CPE & Event Catalog
Financial Decisions that Led Two Businessmen to Prison WEBINAR
-
Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Is Activity-Based Costing the Right Tool for Your Organization? WEBCAST
-
Your Desk
2.0 Credits
ABC versus traditional costing. First-stage allocation. Determining predetermined overhead rates. Second-stage allocation. Activity-based reporting. Activity-based management.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
-
Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
Conducting Human Resource Investigations WEBCAST
-
Your Desk
1.0 Credits
Research. Analysis. Interviewing. Documenting. Reporting results.
Sarbanes-Oxley Overview WEBCAST
-
Your Desk
1.6 Credits
Sarbanes-Oxley compliance.
AI Lessons Learned for Accountants WEBINAR
-
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.
Crypto, Blockchain and Taxes WEBCAST
-
Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.
Become a Data Analysis Expert WEBINAR
-
Your Desk
2.0 Credits
The data analysis process flow. Data modeling. Data visualizations.
Cutting-Edge Estate and Financial Planning Trends WEBCAST
-
Your Desk
8.0 Credits
The latest legislative changes in estate and financial planning. Expected changes in estate and gift tax exemptions and their impact. Common client errors and risk mitigation strategies. Domicile planning considerations in financial and tax strategy. Charitable giving strategies under new tax rules. Advanced use of split-interest trusts for tax and estate planning. Best practices for IRA distribution planning with new tax implications.
Comprehensive Partnership Taxation Form 1065 WEBCAST
-
Your Desk
8.0 Credits
Special and targeted allocations. Proper calculation of outside and inside tax basis. Tax consequences of distributions including the impact of hot assets. Transfer of partnership interests. Issuance of partnership interests to service partners.
Fundamentals of 1031 Exchanges WEBCAST
-
Your Desk
8.0 Credits
Statutory framework for 1031 exchanges. Business and investment property characterization. Deferred exchange rules and techniques. Exchange mathematics: boot, gain and basis. Reporting for failed exchanges (over two tax periods). Improvement, reverse and non-safe harbor exchanges. Partnership and TIC issues: IRC Sec. 761.
Resistance to Resilience: Strive for Tech Change Acceptance WEBINAR
-
Your Desk
1.0 Credits
Resistance to resilience in embracing new technologies. Overcoming barriers and ensuring successful implementation. Cutting-edge audit technologies, including AI, data analytics, and automation. Insights into the Technology Acceptance Model (TAM).
Financial Acumen for Today's HR Leader WEBCAST
-
Your Desk
2.0 Credits
Financial statement insight. Trend analysis. Financial benchmarks.
ChatGPT and IRS Taxation Law Research WEBINAR
-
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.
Calculating the Retirement Need WEBINAR
-
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.
Roadmap to Ethical Decision Making WEBCAST
-
Your Desk
2.0 Credits
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters. Discuss the principles of professional conduct. Address compliance with professional standards. Use case studies to address circumstances that may create threats to independence.
Critical Soft Skills for CFOs and Controllers WEBCAST
-
Your Desk
4.0 Credits
Tips for being a balanced leader. Adapting to various personality styles. Tips for coaching millennials and beyond. Best practices for managing organizational change.
Guide to Deducting Travel, Meals and Entertainment Expenses WEBCAST
-
Your Desk
4.0 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting. Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses. Reporting travel expenses: travel status, simplified per diem. Directly related to and associated with tests. Facility vs. activity expenses. Nine exceptions to Section 274. Business meals.
A Practitioner’s Guide to IRAs and Qualified Retirement Plans WEBCAST
-
Your Desk
8.0 Credits
Traditional and Roth IRAs. SEP and SIMPLE IRAs. Qualified plans. 401(k) plans. Retirement plan selection. Minimum distribution rules. Tax implications. Retirement planning strategies.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
-
Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.