CPE & Event Catalog
Risk Wrangling: Surviving the Modern Business Rodeo WEBCAST
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Your Desk
2.0 Credits
Risk is the common thread in an evolving landscape. Risk assessment. Responding to assessed risks. Auditing standards. Other insights from AICPA guidance. Fraud considerations. The role of analytics. Financial reporting considerations. Risk mitigation.
Single Audit and Uniform Guidance Issues Update WEBCAST
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Your Desk
8.0 Credits
Single Audit nuts and bolts discussion. Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit. Audit issues arising related to the close-out of pandemic era funding and other programs within the compliance supplement. Review of unique elements of the 2026 Compliance Supplement, if available. Recent changes now effective to specific Uniform Guidance rules and regulations.
Taxation of Business Entities WEBCAST
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Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Future tax considerations that will impact various business entities.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL, including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six NOPA rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
Tax Planning for Sole Proprietors and Other Business Owners WEBCAST
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Your Desk
8.0 Credits
An overview of the business-related tax changes in the One Big Beautiful Bill. Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business. Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices. Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, SEP plans, and SIMPLE plans. Taking advantage of the self-employed health insurance deduction and the qualified business income deduction. Avoiding the at-risk and passive activity loss limitations. Making the right business entity election. In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know.
Forgotten Managerial Accounting Tools for CPAs WEBINAR
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Your Desk
2.0 Credits
Target profit analysis. Break-even analysis. Relevant costs and decision making. Standard costs and variances. Activity-based costing. Segment reporting and analysis.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
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Your Desk
8.0 Credits
Tax considerations in complex client situations. Divorce and separation tax issues. Filing status considerations. Property division and marital property rules. Child support and alimony tax treatment. Bankruptcy and debt cancellation. Foreclosure tax consequences. Business dissolution and ownership transitions. Dependency and family tax issues. Refunds, deficiencies, and taxpayer obligations.
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.
Humanize Automation: Frameworks for Understanding AI and Your Strategy WEBCAST
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Your Desk
1.2 Credits
AI. Business strategy.
Revenue Recognition - Topic 606 Overview WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Consulting Services Secrets WEBCAST
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Your Desk
1.0 Credits
Identifying a consulting specialty. Building a practice and translating knowledge into products. Managing consulting projects. Marketing consulting projects. Building a referral network. Contingent fees. Professional standards for consultants.
Business Valuation - Asset Approach WEBCAST
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Your Desk
1.0 Credits
Fundamentals of business valuation and appraisal standards. The asset approach: methods, applications, and analysis.
Cryptocurrency Transactions: Navigating Federal Tax Rules WEBCAST
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Your Desk
1.0 Credits
Review existing reporting rules. Broker reporting requirements and Form 1099-DA. Reporting crypto transactions.
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g and Charitable Deductions WEBCAST
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Your Desk
2.0 Credits
Review of new rules under IRC Sec. 67(g). Review surprises to simple trusts under IRC Sec. 67(g). Presentation issues with IRC Sec. 199A deduction and the tier system. Special rules relating to the charitable contribution deduction. Problem examples.
Audits of 401k Plans WEBCAST
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Your Desk
6.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
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.
Form 1041 Advanced Series Part 4: Post Mortem Considerations WEBCAST
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Your Desk
2.0 Credits
A review of the expansive nature of trust administration. The use of post-mortem elections. The use of an administrative trust and its advantages. Choosing a fiscal year for the administrative trust. The successor trustee of an administrative trust and whether the trust is simple or complex. Making the Sec. 645 Election, its duration, advantages and disadvantages.
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience WEBCAST
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Your Desk
1.0 Credits
Leadership. Professional development. Time management.
Partnership Essentials: Tax Basis Capital Accounts WEBCAST
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Your Desk
2.0 Credits
Importance of tax basis capital accounts. Reporting negative tax basis. Tax accounting for property contributed to a partnership. Effect of the Ceiling Rule. Allocation of depreciation to partners. Alternative and Remedial Methods. Effect on financial capital accounts. Form 1065, Schedule K-1.