CPE & Event Catalog
Shorten Month-End - Closing Best Practices WEBCAST
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Your Desk
4.0 Credits
Trends in financial statement closings . Review and discuss information systems headaches that slow you down. Work through examples of close cycle time killers and how to resolve them. Get inventory and cost of sales under control. Identify the improvement projects that will yield the biggest benefit.
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.
Take Command of your Time WEBINAR
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Your Desk
2.0 Credits
Identify time wasters and adopt strategies for eliminating them. Recognize the variety of causes of procrastination and apply techniques to overcome them. Use practical techniques for prioritizing work. Delegation strategies. Incorporate wellness and stress management into your day in short increments. Understand their energy cycles and use it to manage your schedule. Learn techniques to decrease stress in the moment.
Tax Planning for Small Businesses WEBCAST - Partnered with the Idaho Society
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Your Desk
4.0 Credits
Starting a business - the tax life of a business. Selecting a business entity type. SECURE Act 1.0 and 2.0. Section 199A and the qualified business income deduction. Accounting methods. Compensation of owners - hiring family members. Reasonable compensation. Depreciation. Section 179 and bonus depreciation. Transactions with owners. Buy-sell and noncompete agreements. Exiting the business - special exit techniques.
AI and Accounting in Construction WEBINAR
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Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
Rewards and Recognition Strategies for Leaders WEBCAST
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Your Desk
1.0 Credits
Leadership. Recognition. Total rewards. Employee engagement.
Independence Requirements for CAAS Engagements WEBCAST
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Your Desk
2.0 Credits
CAAS. Auditing and accounting.
Leases Accounting under Topic 842 – Answers to FAQ After Implementation WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications.
Partnerships: How to Calculate Partner Basis WEBCAST
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Your Desk
2.0 Credits
Calculation of basis when the entity is formed, including the impact of contributed property. How to calculate partnership tax basis capital accounts. Explains the use of both inside and outside basis determination. Clarifies how partnership debt impacts tax basis. Discusses how distributions affect basis. Explains how basis is impacted by sale and/or liquidation of the partnership interest. Comprehensive examples to illustrate the mechanics of the basis determination process
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
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Your Desk
2.0 Credits
Cost accounting.
State of AI WEBCAST
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Your Desk
1.0 Credits
AI hype vs. reality. AI 2025 advancements. AI governance structure. AI strategy planning. AI implementation decisions.
The Future of Work - The Landscape of Work Today WEBCAST
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Your Desk
1.2 Credits
Employment data. Talent strategy.
Fundamentals of Form 1040 -- Business WEBINAR
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Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts WEBCAST
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Your Desk
8.0 Credits
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type. Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details. The most common efficiency opportunities for tailoring your audit approach based on risk. How to use the workpaper review process as a tool for producing a more effective and efficient engagement. Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose. How to use the client to your advantage in planning and performing the audit. Learn how to get the engagement out the door on time and on budget.
Supervised AI Agents as Internal Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
Considerations of Fraud WEBCAST
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Your Desk
2.0 Credits
AU-C 240. Auditing.
Form 706 Preparation Part 1: Overview Including Portability WEBCAST
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Your Desk
2.0 Credits
Action steps in 706 preparation engagement. Filing requirements, new forms, IRS return review procedures, closing letters. Obtaining transcripts and previously filed returns. Completing introductory pages 1—4.
How to Audit Accounting Estimates WEBINAR
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Your Desk
2.0 Credits
Procedures to test the process used by management to develop estimates. Common examples of accounting estimates that are included in the financial statements. Updated requirements in SAS 143.
2026 Rules, Regulations and Ethics for CPAs in Washington with Jenny Cravens WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules Update for 2026.