CPE & Event Catalog
Statements on Quality Management Standards 1-3: What the Standards Require WEBCAST
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Your Desk
2.0 Credits
SQMS 1: A Firm s System of Quality Management. SQMS 2: Engagement Quality Reviews. SQMS 3: Amendments to SQMS 1 and 2.
Excelling at Excel: The Magic of Power Query WEBCAST
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Your Desk
2.0 Credits
Intro to Power Query and how to get started. Examples of data clean up using Power Query. Combining workbooks and files with Power Query.
HR Investigations - Episode 2 - Interview Techniques WEBCAST
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Your Desk
2.0 Credits
Interview terminology. Types of questions. Levels of listening. Verbal and nonverbal communications. Documenting results.
Accommodation Requests - Substance Abuse - Contagious Infections WEBCAST
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Your Desk
1.0 Credits
Accommodation requests - religious practices. Accommodation requests - disabilities. Substance Abuse - constructive confrontation. Substance Abuse - duty to accommodate as a disability. Disclosures of potentially contagious infections.
Inventory, Expense and Payroll Fraud WEBCAST
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Your Desk
2.0 Credits
Methods of committing inventory, expense and payroll fraud. What to look for when observing inventory. Detection of inventory fraud. How to recognize fictitious expenses. How to recognize altered expenses. Indicators of fake documentation. The three main reason we ask for documentation. Detection and prevention of ghost employees.
Living Trust Administration Workshop WEBCAST
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Your Desk
8.0 Credits
The steps in trust administration. Delaware Tax Trap - its unique use. Change of the exemption in 2026 and its impact. Whether to file a 706 for portability election or Q-Tipping the Credit Trust. Preparation of trust accountings. Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs.
Top 10 Things to Know About Estate Taxation & Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Staff Tax Training: Partnerships and LLCs - Form 1065 WEBCAST
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Your Desk
16.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues. Overview of different forms of business entities, including the check-the-box regulations. Formation issues, including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Schedule K and K-1 preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses). Calculating the tax and Section 704(b) book capital accounts. Understand the substantial economic effect requirement to have special allocations to the partners/members. Allocation of recourse and non-recourse debt to the schedule K-1s. Deductibility of fringe benefits, including health insurance premiums. Guaranteed payments and self-employment tax issues and pitfalls. Overview of how partnership losses and deductions can be limited to calculating a partner's/member's outside basis and at-risk rules. Section 754 election for optional basis adjustments triggering. Section 743 (transfer of interests) and Section 734 (distributions). Partnership liquidation and distribution tax ramifications at both the partnership and partner level.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. IRS Appeals. Collections and litigation at courts of original jurisdiction.
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit WEBCAST
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Your Desk
3.0 Credits
The importance of professional skepticism. The dangers of making assumptions. How to listen and understanding the answer to a question. Why it is important to leave all of your expectations at home. Anticipation and why it's so dangerous. Determining materiality. The fraud triangle. Thinking about, given a set of circumstances, how you would steal. Management and the tone at the top.
Mellow Money: Virtual Tax Overview WEBCAST
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None
4.0 Credits
IRC Section 280E. The labyrinth of state and local tax regulations. Cannabis businesses taxation challenges.
Member Exclusive: Beyond the Basics: Building Your Network for Your Best Clients WEBINAR
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Your Desk
1.0 Credits
Strengthen your professional network.
Employment Law 101 WEBCAST
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Your Desk
1.0 Credits
Title VII. Americans With Disabilities Act. Age Discrimination in Employment Act. Family Medical Leave Act. Fair Labor Standards Act. Equal Pay Act. National Labor Relations Act. Fair Credit Reporting Act.
Effective Governance for Nonprofit Success WEBCAST
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Your Desk
1.0 Credits
Accounting and auditing. Nonprofit.
A Practical Guide to Trusts WEBCAST
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Your Desk
8.0 Credits
Trustee responsibilities and trust administration. Strategies for probate avoidance and efficient asset distribution. Tax treatment of revocable living trusts. Marital deductions and bypass trusts. Uses of irrevocable trusts in estate planning. Benefits of irrevocable life insurance trusts. Multi-generational wealth planning with dynasty trusts. Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT.
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2 WEBCAST
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Your Desk
1.2 Credits
Revenue recognition.
How to Review Financial Statements WEBCAST
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Your Desk
4.0 Credits
Practice reviewing financial statements. Financial statement case studies.
Avoiding Budget People Issues: Managing Budgeting's Soft Side WEBCAST
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Your Desk
2.0 Credits
Budget defining. Budget cultures. Tactical budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non financial types.
Maximizing the Tax Benefits of an Installment Sale WEBCAST
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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.