CPE & Event Catalog
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST
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Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC). Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.
AHI: Advanced Management and Leadership Essentials Mini Course WEBCAST
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Your Desk
2.0 Credits
Leading others. Coaching and developing staff. Building leadership communication skills.
State of Privacy WEBCAST
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Your Desk
1.0 Credits
State of privacy findings. Staffing trends. Budget forecasts. Privacy by design. AI impact.
Avoiding the Most Misapplied Audit Concepts WEBINAR
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Your Desk
8.0 Credits
Risk assessment. Substantive analytics. Identifying and evaluating internal control deficiencies.
Taking the Financial Executive's Leadership to the Next Level WEBCAST
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Your Desk
2.0 Credits
From agricultural to conceptual age right brain orientation. Emotional intelligence framework. Behavioral self-awareness and self-management. Socially intelligent leader. Transformational leadership.
Become a Data Analysis Expert WEBINAR
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Your Desk
2.0 Credits
The data analysis process flow. Data modeling. Data visualizations.
Crucial Real Estate Taxation Insights Part 3 WEBCAST
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Your Desk
2.0 Credits
Self-employment tax for rental real estate, including Airbnb's. Taxation of vacation homes including planning to increase deductions and the "Augusta rule." Section 199A for rental real estate.
Financial Accounting Standards: A Comprehensive Review WEBCAST
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Your Desk
16.0 Credits
Application of professional judgment. Codification, GAAP, and the GAAP hierarchy. Recent changes in financial statement presentation. Hot Topics in financial reporting and accounting.
Cybersecurity: Protecting Your Firm's Data and Reputation WEBINAR
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Your Desk
2.0 Credits
Assessment of the current cybersecurity threat level and vulnerabilities. Developing your WISP (Written Information Security Program). Deploying a password management app to fortify the security of your login credentials. Implementing an incident response plan to minimize the damage from a cybersecurity attack. Understanding the role of cybersecurity insurance
Introduction to Forensic Accounting WEBCAST
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Your Desk
1.8 Credits
Forensic accounting. Accounting. Auditing. Finance.
Exploring Business Valuation Fundamentals WEBCAST
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Your Desk
2.0 Credits
What does value mean? Technical vs. fundamental analysis. Intrinsic value. Other discounted cash flow models. Assumptions in the Gordon Growth Model. Valuations using free cash flows. Residual income model. Enterprise value. Value in mergers and acquisitions. Small business valuations and discounts. Advanced valuation models.
Data Science for Accountants – Business Analytics WEBCAST
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Your Desk
2.0 Credits
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data. The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of AI on the accounting profession.
Sleepless Nights: In AI It's All About "The Prompt", in Careers It's All About "The Relationships" WEBCAST
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Your Desk
2.0 Credits
Career ownership. Relationship derailers. Career planning. Personal marketing plan. Strategic career considerations. Opportunity insights. Networking. Character.
Proper Financial Accounting for S Corporations WEBCAST
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Your Desk
4.0 Credits
Deferred tax accounting for S Corporations. S elections and terminations. Financial accounting for capital stock and retained earnings. S corporation shareholders' equity. Tax vs financial accounting for Accumulated Adjustments Account. Financial accounting for loans to and from S shareholders.
Unlock the Power of AI with Copilot in Excel WEBINAR
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Your Desk
2.0 Credits
Introduction to Copilot in Excel. Automating tasks and enhancing productivity. Advanced data insights with copilot.
AHI: The Mindful-CPA WEBCAST
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Your Desk
2.0 Credits
Mindfulness. Science of neurology. Mindfulness practice. Stress management.
The AB5s of Employees and Independent Contractors WEBCAST
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Your Desk
2.0 Credits
Four ways to classify a worker. IRS 20 Factors. 20% Section 199A deduction. Cost of misclassifying an employee. Section 530 relief. Game changing impact of the Dynamex case and AB5.
Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing WEBCAST
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Your Desk
1.0 Credits
Cloud audit blind spots. Continuous change gaps. CSPM-Enabled assurance. Risk-based prioritization. Audit program modernization.
Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance WEBCAST
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Your Desk
2.0 Credits
The real purpose of budgeting in modern organizations. Common budgeting problems and process breakdowns. Linking budgets to income statements, balance sheets, and cash flows. Output metrics and what really causes work. Top-down, bottom-up, and hybrid budgeting approaches. Flexible budgeting using volume-based and unit metrics. Benchmarking to reduce politics and improve insight. Using budgets to build value, not just limit spending.
Crucial Real Estate Taxation Insights Part 4 WEBCAST
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Your Desk
2.0 Credits
Common types of real estate professionals. Like-kind strategies. Ordinary income recapture on the sale of real estate. Important considerations in allocating the sales prices of real estate in a written agreement.