CPE & Event Catalog
Audit Skills for Beginners WEBCAST
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Your Desk
4.0 Credits
Professional skepticism. Audit documentation basics. The audit risk model. Internal control fundamentals.
Partnership and S Corporations: How to Calculate Basis WEBCAST
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Your Desk
4.0 Credits
Calculation of basis when the entity is formed, including the impact of contributed property. How to calculate partnership tax basis capital accounts. Clarifies how partnerships and S corporations debt impacts tax basis. Discusses how distributions affect basis. Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest. Discusses how S corporation losses impact Form 1040 Schedule E reporting. Comprehensive examples to illustrate the mechanics of the basis determination process.
AI and Accounting in Manufacturing WEBINAR
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Your Desk
2.0 Credits
Intelligent automation and dark factories. Predictive maintenance and real-time cost tracking. AI enabled financial reporting and dashboards. Continuous auditing and anomaly detection. Tax compliance automation and transfer pricing AI. Data governance and cybersecurity in financial systems. Workforce reskilling and AI augmented financial roles.
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.
Partnership Checkup: Tax Issues and Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Impact of contributed property. Explain the importance of shareholder loans to the entity. Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest. Comprehensive examples illustrate the mechanics of the basis determination process. Discusses how S corporation losses impact Form 1040 Schedule E reporting. How to get from the Schedule K-1 information to the basis calculations.
Profitability Pricing: Boost your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Competitive bids. Achieving target profitability.
Partnership and LLC (Form 1065) – Formation to Liquidation WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Overview of different forms of business entities including the check-the-box regulations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Schedule K and K-1 - separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax. Calculating the tax and Section 704(b) book capital accounts. Substantial economic effect requirement to have special allocations to the partners/members. Allocation of recourse & non-recourse debt on K-1s. Guaranteed payment issues and tax treatment of fringe benefits. Self-employment tax issues and pitfalls. Tax treatment of distributions - cash versus non-cash and liquidating versus non-liquidating. Sales and liquidations of partnership interests. Section 754 optional basis adjustments and mandatory adjustments.
ProActive Response Group De-Escalation Training WEBCAST
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Your Desk
1.2 Credits
Definition of de-escalation. Recognizing anger. Situational awareness. LOWLINE technique. MR EBS technique. Posturing. Controlling the environment.
State of AI WEBCAST
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Your Desk
1.0 Credits
AI hype vs. reality. AI 2025 advancements. AI governance structure. AI strategy planning. AI implementation decisions.
Supervision/Management Competencies: An Ethical Approach WEBINAR
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Your Desk
2.0 Credits
The overview of virtue ethics. Milgram and Zimbardo case studies. Navigating the transition from buddy to boss. Self-awareness and regard for others. Setting standards and analyzing performance. Unconscious bias. Communication skills
Just Ask Why - Searching for Answers: Generating Solutions WEBCAST
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Your Desk
4.0 Credits
The basic benefits of why The 5-15 report Curiosity and creativity
Annual Tax Update WEBCAST
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Your Desk
8.0 Credits
Federal tax changes and developments during 2026. Pending legislative, administrative, and procedural tax changes. Timely updates on current federal tax issues. In-depth review of statutory developments. Regulatory updates and guidance. Recent judicial decisions. Practical insights from national tax experts. Up-to-the-minute analysis of emerging tax issues.
Preparation, Compilations and Reviews—A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
AI In Audit and Financial Reporting WEBCAST
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Your Desk
1.6 Credits
Artificial intelligence. Audit. Financial reporting.
Partnerships: How to Calculate Partner Basis WEBCAST
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Your Desk
2.0 Credits
Calculation of basis when the entity is formed, including the impact of contributed property. How to calculate partnership tax basis capital accounts. Explains the use of both inside and outside basis determination. Clarifies how partnership debt impacts tax basis. Discusses how distributions affect basis. Explains how basis is impacted by sale and/or liquidation of the partnership interest. Comprehensive examples to illustrate the mechanics of the basis determination process
Anti-Money Laundering Warning Signs and Mitigation Techniques WEBCAST
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Your Desk
2.0 Credits
Warning signs of money laundering. Legal services. Prevention. AML mitigation methods. Features to look for in AML solutions. Ten things in AML watchlist provider.
S Corporations: How to Calculate Shareholder Basis WEBCAST
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Your Desk
2.0 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property. Explain the importance of shareholder loans to the entity. Uses a comprehensive example to illustrate the mechanics of the basis determination process. Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest. Explain how S corporation losses impact Form 1040 Schedule E reporting. Show how to get from the Schedule K-1 information to the basis calculations.
The Leadership Skills of Tomorrow: Delegate and Listen WEBINAR
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Your Desk
2.0 Credits
Three levels of listening. Strategies to remain focused. Building trust through listening. Tactics to practice the Titanium Rule. Delegating with confidence. Establishing an accountability system.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST
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Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC). Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.
Reviewing Individual Tax Returns: What Are You Missing? WEBCAST - Partnered with the Oregon Society
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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.