CPE & Event Catalog
Productivity Hacks for Working Remote WEBCAST
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Your Desk
1.2 Credits
Virtual work. Remote work. Telecommuting. Flexible work options.
Common Deficiencies in Employee Benefit Plans WEBCAST
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Your Desk
2.0 Credits
EBP. Auditing.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Auditing. Business development.
OBBA of 2025: Individual Overview WEBCAST
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Your Desk
2.0 Credits
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones. Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting. New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate. Repealed existing law, including the commercial clean vehicle credit and electric car charger credit.
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 WEBCAST
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Your Desk
2.0 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards. Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts. Highlights of important concepts included in SASs No. 142-149.
2026-27 Annual Update for Accountants and Auditors WEBINAR
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Your Desk
4.0 Credits
Key accounting and auditing developments affecting accountants and auditors across industries. Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits.
Crucial Real Estate Taxation Insights Part 1 WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation. Section 179 de minimis deductions.
Accounting Analysis Basics WEBCAST
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Your Desk
4.0 Credits
Accounting analysis and methodology. Factors influencing the quality of accounting-based financial reports. Impact of emerging business models on balance sheets.
Auditing Standards Update and Best Practices WEBCAST
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Your Desk
4.0 Credits
Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies. Identify controls that exist, especially when those controls are not clearly identified or formalized. Evaluate if those controls prevent or detect material misstatements in the financial statements. Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements.
Estate Planning: A Comprehensive Overview WEBCAST
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Your Desk
8.0 Credits
Intestate succession and probate administration. Holding title to assets. Lifetime asset transfers and testamentary asset transfer planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem.
The Complete Guide to the Preparation of Form 1041 WEBCAST
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Your Desk
8.0 Credits
Step-by-step Form 1041 preparation. Key issues in decedent's estates and trusts. Understanding Subchapter J and its impact on taxation. Compliance strategies for fiduciary entities. Tax treatment of DNI and IRD. Case studies illustrating real-world application. Legislative updates affecting estate and trust taxation.
A Working Parent's Guide to Prioritizing Mental Wellness WEBINAR
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Your Desk
2.0 Credits
Challenging cultural expectations and managing stress. Prioritizing self-care and physical well-being. Seeking support and building resilience.
AI Lessons Learned for Accountants WEBINAR
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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.
Guide to Deducting Travel, Meals and Entertainment Expenses WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting. Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses. Reporting travel expenses: travel status, simplified per diem. Directly related to and associated with tests. Facility vs. activity expenses. Nine exceptions to Section 274. Business meals.
Partnership Checkup: Tax Issues and Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Impact of contributed property. Explain the importance of shareholder loans to the entity. Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest. Comprehensive examples illustrate the mechanics of the basis determination process. Discusses how S corporation losses impact Form 1040 Schedule E reporting. How to get from the Schedule K-1 information to the basis calculations.
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.
AI 101 for CPAs: Core Concepts and Practical Applications WEBINAR
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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.
Considerations of Fraud WEBCAST
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Your Desk
2.0 Credits
AU-C 240. Auditing.
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.