CPE & Event Catalog
Compilation, Preparation and Review Basics and Peer Reviews WEBINAR
-
Your Desk
2.0 Credits
Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements. New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Common peer review findings. Practice tips for high-quality engagements.
Advanced Personal Financial Planning Update WEBCAST
-
Your Desk
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care. Debt management, including mortgages and education financing. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and rulings. Estate and trust planning strategies.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
-
Your Desk
8.0 Credits
FASB Accounting Standards Codification disclosure requirements. An overview of the disclosure landscape. How materiality enters into disclosure decisions. Navigating the FASB Codification.
2026 Business Tax Credits WEBCAST
-
Your Desk
1.0 Credits
Research and Development Tax Credit. Work Opportunity Tax Credit. COVID-19 Tax Credits. Opportunity zones. GO-Biz incentives. Employment training panel.
Master the Art of CPA Communication: Boost Your Influence WEBINAR
-
Your Desk
4.0 Credits
Techniques for simplifying complex financial information for clients and stakeholders. Persuasive communication principles aligned with CPA roles. Building and maintaining trust and credibility with diverse stakeholders. Case studies and Interviews with Finance, Accounting and CPA professionals. Developing empathy and emotional intelligence in communications. Best practices for active listening to strengthen client relationships. Application of Influencer principles for impactful change in communication.
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.
Accounting and Auditing Update for Not-for-Profits WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Not-for-profit accounting update. FASB accounting standards updates. Statement on Quality Management Standards No. 1, 2, and 3. Auditing Standards Board update. Governmental auditing update.
The Bookkeeper Goes to Prison WEBINAR
-
Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Form 5500 Annual Update 2026 WEBCAST
-
Your Desk
4.0 Credits
Forms 5500, 5500SF and 5500EZ. Form 5500: nuances and schedules. Reporting and disclosing compliance issues. Reporting delinquent contributions. Failure to file.
Advanced Staff Tax Training: Individual WEBCAST
-
Your Desk
8.0 Credits
Taxation of investments. Reporting of business income and losses from pass-through entities including loss limitations. Non-income taxes that impact individual income tax returns. Retirement contributions and planning. AMT. Social Security taxation. Charitable contribution planning with limitations.
The Art of Engaging in Difficult Conversations WEBINAR
-
Your Desk
2.0 Credits
Awareness of your mindset entering the conversation. Tactics to build a pool of meaning. Clarity around story telling. Biggest mistakes to avoid.
Tax Depreciation: Review and Update WEBINAR
-
Your Desk
2.0 Credits
Recent tax legislation and developments related to capitalization. Eligible property for Section 179 and Section 168(k). Discussion of the Section 179 deduction and its use to depreciate real property. The Section 168(k) deduction and its use to depreciate real property. Disposition of segments of real property. Exchanges of tangible personal property after repeal of the like-kind exchange rules. Other related topics.
Accounting for the Gig Economy WEBINAR
-
Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.
Applying the Uniform Guidance in Your Single Audits WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Introduction to single audits. Preparation of the schedule of expenditures of federal awards and determining major programs. Understanding, assessing and testing internal control. Testing compliance with federal statutes and regulations and applicable compliance requirements. Auditor reporting in a Uniform Guidance compliance audit. Program-specific audits. Administrative requirements and cost principles in a single audit.
An Exhaustive Look At Fraud and Ways To Control It WEBINAR
-
Your Desk
8.0 Credits
The fraudulent acts initiated from outside organizations. Why internal fraud occurs. The importance of fighting cyber-fraud. Steps that verify anti-fraud activities are working.
Comprehensive Roth IRA Strategies Analysis WEBCAST
-
Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRA and Roth 401k. Backdoor and Mega Backdoor Roth.
Controls to Secure the Growing Digital Footprint WEBINAR
-
Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
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.
CORE Series: Cyber Security: Sifting Through the Haystack WEBINAR
-
Your Desk
1.0 Credits
Security operations centers. Endpoint detection and response. Managed detection and response.
Tax Implications of Retirement Plan Distributions WEBINAR
-
Your Desk
1.0 Credits
Required minimum distributions for a deceased's heirs. 2025 retirement plan contribution limits. Required minimum distributions and contributions to charity. Key provisions of Secure Act 2.0.