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.
Using ChatGPT with Excel WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
Tax Issues for Real Estate and Homebuilding WEBCAST
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Your Desk
4.0 Credits
Discussion of appropriate entity selection and small taxpayer status. Walkthrough of costing methods and compliance issues under IRC 263A. Analysis of IRC 461 related to economic performance. Illustrative examples and analysis. Sample computations for homebuilder unit costing. Recent IRC 263A challenges by the IRS. Update of related cases and issues, including recent tax reform.
S Corporations: How to Calculate Shareholder Basis WEBCAST
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Your Desk
2.0 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property. Explain the importance of shareholder loans to the entity. Uses a comprehensive example to illustrate the mechanics of the basis determination process. Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest. Explain how S corporation losses impact Form 1040 Schedule E reporting. Show how to get from the Schedule K-1 information to the basis calculations.
The Future of Work - Winning Talent Strategies WEBCAST
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Your Desk
1.2 Credits
Recruiting. Engagement. Leadership. Compensation. Culture. Communication. Career paths. Talent development.
Stand Out - How to Create a Unique Employer Brand WEBCAST
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Your Desk
1.0 Credits
Employer brand. Talent management. Future of work. Onboarding new hires.
A Guide to Sampling - Part 2 WEBCAST
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Your Desk
2.0 Credits
Auditing. Financial statement audits.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting WEBINAR
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Your Desk
2.0 Credits
Introduction to ethics and ethical dilemmas. Ethical codes and professional standards. Fraud and the fraud triangle. Ethical decision-making models. Financial statement manipulation tactics. Cash flow and key metrics misrepresentations.
OBBA of 2025: Business Overview WEBCAST
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Your Desk
2.0 Credits
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones. Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting. New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate. Repealed existing law, including the commercial clean vehicle credit and electric car charger credit.
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.
Microsoft Teams for CPAs: Unlocking Its Full Potential WEBINAR
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Your Desk
2.0 Credits
Best practices for organizing your teams and channels. Understanding the role of Teams and SharePoint integration. Using Teams to communicate and collaborate externally with clients. Tips and tricks for managing conversations in Teams. Leveraging Microsoft Copilot AI in Teams.
Assessing Independence Under Yellow Book WEBCAST
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Your Desk
1.0 Credits
GAO. Independence.
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies WEBCAST
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Your Desk
4.0 Credits
Strategic finance leadership. Advanced financial analysis. Business intelligence and ai in finance. Economic intelligence for decision makers. Operational insight and business strategy. The future role of the controller or CFO.
ABC Trust Planning and the Portable Exclusion WEBCAST
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Your Desk
8.0 Credits
The interplay of the estate, gift, generation-skipping, and income taxes. Claiming and protecting the portable exclusion. Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts. Bypass trusts. Survivor's and QTIP trusts planning. Qualified Domestic Trust planning. What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill.
Financial Reporting Fundamentals WEBCAST
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Your Desk
8.0 Credits
Financial statements, disclosures and presentations. Review of two Annual Financial Reports: IFRS and U.S. GAAP.
Resistance to Resilience: Strive for Tech Change Acceptance WEBINAR
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Your Desk
1.0 Credits
Resistance to resilience in embracing new technologies. Overcoming barriers and ensuring successful implementation. Cutting-edge audit technologies, including AI, data analytics, and automation. Insights into the Technology Acceptance Model (TAM).
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
A Guide to Sampling - Part 1 WEBCAST
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Your Desk
2.0 Credits
Internal controls. Fraud prevention. Fraud investigation.
Maximizing the Tax Benefits of an Installment Sale WEBCAST
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Your Desk
1.0 Credits
Installment sale treatment eligibility. When to elect out of installment sale treatment. Installment sales of business assets. Installment sale default and the rules for personal property vs. real property. Depreciation recapture.
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts WEBCAST
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Your Desk
2.0 Credits
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners. The meaning of a tax basis capital account. How to determine a partner's share of the partnership's liabilities. Distinguishing recourse loans from nonrecourse loans. What are qualified nonrecourse financing loans and how they affect partners. Section 704 built-in gain or loss rules and how they impact Schedule K-1 reporting. Section 465 at risk rules and how they impact Schedule K-1 reporting.