CPE & Event Catalog
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions WEBCAST
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Your Desk
2.0 Credits
Leadership foundations. Leading downward. Leading upward. Practical leadership tools.
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A WEBCAST
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Your Desk
4.0 Credits
Integration of the real estate professional rules with reporting on Form 1040, Schedule E. Real estate professionals and indirectly owned entity's reporting on Form 1040. How real estate business is interpreted under the Section 199A rules and how it integrates with the passive activity rules. Real estate professionals and Form 8582. How to make the grouping election for passive activities and the flow-through deduction. Definition of self-rental property - both for Sections 199A and 469. Reporting using Form 1040, Schedule E, page 1 and 2. Self-rental property and the Form 8582.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1 WEBCAST
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Your Desk
1.0 Credits
Forensic accounting. Accounting. Auditing. Finance.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST
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Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC). Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.
Cybersecurity and IT Risk for IT Auditors and Financial Auditors WEBCAST
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Your Desk
3.0 Credits
Cybersecurity. IT risks. Governance. IT security frameworks.
Leases Accounting under Topic 842 – Answers to FAQ After Implementation 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.
Cybersecurity: Protecting Your Firm's Data and Reputation WEBINAR
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Your Desk
2.0 Credits
Assessment of the current cybersecurity threat level and vulnerabilities. Developing your WISP (Written Information Security Program). Deploying a password management app to fortify the security of your login credentials. Implementing an incident response plan to minimize the damage from a cybersecurity attack. Understanding the role of cybersecurity insurance
Public Speaking Secrets That Wow Audiences WEBCAST
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Your Desk
4.0 Credits
Overcoming the common obstacles to public speaking. Creating the content of the talk. How to deliver a talk effectively. Making the talk entertaining. Memorization and practice. Creating stories that rock.
Fundamentals of Form 1040 -- Individual WEBINAR
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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
Best-In-Class Recruiting Strategies WEBCAST
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Your Desk
1.0 Credits
Recruiting and retention. Talent management. Employee engagement.
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.
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.
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.
Fundamentals of Form 1040 - Business WEBINAR
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Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
How Technology Controls Should Be Developed and Implemented WEBCAST
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Your Desk
8.0 Credits
Considerations for the maintenance of an internal control system. The types of policies and procedures organizations should utilize. Reviewing and testing control measures. Updating controls and implementing control changes.
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.
Calculating the Retirement Need WEBINAR
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Your Desk
1.0 Credits
Overview of retirement expenses and needs. Overview of risk tolerance, time value of money and retirement planning factors. Examples of client retirement situations.
Change Management: Your Leadership Role for Aligning Profits and Culture WEBCAST
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Your Desk
2.0 Credits
Why professional agility is critical, and how to develop it. Foundational models for change management. Proven strategies to prepare for change as individuals, teams, and organizations. Implementing change. Leading through change for success of all involved.
2024 Revision to Government Auditing Standards Impact WEBINAR
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Your Desk
4.0 Credits
Key changes made by the 2024 Revision to Government Auditing Standards. Review when the GAGAS requirements are applicable to a financial statement audit. When reporting on key audit matters may apply in a GAGAS audit. Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book. Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards. Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits.