CPE & Event Catalog
Asset Misappropriation You Have It – They Want It WEBCAST
-
Your Desk
2.0 Credits
Asset misappropriation. Fraud opportunities. Internal control weaknesses. Fraudster mindset. Concealment methods. Fraud risk assessment. Investigative procedures.
Advanced ChatGPT for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Navigating IRS : Responding to IRS Notices and Letters WEBCAST
-
Your Desk
2.0 Credits
Types of IRS letters. How to respond to CP2000, CP14, CP75, CP504, and other notices. Steps to take upon receiving a letter: deadlines, records, prep. Penalties and interest associated with non-response. Sample response structure and real-life examples. Documentation and tracking practices for correspondence. Common mistakes and how to avoid them.AI-supported correspondence management and ethical considerations.
How to Develop Your System of Quality Management Using the AICPA Practice Aids WEBCAST
-
Your Desk
3.0 Credits
Overview of Quality Management standards. Scope of SQMS 1. Components of quality management. Changes from prior standards. AICPA practice aids. Required documentation. Risk assessment process. Final documentation development.
A Practical Guide to Trusts WEBCAST
-
Your Desk
8.0 Credits
Trustee responsibilities and trust administration. Strategies for probate avoidance and efficient asset distribution. Tax treatment of revocable living trusts. Marital deductions and bypass trusts. Uses of irrevocable trusts in estate planning. Benefits of irrevocable life insurance trusts. Multi-generational wealth planning with dynasty trusts. Overview of estate planning tools.
Microsoft Teams for CPAs: Unlocking Its Full Potential WEBINAR
-
Your Desk
2.0 Credits
Best practices for organizing your teams and channels. Understanding the role of Teams and SharePoint integration. Using Teams to communicate and collaborate externally with clients. Tips and tricks for managing conversations in Teams. Leveraging Microsoft Copilot AI in Teams.
IT Controls and SOC Reporting in Financial Audits WEBCAST
-
Your Desk
3.0 Credits
SOC reporting. Information technology general controls. Audit reliance.
Optimize Your Staff's Performance WEBCAST
-
Your Desk
4.0 Credits
The four perspectives of optimization. The Two Circle Analysis. The Leadership 10. The Fatal 13. Five thoughts for a healthy work environment.
How to Audit Expenses and Payables WEBINAR
-
Your Desk
2.0 Credits
The basics of auditing expenses. Accrued liabilities and other payables. Relates audit assertions, risks, and threats to the expenses and payables balances. Substantive auditing procedures to perform.
An In-Depth Understanding of the Generation Skipping Transfer Tax WEBCAST
-
Your Desk
2.0 Credits
Overview of the GST tax and its policy purpose. Direct skips, taxable terminations, and taxable distributions. Skip persons and treatment of trusts as skip persons. Application of the GST exemption and inclusion ratio. Timely, late, and retroactive GST allocations. Formula-based exemption allocations. Planning strategies for GST tax minimization. Filing considerations for Forms 706 and 709.
Interview Techniques and Detecting Deception WEBCAST
-
Your Desk
2.0 Credits
Interview techniques. Signs of verbal and non-verbal communication. Planning and preparing for an interview.
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.
Navigating IRS Collections: Overview of Form 433 and Offer in Compromise WEBCAST
-
Your Desk
2.0 Credits
IRS collection process overview. Initial notice and subsequent notices. Enforced collection actions: liens, levies, and wage garnishments. Payment options and alternatives to enforced actions. Detailed review of Forms 433-A and 433-B. Offer in Compromise (OIC) program: qualifications and process. Advising clients on compliance and payment options.
Navigating IRS Collections: The Collection Process WEBINAR
-
Your Desk
2.0 Credits
Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
Comprehensive Estate Planning: Administration and Postmortem Strategies WEBCAST
-
Your Desk
8.0 Credits
Introduction to estate administration. How to read a last will and testament. Understanding the entities. Administration the estate and orderly process. The probate process and the courts. Special issues in estate administration. Postmortem issues regarding income taxation of descendants and estates. Postmortem opportunities on the estate income tax return. Available postmortem estate tax elections. Portability election. Disclaimers.
Fringe Benefits and Compensation Planning - Today and Beyond WEBCAST
-
Your Desk
8.0 Credits
Fringe benefit planning fundamentals. Strategies tailored for business owners and employees. Navigating IRC Section 132 fringe benefit option. Cafeteria plans demystified. Tax management in compensation planning. Understanding the implications of dependent care and educational assistance plans. Implementing flexible spending account plans effectively. Design features and regulations of group term life insurance plans. Medical savings accounts regulations. Financing options for retiree medical benefits. Health care benefits. ERISA reporting and disclosure requirements. IRC common control rules. Overview of age and sex discrimination rules.
Financial Planning: Auto and Homeowners Insurance WEBINAR
-
Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.
No Tax on Overtime: Payroll Compliance WEBCAST
-
Your Desk
2.0 Credits
Overview of FLSA overtime provisions. Definition of a workweek and the 40-hour threshold. Time-and-a-half requirements and exclusions from overtime pay. Exempt vs. nonexempt employee classifications. Components of the regular rate of pay. Treatment of bonuses, commissions, and other compensation. Step-by-step overtime calculation examples. Common compliance pitfalls and audit risk. Documentation and payroll system considerations. Case studies involving misclassification and miscalculation.
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients WEBCAST
-
Your Desk
2.0 Credits
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers. Exploring profitability differences between customers with similar revenue. Creating and sustaining a customer value pyramid.
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
-
Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership. What constitutes debt basis for a S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk.