CPE & Event Catalog
The Yellow Book: From Beginning to End WEBCAST
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Your Desk
8.0 Credits
Foundation and principles. General requirements for complying with Government Auditing Standards. Ethics, independence and professional judgment. Competence and continuing professional education. Quality control and peer review. Standards for financial audits. Standards for attestation engagements and reviews of financial statements.
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.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? WEBCAST
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Your Desk
8.0 Credits
Preventing malpractice claims related to nonattest accounting services. Identifying and safeguarding independence threats when issuing attest reports. Establishing an understanding with the client regarding non-audit services. Defining the varying levels of responsibility for accountants performing non-audit services. Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations. Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements. Properly considering going concern, subsequent events, and other disclosure matters. Common issues related to peer reviews, including recurring reporting problems. Applying financial analysis best practices to help your clients better interpret their financial results.
Financial Statement Fraud WEBCAST
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Your Desk
2.0 Credits
Fraud. Auditing.
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.
Drive Results with Metrics WEBCAST
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Your Desk
2.0 Credits
Performance metrics. Budgets.
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting WEBCAST
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Your Desk
2.0 Credits
Identifying the big picture and your role in effective communication. Communicating so others can understand us. Understanding a presentation's anatomy. Tips and tricks for budget presentations.
Income Statement Disaggregation: ASC 240-40 WEBCAST
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Your Desk
2.5 Credits
Disclosure. Expense disaggregation. Implementation guidance.
FASB and AICPA Update WEBCAST
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Your Desk
4.0 Credits
FASB ASU with effective dates of 2024 and later. SAS 149. Recent ethics interpretations.
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
Real Estate Taxation WEBCAST
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Your Desk
8.0 Credits
California property taxation updated in light of Proposition 19 passage. Qualified business income deductions [IRC Sec. 199A]. Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2]. Passive activities loss rules [IRC Sec. 469]. Real estate professional rules [IRC Sec. 469(c)(7)]. Interest expense deduction rules [IRC Sec. 163]. Home sale exclusion [IRC Sec. 121]. 1031 exchanges. Estate planning and gifting with real estate.
Titans Annual Federal Tax Planning Individual Update WEBCAST
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Your Desk
8.0 Credits
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years. California tax law changes. Income inclusions, exclusions and deductions. Property transaction updates. Passive activities, hobbies and other losses. Guidance and planning on energy credits. Significant IRS developments affecting practice and compliance procedures. California's major developments for individuals and conformity to federal law changes for 2025. Filing status, credits and retirement plan developments. Expired and expiring provisions. Inflation adjustments for 2026. Due diligence and planning reminder.
New PCAOB Quality Control Standard Overview WEBCAST
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Your Desk
2.0 Credits
Background of the new PCAOB Quality Control Standard. Overview of the elements of a quality control system. Examples of quality risks and potential responses. Highlights of what is different between the AICPA Quality Management Standard.
International Tax Treaties WEBCAST
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Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
What's Changing in A&A for Governmental Entities WEBINAR
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Your Desk
4.0 Credits
A look at the GASB standards that are effective this year. GASB 100, Accounting Changes and Error Corrections. GASB 101, Compensated Absences. The impact of the 2024 Compliance Supplement on Single Audits. Changes to the Uniform Guidance. Common deficiencies found in Single Audits.
Making Culture A Competitive Advantage WEBCAST
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Your Desk
1.0 Credits
Talent strategy. Culture. Employee engagement. Employee retention. Leadership. Leadership strategy.
Current Nonprofit Fraud Trends WEBINAR
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Your Desk
4.0 Credits
Best practices for fraud prevention and detection. Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
Todd and Julie Chrisley Go to Prison WEBINAR
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Your Desk
2.0 Credits
What is bank fraud? What is wire fraud? Role of financial service professionals in combating tax evasion and white-collar crime. Red flags indicating of white-collar crimes. Importance of knowing customers. Criminal justice proceedings. Relationship between victim impact and sentencing. Relationship between loss amounts and sentencing.