CPE & Event Catalog
Ethical Considerations in Working with Cannabis WEBINAR
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Your Desk
1.0 Credits
Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry. Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services. Banking relationships. Malpractice insurance.
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.
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. 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.
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.
Estate and Trust Primer WEBCAST
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Your Desk
4.0 Credits
Types of trusts. Trustee powers. Recognition and realization of income. Elements of an estate. Taxation of trusts and estates. Basic concepts of estate planning.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts
The Most Critical Challenges in Governmental Accounting Today WEBCAST
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Your Desk
4.0 Credits
The implementation of GASB No. 101 on compensated absences. The 2025 application of GASB No. 102 regarding certain risk disclosures. GASB No. 103 addressing improvements to the financial reporting model. Additional recently issued GASB standards and projects.
What Every CPA Should Know About Fraud WEBCAST
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Your Desk
4.0 Credits
How fraud is detected. The role of external auditors in finding fraud. Revenue recognition issues. Corrupt management. Data mining. Physical and biometric controls
The ABCs of Advisory Services WEBCAST
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Your Desk
2.0 Credits
Understanding the concept of Integrated Planning. Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started. Where do your clients fail? Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.
Unlocking Deep Secrets: Case Studies in Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Overview of financial statement analysis. The impact of GAAP on financial analysis. Overview of the balance sheet. Overview of the income statement. The importance of the statement of cash flows. Common size analysis. Trend analysis. Profitability ratio analysis. Liquidity ratio analysis. Solvency ratio analysis.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Statements on Quality Management Standards 1-3: What the Standards Require WEBCAST
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Your Desk
2.0 Credits
SQMS 1: A Firm s System of Quality Management. SQMS 2: Engagement Quality Reviews. SQMS 3: Amendments to SQMS 1 and 2.
Taxation of the Cannabis Industry WEBCAST
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Your Desk
2.0 Credits
Historical context of US taxation. Industrial hemp vs. marijuana. Income definitions under IRC Sect. 61. Tax code restrictions: Sect. 280E and Sect. 471. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
Financial Statement Presentation and Disclosure WEBCAST
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Your Desk
4.0 Credits
U. S. GAAP and Special purpose frameworks. Form and content of financial statements: Balance sheets. Income statements; Statements of cash flows. Retained earnings and/or owners' equity statements. Comprehensive income. Supplementary information. Comparative vs. single-period financial statements. Sufficiency of disclosures. Illustrative disclosures frequently encountered in small-to-medium reporting entities. Industry-specific nuances.
I Want the TRUTH: Preparing to be an Expert Witness WEBCAST
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Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership WEBCAST
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Your Desk
2.0 Credits
Emotional intelligence in leadership. Building stronger workplace relationships. Creating and leading high-performing teams. Navigating change with emotional intelligence.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney (POA) rules. Form 2848: Authority to Represent Clients before the IRS. Form 8821: Accessing Tax Information Without Representation.
Fraud Assessment for Small and Medium Sized Businesses WEBCAST
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Your Desk
4.0 Credits
The fraud triangle. The fraud savvy model. Symptoms of fraud. Benford's Law. The net worth method. The vulnerability chart. 10 steps for action today.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review (In a sea of thousands of documents). Crafting questions to recommend in court proceeding.