CPE & Event Catalog
Comprehensive Estate Planning: Administration and Postmortem Strategies WEBCAST
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Your Desk
8.0 Credits
Introduction to estate administration. How to read a last will and testament. Understanding the entities. Administration the estate and orderly process. The probate process and the courts. Special issues in estate administration. Postmortem issues regarding income taxation of descendants and estates. Postmortem opportunities on the estate income tax return. Available postmortem estate tax elections. Portability election. Disclaimers.
Fringe Benefits and Compensation Planning - Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Fringe benefit planning fundamentals. Strategies tailored for business owners and employees. Navigating IRC Section 132 fringe benefit option. Cafeteria plans demystified. Tax management in compensation planning. Understanding the implications of dependent care and educational assistance plans. Implementing flexible spending account plans effectively. Design features and regulations of group term life insurance plans. Medical savings accounts regulations. Financing options for retiree medical benefits. Health care benefits. ERISA reporting and disclosure requirements. IRC common control rules. Overview of age and sex discrimination rules.
Financial Planning: Auto and Homeowners Insurance WEBINAR
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Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.
No Tax on Overtime: Payroll Compliance WEBCAST
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Your Desk
2.0 Credits
Overview of FLSA overtime provisions. Definition of a workweek and the 40-hour threshold. Time-and-a-half requirements and exclusions from overtime pay. Exempt vs. nonexempt employee classifications. Components of the regular rate of pay. Treatment of bonuses, commissions, and other compensation. Step-by-step overtime calculation examples. Common compliance pitfalls and audit risk. Documentation and payroll system considerations. Case studies involving misclassification and miscalculation.
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients WEBCAST
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Your Desk
2.0 Credits
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers. Exploring profitability differences between customers with similar revenue. Creating and sustaining a customer value pyramid.
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership. What constitutes debt basis for a S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk.
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.
Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value WEBCAST
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Your Desk
2.0 Credits
Typical accounting issues that impact the balance sheet. Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes. Communicating to your audience and stakeholders.
Execute Your Strategy: Turn Planning into Results or Destroy it and Start Over Again WEBCAST
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Your Desk
2.0 Credits
The strategy-execution gap . Why should financial planning lead strategy? Evaluating the lifespan and relevance of your strategic plan. Building your strategy to include risk management. Building an adaptive, finance-focused strategic approach. What we should learn from the rise and fall of major companies. How to align financial metrics with strategy.
Fraud’s Greatest Hits! WEBCAST
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Your Desk
3.0 Credits
Types of fraud. COSO fraud risk management guide. Techniques for detecting fraud. Discussion of accounting fraud cases.
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
Metrics Management – Measuring Performance in the Real World WEBCAST
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Your Desk
2.0 Credits
Measuring performance using output and unit-based metrics. Identifying what truly causes work. Controllable versus non-controllable costs. Assignments versus allocations of overhead. Creating financial metrics tied to operations. Benchmarking as a performance improvement tool. Industry-specific metric examples. Using metrics to eliminate waste and inefficiency.
Performance Management WEBCAST
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Your Desk
1.0 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography) WEBCAST
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Your Desk
1.6 Credits
Forensic accounting. Accounting. Auditing. Finance.
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.
It's Personal! Best Individual Tax Update 2026 WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Latest tax developments, rules and regulations affecting individual taxpayers.
IRAs: What You Need to Know about Contributions, Conversions and Distributions WEBCAST
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Your Desk
2.0 Credits
Determine clients who are well suited for conversion from traditional to Roth IRAs. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive waivers for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).
ChatGPT Vision for Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Introduction to GPT vision. Advantages of vision mode research. Accessing GPT vision. Financial screenshot analysis. Operational insights from visual data. Integration with google maps. DDPP analysis. Sentiment and facial expression analysis. Body language interpretation. Effective photo capturing techniques.
Preparing to be a Forensic Accountant - Focus on Digital Forensics WEBCAST
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Your Desk
1.8 Credits
Forensic accounting. Accounting. Auditing. Finance.
Proper Financial Accounting for S Corporations WEBCAST
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Your Desk
4.0 Credits
Deferred tax accounting for S Corporations. S elections and terminations. Financial accounting for capital stock and retained earnings. S corporation shareholders' equity. Tax vs financial accounting for Accumulated Adjustments Account. Financial accounting for loans to and from S shareholders.