CPE & Event Catalog
Five Ways to Improve Your Leadership Skills WEBCAST
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Your Desk
1.0 Credits
Leadership. Self-awareness. Communication. Delegation. Empowerment.
Form 7203 - How to Calculate Shareholder Basis WEBCAST
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Your Desk
2.0 Credits
Introduction to Form 7203 and its purposes. Mechanics of completing Form 7203 accurately. Strategies for reconstructing shareholder basis. Loss limitations under IRC Sect. 461. At-risk rules and limitations for S Corporation shareholders. Documentation requirements for shareholder basis. Common errors in calculating and reporting basis. Best practices for maintaining and reporting shareholder basis.
ChatGPT Vision for Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities. Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods. Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities. Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots. Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management. Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis. DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data. Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback. Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts. Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
Forensic and Fraud Interviewing Techniques and Skills WEBCAST
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Your Desk
2.2 Credits
Forensic accounting. Accounting. Auditing. Finance.
Depreciation Rules for Bonus and Section 179 Expensing WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation for acquisitions and construction. History of qualified property categories and QIP. The CARES Act and related Rev. Procs. Section 179 expensing. Energy incentives. The tangible property regulations. 1031 exchanges. Strategic hierarchy.
Tax Practice Ethical Challenges and Circular 230 WEBCAST
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Your Desk
2.0 Credits
Circular 230 (IRS) rules for conducting a "best" tax practice. How to avoid tax return preparation penalties. Recent developments impacting today's tax practice. Review of tax return preparer's registration rules. Explanation of the revised AICPA Code of Professional Conduct. Contingent fees.
Form 1120S - Preparation and Analysis WEBCAST
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Your Desk
2.0 Credits
S corporation taxation fundamentals. Income and deductions for S corporations. Shareholder basis calculation. Reporting requirements for Form 1120S. Advanced tax planning strategies.
Benford's Law and Other Digital Analysis Techniques WEBCAST
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Your Desk
1.8 Credits
Benford's Law. Digital analysis. Data analytics.
Depreciating & Expensing Business Assets WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation. Qualified improvement property. Section 179, including inflation adjustments. Section 168(k) 100% bonus deduction. Depreciation of automobiles, including new luxury auto limits. Rev. Proc. 87-57 and MACRS. ADS depreciation for electing farm and real estate business. Update on recent developments.
Overcome Your Obstacles to Abundance WEBCAST
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Your Desk
4.0 Credits
How to know your specific obstacles to becoming rich. Why people use poor marketing and investment strategies, and how to overcome such limitations. The most effective marketing methods, and how to implement them. The power of being super motivated, and 3 methods to keep you motivated long term towards your goals. Having a vision for your business and life that will keep you on the right track.
Minimizing Workplace Warfare WEBCAST
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Your Desk
1.2 Credits
Sources of workplace conflict. Conflict resolution strategies. Communication skills and active listening. Conflict management techniques.
S Corporation Essentials: Stock & Loan Basis Reporting WEBCAST
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Your Desk
2.0 Credits
Basis of stock and debt. Form 1040, Schedule E. Shareholder basis of indebtedness. Limitation of deduction of losses. AAA and distributions.
SECURE Act 2.0 WEBCAST
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None
3.0 Credits
Expanded retirement security provisions. Tax credits for employer plan startup costs. Multiple employer plans for tax sheltered annuity. Small financial incentives to encourage plan participation. SEPS for domestic employees. Emergency expense withdrawals. Additional SIMPLE nonelective contributions. Starter 401(k) and 403(b) plans.
Mergers & Acquisitions Part 1: The Accountant's Role WEBCAST
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Your Desk
4.0 Credits
The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow. Working capital adjustments and balance sheet due diligence. The impact of contemplated pricing, earn-outs and holdbacks. The deal timeline and flow of information. Understanding the terms and structure that fit the buyer and seller objectives. Tax and financial accounting treatment of select issues.
Reviewing Individual Tax Returns: What Are You Missing? WEBCAST
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Your Desk
4.0 Credits
Qualified business income deduction. Hobby losses. Self-employment health insurance. Business start-up costs. Depreciation. Schedule C issues. Like-kind exchanges. Charitable contributions of property.
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.
OCBOA Case Studies WEBCAST
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Your Desk
8.0 Credits
Income tax-basis financial statement presentations. Cash and modified cash financial statement presentations. Innovative and EBITDA type reports. OCBOA engagements. AICPA Financial Reporting Framework for Small and Medium-Sized Entities.
Analytical Procedures for Nonprofits WEBCAST
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Your Desk
2.0 Credits
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits. The required elements of a substantive analytic procedures to address detection risk. Tips and traps of applying an analytic approach to satisfy audit objectives. Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users. Common ratios and trends to assess liquidity, operating efficiency, leverage, and more.
Officer Compensation Audits: What It Is and How to Defend It WEBCAST
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Your Desk
2.0 Credits
Overview of Reasonable Compensation requirements for S and C Corporations. Key court rulings and their implications. IRS audit procedures related to Officer Reasonable Compensation. Role of Accountable Plans in determining Reasonable Compensation. Strategies for defending Reasonable Compensation.
Washington Sales and B&O Tax WEBCAST
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Your Desk
4.0 Credits
Sales tax topics include taxable gross income, the use tax, exemptions, interstate and foreign sales, and special areas including construction activities and information technology. The B&O tax covers includable gross income, deductions, reimbursements, interstate apportionment, credits, and local B&O taxes. Tax administration and audits discusses Washington tax resources, registration, interest, penalties, reducing audit risk, preparing for a tax audit, and tax audit survival.