CPE & Event Catalog
The Bookkeeper Goes to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Income Statement Disaggregation: ASC 240-40 WEBCAST
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Your Desk
2.5 Credits
Disclosure. Expense disaggregation. Implementation guidance.
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.
What Every CPA Should Know About Fraud WEBCAST
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Your Desk
4.0 Credits
How fraud is detected. The role of external auditors in finding fraud. Revenue recognition issues. Corrupt management. Data mining. Physical and biometric controls
A&A Update for Closely Held Businesses WEBCAST
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Your Desk
6.0 Credits
Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2024. Recently issued Statements on Auditing Standards and other AICPA activity. Recently issued Statements on Standards for Accounting and Review Services.
Comprehensive FASB & AICPA Update for Tax Professionals WEBCAST
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Your Desk
8.0 Credits
Broadly applicable ASU effective in 2024 and beyond. Significant recent SAS. Tax-basis financial statements. Statements on Quality Management Standards.
Estate Planning: A Comprehensive Overview WEBCAST
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Your Desk
8.0 Credits
Intestate succession and probate administration. Holding title to assets. Lifetime asset transfers and testamentary asset transfer planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem.
Federal Tax Update: Business Comprehensive WEBCAST
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Your Desk
8.0 Credits
Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.
Performance Management WEBCAST
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Your Desk
1.0 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands WEBCAST
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Your Desk
2.0 Credits
Understanding the modern finance and accounting organization chart. Why is strategy necessary? The two keys to strategy. Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles.
Making Culture A Competitive Advantage WEBCAST
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Your Desk
1.0 Credits
Talent strategy. Culture. Employee engagement. Employee retention. Leadership. Leadership strategy.
Interviewing, Onboarding and Training 101 WEBCAST
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Your Desk
1.0 Credits
Best practices on interviewing. Best practices for onboarding. Best practices with training.
Key Tax Issues for Business Taxpayers WEBCAST
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Your Desk
2.0 Credits
The all-important impending expiration/extension/renewal of the TCJA. Other recent legislative, judicial, and IRS developments impacting business taxpayers. Current status of Research and Experimentation costs and Interest Expense Limitation. Phaseout of Bonus Depreciation and MACRS issues. Partnership and S corporation legislative updates.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance.
You Don't Know What You Don't Know About Microsoft Excel WEBINAR
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Your Desk
8.0 Credits
Excel shortcuts and time savers. Working with templates, formats, styles, and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the Excel function library.
2025 Accounting & Auditing Update for Small Businesses WEBINAR
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Your Desk
4.0 Credits
ASUs that are most likely to impact small businesses. ASUs initiated by the PCC. Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs. Audit standards that small business auditors will need to implement.
Using ChatGPT with Excel WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
Corporate Fraud Risk & Investigations WEBCAST
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Your Desk
4.0 Credits
Types of corporate fraud. Introduction to fraud risk. Fraud risk prevention programs. Fraud investigations.
Estate Planning for 2025 and Beyond WEBCAST
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Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies in 202 5and beyond. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships. Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning. Exploration of international estate planning considerations and cross-border implications. Embracing sustainable and socially responsible practices in estate planning. Strategies for philanthropy and legacy planning within the estate planning framework.
Federal Tax Update: Individual Form 1040 WEBCAST
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Your Desk
8.0 Credits
Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.