CPE & Event Catalog
Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership. What constitutes debt basis for an S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk.
Shortcuts to Personal and Professional Success WEBCAST
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Your Desk
8.0 Credits
What really leads to success in the modern world. Mastering the art of communication. The magic of motivation. Overcoming your fears. What makes people really happy and what doesn't.
Business Tax Update: OBBA and Recent Developments WEBINAR
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Your Desk
2.0 Credits
Recent legislation impacting business taxpayers. The One Big Beautiful Bill Act. Extenders legislation update. Meals and entertainment expense reporting. Partnership and S corporation update. Income and deductions.
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? WEBCAST
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Your Desk
8.0 Credits
Preventing malpractice claims related to nonattest accounting services. Identifying and safeguarding independence threats when issuing attest reports. Establishing an understanding with the client regarding non-audit services. Defining the varying levels of responsibility for accountants performing non-audit services. Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations. Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements. Properly considering going concern, subsequent events, and other disclosure matters. Common issues related to peer reviews, including recurring reporting problems. Applying financial analysis best practices to help your clients better interpret their financial results.
Character and Trust: The Difference Maker in Effective Collaboration WEBCAST
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Your Desk
2.0 Credits
Definition of collaboration. Character definition. Critical character attributes. Character self-awareness. Additional character identification techniques. Trust definitions. Waves of trust. Four cores of trust. Toxic trust and antibiotics.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. RS Appeals. Collections and litigation at courts of original jurisdiction.
ChatGPT Vision for Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Introduction to GPT vision. Advantages of vision mode research. Accessing GPT vision. Financial screenshot analysis. Operational insights from visual data. Integration with google maps. DDPP analysis. Sentiment and facial expression analysis. Body language interpretation. Effective photo capturing techniques.
How to Make Difficult People Disappear...Without Breaking the Law WEBCAST
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Your Desk
1.0 Credits
Conflict management. Interpersonal relationships. Personality styles.
Taxation of Business Entities WEBCAST
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Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Future tax considerations that will impact various business entities.
Advanced Negotiations: Never Split the Difference WEBCAST
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Your Desk
2.0 Credits
Negotiations.
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies WEBCAST
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Your Desk
4.0 Credits
Strategic finance leadership. Advanced financial analysis. Business intelligence and ai in finance. Economic intelligence for decision makers. Operational insight and business strategy. The future role of the controller or CFO.
The Complete Guide to the Preparation of Form 1041 WEBCAST
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Your Desk
8.0 Credits
Step-by-step Form 1041 preparation. Key issues in decedent's estates and trusts. Understanding Subchapter J and its impact on taxation. Compliance strategies for fiduciary entities. Tax treatment of DNI and IRD. Case studies illustrating real-world application. Legislative updates affecting estate and trust taxation.
Al Capone to Cybercrime: The Journey of IRS Special Agents WEBINAR
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Your Desk
4.0 Credits
Introduction to IRS criminal investigation (CI). Historical evolution. Investigative techniques and tools. Importance of IRS CI. Training of CI agents. Process of investigations.
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
Leading and Managing the Accounting Department WEBCAST
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Your Desk
4.0 Credits
Accounting. Leadership. Management.
Contract and Procurement Fraud WEBCAST
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Your Desk
2.0 Credits
Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
Partnership Checkup: Tax Issues and Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Impact of contributed property. Explain the importance of shareholder loans to the entity. Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest. Comprehensive examples illustrate the mechanics of the basis determination process. Discusses how S corporation losses impact Form 1040 Schedule E reporting. How to get from the Schedule K-1 information to the basis calculations.
Stand Out - How to Create a Unique Employer Brand WEBCAST
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Your Desk
1.0 Credits
Employer brand. Talent management. Future of work. Onboarding new hires.
SSARS 27 - Alternative Preparations WEBCAST
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Your Desk
2.0 Credits
General requirements for SSARS engagements. Unique opportunities for preparation engagements. New opportunities created with SSARS 27. The AICPA Consulting Standards. The relevance of Peer Review on SSARS and Consulting engagements.