CPE & Event Catalog
The Controller Function - Elevating the Role WEBCAST
-
Your Desk
1.5 Credits
Accounting. Finance.
Prix Fixe: Washington State Tax Update WEBINAR
-
Your Desk
1.0 Credits
Understanding the current state of tax regulations. Anticipating future changes.
Getting the Most When Selling a Business: Little Details to Get Top Value WEBCAST
-
Your Desk
2.0 Credits
What do buyers really want? Steps to take so your business will be attractive to buyers. The process to prepare for a sale.
Organizational Effectiveness and Communication WEBCAST
-
Your Desk
1.0 Credits
Communication.
The Yellow Book: From Beginning to End WEBCAST
-
Your Desk
8.0 Credits
Foundation and principles. General requirements for complying with Government Auditing Standards. Ethics, independence and professional judgment. Competence and continuing professional education. Quality control and peer review. Standards for financial audits. Standards for attestation engagements and reviews of financial statements.
Financial Statement Fraud WEBCAST
-
Your Desk
2.0 Credits
Fraud. Auditing.
Revenue Recognition Topic 606 - Identify the Contract Part 1 WEBCAST
-
Your Desk
1.2 Credits
Revenue recognition.
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure WEBCAST
-
Your Desk
2.0 Credits
Overview of required financial statements. Unique considerations in the nonprofit environment. Presentation options for reserves, restrictions, functional expenses and liquidity. Common pitfalls and little-known alternatives. Recognize financial statement presentation requirements for nonprofits.
Schedule C of Form 1040 WEBCAST
-
Your Desk
2.0 Credits
When Schedule C applies. Cash vs. Accrual method. Typical business deductions. Business vehicle expenses. Section 179 and bonus depreciation.
Accounting Fraud WEBCAST
-
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 for Today and Beyond WEBCAST
-
Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships.
Nonprofit A&A Series Part 2: Revenue Recognition WEBCAST
-
Your Desk
2.0 Credits
Pledges and contributions. Restrictions and conditions. Special concerns with governmental funding. Donated goods and services. Special events. Revenues earned through sales and services to customers, including the application of CECL.
Retirement Penalties and Rollover Issues WEBCAST
-
Your Desk
2.0 Credits
What the IRS knows: Forms 1099R and 5498. Exceptions to the ten percent penalty. Secure 2.0 changes to the late payment penalty. History of the 60-day Rule and Recent Developments. Rulings and self-certification. Form 5329 use and strategies.
Common Sense CFO: Decoding and Mitigating Internal and External Risks WEBCAST
-
Your Desk
2.0 Credits
Defining risk as it impacts organizations. Understanding external and internal risks. Examples of these risks. Developing a risk mitigation strategy. Monitoring and mitigating risk.
Fiduciary Accounting for Estates and Trusts WEBCAST
-
Your Desk
4.0 Credits
10 Principles of Tax Accounting for Trust Income. Entity accounting income and Form 1041. Uniform Principal and Income Act. Discretionary Power to Adjust. Allocations between principal and income. Trust accounting issues.
Nonprofit A&A Standards Update and New Developments WEBCAST
-
Your Desk
2.0 Credits
Pledges and contributions. Restrictions and conditions. Special concerns with governmental funding. Donated goods and services. Special events. Revenues earned through sales and services to customers.
Deep Dive Into Common Auditing Deficiencies WEBINAR
-
Your Desk
4.0 Credits
Review common deficiencies identified by the AICPA and state boards of accountancy. Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. Review of the areas of concern and how you can overcome them by employing best practices.
Business Losses: Going Backward and Forward WEBCAST
-
Your Desk
2.0 Credits
Recent legislative developments for deducting business losses. TCJA net operating losses rules of Sect. 461(l). Sect. 163(j) Business Interest Expense. Limitations of deducting losses and basis. What is the "quickie" refund; Section 465. At-Risk amount. Section 469 Passive Activity Loss rules.
Fiduciary Taxation Part 1: Introduction to Form 1041 WEBCAST
-
Your Desk
2.0 Credits
Introduction to the fiduciary entity and the basic fiduciary entity flowchart. Authorities and disciplines in fiduciary accounting and taxation. Fiduciary tax rates and brackets. Introduction to subchapter J. 5 basic rules and concepts of fiduciary taxation. Steps to calculating the income taxation of trusts and estates. Use of a tax spreadsheet.