CPE & Event Catalog
Internal Control Changes for Remote Workers WEBINAR
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Your Desk
2.0 Credits
The benefits and pitfalls of remote employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
How Changes in Business Methods Affects Internal Control WEBINAR
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Your Desk
8.0 Credits
How is business changing? What is driving the change and how long will it last? How specifically is an organization's control system important? What steps are needed to keep up with the upheaval?
AHI: Level I - Basic Staff Training WEBCAST
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Your Desk
24.0 Credits
Role of new staff. Understanding audit objectives. Accounting data analytics. Working paper techniques. Analytical procedures. Compilation and review services. Tax recognition and research techniques. Auditing and reviewing selected accounts.
Social Security: Dispelling Common Myths with Essential Truths WEBCAST
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Your Desk
2.0 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits?
Preparation, Compilation and Review Services WEBCAST
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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 .
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
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Your Desk
6.0 Credits
The gift, estate, and income tax treatment of irrevocable trusts. The benefits and risks of spousal lifetime access trusts. Planning with Grantor Retained Interest Trusts and Qualified Personal Residence Trusts. When to use life insurance trusts and dynasty trusts. The effectiveness of domestic asset protection trusts.
Forensic Accounting: Crafting Expert Reports WEBINAR
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Your Desk
4.0 Credits
Introduction to forensic accounting. Maintaining ethical integrity. Expert report preparation. Investigation report writing. Economic damages writing. Reviewing investigation reports and economic damages.
Building a Better Budget in a Time of Uncertainty WEBINAR
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Your Desk
4.0 Credits
Budgets vs. forecasts. Cyclicality. Core earnings and sustainable growth. Identifying key forecast drivers. Reasonableness in forecasting. Approaches to budgeting. Budgeting variances. Horizontal analysis. Flexible budgeting.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
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.
AI and Accounting in Retail WEBINAR
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Your Desk
2.0 Credits
AI powered personalization and its impact on revenue recognition. Dynamic pricing models and tax compliance risks. AI in demand forecasting, inventory valuation, and COGS calculations. Integration challenges with ERP and POS systems. Governance, ethics, and auditability of AI decisions. Data quality, audit trails, and regulatory documentation. AI assisted fraud detection, financial controls, and oversight
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
0.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents and spreadsheets into PDF format. Combining multiple PDF files into a single binder. Utilizing the security features of Adobe Acrobat to protect document confidentiality.
Understanding Schedule K-1 Using Tax Opportunities Efficiently WEBCAST
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Your Desk
2.0 Credits
Schedule K-1 overview. Basis and loss limitations. Passive vs. active loss rules. QBI deduction. Schedule K-2 and K-3 changes. Planning opportunities. K-1 reporting for partnerships. S corps. and trusts.
Accounting for Income Taxes for Private Companies WEBCAST
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Your Desk
4.0 Credits
Sample Schedule M calculations. Sample work papers for deferred tax computations. Comprehensive two-year example and computations. Review and analysis of recurring temporary differences. Identification of the sources to compute cumulative temporary differences. Sample workpapers for analysis of tax positions.
Case Studies in Accounting Fraud WEBCAST
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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.
Tax Planning for Seniors WEBCAST
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Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Cryptocurrency basics and blockchain functionality. IRS Form 8949, Schedule D, and broker reporting under the Infrastructure Investment and Jobs Act. Cost basis tracking and recordkeeping tools for digital asset investors. Taxation of mining, staking, and airdrops. Donating. Gifting. or inheriting crypto and NFTs. Crypto treatment in estates and trusts. Current FinCEN guidance and proposed FBAR-like reporting. Business applications of blockchain in accounting.
Numbers to Narrative: Storytelling in Business Communication WEBINAR
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Your Desk
1.0 Credits
Role of narrative in professional communication. Narrative arcs in business contexts. Integrating data within a structured story. Defining tension and resolution logically. Maintaining accuracy while improving clarity. Application of storytelling framework to a workplace scenario.
Current Cybersecurity Risk Management Trends WEBINAR
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Your Desk
2.0 Credits
Overview of current cybersecurity threats and how to mitigate data breach risk. Describe how to avoid malware and other security threats
Implementing and Maintaining an Internal Control System WEBINAR
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Your Desk
8.0 Credits
The control creation and implementation basics. Implementation and updating procedures for an internal control system. Maintaining existing internal controls.