CPE & Event Catalog
More Money: Strategic Ways to Improve Cash Flow WEBINAR
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Your Desk
4.0 Credits
How do I optimize cash flow? What keeps companies from becoming streamlined?
CFO Series: Decision Making in An Irrational World WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
How and why ambiguity is good, and how certainty can be harmful. How the past blinds us to the real future. The difference between risk and uncertainty. Managing measurable risk and unmeasurable risk. Why have our current planning approaches failed. The need to analyze decisions from multiple perspectives. Probabilities are not necessarily predictive. How statistics can be misused and misunderstood – thus increasing risk, and more.
A Practitioner’s Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs. SEP and SIMPLE IRAs. Qualified plans. 401(k) plans. Retirement plan selection. Minimum distribution rules. Tax implications. Retirement planning strategies.
An Exhaustive Look At Fraud and Ways To Control It WEBINAR
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Your Desk
8.0 Credits
The fraudulent acts initiated from outside organizations. Why internal fraud occurs. The importance of fighting cyber-fraud. Steps that verify anti-fraud activities are working.
1065 Mastering Preparation and Planning Part 1 WEBCAST
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Your Desk
4.0 Credits
Changes on Schedule K. Schedules K-2 and K-3. When does a business involving spouses require a partnership return? How to eliminate late-filing penalties for partnership returns. When must a partnership return be filed? How to apply the bonus depreciation rules to partnership step-ups under Schedule 743. New IRS form allowing revocation of section 754 election. When it's possible to revoke the election. Answering Form 1065 questions on passive activity grouping.
Comprehensive S Corporation Taxation Form 1120S WEBCAST
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Your Desk
8.0 Credits
Learn how to qualify and to make the S corporation election. Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained. Understand the four loss limitation rules applied on the shareholder's individual income tax return. Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder. Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes. Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation.
Pension and Profit-Sharing Plan Strategies WEBCAST
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Your Desk
8.0 Credits
Types of documents: advantages and disadvantages, where they fit and plan termination issues. Types of retirement plans. Plan selection and design. Contribution and deduction limits and timing. Reporting and disclosure: Form 5500 and participant communications. Legislative environment. In-plan Roth conversions.
Compensation Fundamentals and Pay Transparency: Driving Fairness and Engagement WEBCAST
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Your Desk
1.0 Credits
Compensation.
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.
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals WEBCAST
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Your Desk
2.0 Credits
Overview of Trump Account structure and purpose. Eligibility and contribution limitations. Tax treatment and reporting considerations. Planning strategies for individuals and businesses. Common pitfalls and audit considerations.
Managerial Accounting: Your Prescription for Better Decision WEBINAR
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Your Desk
4.0 Credits
Target profit and Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
WSCPA Town Hall - December WEBCAST
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Your Desk
1.0 Credits
Issues shaping the accounting profession and the communities CPAs serve.
S Corporation Essentials: Stock and Loan Basis Reporting WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation, rules, and developments impacting S-corporations. S corporation shareholder basis in stock and debt. S corporation open account debt. Limitation of deduction of losses. AAA and distributions.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides WEBCAST
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Your Desk
2.0 Credits
Overview of ATGs. Best practices for utilizing ATGs. Salient provisions of selected ATGs. Insights auditors may obtain from analytical procedures. Nuances associated with selected industries.
Mergers and Acquisitions: Tips and Speed Bumps to Avoid WEBCAST
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Your Desk
2.0 Credits
Making strategic acquisitions. Identifying potential acquisition candidates. Alternatives to M&A. Identifying and understanding organizational culture. Understanding the keys to effective and efficient due diligence. Planning and executing an effective integration. Key considerations.
AHI: The Mindful-CPA WEBCAST
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Your Desk
2.0 Credits
Mindfulness. Science of neurology. Mindfulness practice. Stress management.
Failure to Detect Fraud and the Reasons Why WEBCAST
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Your Desk
2.0 Credits
Fraud detection challenges. Fraud characteristics. Fraud indicators. Audit responsibilities. Fraud risk recognition. Responding to suspected fraud.
A Working Parent's Guide to Prioritizing Mental Wellness WEBINAR
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Your Desk
2.0 Credits
Challenging cultural expectations and managing stress. Prioritizing self-care and physical well-being. Seeking support and building resilience.
Managing Current Fraud Trends in a Shifting Environment WEBINAR
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Your Desk
8.0 Credits
Summary of the impact of fraud on entities worldwide. Common fraud schemes and typical median losses that result. How smaller entity fraud risk differs from those of larger entities. The statistical profile of the most common fraud perpetrator. The most effective methods for preventing and detecting fraud. Cybersecurity risk management trends and best practices.