CPE & Event Catalog
Productivity Hacks for Working Remote WEBCAST
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Your Desk
1.2 Credits
Virtual work. Remote work. Telecommuting. Flexible work options.
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.
Mastering the Art of Conflict: CPA Transformative Strategies WEBINAR
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Your Desk
4.0 Credits
Common conflicts CPAs face. The impacts of having or not having crucial conversations. Learn your conflict style and how to elevate your conflict capabilities. Identifying conflict triggers. Best practices using an integrated approach from crucial conversations, fierce conversations, and leading with questions. Interviews from CPAs and real life scenarios they faced and what crucial conversation approaches they used.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies WEBCAST
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Your Desk
2.0 Credits
Overview of Section 25F and legislative intent. Eligibility requirements and qualifying contributions. Credit calculation and limitations. State-by-state conformity and eligibility considerations. Interaction with other federal and state tax provisions. Compliance, documentation, and reporting considerations. Common pitfalls and audit risks.
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.
Asset Misappropriation You Have It – They Want It WEBCAST
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Your Desk
2.0 Credits
Asset misappropriation. Fraud opportunities. Internal control weaknesses. Fraudster mindset. Concealment methods. Fraud risk assessment. Investigative procedures.
State Tax Nexus: Frequently Awkward Questions WEBCAST
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Your Desk
2.0 Credits
Frequently asked questions about income tax and sales tax nexus. New developments . Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Tax impacts of remote work. Free, multistate resources.
Qualified Business Income (QBI) Deduction (Section 199A) – The Ins and Outs WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of calculating the combined qualified business income amount. Determine what trade or businesses under Section 162 are eligible for the QBI deduction. Discuss how the 20% QBI deduction is subject to a wage and capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts. Walk through the simplified QBI Form 8995 and detailed Form 8995-A and related schedules. Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations. Look at what the definition of QBI is and what items are effectively connected with that trade or business. Review the aggregation rules for the QBI computation and both the entity and individual level. Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s. Explain how the modifications to the net operating losses (NOLs) and Section 461(l) excess business loss limitations affect the QBI computation.
Failure to Detect Fraud and the Reasons Why WEBCAST
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Your Desk
2.0 Credits
Fraud detection challenges. Fraud characteristics. Fraud indicators. Audit responsibilities. Fraud risk recognition. Responding to suspected fraud.
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.
Financial Statement Presentation and Disclosure WEBCAST
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Your Desk
4.0 Credits
U.S. GAAP and special purpose frameworks. Form and content of financial statements. Income statements. Statements of cash flows. Retained earnings and owners' equity statements. Comprehensive income. Supplementary information. Comparative vs. single-period financial statements. Sufficiency of disclosures. Illustrative disclosures frequently encountered in small-to-medium reporting entities. Industry-specific nuances.
Accounting for Income Taxes for Private Companies WEBCAST
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Your Desk
4.0 Credits
Sample Schedule M calculations. Sample work papers for deferred tax computations. Comprehensive two-year example and computations. Review and analysis of recurring temporary differences. Identification of the sources to compute cumulative temporary differences. Sample workpapers for analysis of tax positions.
AI-Enhanced Business Consulting for CPAs: Strategies and Tools WEBCAST
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Your Desk
4.0 Credits
Business consulting. Types of management services. Identification of client needs. Managing client expectations. Creating value for clients. Techniques for effective consulting. Application of AI. Professional standards application.
Take Command of your Time WEBINAR
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Your Desk
2.0 Credits
Identify time wasters and adopt strategies for eliminating them. Recognize the variety of causes of procrastination and apply techniques to overcome them. Use practical techniques for prioritizing work. Delegation strategies. Incorporate wellness and stress management into your day in short increments. Understand their energy cycles and use it to manage your schedule. Learn techniques to decrease stress in the moment.
Understanding Apportionment for a Multistate Business WEBCAST
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Your Desk
2.0 Credits
Apportionment formulas. Sourcing rules for service income and income from intangibles. Throwback and throw-out and when they apply. Apportionment applied to flow-through entities and sole proprietorships. Learn about alternative apportionment.
FASB Update and Review WEBCAST
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Your Desk
2.0 Credits
FASB updates that will affect near-term reporting. Future topics that may soon be addressed by the FASB.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology) WEBCAST
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Your Desk
1.0 Credits
Forensic accounting. Accounting. Auditing. Finance.