CPE & Event Catalog
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
International Tax Treaties WEBCAST
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Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
International Cross Border Transactions WEBCAST
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Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
Advanced Negotiations: Never Split the Difference WEBCAST
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Your Desk
2.0 Credits
Negotiations.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
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Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock acquisitions. What happens in an asset acquisition. What happens in a stock or equity acquisition. 338 and 336 elections. Basics of 382. Basics of 280G. Earnouts and contingent payments. Assumed liabilities. Acquired reserves. Acquired deferred revenue. Treatment of transaction costs. Basics of mixed entity transactions. Very basic overview of tax-free re-organizations. High level overview of entity formations. High level overview of entity liquidations or termination.
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.
Leading and Managing the Accounting Department WEBCAST
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Your Desk
4.0 Credits
Accounting. Leadership. Management.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Contract and Procurement Fraud WEBCAST
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Your Desk
2.0 Credits
Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.
Qualified Business Income (QBI) Deduction (Section 199A) – The Ins and Outs WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of calculating the combined qualified business income amount. Determine what trade or businesses under Section 162 are eligible for the QBI deduction. Discuss how the 20% QBI deduction is subject to a wage and capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts. Walk through the simplified QBI Form 8995 and detailed Form 8995-A and related schedules. Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations. Look at what the definition of QBI is and what items are effectively connected with that trade or business. Review the aggregation rules for the QBI computation and both the entity and individual level. Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s. Explain how the modifications to the net operating losses (NOLs) and Section 461(l) excess business loss limitations affect the QBI computation.
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.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
A Strategic Approach to Understanding Compensation Structures WEBCAST
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Your Desk
1.5 Credits
Compensation.
Benford’s Law and Other Digital Analysis Techniques WEBCAST
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Your Desk
1.8 Credits
Benford's Law. Digital analysis. Data analytics.
Partnership Essentials: Review and Update WEBCAST
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Your Desk
4.0 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners. Transfer of partnership interests. TCJA Section 461(l) Excess Business Losses and Section 163(j) Business Interest Expense. Importance of capital accounts. Form 1065, Schedules K-1 and M-2. Schedules K-2 and K-3 update. Reporting partner capital accounts. Effect of the Ceiling Rule. Alternative and remedial methods. Effect on financial capital accounts. Tax basis capital accounts.
Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations WEBCAST
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Your Desk
1.0 Credits
Conflict management. Difficult conversations. Psychological safety.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to charitable remainder trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to form 5227. Best practices for accurate completion and filing.
Productivity Hacks for Working Remote WEBCAST
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Your Desk
1.2 Credits
Virtual work. Remote work. Telecommuting. Flexible work options.