CPE & Event Catalog
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
-
Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership. What constitutes debt basis for a S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk.
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.
IRAs – Contributions and Distributions for Traditional, Roth, SEP and SIMPLE IRAs WEBCAST
-
Your Desk
8.0 Credits
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE Iras. Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans. Roth IRA contribution phase-out limits as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs. Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty. The required minimum distribution rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death. Overview of health savings account eligibility rules, contribution limits and distribution rules
S Corporation (Form 1120S) – Formation to Liquidation WEBCAST
-
Your Desk
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes. Requirements to make an S election. Fixing late S corporation elections. S corporation formation and liquidation issues. Revocation and termination of S corporations. Schedule K and K-1 - separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income deduction and 3.8% net investment income tax. Compensation issues including the tax treatment of fringe benefits. Built in gains tax and other planning opportunities when converting a C to S corporation. Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts. Tax treatment of stock redemptions.
Corporate Transparency Act Developments WEBINAR
-
Your Desk
2.0 Credits
Background of the Corporate Transparency Act. Beneficial Ownership Information Reporting Rule (BOIR). Entities required to report. Reporting requirements imposed by the CTA. Due dates of reports. Information needed to satisfy the BOIR. Impact of failure to report. How to submit a report. Court rulings on CTA's unconstitutionality. Implications to entities as a result of the ruling in NSB. Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
2026-27 Annual Update for Accountants and Auditors WEBINAR
-
Your Desk
4.0 Credits
Key accounting and auditing developments affecting accountants and auditors across industries. Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits.
About the TIGTA: Who Watches the IRS? WEBINAR
-
Your Desk
2.0 Credits
The role of TIGTA in the US tax system. Auditing, investigating, and inspecting and evaluating IRS programs and operations. Identifying opportunities to improve the administration of tax laws. Promoting integrity, economy, and efficiency in the tax system. Responding to requests from Congress and other external stakeholders. Upholding ethical standards in the accounting profession. Building trust and confidence in the tax system.
Introduction to Governmental Accounting WEBCAST
-
Your Desk
2.0 Credits
Foundational principles of governmental accounting. Fund accounting concepts. Modified accrual basis of accounting. Governmental fund financial statements. Government wide financial statements. Component units in governmental reporting.
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman WEBCAST
-
Your Desk
2.4 Credits
Employee theft. Prevention.
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.
Strategic CFO – Strategic Financial Communications WEBCAST
-
Your Desk
2.0 Credits
Financial literacy versus math literacy. Common financial terms that confuse non-accountants. Simplifying financial language without dumbing it down. Building narratives and stories around financial data. Using visuals and graphics effectively. Communicating strategy, risk, and performance together.
Agentic AI for CPAs: Automate Workflows with Intelligence WEBINAR
-
Your Desk
2.0 Credits
Introduction to Agentic AI concepts and terminology. Case studies for using AI agents in accounting, finance, and tax services. Step by step demonstration of creating and deploying an AI agent. Introduction to Microsoft Copilot Studio agent builder. Developing your AI agent deployment strategy.
Critical Thinking Skills: Prevent Mistakes Now WEBCAST
-
Your Desk
2.0 Credits
Critical thinking. Communication.
State of Privacy WEBCAST
-
Your Desk
1.0 Credits
State of privacy findings. Staffing trends. Budget forecasts. Privacy by design. AI impact.
Defining Lines: Advanced Professional Boundaries WEBCAST
-
Your Desk
2.0 Credits
Best practices for personal and professional boundaries. Three types of workplace boundaries. Six fail-safe ways to implement your boundaries at work. Understanding interference and how to manage related stress. Developing flexibility for efficiency and ease.
Indirect Cost Rates 2026: What Nonprofits Must Know to Build NICRA-Proof Proposals WEBCAST
-
Your Desk
2.0 Credits
Impact of Fall 2025 Shutdown and DOGE on HHS Cost Accounting Services. Maneuvering in the new HHS ICAS Portal. What to do if your provisional indirect rate expires. Thinking out of the box.
Preparation, Compilation and Review Issues - Highlights WEBCAST
-
Your Desk
2.0 Credits
AR-C 60. AR-C 70. AR-C 80 and AR-C 90.
Shortcuts that Excel Users Love WEBCAST
-
Your Desk
2.0 Credits
Recall and use powerful but often hidden tools available in Excel. Recall some of the new features built into the spreadsheet application. Identify ways to work in a more efficient manner because of keyboard and ribbon-based tools.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
-
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.