CPE & Event Catalog
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
HR’s Role in Business Evolution: Strategy, Finance, and Growth WEBCAST
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Your Desk
2.0 Credits
Corporate culture. Strategic planning. Leadership. Staff development. Use of Generative AI.
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great WEBCAST
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Your Desk
1.2 Credits
Talent strategy. Culture. Employer branding. Leadership. Growth.
AI and Accounting in Manufacturing WEBINAR
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Your Desk
2.0 Credits
Intelligent automation and dark factories. Predictive maintenance and real-time cost tracking. AI enabled financial reporting and dashboards. Continuous auditing and anomaly detection. Tax compliance automation and transfer pricing AI. Data governance and cybersecurity in financial systems. Workforce reskilling and AI augmented financial roles.
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.
Overcome Your Obstacles to Abundance WEBCAST
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Your Desk
4.0 Credits
How to know your specific obstacles to becoming rich. Why people use poor marketing and investment strategies, and how to overcome such limitations. The most effective marketing methods, and how to implement them. The power of being super motivated, and three methods to keep you motivated long term towards your goals. Having a vision for your business and life that will keep you on the right track.
Making Effective Decisions When You Can’t Get Everything You Want WEBCAST
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Your Desk
2.0 Credits
Decision-making fundamentals. Cost-volume-profit refresher. Optimization analysis. Constraint mitigation strategies. Coping with incomplete information. Solver and other Excel capabilities. Qualitative considerations.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
Forensic Accounting: When The Office Is A Crime Scene WEBINAR
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Your Desk
4.0 Credits
A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued. How to advise your client in approaching an allegation of embezzlement. What pitfalls may arise in finding the truth. The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions.
SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements WEBCAST
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Your Desk
4.0 Credits
The SSARS landscape. Review engagements. Compilation engagements. Preparation engagements. Selecting from the menu of SSARS engagements. AICPA quality management standards. Independence and other ethical considerations. Considerations when changing the level of service. Pitfalls to avoid. Best practices to adopt.
Accounting for Revenue under ASC 606 and Final PIR Report Findings WEBCAST
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Your Desk
2.0 Credits
Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606. The FASB’s five-step revenue recognition model, including hands-on examples and illustrations of the guidance. Presentation and disclosure requirements. Lessons learned and best practices for improving business processes related to revenue recognition going forward. Results of the FASB’s Stage 3 Post-Implementation Review report.
Fundamentals of Form 1040 -- Business WEBINAR
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Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Roadmap to Ethical Decision Making WEBCAST
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Your Desk
2.0 Credits
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters. Discuss the principles of professional conduct. Address compliance with professional standards. Use case studies to address circumstances that may create threats to independence.
2026/27 Single Audit Update WEBCAST
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Your Desk
1.0 Credits
2024 Uniform Guidance overhaul. Increase in Single Audit threshold to $1 million. Audit planning and execution impacts. 2025 AICPA GAS/Single Audit Guide - Appendix B updates. Audit efficiency and compliance considerations.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance. WEBCAST
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Your Desk
1.0 Credits
Appreciation. Languages of appreciation. Appreciation strategies.
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.
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.
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.
Awesome Business Lessons from the Past: Learn from the Best! WEBCAST
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Your Desk
2.0 Credits
The six methods to get others to like you. What are twelve ways to win others to your way of thinking? What are the fundamental principles of Henry Ford's success? What are the thirteen steps necessary to plan for success? How to use these principles to move your organization forward.