CPE & Event Catalog
Master the Art of CPA Communication: Boost Your Influence WEBINAR
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Your Desk
4.0 Credits
Techniques for simplifying complex financial information for clients and stakeholders. Persuasive communication principles aligned with CPA roles. Building and maintaining trust and credibility with diverse stakeholders. Case studies and Interviews with Finance, Accounting and CPA professionals. Developing empathy and emotional intelligence in communications. Best practices for active listening to strengthen client relationships. Application of Influencer principles for impactful change in communication.
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts WEBCAST
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Your Desk
2.0 Credits
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners. The meaning of a tax basis capital account. How to determine a partner's share of the partnership's liabilities. Distinguishing recourse loans from nonrecourse loans. What are qualified nonrecourse financing loans and how they affect partners. Section 704 built-in gain or loss rules and how they impact Schedule K-1 reporting. Section 465 at risk rules and how they impact Schedule K-1 reporting.
Forensic Accounting: When The Office Is A Crime Scene WEBINAR
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Your Desk
4.0 Credits
A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued. How to advise your client in approaching an allegation of embezzlement. What pitfalls may arise in finding the truth. The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions.
Accounting and Auditing Update for Not-for-Profits WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Not-for-profit accounting update. FASB accounting standards updates. Statement on Quality Management Standards No. 1, 2, and 3. Auditing Standards Board update. Governmental auditing update.
Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements WEBCAST
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Your Desk
8.0 Credits
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards. Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control. Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation.
The Bookkeeper Goes to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Form 5500 Annual Update 2026 WEBCAST
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Your Desk
4.0 Credits
Forms 5500, 5500SF and 5500EZ. Form 5500: nuances and schedules. Reporting and disclosing compliance issues. Reporting delinquent contributions. Failure to file.
Advanced Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Taxation of investments. Reporting of business income and losses from pass-through entities including loss limitations. Non-income taxes that impact individual income tax returns. Retirement contributions and planning. AMT. Social Security taxation. Charitable contribution planning with limitations.
The Art of Engaging in Difficult Conversations WEBINAR
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Your Desk
2.0 Credits
Awareness of your mindset entering the conversation. Tactics to build a pool of meaning. Clarity around story telling. Biggest mistakes to avoid.
Tax Depreciation: Review and Update WEBINAR
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Your Desk
2.0 Credits
Recent tax legislation and developments related to capitalization. Eligible property for Section 179 and Section 168(k). Discussion of the Section 179 deduction and its use to depreciate real property. The Section 168(k) deduction and its use to depreciate real property. Disposition of segments of real property. Exchanges of tangible personal property after repeal of the like-kind exchange rules. Other related topics.
Building Your Personal Net Worth: Invest in Your Future WEBCAST
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Your Desk
2.0 Credits
Why people who appear wealthy may be living paycheck to paycheck. Why a millionaire may be living in the ordinary house next door. Early and mid-career strategies for accumulating wealth. Where and how to invest your money. Why fees and commissions should concern you. Strategies for buying stocks, mutual funds and ETFs.
Accounting for the Gig Economy WEBINAR
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Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.
Cybersecurity and IT Risk for IT Auditors and Financial Auditors WEBCAST
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Your Desk
3.0 Credits
Cybersecurity. IT risks. Governance. IT security frameworks.
2025 Mid – Year Tax Update: Planning for Businesses WEBCAST
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Your Desk
4.0 Credits
Legislative changes affecting business tax planning Depreciation, start-up expenses, and profit motive considerations Employee classification, compensation, and benefits Business use of home, vehicle, and meals/entertainment deductions Cryptocurrency taxation and cannabis industry tax concerns Section 199A deduction and penalties related to business operations
Applying the Uniform Guidance in Your Single Audits WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Introduction to single audits. Preparation of the schedule of expenditures of federal awards and determining major programs. Understanding, assessing and testing internal control. Testing compliance with federal statutes and regulations and applicable compliance requirements. Auditor reporting in a Uniform Guidance compliance audit. Program-specific audits. Administrative requirements and cost principles in a single audit.
An Exhaustive Look At Fraud and Ways To Control It WEBINAR
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Your Desk
8.0 Credits
The fraudulent acts initiated from outside organizations. Why internal fraud occurs. The importance of fighting cyber-fraud. Steps that verify anti-fraud activities are working.
Rewards and Recognition Strategies for Leaders WEBCAST
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Your Desk
1.0 Credits
Leadership. Recognition. Total rewards. Employee engagement.
Independence Requirements for CAAS Engagements WEBCAST
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Your Desk
2.0 Credits
CAAS. Auditing and accounting.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRA and Roth 401k. Backdoor and Mega Backdoor Roth.
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done WEBCAST
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Your Desk
1.0 Credits
Personal productivity. Optimizing performance. Reducing stress. Managing time. Improving results. Personal development. Self-leadership. Self-awareness