CPE & Event Catalog
CORE Series: Exploring Recent IRS Attacks on Many Types on Charitable Donations WEBINAR
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Your Desk
1.0 Credits
Recent IRS attacks on charitable donations of conservation easements, artwork, charitable limited liability companies, closely held businesses, religious artefacts, bargain sales, cash, and more.
SAS 145: Modern Risk-Based Auditing WEBCAST
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Your Desk
2.0 Credits
Introducing SAS 145. Revisiting audit risk. Risk assessment in the SAS 145 era. Analyzing SAS 145. Documentation requirements.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting WEBCAST
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Your Desk
4.0 Credits
Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
2.0 Credits
Accounting and auditing issues related to cryptocurrency. ASU 2023-08 and related FASB developments. FASB discussions, Invitation to Comment, and research agenda updates. Case study application of cryptocurrency accounting guidance. Accounting for cryptocurrency transactions and balances. Audit considerations for cryptocurrency engagements.
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.