CPE & Event Catalog
10 Keys to Outstanding Service and More Referrals WEBCAST
-
Your Desk
4.0 Credits
Communicate more powerfully with clients and other CPA's by understanding human behavior. How to judge if your communication is effective in motivating someone. How to get someone to really hear you and how to really hear what someone else is not saying. How to communicate so that someone will happily do what you want. How to create trust and get people to like working with you - inside and outside the firm. The 3 most important keys for getting someone to feel rapport with you. Why rapport is so important, and how to use it to profit in your work. How to quickly solve problems with people once you have their rapport. Secret techniques that super successful communicators use. How to persuade people without them knowing they are being persuaded. How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their magical abilities. The three most important keys all successful communicators use. How outstanding service can lead to more promotions and/or client development. The art of getting more referrals and turning referrals into clients. Why great service is better for your business in the long run. How to know what's most important to your client or boss—so you can focus on that.
Deep Dive Into Common Auditing Deficiencies WEBINAR
-
Your Desk
4.0 Credits
Review common deficiencies identified by the AICPA and state boards of accountancy. Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. Review of the areas of concern and how you can overcome them by employing best practices.
CFO Solutions to IRS Problems WEBINAR
-
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.
Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later WEBCAST
-
Your Desk
1.8 Credits
Sarbanes-Oxley. Accounting risk assessment.
Best Practices: Conducting Meaningful Walkthroughs WEBINAR
-
Your Desk
2.0 Credits
Review of audit procedures. Documentation requirements. Real world examples of red flags that may arise.
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? WEBCAST
-
Your Desk
8.0 Credits
Preventing malpractice claims related to nonattest accounting services. Identifying and safeguarding independence threats when issuing attest reports. Establishing an understanding with the client regarding non-audit services. Defining the varying levels of responsibility for accountants performing non-audit services. Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations. Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements. Properly considering going concern, subsequent events, and other disclosure matters. Common issues related to peer reviews, including recurring reporting problems. Applying financial analysis best practices to help your clients better interpret their financial results.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
-
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.
Supervised AI Agents as Public CPA Audit Team Members WEBCAST
-
Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
Case Studies in Accounting Fraud WEBCAST
-
Your Desk
4.0 Credits
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud. Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur within payments processing. Review of recent cases involving the same common fraud schemes that have always existed.
Real Estate Taxation Full Circle WEBCAST
-
Your Desk
8.0 Credits
Personal residence and vacation home advantages and traps. Depreciation, credits, passive losses, qualified business income under the One Big Beautiful Bill. Installment sales. Involuntary conversions. Like-kind exchanges. Real estate investment trusts.
S Corporation (Form 1120S) – Formation to Liquidation WEBCAST
-
Your Desk
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes. Requirements to make an S election. Fixing late S corporation elections. S corporation formation and liquidation issues. Revocation and termination of S corporations. Schedule K and K-1 - separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income deduction and 3.8% net investment income tax. Compensation issues including the tax treatment of fringe benefits. Built in gains tax and other planning opportunities when converting a C to S corporation. Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts. Tax treatment of stock redemptions.
Private Company Simplified GAAP Alternatives WEBCAST
-
Your Desk
2.0 Credits
Guidance related to plain vanilla interest rate swaps that convert variable into fixed rate debt and other derivatives. Guidance related to amortization and impairment of goodwill. Guidance related to separately recognizing intangible assets from goodwill in a business combination. Guidance related to lease accounting and revenue recognition options.
Combating Internal Fraud WEBCAST
-
Your Desk
2.0 Credits
This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants some of the negative effects of the rampant fraud taking place in the business world today. The topics discussed in this session include: Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.
The Art of the Interview WEBCAST
-
Your Desk
2.0 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
Forensic Accounting: When The Office Is A Crime Scene WEBINAR
-
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.
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners WEBCAST
-
Your Desk
4.0 Credits
An overview of provisions of existing law extended, made permanent with or without substantial changes. New law provisions for individuals and businesses. Review of existing law provisions that have been repealed.
From Numbers to Narratives: Mastering Data Analysis for CPAs WEBINAR
-
Your Desk
2.0 Credits
The evolving role of CPAs in a data-driven world. Why data analysis matters for CPAs. Key data analysis skills and concepts for CPAs. Leveraging Microsoft 365 tools for data analysis. Building a data analytics mindset.
Can You Really Do That With AI? WEBCAST
-
Your Desk
1.0 Credits
AI fundamentals. AI tools you already own. Analyzing data using AI. AI risks and concerns.
The Future of Work - The Landscape of Work Today WEBCAST
-
Your Desk
1.2 Credits
Employment data. Talent strategy.
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 WEBCAST
-
Your Desk
2.0 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards. Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts. Highlights of important concepts included in SASs No. 142-149.