CPE & Event Catalog
Multistate Income Tax Issues WEBCAST
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Your Desk
4.0 Credits
Emerging sales tax topics. Emerging compliance issues in the new sales tax economy. Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states. When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility.
2026 AICPA Tax School - Level 1 WEBCAST - Partnered with the Oregon Society
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Your Desk
32.0 Credits
Day 1 - Individual Tax Fundamentals. Day 2 - Tax Fundamentals of LLCs and Partnerships Day 3 - S Corporations: Key Issues, Compliance and Tax Strategies Day 4 - Capitalized Costs and Depreciation (morning) Day 4 - Taxation of Property Transactions (afternoon)
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
2.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents and spreadsheets into PDF format. Combining multiple PDF files into a single binder. Utilizing the security features of Adobe Acrobat to protect document confidentiality.
Closely Held Business Owner Financial Planning Opportunities WEBCAST
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Your Desk
2.0 Credits
Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.
How to Audit Inventory WEBINAR
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Your Desk
2.0 Credits
Auditing inventory. Related audit assertions, risks, and threats to inventory. Substantive auditing procedures that staff should perform.
Fraud, Controls and Ethics: Best Practices and Case Studies WEBINAR
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Your Desk
4.0 Credits
The examination of actual frauds. Discussion of internal controls that could have prevented frauds. Contemplation of epiphanies for your own professional scenarios. The AICPA Code of Professional Conduct. Other elements of professional conduct and compliance with professional standards.
Invest in Your Mental Health and Avoid Burnout WEBINAR
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Your Desk
2.0 Credits
How to recognize burnout and evaluate where you are on the burnout scale. How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism. How mindfulness can reduce stress and save time. Silencing the critical inner voice. Tools to help you become more attuned to your needs and emotions. How attending to and regulating your nervous system impacts your mood and well-being.
Comprehensive Accounting and Financial Reporting Update WEBINAR
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Your Desk
4.0 Credits
CECL for nonfinancial institutions. Accounting for Paycheck Protection Program loans. Accounting for web-hosting services. Revenue recognition. Leases. FASB projects in progress.
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.
Preparation, Compilation and Review Issues - Highlights WEBCAST
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Your Desk
2.0 Credits
AR-C 60. AR-C 70. AR-C 80 and AR-C 90.
Accounting and Auditing for the Construction Industry WEBCAST
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Your Desk
4.0 Credits
Illustrative computations for revenue recognition. Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry. Application of risk-based audit model to contractors. The Lookback analysis and the contractor's estimating reliability. Practical approach to auditing contracts completed and in progress. Numerous computations and alternative approaches. Independent contractor qualifications.
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST
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Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
Virtual Currency: Keeping Up with the Tax Code WEBCAST
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Your Desk
2.0 Credits
Overview of virtual currency. Property transactions with virtual currency. Receiving virtual currency as payment. Paying using virtual currency. Charitable donations with virtual currency. Gifting of virtual currency. Form 8300 reporting.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
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Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
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.
Tax Implications of Retirement Plan Distributions WEBINAR
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Your Desk
1.0 Credits
Required minimum distributions for a deceased's heirs. 2025 retirement plan contribution limits. Required minimum distributions and contributions to charity. Key provisions of Secure Act 2.0.
Microsoft 365 Application Lightning Round Review-Updated WEBINAR
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Your Desk
1.0 Credits
Lightning round review of all Microsoft 365 apps, with an explanation and demonstration of what each of them offers.
Mastering the Art of Conflict: CPA Transformative Strategies WEBINAR
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Your Desk
4.0 Credits
Common conflicts CPAs face. The impacts of having or not having crucial conversations. Learn your conflict style and how to elevate your conflict capabilities. Identifying conflict triggers. Best practices using an integrated approach from crucial conversations, fierce conversations, and leading with questions. Interviews from CPAs and real life scenarios they faced and what crucial conversation approaches they used.
Mergers and Acquisitions – Complete Guide to Relevant Issues and Choice of Business Entity WEBCAST
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Your Desk
4.0 Credits
Asset vs. stock acquisitions. IRC Sections 338 and 336 elections. Basics of IRC Section 382. Basics of IRC Section 280G. Earnouts and contingent payments. Treatment of transaction costs. Mixed entity transactions. Tax aspects of entity structures. Partnership. sole proprietorship. S Corp, C Corp, LLC, and LLP issues. Organizing an entity.