CPE & Event Catalog
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns WEBCAST
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Your Desk
2.0 Credits
Review of sample returns with illustrations of most forms of gifts. How to meet the adequate disclosure requirements. Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse. Electing in or out of GST allocations with indirect skips.
Strategic CFO – Strategic Financial Communications WEBCAST
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Your Desk
2.0 Credits
Financial literacy versus math literacy. Common financial terms that confuse non-accountants. Simplifying financial language without dumbing it down. Building narratives and stories around financial data. Using visuals and graphics effectively. Communicating strategy, risk, and performance together.
Revenue Recognition - Recognize Revenue WEBCAST
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Your Desk
1.0 Credits
Revenue recognition. Accounting.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Invest in Your Mental Health and Avoid Burnout WEBINAR
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Your Desk
2.0 Credits
How to recognize burnout and evaluate where you are on the burnout scale. How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism. How mindfulness can reduce stress and save time. Silencing the critical inner voice. Tools to help you become more attuned to your needs and emotions. How attending to and regulating your nervous system impacts your mood and well-being.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
2.0 Credits
Accounting and auditing issues related to cryptocurrency. ASU 2023-08 and related FASB developments. FASB discussions, Invitation to Comment, and research agenda updates. Case study application of cryptocurrency accounting guidance. Accounting for cryptocurrency transactions and balances. Audit considerations for cryptocurrency engagements.
The Bookkeeper Goes to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Measuring Audit Risks WEBCAST
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Your Desk
3.0 Credits
Audit risk. Material misstatement. Error vs. fraud. Risk assessment. Audit documentation. Audit procedures. Auditing standards.
ESG 101: What is Environmental, Social and Governance? WEBCAST
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Your Desk
2.0 Credits
Environmental, Social and Governance concepts in today's world. Areas of accountability for ESG. How ESG impacts financial reporting.
Resistance to Resilience: Strive for Tech Change Acceptance WEBINAR
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Your Desk
1.0 Credits
Resistance to resilience in embracing new technologies. Overcoming barriers and ensuring successful implementation. Cutting-edge audit technologies, including AI, data analytics, and automation. Insights into the Technology Acceptance Model (TAM).
Accounting for Credit Losses – Getting to Know CECL WEBCAST
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Your Desk
2.0 Credits
Overview of ASU 2016 13. Introduction to the CECL model. Differences between CECL and prior GAAP. Methods for applying CECL. Application of CECL to loans. Application of CECL to trade receivables. Presentation requirements. Disclosure requirements. Coordination between accounting and finance functions.
Agentic AI for CPAs: Automate Workflows with Intelligence WEBINAR
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Your Desk
2.0 Credits
Introduction to Agentic AI concepts and terminology. Case studies for using AI agents in accounting, finance, and tax services. Step by step demonstration of creating and deploying an AI agent. Introduction to Microsoft Copilot Studio agent builder. Developing your AI agent deployment strategy.
Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service WEBCAST
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Your Desk
4.0 Credits
Project management in tax practices. Client onboarding and initiation. Workflow and execution strategies. Monitoring and risk management. Communication and collaboration.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance. WEBCAST
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Your Desk
1.0 Credits
Appreciation. Languages of appreciation. Appreciation strategies.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. WEBCAST
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Your Desk
2.0 Credits
Early warning signs. Concerning behavior changes. Getting out. Barricading your area. Fighting for survival. Disarming the assailant. Tourniquets. Pressure dressings. Chest seals.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
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Your Desk
1.0 Credits
Components of executive presence. Audience centered elevator pitch structure. Professional value proposition framework. Structuring a concise executive biography. Aligning personal narrative with organizational value. Common pitfalls in professional self-presentation. Application and refinement exercise.
Taxation of Tips and Overtime Under OBBBA WEBCAST
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Your Desk
2.0 Credits
$12,500 deduction per individual for qualified overtime pay. Payment of overtime under the Fair Labor Standards Act (FLSA). Calculating the “premium portion” of the extra half-time pay. Social Security and Medicare withholding. Employer furnishing the record of qualified overtime compensation to employees. Definition of a qualified tip. IRS list of traditionally tipped occupations. $25.000 deduction for reported tips. The transition rule allowing employers to indicate the approximate amount designated as tips or overtime. State tax issues relating to tips and overtime. Changes in the W-2 reflecting new employer reporting responsibilities.
AHI: Accounting Data Analytics WEBCAST
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Your Desk
2.0 Credits
Accounting data analytics.
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.
Corporate Transparency Act Developments WEBINAR
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Your Desk
2.0 Credits
Background of the Corporate Transparency Act. Beneficial Ownership Information Reporting Rule (BOIR). Entities required to report. Reporting requirements imposed by the CTA. Due dates of reports. Information needed to satisfy the BOIR. Impact of failure to report. How to submit a report. Court rulings on CTA's unconstitutionality. Implications to entities as a result of the ruling in NSB. Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.