CPE & Event Catalog
Preparing for and Conducting Discharge Meetings WEBCAST
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Your Desk
1.0 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews. Resignations. Discharge meetings. Exit Interviews. Reference checks.
Awesome Business Lessons from the Past: Learn from the Best! WEBCAST
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Your Desk
2.0 Credits
The six methods to get others to like you. What are twelve ways to win others to your way of thinking? What are the fundamental principles of Henry Ford's success? What are the thirteen steps necessary to plan for success? How to use these principles to move your organization forward.
The Controller Function - Cash and Investments WEBCAST
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Your Desk
1.4 Credits
Accounting. Finance.
Overcome Your Obstacles to Abundance WEBCAST
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Your Desk
4.0 Credits
How to know your specific obstacles to becoming rich. Why people use poor marketing and investment strategies, and how to overcome such limitations. The most effective marketing methods, and how to implement them. The power of being super motivated, and three methods to keep you motivated long term towards your goals. Having a vision for your business and life that will keep you on the right track.
Accounting for Leases WEBCAST
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Your Desk
2.6 Credits
Accounting. Finance. Financial statement preparation.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach WEBCAST
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Your Desk
1.0 Credits
Mindfulness. Creative thinking. Productivity. Performance. Neuroscience. Leadership.
Cryptocurrencies for the CFO: Explaining Blockchain WEBCAST
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Your Desk
2.0 Credits
What are digital assets? Understanding cryptocurrencies. Understanding blockchain. NFT's (Non-Fungible Tokens), their role and impact. Explaining the crypto language.
Advanced IT Audit and Real-World Testing WEBCAST
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Your Desk
3.0 Credits
Information technology general controls testing. Audit execution. Workpapers.
Qualified Business Income (QBI) Deduction (Section 199A) – The Ins and Outs WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of calculating the combined qualified business income amount. Determine what trade or businesses under Section 162 are eligible for the QBI deduction. Discuss how the 20% QBI deduction is subject to a wage and capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts. Walk through the simplified QBI Form 8995 and detailed Form 8995-A and related schedules. Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations. Look at what the definition of QBI is and what items are effectively connected with that trade or business. Review the aggregation rules for the QBI computation and both the entity and individual level. Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s. Explain how the modifications to the net operating losses (NOLs) and Section 461(l) excess business loss limitations affect the QBI computation.
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization WEBCAST
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Your Desk
1.0 Credits
Creative thinking. Productivity. Neurodiversity. Inclusion. Employee retention.
Building an Ethical Culture: Strengthening Your Ethical Backbone WEBCAST
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Your Desk
2.0 Credits
Ethical issues over the years. Types of business ethics issues. Structure and application of the AICPA code of professional conduct. Role of social responsibility in shaping corporate behavior. Factors for evaluating ethics. Ethics 101 and decision making. Profiling ethical culture.
Managing Generational and Cultural Variances WEBCAST
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Your Desk
1.6 Credits
Management. Leadership. Cultural variances. Generational variances.
Data Analytics and Journal Entry Testing for Auditors WEBCAST
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Your Desk
3.0 Credits
Data analytics. Journal entry testing. Fraud detection.
Digital Assets in Estate Planning FLEXCAST
Available Until
Your Desk
1.0 Credits
Digital asset. Financial assets. Ownership vs. access. Digital estate planning. Identity theft and hacking.
Washington Ethics and New Developments with Mark Hugh 2026 ON DEMAND
Available Until
Your Desk
4.0 Credits
Review the AICPA Code of Professional Conduct and key Washington differences. Discuss new developments at the national and state level in ethics in the last three years. Explore best practices for CPAs in public accounting and industry. Highlight emerging issues.
10 Key Rules for Mastering the SEPP/72(t) Exception to the 10% Early Distribution Penalty for IRAs and Employer Plans FLEXCAST
Available Until
Your Desk
1.0 Credits
Key factors for determining if an individual is a good candidate for a 72(t)payment program. Strategies for calculating 72(t) payment amounts. How to avoid transactions that could result in a modification. The exception that allows switching of the 72(t) calculation method. The exception that allows a 72(t)-payment program to be discontinued.
101 Financial Solutions: Diagnosis and Remedy ON DEMAND
Available Until
Your Desk
10.0 Credits
Pricing. Sales and advertising. Inventory. Production shortfalls. Profit targets. Unrealistic break-even point. Excessive cost-to-production volume. Weak sales mix. Potential loss of a contract. Risk-return unbalance. Risk in the industry. Inability to finance- what that does to business development. Inability to curb financial problems, and more.
1040 Workshop For 2026 Planning and 2025 Filings ON DEMAND
Available Until
Your Desk
25.0 Credits
Tax rates and tables. Filing status. Gross income. Dividends and distributions. Discharge of debt income. Exclusions from income. Nonbusiness and personal deductions. Education and medical expenses. Casualty and theft losses. Tax credits. Landlord's rental expenses. Health insurance costs. Home office deduction. Travel and entertainment expenses. Employee expense reimbursement and reporting. Automobile deductions, and more.
179D EECBD Overview FLEXCAST
Available Until
Your Desk
1.0 Credits
Section 179D commercial buildings energy-efficiency tax deduction