CPE & Event Catalog
Measuring Audit Risks WEBCAST
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Your Desk
3.0 Credits
Audit risk. Material misstatement. Error vs. fraud. Risk assessment. Audit documentation. Audit procedures. Auditing standards.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance. WEBCAST
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Your Desk
1.0 Credits
Appreciation. Languages of appreciation. Appreciation strategies.
New Trademark Law: What CPAs and Their Clients Should Know WEBCAST
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Your Desk
1.0 Credits
Key highlights of the TMA. New procedures brought about by the TMA. Updates to existing procedures.
How to Audit Prepaid Expenses WEBCAST
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Your Desk
2.0 Credits
Pre-paid expenses. Auditing.
Five Amazing Business Books in 100 Minutes WEBCAST
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Your Desk
2.0 Credits
Five business books, including: "Leaders Eat Last", by Simon Sinek. "Zero to One" by Peter Thiel. "American Icon" by Bryce Hoffman. "Slide:ology" by Nancy Duarte. "Brain Rules" by John Molina.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST
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Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC). Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.
The AB5s of Employees and Independent Contractors WEBCAST
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Your Desk
2.0 Credits
Four ways to classify a worker. IRS 20 Factors. 20% Section 199A deduction. Cost of misclassifying an employee. Section 530 relief. Game changing impact of the Dynamex case and AB5.
Effective Manager - Traits and Skills WEBCAST
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Your Desk
2.0 Credits
Management. Leadership.
Artificial Intelligence Conference WEBINAR - Partnered with CPA Crossings
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Your Desk
8.0 Credits
AI developments. AI uses in audit. How AI can assist with advisory.
Employees Today and Tomorrow: Are Employees Assets? WEBCAST
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Your Desk
2.0 Credits
GAAP vs. economic value of employees. The need to change management tactics. Different generations and demographics. Employee engagement surveys and what they should tell us. Successful tactics for today's workforce.
Idaho Technology Conference WEBCAST - Partnered with the Idaho Society
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Your Desk
12.0 Credits
Technology update. Microsoft power tools. AI. Excel.
AHI: Level II - Semi-Senior Staff Training WEBCAST
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Your Desk
24.0 Credits
Satisfy client and cpa firm needs. Apply analytical procedures. Conduct small audits. Perform review service engagements. Draft financial statement and footnotes. Improve corporate tax knowledge.
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated WEBCAST
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Your Desk
2.0 Credits
How to identify a complex trust and the complications that arise with complex trusts. The importance of recognizing the tier system used by complex trusts. The advantages and requirements of the 65-day rule. Special issues related to the charitable contribution deduction. Use of a checklist for complex trusts.
Metrics Management – Selecting the Right KPIs WEBCAST
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Your Desk
2.0 Credits
What makes a KPI meaningful and actionable. Balancing financial, customer, operational, and learning metrics. Selecting metrics at the responsibility-center level. Understanding who the customer of a report really is. Avoiding metric overload and bad incentives. Linking departmental metrics to enterprise strategy. The role of non-financial metrics in driving results. Real-world KPI examples across industries.
Financial Statement Analysis for Managers WEBCAST
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Your Desk
4.0 Credits
Pros and cons of ratio analysis. Cash flow analysis. Operating leverage vs. financial leverage. Effective financial performance measures.
Tax Aspects of Stock Investing WEBCAST
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Your Desk
4.0 Credits
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds, stock options, and straddles.
Conducting Human Resource Investigations WEBCAST
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Your Desk
1.0 Credits
Research. Analysis. Interviewing. Documenting. Reporting results.
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.