CPE & Event Catalog
Creative Strategies for Buying, Selling, or Gifting a Business WEBCAST
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Your Desk
8.0 Credits
Valuation methods for business interests. Stock purchase versus asset purchase. Estate transfer and tax considerations. Gifting strategies for business interests. Trusts and partnerships in business transfers. Self-canceling installment notes in transactions. Transferring S corporation stock to trusts. Business interest transfer with Employee Stock Ownership Plan.
ChatGPT and Complex Financial and HR Conversations WEBINAR
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Your Desk
2.0 Credits
Budget allocation and negotiation techniques. Compensation and benefits structuring. Managing financial performance and layoffs. Financial and HR aspects of mergers and acquisitions. Regulatory compliance and ethical financial practices. Strategies for financial crisis management. Effective performance management systems.
How to Choose the Right Business Entity for Your Client WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations. Impact of the Section 199A deduction. Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples. Other related topics.
Member Exclusive: Understanding Future CPAs: Competency Trends, Education Pathways, and Workforce Readiness WEBINAR
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Your Desk
1.0 Credits
Actionable insights into the evolving expectations of new professionals.
New Client Ethical Challenges: The CPAs Guide WEBCAST
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Your Desk
2.0 Credits
How the CPA can meet the challenges presented by a new client. AICPA Code of Professional Conduct. AICPA Statements on Standards for Tax Services. IRS Circular 230. Case study illustration of how to bring the new client into ethical, proper financial and tax compliance.
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit WEBCAST
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Your Desk
3.0 Credits
The importance of professional skepticism. The dangers of making assumptions. How to listen and understanding the answer to a question. Why it is important to leave all of your expectations at home. Anticipation and why it's so dangerous. Determining materiality. The fraud triangle. Thinking about, given a set of circumstances, how you would steal. Management and the tone at the top.
Business Losses: Going Backward and Forward WEBCAST
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Your Desk
2.0 Credits
Recent legislative developments for deducting business losses. TCJA net operating losses rules of Sect. 461(l). Sect. 163(j) Business Interest Expense. Limitations of deducting losses and basis. What is the "quickie" refund; Section 465. At-Risk amount. Section 469 Passive Activity Loss rules.
Tax Depreciation: How to Optimize Deductions WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation and developments related to depreciation and capitalization. Eligible property for Section 179 and Section 168(k). Section 179 deduction and its use to depreciate real property. 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.
FASB & AICPA Update for Tax Professionals (Highlights) WEBCAST
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Your Desk
2.0 Credits
Broadly applicable ASU effective in 2024 and beyond. Significant recent SAS.
Mastering Client Management for Accounting and Finance Professionals WEBCAST
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Your Desk
2.0 Credits
The evolving landscape of client expectations in the accounting profession. Building strong and lasting client relationships through effective communication. empathy. and proactive service. Implementing efficient client onboarding and engagement processes. Leveraging technology to streamline communication. enhance collaboration. and deliver personalized service. Effectively resolving client concerns and complaints. Utilizing client feedback to continually improve your practice.
The AB5s of Employees and Independent Contractors WEBCAST
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Your Desk
2.0 Credits
Four ways to classify a worker. IRS 20 Factors. 20% Section 199A deduction. Cost of misclassifying an employee. Section 530 relief. Game changing impact of the Dynamex case and AB5.
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.
The Complete Guide to the Preparation of Form 1041 WEBCAST
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Your Desk
8.0 Credits
Step-by-step Form 1041 preparation. Key issues in decedent's estates and trusts. Understanding Subchapter J and its impact on taxation. Compliance strategies for fiduciary entities. Tax treatment of DNI and IRD. Case studies illustrating real-world application. Legislative updates affecting estate and trust taxation.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Key differences between federal reported capital gains and Washington taxable capital gains, the tax and pass-through entities, deductions, credits, tax compliance, penalties and penalty abatement, and anticipated changes at the state and local level.
Todd and Julie Chrisley Go to Prison WEBINAR
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Your Desk
2.0 Credits
What is bank fraud? What is wire fraud? Role of financial service professionals in combating tax evasion and white-collar crime. Red flags indicating of white-collar crimes. Importance of knowing customers. Criminal justice proceedings. Relationship between victim impact and sentencing. Relationship between loss amounts and sentencing.
Tax Basis Financial Statements WEBCAST
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Your Desk
2.0 Credits
Tax basis financial statements presentation and disclosure. Reporting on tax-basis financial statements.
Independence for Auditors - AICPA, PCAOB, GAO & DOL WEBCAST
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Your Desk
4.0 Credits
Auditing. AICPA, GAO, DOL and PCAOB.
Business Consulting for CPAs WEBCAST
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Your Desk
4.0 Credits
Define business consulting. Identify the types of management services your firm could offer. Learn how to become the trusted advisor. Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant.
LLC's & S Corps -- A Comparative Analysis WEBCAST
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Your Desk
4.0 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules (K-1, K-2, K-3). Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.