CPE & Event Catalog
Cybersecurity: Protecting Your Firm's Data and Reputation WEBINAR
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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
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
A Working Parent's Guide to Prioritizing Mental Wellness WEBINAR
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Your Desk
2.0 Credits
Challenging cultural expectations and managing stress. Prioritizing self-care and physical well-being. Seeking support and building resilience.
How to Audit: Property, Plant, and Equipment WEBINAR
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Your Desk
2.0 Credits
The foundation of auditing PP&E. The various substantive auditing procedures that staff should perform. Real world auditing examples.
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.
Forensic Accounting: Investigating Divorce Cases WEBINAR
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Your Desk
4.0 Credits
The role of a forensic accountant in divorce proceedings. The marketing of forensic accounting services to family law attorneys. How to conduct a financial investigation. Common areas to uncover hidden assets or income. The basic calculations in evaluating marital assets. Testifying in depositions and divorce court.
Income Tax Planning for Bond Investments WEBCAST
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Your Desk
4.0 Credits
Active versus passive investing. Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax. The tax treatment of bonds purchased at a discount or premium. Bond swap and U.S. Savings Bond strategies.
From Numbers to Narratives: Mastering Data Analysis for CPAs WEBINAR
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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.
The Art of the Interview WEBCAST
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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.
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.
K2's AI — Better Prompts, Better Results WEBCAST
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Your Desk
1.0 Credits
Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL, including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six NOPA rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
AHI: Accounting Data Analytics WEBCAST
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Your Desk
2.0 Credits
Accounting data analytics.
AHI: AI for Accountants - Practical Applications WEBCAST
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Your Desk
2.0 Credits
AI in accounting and auditing.
The CPA's 2026 Guide to Cryptocurrency and Blockchain WEBINAR
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Your Desk
2.0 Credits
Blockchain technology primer. Cryptocurrency technology primer. Update on the cryptocurrency marketplace. Cryptocurrency exchanges. Overview of cryptocurrency taxation and legislation. Smart contracts.
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.
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct WEBCAST
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategy considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to.
AI and Accounting in Construction WEBINAR
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Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
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Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
Securing Your Data with a Password Management App WEBINAR
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Your Desk
0.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.