CPE & Event Catalog
Reviewing S Corporation Tax Returns: What Are You Missing? WEBCAST -
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Your Desk
4.0 Credits
Common errors made involving Form 1120-S, Schedule K-1, Schedules K-2 and K-3, Schedule L, Schedules M-1 and M-2, Form 4562, and Form 4797.
Lease Implementation for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of lease accounting and reporting. Suggested audit and review procedures for identified risks.
Accounting Fraud WEBCAST
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Your Desk
8.0 Credits
The elements of fraud and the Fraud Triangle Theory. Types of fraud with a focus on management fraud. Best practices in fraud detection and deterrence.
Retirement Advising: Accumulation and Decumulation Strategies WEBCAST
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Your Desk
8.0 Credits
The downside of traditional retirement asset accumulation strategies. Threats to a successful retirement. Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles. Matching investment assets with the appropriate retirement plan and distribution strategy. Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning.
Retirement Distributions: Planning Options WEBCAST
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Your Desk
8.0 Credits
Roth IRA. Income tax treatment of distributions from retirement plans of all types. Laws, regulations and IRS rulings concerning plan distributions. Avoiding penalty on distributions that happen too early or too late. Beneficiary choices. Self-directed IRA investment problems.
Take Command of your Time WEBINAR
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Your Desk
2.0 Credits
Identify time wasters and adopt strategies for eliminating them. Recognize the variety of causes of procrastination and apply techniques to overcome them. Use practical techniques for prioritizing work. Delegation strategies. Incorporate wellness and stress management into your day in short increments. Understand their energy cycles and use it to manage your schedule. Learn techniques to decrease stress in the moment.
Tax Planning for Small Businesses WEBCAST - Partnered with the Idaho Society
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Your Desk
4.0 Credits
Starting a business - the tax life of a business. Selecting a business entity type. SECURE Act 1.0 and 2.0. Section 199A and the qualified business income deduction. Accounting methods. Compensation of owners - hiring family members. Reasonable compensation. Depreciation. Section 179 and bonus depreciation. Transactions with owners. Buy-sell and noncompete agreements. Exiting the business - special exit techniques.
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.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
Fundamentals of Form 1040 -- Business WEBINAR
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Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
Form 706 Preparation Part 1: Overview Including Portability WEBCAST
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Your Desk
2.0 Credits
Action steps in 706 preparation engagement. Filing requirements, new forms, IRS return review procedures, closing letters. Obtaining transcripts and previously filed returns. Completing introductory pages 1—4.
How to Audit Accounting Estimates WEBINAR
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Your Desk
2.0 Credits
Procedures to test the process used by management to develop estimates. Common examples of accounting estimates that are included in the financial statements. Updated requirements in SAS 143.
Comprehensive Partnership Taxation Form 1065 WEBCAST
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Your Desk
8.0 Credits
Special and targeted allocations. Proper calculation of outside and inside tax basis. Tax consequences of distributions including the impact of hot assets. Transfer of partnership interests. Issuance of partnership interests to service partners.
Passive Activities and Rental Real Estate Income Tax Issues WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of the passive activity rules under IRC Section 469, how the 3.8% net investment income tax under Section 1411 and qualified business income deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162. How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships. Definition of activity and the activity grouping and disclosure rules. Real estate professional exception to the PAL rules for investments in non-passive rentals. Special $25,000 loss allowance for rental real estate with active participation. Material participation safe harbor rules. Events that trigger suspended PALs. Limitations on tax credits generated by passive activities. Special rules that re-characterize passive income to non-passive income. What rentals are subject to self-employment tax under Section 1402.
Analyzing Financial Statements WEBINAR
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Your Desk
2.0 Credits
Balance sheet analysis. Income statement analysis. Cash flow statement analysis. Clues in the notes and MD&A. Industry nuances.
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.
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.
Form 706 Preparation Part 2: Reporting Assets WEBCAST
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Your Desk
2.0 Credits
Action steps in 706 preparation engagement. Filing requirements, new forms, IRS return review procedures, closing letters. Obtaining transcripts and previously filed returns. Completing introductory pages 1—4. Reporting assets.
What's Changing in A&A for Governmental Entities 2026-27 WEBINAR
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Your Desk
4.0 Credits
Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105. Overview of active GASB exposure drafts and ongoing projects. Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book.
Annual Update for Accountants and Auditors WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Narrow-scope accounting standards updates. FASB exposure drafts and projects. Exposure drafts of new auditing standards. Preparation, compilation, and review engagement updates.