CPE & Event Catalog
CORE Series: AI Driven Customer Experience: Transformative Strategies for Professional Services Firms WEBINAR
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Your Desk
1.0 Credits
Strategically leverage AI to enhance client interactions. Automating routine workflows without sacrificing personalization. Improving responsiveness. Unlocking insights from client data.
The AI Revolution in 2026: What CPAs Should Know WEBINAR
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Your Desk
2.0 Credits
State of AI technology in 2026. Essential terminology. CPA use cases. Risk management and data governance. What's next.
Digging Deep with Excel Pivot Tables WEBCAST
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Your Desk
1.0 Credits
Data preparation and cleansing. Pivot table creation. Pivot table customization. Navigating Excel's PivotTable Analyze tab.
Global Internal Audit Standards – Overview and Contrast to 2017 International Professional Practices Framework (IPPF) WEBCAST
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Your Desk
1.6 Credits
Accounting. Internal controls. Internal audit standards.
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
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Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
Depreciating and 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. Section 168(k) 100% bonus deduction. Depreciation of automobiles. Rev. Proc. 87-57 and MACRS. ADS depreciation for electing farm and real estate business. Update on recent developments.
Asset Misappropriation You Have It – They Want It WEBCAST
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Your Desk
2.0 Credits
Asset misappropriation. Fraud opportunities. Internal control weaknesses. Fraudster mindset. Concealment methods. Fraud risk assessment. Investigative procedures.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Navigating IRS : Responding to IRS Notices and Letters WEBCAST
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Your Desk
2.0 Credits
Types of IRS letters. How to respond to CP2000, CP14, CP75, CP504, and other notices. Steps to take upon receiving a letter: deadlines, records, prep. Penalties and interest associated with non-response. Sample response structure and real-life examples. Documentation and tracking practices for correspondence. Common mistakes and how to avoid them.AI-supported correspondence management and ethical considerations.
How to Develop Your System of Quality Management Using the AICPA Practice Aids WEBCAST
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Your Desk
3.0 Credits
Overview of Quality Management standards. Scope of SQMS 1. Components of quality management. Changes from prior standards. AICPA practice aids. Required documentation. Risk assessment process. Final documentation development.
A Practical Guide to Trusts WEBCAST
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Your Desk
8.0 Credits
Trustee responsibilities and trust administration. Strategies for probate avoidance and efficient asset distribution. Tax treatment of revocable living trusts. Marital deductions and bypass trusts. Uses of irrevocable trusts in estate planning. Benefits of irrevocable life insurance trusts. Multi-generational wealth planning with dynasty trusts. Overview of estate planning tools.
Microsoft Teams for CPAs: Unlocking Its Full Potential WEBINAR
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Your Desk
2.0 Credits
Best practices for organizing your teams and channels. Understanding the role of Teams and SharePoint integration. Using Teams to communicate and collaborate externally with clients. Tips and tricks for managing conversations in Teams. Leveraging Microsoft Copilot AI in Teams.
IT Controls and SOC Reporting in Financial Audits WEBCAST
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Your Desk
3.0 Credits
SOC reporting. Information technology general controls. Audit reliance.
Optimize Your Staff's Performance WEBCAST
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Your Desk
4.0 Credits
The four perspectives of optimization. The Two Circle Analysis. The Leadership 10. The Fatal 13. Five thoughts for a healthy work environment.
How to Audit Expenses and Payables WEBINAR
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Your Desk
2.0 Credits
The basics of auditing expenses. Accrued liabilities and other payables. Relates audit assertions, risks, and threats to the expenses and payables balances. Substantive auditing procedures to perform.
An In-Depth Understanding of the Generation Skipping Transfer Tax WEBCAST
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Your Desk
2.0 Credits
Overview of the GST tax and its policy purpose. Direct skips, taxable terminations, and taxable distributions. Skip persons and treatment of trusts as skip persons. Application of the GST exemption and inclusion ratio. Timely, late, and retroactive GST allocations. Formula-based exemption allocations. Planning strategies for GST tax minimization. Filing considerations for Forms 706 and 709.
Interview Techniques and Detecting Deception WEBCAST
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Your Desk
2.0 Credits
Interview techniques. Signs of verbal and non-verbal communication. Planning and preparing for an interview.
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.
Navigating IRS Collections: Overview of Form 433 and Offer in Compromise WEBCAST
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Your Desk
2.0 Credits
IRS collection process overview. Initial notice and subsequent notices. Enforced collection actions: liens, levies, and wage garnishments. Payment options and alternatives to enforced actions. Detailed review of Forms 433-A and 433-B. Offer in Compromise (OIC) program: qualifications and process. Advising clients on compliance and payment options.
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.