CPE & Event Catalog
Internal Controls That May Have Prevented Fraud WEBCAST
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Your Desk
2.0 Credits
Understand what factors allowed certain frauds to occur. Recognize what internal controls may have prevented the frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
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Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock acquisitions. What happens in an asset acquisition. What happens in a stock or equity acquisition. 338 and 336 elections. Basics of 382. Basics of 280G. Earnouts and contingent payments. Assumed liabilities. Acquired reserves. Acquired deferred revenue. Treatment of transaction costs. Basics of mixed entity transactions. Very basic overview of tax-free re-organizations. High level overview of entity formations. High level overview of entity liquidations or termination.
Navigating Mergers and Acquisitions with AI: The Future of Deals WEBCAST
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Your Desk
4.0 Credits
Strategic reasons for mergers and acquisitions. Establishing acquisition principles and target criteria. Business valuation in the M&A process. Structuring the transaction and negotiating the deal. Conducting effective due diligence. Post-transaction integration and deal success.
2026-27 Annual Update for Governments and Not-for-Profits WEBINAR
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Your Desk
4.0 Credits
Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board. The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget.
S Corporation Checkup: Tax Issues and Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property. Explain the importance of shareholder loans to the entity. Uses a comprehensive example to illustrate the mechanics of the basis determination process. Schedules K-2 and K-3. Discuss how basis is impacted by distributions of corporation property. Explain how basis is impacted by sale/or liquidation of the S corporation interest. S corporation losses and how they impact Form 1040 Schedule E reporting. Show how to get from the Schedule K-1 information to the basis calculations. Comprehensive example to illustrate the mechanics of the basis determination process.
Coping with the Growth of Online Fraud WEBINAR
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Your Desk
4.0 Credits
The actuation of online and other cyber frauds. Fraudulent acts that are initiated electronically. Automated and employee driven methods that can reduce cyber-fraud risk.
Getting SASsy - A Look at Recent Auditing Standards WEBCAST
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Your Desk
1.0 Credits
Risk assessment. Quality management standards. Predecessor auditor inquiries. Group financial statement audits.
Preparing for and Conducting Discharge Meetings WEBCAST
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Your Desk
1.0 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews. Resignations. Discharge meetings. Exit Interviews. Reference checks.
Accounting and Reporting Long-Term Debt WEBCAST
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Your Desk
2.0 Credits
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more. Proper treatment of short-term obligations that are expected to refinance within the next 12 months. Revolving credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time. Differentiating between debt modifications and troubled debt restructuring. Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation.
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.
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A WEBCAST
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Your Desk
4.0 Credits
Integration of the real estate professional rules with reporting on Form 1040, Schedule E. Real estate professionals and indirectly owned entity's reporting on Form 1040. How real estate business is interpreted under the Section 199A rules and how it integrates with the passive activity rules. Real estate professionals and Form 8582. How to make the grouping election for passive activities and the flow-through deduction. Definition of self-rental property - both for Sections 199A and 469. Reporting using Form 1040, Schedule E, page 1 and 2. Self-rental property and the Form 8582.
Controls to Secure the Growing Digital Footprint WEBINAR
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Calculating the Retirement Need WEBINAR
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Your Desk
1.0 Credits
Overview of retirement expenses and needs. Overview of risk tolerance, time value of money and retirement planning factors. Examples of client retirement situations.
Best-In-Class Recruiting Strategies WEBCAST
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Your Desk
1.0 Credits
Recruiting and retention. Talent management. Employee engagement.
IRS Cybersecurity Checklist WEBCAST
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Your Desk
2.0 Credits
Defining cybersecurity and cyber risks. Implications of cybercrime. Cyber-attack trends. Landscape of cyberattacks. Laws and regulations. Security standards and frameworks. Cybersecurity roadmap.
Keys of SOC Reports - Following SSAE 18 Requirements WEBCAST
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Your Desk
2.0 Credits
Move from SAS 70 and SSAE 16 to SSAE 18. Types of Service Organizations. SOC 1 Engagements. Control Objectives. Reporting. SOC 1 and SOC 2 Reporting. SOC 3 Reports. Preparing for SOC Engagement. SOC Comparisons.
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.
Private Company Simplified GAAP Alternatives WEBCAST
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Your Desk
2.0 Credits
Guidance related to plain vanilla interest rate swaps that convert variable into fixed rate debt and other derivatives. Guidance related to amortization and impairment of goodwill. Guidance related to separately recognizing intangible assets from goodwill in a business combination. Guidance related to lease accounting and revenue recognition options.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
2026-27 Not-for-Profit GAAP Update WEBINAR
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Your Desk
1.0 Credits
Recently issued Financial Accounting Standards Board Accounting Standards Updates impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The International Non-Profit Accounting Standards - the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.