CPE & Event Catalog
Audit Risk Assessment in Plain English WEBCAST
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Your Desk
2.0 Credits
Overview of Audit Risk Assessment. AICPA's clarified Risk Assessment Standards. SAS 145. Assessing the Entity's Environment.
Finding Errors in Excel Spreadsheets WEBINAR
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Your Desk
2.0 Credits
Understanding common excel errors. Advanced formulas and functions. Data validation techniques. Error tracing and auditing tools.
Corporate Finance Technology Selection: Practical Frameworks WEBINAR
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Your Desk
1.0 Credits
The changing finance technology landscape. AI definitions. Five common challenges in finance tech projects and how to address them. Vendor evaluation scorecard. Five-year total cost framework. Four-phase implementation roadmap with checkpoints and red flags.
A Guide to Sampling - Part 1 WEBCAST
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Your Desk
2.0 Credits
Internal controls. Fraud prevention. Fraud investigation.
Entertainment, Meals and Travel Expenses: Review and Update WEBINAR
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Your Desk
2.0 Credits
Definition of what qualifies as an entertainment expense. Strategies to deduct business entertainment expenses. Deductibility of meals. Situations not subject to the 50% meals and entertainment reduction. How to handle automobile issues related to employer-provided parking. Proper accounting for deductible vs. non-deductible expenditures. The four steps to analyze business expenses. The latest federal legislation, cases and rulings.
Protecting Digital Data – More Important Now Than Ever Before WEBCAST
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting WEBINAR
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Your Desk
2.0 Credits
Introduction to ethics and ethical dilemmas. Ethical codes and professional standards. Fraud and the fraud triangle. Ethical decision-making models. Financial statement manipulation tactics. Cash flow and key metrics misrepresentations.
Business Longevity: Stabilize, Strengthen, and Succeed WEBCAST
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Your Desk
4.0 Credits
Business management. Strategic planning. The role of AI in business.
A Guide to Sampling - Part 2 WEBCAST
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Your Desk
2.0 Credits
Auditing. Financial statement audits.
Profiles in Fraud WEBINAR
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Your Desk
2.0 Credits
Real life fraudsters. The characteristics fraud perpetrators have in common. Techniques to prevent and deter these common schemes.
Navigating IRS Collections: The Collection Process WEBINAR
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Your Desk
2.0 Credits
Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools. Tour of the Tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
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.
New Tips and Overtime Tax Rules: Compliance and Best Practices WEBCAST
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Your Desk
1.0 Credits
Updated OBBA guidance on tip reporting and allocation. Qualifying tip requirements. Self-employment and qualified tips. Employer and employee tax responsibilities for tipped wages. Overtime pay deduction. Tip and overtime information returns.
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.
Relationship Between Ethics, Morality, and the Law WEBCAST
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Your Desk
2.0 Credits
Meaning of morality and ethics. The variation. Distinguishing factors. Theories of Jonathan Haidt. Milgram experiment. Authoritarian behavior and ethics. Ethical authority. Conflicts.
More Money: Strategic Ways to Improve Cash Flow WEBINAR
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Your Desk
4.0 Credits
How do I optimize cash flow? What keeps companies from becoming streamlined?
S Corporation Preparation, Basis Calculations and Distributions – Form 1120S Schedule K and K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislation. Review the Form 1120S and discuss how items get reported on the S corporation tax return and flow-thru to the shareholders on their schedule K-1. Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the shareholder's stock and debt basis. Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. S corporation formation issues under IRC Section 351. Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits. Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts.
Introduction to Risk Assessment WEBINAR
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Your Desk
2.0 Credits
Overview of the risk assessment procedures performed during engagements. Inquiries, analytical procedures, and observation and inspection techniques. Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.