CPE & Event Catalog
Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements WEBCAST
-
Your Desk
8.0 Credits
Applying professional skepticism to ensure quality work. Meaningful risk assessment when designing work programs for various levels of services. Proper planning and supervision of all engagements. Accountant responsibilities for evaluating internal control. Strengthening analytic procedures to support conclusions. Complying with the Code of Professional Conduct and quality management standards.
Federal Tax Update with Greg and George Individual WEBCAST
-
Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Internal and External Fraud: Understanding It and Working to Control It WEBCAST
-
Your Desk
8.0 Credits
Understanding why internal fraud occurs. Fraudulent acts initiated by outside organizations. Policies, procedures and control measures designed to fight fraud. Steps that verify anti-fraud activities are working.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
-
Your Desk
8.0 Credits
FASB Accounting Standards Codification disclosure requirements. An overview of the disclosure landscape. How materiality enters into disclosure decisions. Navigating the FASB Codification.
Shortcuts to Personal and Professional Success WEBCAST
-
Your Desk
8.0 Credits
What really leads to success in the modern world. Mastering the art of communication. The magic of motivation. Overcoming your fears. What makes people really happy and what doesn't.
Financial Accounting Standards: A Comprehensive Review WEBCAST
-
Your Desk
16.0 Credits
Application of professional judgment. Codification, GAAP and the GAAP hierarchy. Recent changes in financial statement presentation. Hot Topics in financial reporting and accounting.
Design Flexible Work Options To Attract & Retain Your Workforce WEBCAST
-
Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
Five Amazing Business Books in 100 Minutes WEBCAST
-
Your Desk
2.0 Credits
Five business books, including: "Leaders Eat Last", by Simon Sinek, "Zero to One" by Peter Thiel, "American Icon" by Bryce Hoffman, "Slide:ology" by Nancy Duarte, and "Brain Rules" by John Molina.
Effective Coaching Strategies for High Performance WEBCAST
-
Your Desk
4.0 Credits
Coaching. Effective communication. Problem solving. Use of AI as a coaching tool.
2025 Annual Update for Not-for-Profit Accountants & Auditors WEBCAST
-
Your Desk
6.0 Credits
Not for profit. Auditing and accounting.
Federal Tax Update with Greg and George Business WEBCAST
-
Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
AI & You WEBCAST
-
Your Desk
1.0 Credits
Leadership. Future of work. Workforce planning. Change management. Technology in HR. Job redesign.
Audits Under Uniform Guidance - Single Audit & NPOs WEBCAST
-
Your Desk
4.0 Credits
Concepts of the Single Audit under the Uniform Guidance. Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance. Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs. Requirements for the schedule of expenditures of federal awards, known as the SEFA. Update on the OMB Compliance Supplement.
SSARS Practice Issues and Standards Update WEBCAST
-
Your Desk
4.0 Credits
Review of applicable SSARS standards, including standards updates. Review of AICPA professional ethics requirements. In-depth discussion of non-attest services. Review of independence issues for SSARS services. Overview of SSARS #21 performance, documentation and other requirements. Detailed analysis of preparation vs. compilation engagements. Detailed analysis of review engagements.
Comprehensive S Corporation Taxation Form 1120S WEBCAST
-
Your Desk
8.0 Credits
Learn how to qualify and to make the S corporation election. Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained. Understand the four loss limitation rules applied on the shareholder s individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations). Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder. Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes. Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation.
Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
-
Your Desk
8.0 Credits
Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) 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.
Accounting and Reporting Long-Term Debt WEBCAST
-
Your Desk
2.0 Credits
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more. Proper treatment of short-term obligations that are expected to refinance within the next 12 months. "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time. Differentiating between debt modifications and troubled debt restructuring. Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation.
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks WEBCAST
-
Your Desk
4.0 Credits
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity. Understanding the critical role of IT general and application controls to reliable financial reporting, even in less-complex IT environments. Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities. Identifying and evaluating the sufficiency of key controls to satisfy control objectives. Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that.
Liquidity & Uncertainty Disclosures for Nonprofits WEBCAST
-
Your Desk
2.0 Credits
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements. Evaluating the need for going concern and other uncertainty disclosures in the current environment.
Leading and Managing the Accounting Department WEBCAST
-
Your Desk
4.0 Credits
Leadership. Management.