CPE & Event Catalog
Fiduciary Taxation Part 1: Introduction to Form 1041 WEBCAST
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Your Desk
2.0 Credits
Introduction to the fiduciary entity and basic fiduciary entity flowchart. Authorities and disciplines in fiduciary accounting and taxation. Fiduciary tax rates and brackets. Introduction to subchapter j. 5 basic rules and concept of fiduciary taxation and steps to calculating the income taxation of trusts and estates. Use of a tax spreadsheet.
Leading for Well-Being: Building Resilient Teams and Thriving Workplaces WEBCAST
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Your Desk
3.5 Credits
The importance of mental wellness in leadership. Recognizing and preventing burnout. Building and sustaining resilient teams. Leading by example.
Year-End Tax Planning: Thinking Outside the Box WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
Discuss the most recent tax legislation, rulings and developments. Section 163(j) interest expense deduction. Medicare tax on high income wages and SE income. Tax provision and extensions. Timing income and deductions. Alternative minimum tax issues. 3.8% net investment income tax. Rediscovering Section 1202 QSBS. Reconsidering choice of entity.
Comprehensive FASB and AICPA Update for Tax Professionals WEBCAST
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Your Desk
6.0 Credits
Broadly applicable ASU effective in 2025 and beyond. Significant recent SAS. Tax-basis financial statements.
Comprehensive Pass-Through Owners Basis and Distribution Rules WEBCAST
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Your Desk
8.0 Credits
Understand the four loss limitation rules applied on the owner's individual income tax return. Determine how to calculate an owner's initial tax basis of his pass-through entity. Learn how to correctly make annual adjustments to a pass-through owner's tax basis. Identify what constitutes a debt basis for an S corporation shareholder. Learn the tax ramifications of repaying loans to S corporation shareholders.
Deception, Embezzlement, and Fraud WEBCAST
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Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Fiduciary Taxation Part 2: Fiduciary Accounting and Simple Trusts WEBCAST
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Your Desk
2.0 Credits
Review the basic concept of fiduciary duty. Review the basic concept of fiduciary accounting. Use of a diagram to distinguish income and principal. Calculating fiduciary accounting income. Requirements of a simple trust. Problem example spreadsheets reflecting fiduciary accounting and taxation of simple trusts as well as how depreciation is handled by a fiduciary entity. Problem examples reflecting a completed form 1041 using spreadsheet calculations for fiduciary accounting and taxation of simple trusts.
All About Fraud - Examples, Prevention and Auditing WEBINAR
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Your Desk
4.0 Credits
2026 Report to the Nations issued by the Association of Certified Fraud Examiner. Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
AHI: Accounting Data Analytics WEBCAST
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Your Desk
2.0 Credits
Accounting data analytics.
S Corporations – Overview WEBCAST
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Your Desk
2.0 Credits
Overview of S Corporation election and compliance requirements. Comparison of S Corporations with other business entities. Preparing Form 2553 and addressing late filing relief. Shareholder stock and debt basis considerations. Form 1120S and Schedule K-1. Officer reasonable compensation requirements and IRS audit strategies. Introduction to Schedules K-2 and K-3. Compliance with corporate formalities and taxable fringe benefits.
AHI: AI for Accountants - Practical Applications WEBCAST
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Your Desk
2.0 Credits
AI in accounting and auditing.
Instant Audit? Just Add Risk Assessment WEBCAST
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Your Desk
1.0 Credits
The audit risk model. Risk assessment. Linking risks to audit procedures. Other responses to risks. Documentation.
The Future of Audit: Technology, Talent and Transformation WEBINAR
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Your Desk
1.0 Credits
Explore AI, blockchain, and data analytics impact on audits. Address talent crisis through retention and upskilling strategies. Navigate PCAOB standards and regulatory sandbox concepts. Expand audits to include ESG and nonfinancial metrics. Implement technology solutions for firms of all sizes.
Forgotten Managerial Accounting Tools for CPAs WEBINAR
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Your Desk
2.0 Credits
Target profit analysis. Break-even analysis. Relevant costs and decision making. Standard costs and variances. Activity-based costing. Segment reporting and analysis.
Managerial Accounting: Your Prescription for Better Decision WEBINAR
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Your Desk
4.0 Credits
Target profit and Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
You Don't Know What You Don't Know About Microsoft Excel WEBINAR
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Your Desk
8.0 Credits
The Excel shortcuts and time savers. Working with templates, formats, styles, and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the Excel function library.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography) WEBCAST
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Your Desk
1.6 Credits
Forensic accounting. Accounting. Auditing. Finance.
Audit Skills for Beginners WEBCAST
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Your Desk
4.0 Credits
Professional skepticism. Audit documentation basics. The audit risk model. Internal control fundamentals.
Partnership and S Corporations: How to Calculate Basis WEBCAST
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Your Desk
4.0 Credits
Calculation of basis when the entity is formed, including the impact of contributed property. How to calculate partnership tax basis capital accounts. Clarifies how partnerships and S corporations debt impacts tax basis. Discusses how distributions affect basis. Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest. Discusses how S corporation losses impact Form 1040 Schedule E reporting. Comprehensive examples to illustrate the mechanics of the basis determination process.
Partnership and LLCs Update WEBCAST
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Your Desk
8.0 Credits
IRS audits. Allocations and Basis. Proper reporting. Valuation of closely held business interests. Impact of the Sirius Solutions Decision.