CPE & Event Catalog
Controls to Secure the Growing Digital Footprint WEBINAR
-
Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Business Partnerships: Managing Supplier Relationships WEBINAR
-
Your Desk
1.0 Credits
Overview of supplier contracts. Case studies of successful and not-so-successful supplier relationships. Risk potentials.
AICPA Statements on Standards for Tax Services: Ethical Considerations WEBCAST
-
Your Desk
2.0 Credits
Review of the new AICPA Statement on Standards for Tax Services. Reorganization of SSTS by type of work performed. Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities.
Accounting for the Gig Economy WEBCAST
-
Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
-
Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Living in the World of AI – How AI Has Changed Ethics? WEBCAST
-
Your Desk
1.0 Credits
Is it ethical to use AI, or not? What is ethical AI? Why does it matter for finance and business professionals? Understanding and managing AI hallucinations, bias and misinformation. Internal friction: navigating fear, resistance, and cultural challenges. Creating sustainable, people-focused AI practices that build trust.
Practical Excel Topics for Today’s Accountant WEBCAST
-
Your Desk
2.0 Credits
Data validation. Underutilized, but powerful, formulas. Formulas for manipulating, transforming, and cleansing data. Formulas for data analysis. Reference formulas such as VLOOKUP. Pivot tables. Solver as a tool for performing multivariate analysis. Mail merge. Custom formatting.
A Practical Guide to Trusts WEBCAST
-
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.
Profiles in Fraud WEBINAR
-
Your Desk
2.0 Credits
Real life fraudsters. The characteristics fraud perpetrators have in common. Techniques to prevent and deter these common schemes.
Coping with the Growth of Online Fraud WEBINAR
-
Your Desk
4.0 Credits
The actuation of online and other cyber frauds. Fraudulent acts that are initiated electronically. Automated and employee driven methods that can reduce cyber-fraud risk.
Al Capone to Cybercrime: The Journey of IRS Special Agents WEBINAR
-
Your Desk
4.0 Credits
Introduction to IRS criminal investigation (CI). Historical evolution. Investigative techniques and tools. Importance of IRS CI. Training of CI agents. Process of investigations.
An In-Depth Understanding of the Generation Skipping Transfer Tax WEBCAST
-
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.
The Leadership Skills of Tomorrow: Delegate and Listen WEBINAR
-
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.
Corporate Transparency Act Developments WEBINAR
-
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.
ProActive Response Group De-Escalation Training WEBCAST
-
Your Desk
1.2 Credits
Definition of de-escalation. Recognizing anger. Situational awareness. LOWLINE technique. MR EBS technique. Posturing. Controlling the environment.
The Entrepreneurial Spirit - A Leadership Perspective WEBCAST
-
Your Desk
1.2 Credits
Leadership. Entrepreneurial behavior. Entrepreneurial thinking.
AI and Accounting in Construction WEBINAR
-
Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
Fundamentals of Form 1040 -- Individual WEBINAR
-
Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
Forgotten Managerial Accounting Tools for CPAs WEBINAR
-
Your Desk
2.0 Credits
Target profit analysis. Break-even analysis. Relevant costs and decision making. Standard costs and variances. Activity-based costing. Segment reporting and analysis.
New Tips and Overtime Tax Rules: Compliance and Best Practices WEBCAST
-
Your Desk
1.0 Credits
Updated OBBA guidance on tip reporting and allocation. Qualifying tip requirements. Self-employment and qualified tips. Employer and employee tax responsibilities for tipped wages. Overtime pay deduction. Tip and overtime information returns.