narrative with organizational value. Common pitfalls in professional self-presentation. Application and refinement exercise.
2026-27 Yellow Book Update WEBINAR
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Your Desk
1.0 Credits
Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The GAO's implementation delay and its implications for 2026 audit planning. Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job WEBCAST
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Your Desk
2.0 Credits
Resolving conflict.
Fiduciary Accounting and Tax Planning for Estates and Trusts WEBCAST
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Your Desk
4.0 Credits
Fundamentals of fiduciary accounting. Uniform Principal and Income Act. Discretionary Power to Adjust. Allocations between principal and income. Trust accounting. 3.8% Net Investment Income. Form 1041 - Schedule I. Section 645 Election. Simple or complex trusts.
IRAs – Contributions and Distributions for Traditional, Roth, SEP and SIMPLE IRAs 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 that 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. 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
CFO Solutions to IRS Problems WEBINAR
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Your Desk
4.0 Credits
The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.
Accounting for the Gig Economy WEBINAR
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Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.