CPE & Event Catalog
Practical Excel Topics for Today’s Accountant WEBCAST
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Your Desk
2.0 Credits
Data validation. Underutilized, but powerful, formulas. Formulas for manipulating, transforming, and cleansing data. Formulas for data analysis. Reference formulas such as VLOOKUP. Pivot tables. Solver as a tool for performing multivariate analysis. Mail merge. Custom formatting.
Annual Update and Practice Issues for Preparation, Compilation and Review Engagements WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Preparation engagements. Compilation engagements. Review engagements. Statement on Standards for Accounting and Review Services, including SSARS No.27, SSARS No. 26, SSARS No. 25, SSARS No. 24, SSARS No. 22, SSARS No. 23. Engagement administration issues. Special purpose framework financial statement issues. Current accounting and reporting issues. What's on the horizon.
Small Business Recurring Tax Nightmares! WEBCAST
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Your Desk
8.0 Credits
Rules for tracking business interest, investment interest and personal interest expenses. Employee or independent contractor and risks of misclassification. The hobby loss rules and passive activity loss limitation rules. CTRs, reporting bank accounts, reporting entity interests and trusts and new rules for taking cash in or out of the EU. The partnership audit rules and tips for partnership audits. Qualification as a real estate professional and rental rules for real estate professionals. Tax treatment of casualty losses and casualty gains including the 1033 election for involuntary conversion items. Self-employment taxes of Subchapter S, LLC and LP owners.
Numbers to Narrative: Storytelling in Business Communication WEBINAR
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Your Desk
1.0 Credits
Role of narrative in professional communication. Narrative arcs in business contexts. Integrating data within a structured story. Defining tension and resolution logically. Maintaining accuracy while improving clarity. Application of storytelling framework to a workplace scenario.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Accounting for Income Taxes for Private Companies WEBCAST
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Your Desk
4.0 Credits
Sample Schedule M calculations. Sample work papers for deferred tax computations. Comprehensive two-year example and computations. Review and analysis of recurring temporary differences. Identification of the sources to compute cumulative temporary differences. Sample workpapers for analysis of tax positions.
Lease Accounting - Making Sense of the Standard WEBCAST
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Your Desk
4.0 Credits
What control of assets constitute a lease. Embedded leases. Fixed and variable consideration. Determining the lease term. Modifications and assessments. Related party leases. Presenting leases on financial statements. Components of calculating liabilities and rights of use.
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) WEBCAST
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Your Desk
8.0 Credits
Discuss the most recent business income tax legislation passed to date including any TCJA provisions expiring after 2025. Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Schedule 461(l) business loss limitations, Schedule 163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses. Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plans. Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.
Preparation, Compilations and Reviews—A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Internal Audit in The Future WEBCAST
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Your Desk
2.0 Credits
Internal audit. IIA standards. Emerging risks. Technology.
2026/27 Single Audit Update WEBCAST
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Your Desk
1.0 Credits
2024 Uniform Guidance overhaul. Increase in Single Audit threshold to $1 million. Audit planning and execution impacts. 2025 AICPA GAS/Single Audit Guide - Appendix B updates. Audit efficiency and compliance considerations.
Supervision/Management Competencies: An Ethical Approach WEBINAR
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Your Desk
2.0 Credits
The overview of virtue ethics. Milgram and Zimbardo case studies. Navigating the transition from buddy to boss. Self-awareness and regard for others. Setting standards and analyzing performance. Unconscious bias. Communication skills
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Mastering Form 7217: A Guide to Partnership Property Distribution WEBCAST
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Your Desk
1.0 Credits
Property distributions in liquidation of a partner's interest. Section 751 and its impact on property distributions from a partnership. Mechanics of completing Form 7217 new in 2024. The Section 754 election and its role in partnership property distributions.
The Entrepreneurial Spirit - A Leadership Perspective WEBCAST
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Your Desk
1.2 Credits
Leadership. Entrepreneurial behavior. Entrepreneurial thinking.
CORE Series: AI Driven Customer Experience: Transformative Strategies for Professional Services Firms WEBINAR
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Your Desk
1.0 Credits
Strategically leverage AI to enhance client interactions. Automating routine workflows without sacrificing personalization. Improving responsiveness. Unlocking insights from client data.
The AI Revolution in 2026: What CPAs Should Know WEBINAR
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Your Desk
2.0 Credits
State of AI technology in 2026. Essential terminology. CPA use cases. Risk management and data governance. What's next.
Digging Deep with Excel Pivot Tables WEBCAST
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Your Desk
1.0 Credits
Data preparation and cleansing. Pivot table creation. Pivot table customization. Navigating Excel's PivotTable Analyze tab.
Global Internal Audit Standards – Overview and Contrast to 2017 International Professional Practices Framework (IPPF) WEBCAST
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Your Desk
1.6 Credits
Accounting. Internal controls. Internal audit standards.
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
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Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.