CPE & Event Catalog
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.
Create Measures in Power BI that Define Your Metrics WEBINAR
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Your Desk
4.0 Credits
Introduction to DAX. Advanced DAX formulas. Time Intelligence in DAX. Measures with DAX. Using PivotTables for measure validation.
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman WEBCAST
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Your Desk
2.4 Credits
Employee theft. Prevention.
How to Audit: Property, Plant, and Equipment WEBINAR
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Your Desk
2.0 Credits
The foundation of auditing PP&E. The various substantive auditing procedures that staff should perform. Real world auditing examples.
Financial and Tax Accounting for S Corporations and Partnerships WEBINAR
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Your Desk
8.0 Credits
Review the Accounting Standards Codification, Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations. Financial accounting issues arising from changes in ownership. Financial vs. tax accounting for partnership or LLC capital accounts. Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting with Forms 1065 and 1120S. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships, LLCs, and S corporations. Financial accounting for the operations of a partnership or LLC. Financial accounting impact of the C to S election and the S to C election. Financial and tax accounting for S corporation shareholder equity and partner capital accounts. Financial vs. tax accounting for loans to and from S corporations and their shareholders.
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools WEBINAR
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Your Desk
2.0 Credits
Round robin review of lesser known M365 apps. Reduce internal email communications with Teams and SharePoint. Collaborate on spreadsheets and documents with your colleagues in real time. Get control of your appointment schedule with the Bookings app. Tap the full potential of OneNote as your primary repository for notes, correspondence and more. Replace email attachments with secure file sharing links. Document business processes with the Stream app. Leverage the power of AI in M365 with Copilot.
Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency WEBCAST
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Your Desk
2.0 Credits
PBMs.
Group Audits: Who is Responsible for What? WEBCAST
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Your Desk
2.0 Credits
Responsibilities of the group audit engagement team, including the group engagement partner. Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements. Special considerations on audit planning and audit reporting in a group audit.
Accounting and Auditing for the Construction Industry WEBCAST
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Your Desk
4.0 Credits
Illustrative computations for revenue recognition. Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry. Application of risk-based audit model to contractors. The Lookback analysis and the contractor's estimating reliability. Practical approach to auditing contracts completed and in progress. Numerous computations and alternative approaches. Independent contractor qualifications.
Tax Aspects of Stock Investing WEBCAST
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Your Desk
4.0 Credits
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds, stock options, and straddles.
S Corporation Essentials: Review and Update WEBCAST
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Your Desk
4.0 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.
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.
AI and Accounting in Retail WEBINAR
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Your Desk
2.0 Credits
AI powered personalization and its impact on revenue recognition. Dynamic pricing models and tax compliance risks. AI in demand forecasting, inventory valuation, and COGS calculations. Integration challenges with ERP and POS systems. Governance, ethics, and auditability of AI decisions. Data quality, audit trails, and regulatory documentation. AI assisted fraud detection, financial controls, and oversight
How to Audit Inventory WEBINAR
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Your Desk
2.0 Credits
Auditing inventory. Related audit assertions, risks, and threats to inventory. Substantive auditing procedures that staff should perform.
Taxation of the Cannabis Industry WEBCAST
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Your Desk
2.0 Credits
Historical context of U.S. taxation. Industrial hemp vs. marijuana. Income definitions under I.R.C. Section 61. Tax code restrictions. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
Deception, Embezzlement, and Fraud WEBCAST
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Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
The SECURE Act 2.0 – Planning Opportunities for Employers WEBCAST
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Your Desk
1.0 Credits
Implications for Employers. Starter Section 401(k) plans for small employers. Requiring automatic 401(k) enrollment. Improving worker access to emergency savings. Increasing part-time workers' access to retirement accounts. Statute of Limitations on excise taxes imposed on overcontributions to retirement plans. Multiple employer Section 403(b) plans. Automatic portability provisions. Other changes in the administration of company retirement plans
Section 174: New Rules for R&E and OBBA Update WEBCAST
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Your Desk
1.0 Credits
Revised rules for tax years 2022-2024. How to change from amortizing R&E to immediately expensing R&E. Analysis of the Revenue Procedure related to changes in accounting method. Options available to change accounting methods. Comprehensive example of how to make the accounting method change. Distinction between R&E expense and R&E credit.
Listening to the Statement of Cash Flows WEBCAST
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Your Desk
2.0 Credits
Preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash-related financial statement disclosures.