CPE & Event Catalog
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
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Your Desk
6.0 Credits
The gift, estate, and income tax treatment of irrevocable trusts. The benefits and risks of spousal lifetime access trusts. Planning with Grantor Retained Interest Trusts and Qualified Personal Residence Trusts. When to use life insurance trusts and dynasty trusts. The effectiveness of domestic asset protection trusts.
Forensic Accounting: Crafting Expert Reports WEBINAR
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Your Desk
4.0 Credits
Introduction to forensic accounting. Maintaining ethical integrity. Expert report preparation. Investigation report writing. Economic damages writing. Reviewing investigation reports and economic damages.
Building a Better Budget in a Time of Uncertainty WEBINAR
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Your Desk
4.0 Credits
Budgets vs. forecasts. Cyclicality. Core earnings and sustainable growth. Identifying key forecast drivers. Reasonableness in forecasting. Approaches to budgeting. Budgeting variances. Horizontal analysis. Flexible budgeting.
Financial Decisions that Led Two Businessmen 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.
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.
AI and Accounting in Retail WEBINAR
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Your Desk
2.0 Credits
AI powered personalization and its impact on revenue recognition. Dynamic pricing models and tax compliance risks. AI in demand forecasting, inventory valuation, and COGS calculations. Integration challenges with ERP and POS systems. Governance, ethics, and auditability of AI decisions. Data quality, audit trails, and regulatory documentation. AI assisted fraud detection, financial controls, and oversight
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
2.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents and spreadsheets into PDF format. Combining multiple PDF files into a single binder. Utilizing the security features of Adobe Acrobat to protect document confidentiality.
Understanding Schedule K-1 Using Tax Opportunities Efficiently WEBCAST
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Your Desk
2.0 Credits
Schedule K-1 overview. Basis and loss limitations. Passive vs. active loss rules. QBI deduction. Schedule K-2 and K-3 changes. Planning opportunities. K-1 reporting for partnerships. S corps. and trusts.
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.
Case Studies in Accounting Fraud WEBCAST
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Your Desk
4.0 Credits
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud. Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur within payments processing. Review of recent cases involving the same common fraud schemes that have always existed.
Tax Planning for Seniors WEBCAST
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Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Cryptocurrency basics and blockchain functionality. IRS Form 8949, Schedule D, and broker reporting under the Infrastructure Investment and Jobs Act. Cost basis tracking and recordkeeping tools for digital asset investors. Taxation of mining, staking, and airdrops. Donating. Gifting. or inheriting crypto and NFTs. Crypto treatment in estates and trusts. Current FinCEN guidance and proposed FBAR-like reporting. Business applications of blockchain in accounting.
Numbers to Narrative: Storytelling in Business Communication WEBINAR
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Your Desk
1.0 Credits
Role of narrative in professional communication. Narrative arcs in business contexts. Integrating data within a structured story. Defining tension and resolution logically. Maintaining accuracy while improving clarity. Application of storytelling framework to a workplace scenario.
Current Cybersecurity Risk Management Trends WEBINAR
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Your Desk
2.0 Credits
Overview of current cybersecurity threats and how to mitigate data breach risk. Describe how to avoid malware and other security threats
Implementing and Maintaining an Internal Control System WEBINAR
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Your Desk
8.0 Credits
The control creation and implementation basics. Implementation and updating procedures for an internal control system. Maintaining existing internal controls.
Unlocking Deep Secrets: Case Studies in Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Overview of financial statement analysis. The impact of GAAP on financial analysis. Overview of the balance sheet. Overview of the income statement. The importance of the statement of cash flows. Common size analysis. Trend analysis. Profitability ratio analysis. Liquidity ratio analysis. Solvency ratio analysis.
Tax Issues for Real Estate and Homebuilding WEBCAST
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Your Desk
4.0 Credits
Discussion of appropriate entity selection and small taxpayer status. Walkthrough of costing methods and compliance issues under IRC 263A. Analysis of IRC 461 related to economic performance. Illustrative examples and analysis. Sample computations for homebuilder unit costing. Recent IRC 263A challenges by the IRS. Update of related cases and issues, including recent tax reform.
Comprehensive Partnership Taxation Form 1065 WEBCAST
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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.
Estate Planning for 2026 and Beyond: Oregon, Idaho & Washington Issues WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies now and beyond. 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. Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning. Exploration of international estate planning considerations and cross-border implications. Embracing sustainable and socially responsible practices in estate planning. Strategies for philanthropy and legacy planning within the estate planning framework.
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.