CPE & Event Catalog
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory changes in estate and gift taxation. Wealth transfer strategies under the new administration. Charitable deduction planning and compliance requirements. Advanced estate planning tools, including split-interest trusts. Using closely held stock for charitable contributions. Generation-skipping transfer tax planning. Strategic use of life insurance in estate planning.
Can You Really Do That With AI? WEBCAST
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Your Desk
1.0 Credits
AI fundamentals. AI tools you already own. Analyzing data using AI. AI risks and concerns.
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle WEBCAST
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Your Desk
2.0 Credits
Understanding the various stages of the employment life cycle. Onboarding and orientation. Best practices and examples. What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents.
Form 1041 Advanced Series Part 2: Cash and Property Distribution Issues WEBCAST
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Your Desk
2.0 Credits
Calculating DNI and the Distribution Deduction. Determining types of distributions and whether a distribution carries out DNI. In-Kind Distributions and the Impact on the Distribution Deduction. Depreciation and the Distribution of In-Kind Property. Distributions that Result in Kenan Gain. Funding a Pecuniary Bequest with Depreciated Property. IRC Sec. 643(e).
The Controllership Series - The Financial Close Process WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Financial statements.
Business Etiquette and Mindfulness WEBCAST
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Your Desk
1.2 Credits
Communication. Business etiquette.
Optimize Your Staff's Performance WEBCAST
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Your Desk
4.0 Credits
The four perspectives of optimization. The Two Circle Analysis. The Leadership 10. The Fatal 13. Five thoughts for a healthy work environment.
Accounting Fraud WEBCAST
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Your Desk
8.0 Credits
The elements of fraud and the Fraud Triangle Theory. Types of fraud with a focus on management fraud. Best practices in fraud detection and deterrence.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
Humanize Automation: Frameworks for Understanding AI and Your Strategy WEBCAST
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Your Desk
1.2 Credits
AI. Business strategy.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
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Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
The Successful Family Business WEBCAST
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Your Desk
4.0 Credits
Business management.
Hot Topics Audit and Attest Update - 2026 WEBINAR
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Your Desk
2.0 Credits
Recent quality improvements to the SASs and SSARs. Other matters that should be on your radar.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
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.
Compilation, Preparation and Review Basics and Peer Reviews WEBINAR
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Your Desk
2.0 Credits
Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements. New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Common peer review findings. Practice tips for high-quality engagements.
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Encouraging internal whistleblowing. Internal complaint reporting processes.
The SECURE Act 2.0 – Planning Opportunities for Individuals WEBCAST
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Your Desk
1.2 Credits
Implications for Employers. Starter Section 401(k) plans for small employers. Requiring automatic 401(k) enrollment. Improving worker access to emergency savings. Increasing part-time workers' access to retirement accounts. Statute of Limitations on excise taxes imposed on overcontributions to retirement plans. Multiple employer Section 403(b) plans. Automatic portability provisions. Other changes in the administration of company retirement plans
Multistate Taxation - Issues and Planning Opportunities WEBCAST
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Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.