CPE & Event Catalog
SSARS Practice Issues and Standards Update WEBCAST
-
Your Desk
4.0 Credits
Review of applicable SSARS standards, including standards updates. Review of AICPA professional ethics requirements. In-depth discussion of non-attest services. Review of independence issues for SSARS services. Overview of SSARS #21 performance, documentation and other requirements. Detailed analysis of preparation vs. compilation engagements. Detailed analysis of review engagements.
AI Lessons Learned for Accountants WEBINAR
-
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.
Cybersecurity: Protecting Your Firm's Data and Reputation WEBINAR
-
Your Desk
2.0 Credits
Assessment of the current cybersecurity threat level and vulnerabilities. Developing your WISP (Written Information Security Program). Deploying a password management app to fortify the security of your login credentials. Implementing an incident response plan to minimize the damage from a cybersecurity attack. Understanding the role of cybersecurity insurance
Fundamentals of Form 1040 -- Individual WEBINAR
-
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
ChatGPT and IRS Taxation Law Research WEBINAR
-
Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
How AI Fits into the Accounting World WEBINAR
-
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.
Fundamentals of Form 1040 - Business WEBINAR
-
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 Technology Controls Should Be Developed and Implemented WEBCAST
-
Your Desk
8.0 Credits
Considerations for the maintenance of an internal control system. The types of policies and procedures organizations should utilize. Reviewing and testing control measures. Updating controls and implementing control changes.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
-
Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
Calculating the Retirement Need WEBINAR
-
Your Desk
1.0 Credits
Overview of retirement expenses and needs. Overview of risk tolerance, time value of money and retirement planning factors. Examples of client retirement situations.
2024 Revision to Government Auditing Standards Impact WEBINAR
-
Your Desk
4.0 Credits
Key changes made by the 2024 Revision to Government Auditing Standards. Review when the GAGAS requirements are applicable to a financial statement audit. When reporting on key audit matters may apply in a GAGAS audit. Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book. Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards. Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits.
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
-
Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
Preparation, Compilation and Review Services WEBCAST
-
Your Desk
4.0 Credits
All recently issued SSARS standards. Financial reporting frameworks. Distinguishing special purpose frameworks from GAAP. CPAs reporting on financial statements. Financial statement disclosures. Recently issued ethics standards. Peer review deficiencies .
Preparing Quality of Earnings Analysis WEBCAST
-
Your Desk
3.0 Credits
Uses of a Quality of Earnings Report. Information needed to prepare the report. Overlapping enterprise valuation concepts. Various adjustments to as reported EBITDA.
Introduction to Governmental Budgeting WEBINAR
-
Your Desk
2.0 Credits
The basics of governmental budgeting. Common steps and timeline of the budget process. What, when and how we should be monitoring the budget throughout the year. How long-term budgets fit in with the annual budget process.
2026-27 Yellow Book Update WEBINAR
-
Your Desk
1.0 Credits
Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The GAO's implementation delay and its implications for 2026 audit planning. Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
-
Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
Advanced ChatGPT for Accountants WEBINAR
-
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.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
-
Your Desk
0.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
101 Tax Planning Ideas WEBCAST
-
Your Desk
8.0 Credits
An overview of the individual and business tax changes in the One Big Beautiful Bill. Identifying tax planning opportunities in the tax formula. Different types of planning. Frequently used planning techniques. Qualitative and quantitative considerations. The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning. Looking to the past, present, and future as we plan.