CPE & Event Catalog
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools WEBINAR
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Your Desk
2.0 Credits
Round robin review of lesser known M365 apps. Reduce internal email communications with Teams and SharePoint. Collaborate on spreadsheets and documents with your colleagues in real time. Get control of your appointment schedule with the Bookings app. Tap the full potential of OneNote as your primary repository for notes, correspondence and more. Replace email attachments with secure file sharing links. Document business processes with the Stream app. Leverage the power of AI in M365 with Copilot.
Federal Disasters - How to Deduct Personal Casualty Losses WEBCAST
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Your Desk
1.0 Credits
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025. Comparison of personal use casualties with business/investment casualties. When to claim casualty losses. How to postpone casualty gains. Filled-in forms examples. Time limits for amended returns.
Tax Depreciation: How to Optimize Deductions WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation and developments related to depreciation and capitalization. Eligible property for Section 179 and Section 168(k). Section 179 deduction and its use to depreciate real property. Section 168(k) deduction and its use to depreciate real property. Disposition of segments of real property. Exchanges of tangible personal property after repeal of the like-kind exchange rules.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Fiduciary Taxation Part 3: Complex Trusts and Charitable Deduction WEBCAST
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Your Desk
2.0 Credits
The differences between a simple and complex trust. The use of the tier system with complex trusts. Review of basic requirements of the charitable contribution deduction under IRC Sec. 642(c). Preparation of a tax spreadsheet for a complex trust. Preparation of a tax spreadsheet for a complex trust with a charitable contribution deduction. Complex problem Form 1041 examples with spreadsheets and exhibits.
Building and Maintaining an Engaged Remote Team WEBCAST
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Your Desk
1.0 Credits
Designing a secure and compliant remote work environment. Technology stack essentials for remote CPA firms. Structuring communication and meetings for remote teams. Accountability systems and performance visibility. Leadership touchpoints and management hierarchy. Building engagement, culture, and trust without physical proximity. Retention strategies: bonding, recognition, and in-person connection.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Preparing Quality of Earnings Analysis WEBCAST
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Your Desk
3.0 Credits
Uses of a Quality of Earnings Report. Information needed to prepare the report. Overlapping enterprise valuation concepts. Various adjustments to as reported EBITDA.
Impact of OBBBA 2025 on the Individual Taxpayer WEBCAST
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Your Desk
6.0 Credits
OBBBA 2025 - New law provisions, those extended or made permanent with and without changes, and those repealed. Illustrative example of how the OBBA changes may impact the everyday taxpayer. Inflation adjusted rates for 2025 and 2026. Dependent care credit. Student loan deduction. Review of other individual credits and deductions.
Schedule K-1: What is it and What Do I Do with It? WEBCAST
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Your Desk
2.0 Credits
Overview of Schedule K-1. Reporting Schedule K-1 information on Form 1040. Basis limitations, loss limitations, and material participation rules. Qualified business income deduction and Schedule K-1 integration. Case studies highlighting real-world application of Schedule K-1 reporting. Proposed changes to Schedules K-2 and K-3 for 2021 and beyond. Best practices for avoiding errors and ensuring compliance.
Fiduciary Taxation Part 4: Miscellaneous Topics and AMT WEBCAST
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Your Desk
2.0 Credits
Review the passive activity rules under IRC Sec. 469 as they apply to fiduciary entities. The 65-day rule and election under IRC Sec. 663(b). Special rules for specific bequests under IRC Sec. 663(a). Alternative minimum tax for trusts and estates. AMT bracket rates and exemption for fiduciary entities. Alternative minimum tax spreadsheet approach using AMT problem example with passive activity loss.
Retirement Penalties and Rollover Issues WEBCAST
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Your Desk
2.0 Credits
What the IRS knows: Forms 1099R and 5498. Exceptions to the ten percent penalty. Secure 2.0 changes to the late payment penalty. History of the 60-day Rule and Recent Developments. Rulings and self-certification. Form 5329 use and strategies.
AI In Audit and Financial Reporting WEBCAST
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Your Desk
1.6 Credits
Artificial intelligence. Audit. Financial reporting.
CORE Series: Inside the Cybersecurity Playbook: Defending Your Business in the Digital Age WEBINAR
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Your Desk
1.0 Credits
Common threat vectors. The distinction between breaches and compromises. The importance of layered security strategies.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
Building a Better Budget in a Time of Uncertainty WEBINAR
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Your Desk
4.0 Credits
Budgets vs. forecasts. Cyclicality. Core earnings and sustainable growth. Identifying key forecast drivers. Reasonableness in forecasting. Approaches to budgeting. Budgeting variances. Horizontal analysis. Flexible budgeting.
Best-in-Class Internal Controls: Best Practices for Finance Professionals WEBCAST
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Your Desk
2.0 Credits
Define and explore the basic concepts, myths and facts of internal controls. Examine typical control types. Identify why controls fail. Identify a framework to develop the right balance of internal controls. Discuss internal controls in the digital age. Examine the variances and considerations of automated vs. manual controls. Evaluate the concept of IT controls.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Encouraging internal whistleblowing. Internal complaint reporting processes.
Predictive Accounting – Driver-Based Budgeting and Rolling Financial Forecasts WEBCAST
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Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.