CPE & Event Catalog
Taxation of the Cannabis Industry WEBINAR
-
Your Desk
2.0 Credits
Industrial hemp vs. marijuana. Income definitions under I.R.C. Section 61. Tax code restrictions: Section 280E and Section 471. State specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
S Corporation Essentials: Stock and Loan Basis Reporting WEBCAST
-
Your Desk
2.0 Credits
Recent tax legislation, rules, and developments impacting S-corporations. S corporation shareholder basis in stock and debt. S corporation open account debt. Limitation of deduction of losses. AAA and distributions.
Managing Current Fraud Trends in a Shifting Environment WEBINAR
-
Your Desk
8.0 Credits
Summary of the impact of fraud on entities worldwide. Common fraud schemes and typical median losses that result. How smaller entity fraud risk differs from those of larger entities. The statistical profile of the most common fraud perpetrator. The most effective methods for preventing and detecting fraud. Cybersecurity risk management trends and best practices.
AI Lessons Learned for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
A Strategic Approach to Understanding Compensation Structures WEBCAST
-
Your Desk
1.5 Credits
Compensation.
Accountants and Malpractice: Can We Get Sued for This? WEBINAR
-
Your Desk
2.0 Credits
How accountant liability is a very real threat in today's litigious society. A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit. Pitfalls in which the accountant may find him- or her- self while dealing with clients. Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Estate Planning for Today and Beyond WEBCAST
-
Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships.
How to Review Financial Statements WEBCAST
-
Your Desk
4.0 Credits
Practice reviewing financial statements. Financial statement case studies.
Shorten Month-End - Closing Best Practices WEBCAST
-
Your Desk
4.0 Credits
Trends in financial statement closings . Review and discuss information systems headaches that slow you down. Work through examples of close cycle time killers and how to resolve them. Get inventory and cost of sales under control. Identify the improvement projects that will yield the biggest benefit.
The Complete Guide to Oregon Death Taxation WEBCAST - Partnered with the Oregon Society
-
TBD
8.0 Credits
Oregon Estate Tax Law: Comprehensive examination. Step-by-step guidance for preparing the Oregon Estate Tax Return. Postmortem estate planning considerations for Oregon estates. Coordination with the Federal Estate Tax Return (Form 706). Probate vs. non-probate elements in estate tax matters. Valuation complexities and how to address them. Challenges related to joint tenancy and tax implications. Estate administration and its effect on tax compliance.
AI 101 for CPAs: Core Concepts and Practical Applications WEBINAR
-
Your Desk
2.0 Credits
ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work. What inherent risks are associated with this powerful technology. Actionable steps you can take to mitigate the risks. Practical examples of how AI can be applied in accounting, auditing, tax, and finance services.
Resistance to Resilience: Strive for Tech Change Acceptance WEBINAR
-
Your Desk
1.0 Credits
Resistance to resilience in embracing new technologies. Overcoming barriers and ensuring successful implementation. Cutting-edge audit technologies, including AI, data analytics, and automation. Insights into the Technology Acceptance Model (TAM).
Fraud Risk Management WEBCAST
-
Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
Accounting and Auditing for Cryptocurrency WEBCAST
-
Your Desk
2.0 Credits
Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A The Code and Regulations WEBCAST
-
Your Desk
4.0 Credits
Understanding the term QBI (qualified business income). Understanding the term SSTB (specified service trade or business). Understanding the term QTB (qualified traded or business). Calculate the 199A deduction. Understanding the phaseouts. Understanding aggregation. Rental property as a trade or business. Identify how your clients can maximize the deduction. Planning ideas. Understand the Section 199A regulations.
Accounting for and Auditing Cryptocurrency and Digital Assets WEBINAR
-
Your Desk
2.0 Credits
Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets. Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records.
ChatGPT and IRS Taxation Law Research WEBINAR
-
Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Common Deficiencies in SSARS Engagements WEBINAR
-
Your Desk
4.0 Credits
Frequent problem areas in preparation, compilation, and review engagements. The root causes of noncompliance. Practical approaches firms can use to improve consistency, documentation, and overall engagement performance.
Contract and Procurement Fraud WEBCAST
-
Your Desk
2.0 Credits
Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.
Retirement Planning Issues: Where We Stand Now WEBCAST
-
Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions.