CPE & Event Catalog
Businesses Receiving Government Assistance WEBCAST
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Your Desk
2.0 Credits
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses. Answers to common questions.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
Fraud and Embezzlement: Case Studies from the Trenches WEBINAR
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Your Desk
2.0 Credits
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Planning in an Uncertain World WEBCAST
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Your Desk
2.0 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed. How to separate correlation from causation. How to recognize and overcome bias. Who is Thomas Bayes and why he matters.
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners WEBCAST
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Your Desk
4.0 Credits
An overview of provisions of existing law extended, made permanent with or without substantial changes. New law provisions for individuals and businesses. Review of existing law provisions that have been repealed.
Financial and Tax Accounting for S Corporations and Partnerships WEBINAR
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Your Desk
8.0 Credits
Review the Accounting Standards Codification, Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations. Financial accounting issues arising from changes in ownership. Financial vs. tax accounting for partnership or LLC capital accounts. Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting with Forms 1065 and 1120S. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships, LLCs, and S corporations. Financial accounting for the operations of a partnership or LLC. Financial accounting impact of the C to S election and the S to C election. Financial and tax accounting for S corporation shareholder equity and partner capital accounts. Financial vs. tax accounting for loans to and from S corporations and their shareholders.
Preparation, Compilations and Reviews—A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
IFRS vs. US GAAP - Major Accounting Differences WEBCAST
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Your Desk
2.0 Credits
Explore major differences in the design and structure of IFRS vs. U.S. GAAP. Discover significant differences in financial statement presentation and disclosure principles. Recognize significant differences in initial recognition and subsequent measurement standards.
Fundamentals of Form 1040 -- Individual WEBINAR
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Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
Accountant’s Guide to Anti-Money Laundering: People, Patterns and Prosecutions WEBCAST
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Your Desk
1.0 Credits
Prevalence and impact of money laundering. When CPAs launder money. The connection between money laundering and fraud. The accountant's duty to be alert to fraud and money laundering. Detection of money laundering.
Creating A Culture of Trust WEBCAST
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Your Desk
1.0 Credits
Culture. Trust.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography) WEBCAST
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Your Desk
1.6 Credits
Forensic accounting. Accounting. Auditing. Finance.
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.
Introduction to Forensic Accounting WEBCAST
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Your Desk
1.8 Credits
Forensic accounting. Accounting. Auditing. Finance.
Procurement Standards 2026: What You Need To Know WEBCAST
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Your Desk
2.0 Credits
Updated micro purchase and simplified acquisition thresholds as of October 2025. General procurement standards under 2 CFR S200.318. Informal and formal procurement methods under S200.320. Competition requirements under S200.319. Domestic preference requirements under S200.322. Contractor oversight and procurement documentation requirements.
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals WEBCAST
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Your Desk
2.0 Credits
Overview of Trump Account structure and purpose. Eligibility and contribution limitations. Tax treatment and reporting considerations. Planning strategies for individuals and businesses. Common pitfalls and audit considerations.
The AI Revolution in 2026: What CPAs Should Know WEBINAR
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Your Desk
2.0 Credits
State of AI technology in 2026. Essential terminology. CPA use cases. Risk management and data governance. What's next.
Entertainment, Meals and Travel Expenses: Review and Update WEBINAR
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Your Desk
2.0 Credits
Definition of what qualifies as an entertainment expense. Strategies to deduct business entertainment expenses. Deductibility of meals. Situations not subject to the 50% meals and entertainment reduction. How to handle automobile issues related to employer-provided parking. Proper accounting for deductible vs. non-deductible expenditures. The four steps to analyze business expenses. The latest federal legislation, cases and rulings.
LLCs and S Corporations: a Comparative Analysis WEBINAR
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Your Desk
8.0 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules. Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions.