CPE & Event Catalog
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
International Cross Border Transactions WEBCAST
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Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
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.
Key Tax Issues for Individual Taxpayers WEBCAST
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Your Desk
2.0 Credits
The all-important impending expiration/extension/renewal of the TCJA. Recent legislative, judicial, and IRS developments impacting individual taxpayers. 2025 Tax rates and inflation-adjusted figures. Cryptocurrency reporting and new Form 1099-DA. Form 1099-K and previously unreported income. Other recent legislative developments impacting individual taxpayers.
Navigating IRS Authorizations: Form 2848 and Form 8821 WEBINAR
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney rules. Form 2848. Form 8821. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a power of attorney.
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.
The CPA as Strategic Advisor: Leading the Client Advisory Team WEBCAST
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Your Desk
4.0 Credits
The CPA as team leader. Roles of key advisory professionals. Identifying cross-disciplinary planning opportunities. Coordinating planning strategies. Communication and collaboration. Structuring advisory relationships. Risk and professional responsibility.
LLCs and S Corporations: a Comparative Analysis WEBINAR
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Your Desk
8.0 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules. Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
Accounting for and Auditing Cryptocurrency and Digital Assets WEBINAR
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Your Desk
2.0 Credits
Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets. Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records.
S Corporation Essentials: Stock and Loan Basis Reporting WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation, rules, and developments impacting S-corporations. S corporation shareholder basis in stock and debt. S corporation open account debt. Limitation of deduction of losses. AAA and distributions.
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.
Accounting Fraud WEBCAST
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Your Desk
8.0 Credits
The elements of fraud and the Fraud Triangle Theory. Types of fraud with a focus on management fraud. Best practices in fraud detection and deterrence.
Estate Planning: A Comprehensive Overview WEBCAST
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Your Desk
8.0 Credits
Intestate succession and probate administration. Holding title to assets. Lifetime asset transfers and testamentary asset transfer planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem.
Internal and External Fraud: Understanding It and Working to Control It WEBCAST
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Your Desk
8.0 Credits
Understanding why internal fraud occurs. Fraudulent acts initiated by outside organizations. Policies, procedures and control measures designed to fight fraud. Steps that verify anti-fraud activities are working.
AI and Accounting in Retail WEBINAR
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Your Desk
2.0 Credits
AI powered personalization and its impact on revenue recognition. Dynamic pricing models and tax compliance risks. AI in demand forecasting, inventory valuation, and COGS calculations. Integration challenges with ERP and POS systems. Governance, ethics, and auditability of AI decisions. Data quality, audit trails, and regulatory documentation. AI assisted fraud detection, financial controls, and oversight
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.
S Corporation Essentials: Review and Update WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules, and developments impacting S-corporations. S corporation shareholder basis in stock and debt. S corporation open account debt. Limitation of deduction of losses. AAA and distributions.
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis WEBCAST
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Your Desk
2.0 Credits
Forensic accounting. Accounting. Auditing. Finance.
Leading for Well-Being: Building Resilient Teams and Thriving Workplaces WEBCAST
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Your Desk
3.5 Credits
The importance of mental wellness in leadership. Recognizing and preventing burnout. Building and sustaining resilient teams. Leading by example.