CPE & Event Catalog
Form 1041 Advanced Series Part 2: Cash and Property Distribution Issues WEBCAST
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Your Desk
2.0 Credits
Calculating DNI and the Distribution Deduction. Determining types of distributions and whether a distribution carries out DNI. In-Kind Distributions and the Impact on the Distribution Deduction. Depreciation and the Distribution of In-Kind Property. Distributions that Result in Kenan Gain. Funding a Pecuniary Bequest with Depreciated Property. IRC Sec. 643(e).
Accounting Fraud WEBCAST
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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.
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.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
Hot Topics Audit and Attest Update - 2026 WEBINAR
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Your Desk
2.0 Credits
Recent quality improvements to the SASs and SSARs. Other matters that should be on your radar.
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.
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.
Compilation, Preparation and Review Basics and Peer Reviews WEBINAR
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Your Desk
2.0 Credits
Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements. New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Common peer review findings. Practice tips for high-quality engagements.
Advanced Personal Financial Planning Update WEBCAST
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Your Desk
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care. Debt management, including mortgages and education financing. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and rulings. Estate and trust planning strategies.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
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Your Desk
8.0 Credits
FASB Accounting Standards Codification disclosure requirements. An overview of the disclosure landscape. How materiality enters into disclosure decisions. Navigating the FASB Codification.
2026 Business Tax Credits WEBCAST
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Your Desk
1.0 Credits
Research and Development Tax Credit. Work Opportunity Tax Credit. COVID-19 Tax Credits. Opportunity zones. GO-Biz incentives. Employment training panel.
Master the Art of CPA Communication: Boost Your Influence WEBINAR
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Your Desk
4.0 Credits
Techniques for simplifying complex financial information for clients and stakeholders. Persuasive communication principles aligned with CPA roles. Building and maintaining trust and credibility with diverse stakeholders. Case studies and Interviews with Finance, Accounting and CPA professionals. Developing empathy and emotional intelligence in communications. Best practices for active listening to strengthen client relationships. Application of Influencer principles for impactful change in communication.
Forensic Accounting: When The Office Is A Crime Scene WEBINAR
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Your Desk
4.0 Credits
A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued. How to advise your client in approaching an allegation of embezzlement. What pitfalls may arise in finding the truth. The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions.
Accounting and Auditing Update for Not-for-Profits WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Not-for-profit accounting update. FASB accounting standards updates. Statement on Quality Management Standards No. 1, 2, and 3. Auditing Standards Board update. Governmental auditing update.
The Bookkeeper Goes to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Form 5500 Annual Update 2026 WEBCAST
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Your Desk
4.0 Credits
Forms 5500, 5500SF and 5500EZ. Form 5500: nuances and schedules. Reporting and disclosing compliance issues. Reporting delinquent contributions. Failure to file.
Advanced Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Taxation of investments. Reporting of business income and losses from pass-through entities including loss limitations. Non-income taxes that impact individual income tax returns. Retirement contributions and planning. AMT. Social Security taxation. Charitable contribution planning with limitations.
The Art of Engaging in Difficult Conversations WEBINAR
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Your Desk
2.0 Credits
Awareness of your mindset entering the conversation. Tactics to build a pool of meaning. Clarity around story telling. Biggest mistakes to avoid.
Tax Depreciation: Review and Update WEBINAR
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Your Desk
2.0 Credits
Recent tax legislation and developments related to capitalization. Eligible property for Section 179 and Section 168(k). Discussion of the Section 179 deduction and its use to depreciate real property. The Section 168(k) deduction and its use to depreciate real property. Disposition of segments of real property. Exchanges of tangible personal property after repeal of the like-kind exchange rules. Other related topics.
Accounting for the Gig Economy WEBINAR
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Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.