CPE & Event Catalog
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to charitable remainder trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to form 5227. Best practices for accurate completion and filing.
Internal Controls That May Have Prevented Fraud WEBCAST
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Your Desk
2.0 Credits
Understand what factors allowed certain frauds to occur. Recognize what internal controls may have prevented the frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
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Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock acquisitions. What happens in an asset acquisition. What happens in a stock or equity acquisition. 338 and 336 elections. Basics of 382. Basics of 280G. Earnouts and contingent payments. Assumed liabilities. Acquired reserves. Acquired deferred revenue. Treatment of transaction costs. Basics of mixed entity transactions. Very basic overview of tax-free re-organizations. High level overview of entity formations. High level overview of entity liquidations or termination.
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
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Your Desk
2.0 Credits
Cost accounting.
Is Activity-Based Costing the Right Tool for Your Organization? WEBCAST
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Your Desk
2.0 Credits
ABC versus traditional costing. First-stage allocation. Determining predetermined overhead rates. Second-stage allocation. Activity-based reporting. Activity-based management.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
Fraud and Financial Distortion: What May Be Hiding Behind the Numbers WEBCAST
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Your Desk
2.0 Credits
Translating financial statements back into operational reality. The operational plausibility test. Analytical metrics that reveal hidden distortion. Common operational red flags. Case studies. Practical questions every financial professional should ask.
The Preparation of Form 706 - Line by Line WEBCAST
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Your Desk
3.0 Credits
Overview of Form 706 and estate tax fundamentals. Gross estate valuation and inclusion rules. Deductions, credits, and tax computation. Portability election and its implications. Filing deadlines and procedural requirements. Common issues and IRS audit triggers. Legislative changes affecting estate taxation.
State of Privacy WEBCAST
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Your Desk
1.0 Credits
State of privacy findings. Staffing trends. Budget forecasts. Privacy by design. AI impact.
Revenue Recognition in an Environment of Uncertainty WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications .
Accounting for Leases WEBCAST
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Your Desk
2.6 Credits
Accounting. Finance. Financial statement preparation.
10 Keys to Outstanding Service and More Referrals WEBCAST
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Your Desk
4.0 Credits
Communicate more powerfully with clients and other CPA's by understanding human behavior. How to judge if your communication is effective in motivating someone. How to get someone to really hear you and how to really hear what someone else is not saying. How to communicate so that someone will happily do what you want. How to create trust and get people to like working with you - inside and outside the firm. The 3 most important keys for getting someone to feel rapport with you. Why rapport is so important, and how to use it to profit in your work. How to quickly solve problems with people once you have their rapport. Secret techniques that super successful communicators use. How to persuade people without them knowing they are being persuaded. How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their magical abilities. The three most important keys all successful communicators use. How outstanding service can lead to more promotions and/or client development. The art of getting more referrals and turning referrals into clients. Why great service is better for your business in the long run. How to know what's most important to your client or boss—so you can focus on that.
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.
The Preparation of Form 706 and 709 – Understanding the Law WEBCAST
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Your Desk
2.0 Credits
Estate and gift taxation fundamentals. Valuation of estate assets. Components of the gross estate. Deductions in estate taxation. Charitable and marital deductions. Tax credits and their application.
Preparation, Compilations and Reviews—A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
The Controller Function - Strategic and Annual Planning WEBCAST
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Your Desk
1.2 Credits
Accounting. Finance. Auditing.
The Preparation of Form 709 – Line by Line WEBCAST
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Your Desk
2.0 Credits
Gift tax fundamentals and exclusions. Completing Form 709 accurately. Gift-splitting and its tax implications. Lifetime exemption and GSTT considerations. Valuation of gifted assets. Common filing mistakes and IRS audits. Updates on new legislation impacting gift taxation.
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs WEBINAR
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Your Desk
2.0 Credits
Getting started with ChatGPT. Tour of the ChatGPT app and how to use it. Variety of hands-on case study examples for accounting, finance, and tax. Protecting your data privacy in ChatGPT. Advanced ChatGPT features review. Subscription plan options.
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.