CPE & Event Catalog
Partnership Preparation, Basis Calculations and Distributions – Form 1065 Schedule K and K-1 Analysis WEBCAST
-
Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return and flow-thru to the partner/members on Schedule K-1. Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner/members outside basis. Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Calculating the tax and Section 704(b) book capital accounts. Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets". Overview of the Section 754 election for optional basis adjustments triggering Section 743 and Section 734.
Building Security and Efficiency with Internal Control WEBINAR
-
Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategic considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to. The COSO Internal Control Framework and the COSO ERM Framework.
ESG 101: What is Environmental, Social and Governance? WEBCAST
-
Your Desk
2.0 Credits
Environmental, Social and Governance concepts in today's world. Areas of accountability for ESG. How ESG impacts financial reporting.
Planning for Small Business Success WEBCAST
-
Your Desk
4.0 Credits
The integrated planning model. The strategic plan. Linkage with Performance Based Management. Tracking success. Real world examples.
Accounting for and Auditing Cryptocurrency and Digital Assets WEBINAR
-
Your Desk
2.0 Credits
Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets. Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records.
2026-27 Not-for-Profit GAAP Update WEBINAR
-
Your Desk
1.0 Credits
Recently issued Financial Accounting Standards Board Accounting Standards Updates impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The International Non-Profit Accounting Standards - the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
New Tips and Overtime Tax Rules: Compliance and Best Practices WEBCAST
-
Your Desk
1.0 Credits
Updated OBBA guidance on tip reporting and allocation. Qualifying tip requirements. Self-employment and qualified tips. Employer and employee tax responsibilities for tipped wages. Overtime pay deduction. Tip and overtime information returns.
How AI Fits into the Accounting World WEBCAST
-
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.
Shorten Month-End - Closing Best Practices WEBCAST
-
Your Desk
4.0 Credits
Trends in financial statement closings . Review and discuss information systems headaches that slow you down. Work through examples of close cycle time killers and how to resolve them. Get inventory and cost of sales under control. Identify the improvement projects that will yield the biggest benefit.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
-
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.
Recognizing Lies: How to Detect and Prevent WEBCAST
-
Your Desk
2.0 Credits
Deciphering the signals that indicate dishonesty. How short-term thinking leads to lies and leads to uncovering lies. Differentiating concerns and guilt.
Maximizing the Tax Benefits of an Installment Sale WEBCAST
-
Your Desk
1.0 Credits
Installment sale treatment eligibility. When to elect out of installment sale treatment. Installment sales of business assets. Installment sale default and the rules for personal property vs. real property. Depreciation recapture.
Common Deficiencies in Employee Benefit Plans WEBCAST
-
Your Desk
2.0 Credits
EBP. Auditing.
State of AI WEBCAST
-
Your Desk
1.0 Credits
AI hype vs. reality. AI 2025 advancements. AI governance structure. AI strategy planning. AI implementation decisions.
Making Effective Decisions When You Can't Get What You Want WEBINAR
-
Your Desk
2.0 Credits
Decision-making fundamentals. Cost-volume-profit refresher. Optimization analysis. Constraint mitigation strategies. Coping with incomplete information. Solver and other Excel capabilities. Qualitative considerations.
Supervised AI Agents as Internal Audit Team Members WEBCAST
-
Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
The Future of Audit: Technology, Talent and Transformation WEBINAR
-
Your Desk
1.0 Credits
Explore AI, blockchain, and data analytics impact on audits. Address talent crisis through retention and upskilling strategies. Navigate PCAOB standards and regulatory sandbox concepts. Expand audits to include ESG and nonfinancial metrics. Implement technology solutions for firms of all sizes.
Design Flexible Work Options To Attract and Retain Your Workforce WEBCAST
-
Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
How AI is Automating Internal Control WEBCAST
-
Your Desk
4.0 Credits
An explanation of AI. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence WEBCAST
-
Your Desk
2.0 Credits
How well-designed analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic and altering the strength for the intended purpose. Evaluating the data used in generating expectations. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained.