CPE & Event Catalog
Introverts Have Real Power, Why Quiet Leaders are So Successful WEBCAST
-
Your Desk
2.0 Credits
What are the signs of an introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics. Secrets of public speaking for introverts. How to help your introverted child. Playing to an introvert's strengths.
Cash Flow Clarity: Effectively Communicate Cash Flows for your Board and C-Suite WEBCAST
-
Your Desk
2.0 Credits
The importance and structure of the cash flow statement. Understanding operating, investing, and financing activities. Presenting the statement using the Sources and Uses approach. How to tell the business story through cash flows and alternative reporting methods. Identifying key drivers of cash and liquidity. Bridging the gap between accrual accounting and understanding cash. Communicating effectively with CEOs, boards, and non-financial stakeholders.
ESG 101: What is Environmental, Social and Governance? WEBCAST
-
Your Desk
2.0 Credits
Environmental, Social and Governance concepts in today's world. Areas of accountability for ESG. How ESG impacts financial reporting.
Corporate Ethics Cases: Discuss Real Life Conflicts WEBCAST
-
Your Desk
4.0 Credits
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
How AI Is Automating Internal Control WEBINAR
-
Your Desk
4.0 Credits
An explanation of AI. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Accounting for Construction Contractors WEBCAST
-
Your Desk
2.0 Credits
Overview of FASB ASC 910.AICPA guidance for construction contractors. Industry specific accounting considerations. Revenue recognition methods. Percentage of completion method. Completed contract method. Contract modifications. Contract costs and allocation. Complex accounting issues in construction.
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
-
Your Desk
8.0 Credits
Legislative and regulatory changes in estate and gift taxation. Wealth transfer strategies under the new administration. Charitable deduction planning and compliance requirements. Advanced estate planning tools, including split-interest trusts. Using closely held stock for charitable contributions. Generation-skipping transfer tax planning. Strategic use of life insurance in estate planning.
The Single Audit from Beginning to End Update WEBCAST
-
Your Desk
8.0 Credits
Applicable AICPA standards. Applicable OMB Circular. Gathering information. Identifying risk. Assessing risk. Designing procedures that are responsive to assessed risks. Evaluating single audit evidence.
Current Cybersecurity Risk Management Trends WEBINAR
-
Your Desk
2.0 Credits
Overview of current cybersecurity threats and how to mitigate data breach risk. Describe how to avoid malware and other security threats
How Fraud Can Affect Smaller Organizations WEBCAST
-
Your Desk
4.0 Credits
The reasons for fraud. Fraudulent acts that are initiated against smaller organizations. Methods to stop fraud attempts against small businesses.
Tax Issues for Real Estate and Homebuilding WEBCAST
-
Your Desk
4.0 Credits
Discussion of appropriate entity selection and small taxpayer status. Walkthrough of costing methods and compliance issues under IRC 263A. Analysis of IRC 461 related to economic performance. Illustrative examples and analysis. Sample computations for homebuilder unit costing. Recent IRC 263A challenges by the IRS. Update of related cases and issues, including recent tax reform.
Maximizing Fringe Benefits: Strategies for Business and Personal Needs Now and Beyond WEBCAST
-
Your Desk
8.0 Credits
Core elements of fringe benefit planning and client needs. IRC Schedule 132 fringe benefit options and tax implications. Cash compensation: timing of income and deductions. Cafeteria plans, FSAs, and dependent care/education assistance plans. Group term life insurance and medical savings account considerations. Retiree medical benefit strategies and cost-effective health care options (insured vs. HMO). ERISA reporting, disclosure, and compliance essentials. Overview of IRC common control, age,and sex discrimination rules.
Budget Mastery: Process, Problems, and Solutions WEBCAST
-
Your Desk
2.0 Credits
Recognize and find solutions to the budget process.
Fundamentals of Form 1040 -- Individual WEBINAR
-
Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
Comprehensive Accounting and Financial Reporting Update WEBINAR
-
Your Desk
4.0 Credits
CECL for nonfinancial institutions. Accounting for Paycheck Protection Program loans. Accounting for web-hosting services. Revenue recognition. Leases. FASB projects in progress.
Smarter Tax Services with AI Tools WEBINAR
-
Your Desk
2.0 Credits
Overview of AI technology and how it works. Identify where AI can be incorporated into tax research, planning, and compliance services. Discover new opportunities to enhance your client advisory tax services with AI tools. Review the market of emerging and AI enhanced tax software tools. Learn about the newest generation of AI enable 1040 source document collection and organizer applications. Review specific use cases for generative AI tools in your tax services.
CORE Series: SALT Year-End Update: Planning, Compliance, and What’s Ahead WEBINAR
-
Your Desk
1.0 Credits
Key legislative changes. Emerging trends. Planning considerations impacting multistate taxpayers.
ChatGPT and IRS Taxation Law Research WEBINAR
-
Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
How AI Fits into the Accounting World WEBINAR
-
Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Stop Loss and Contract Review: Protecting Your Plan and Your Bottom Line WEBCAST
-
Your Desk
2.0 Credits
Stop loss. TPA. PBM. Point solutions.