CPE & Event Catalog
Governmental Accounting and Auditing Update WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
GASB updates. Updated Statements on Auditing Standards (SASs). Yellow Book and 0MB updates affecting single audits. Ethics updates for governments and not-for-profit entities.
Yellow Book: Staying Compliant With Government Auditing Standards WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
Foundation and principles of generally accepted government auditing standards (GAGAS). Yellow Book compliance requirements. Independence and professional judgment. Competence and continuing professional education. Quality control and peer review. Standards for financial audits, attestation engagements, and reviews of financial statements. Fieldwork and reporting standards for performance audits.
Strategies in Charitable Giving: Financial and Estate Planning Techniques WEBCAST
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Your Desk
8.0 Credits
Charitable gift annuities and their use in planning. Life insurance mechanisms for charitable giving. Charitable remainder trusts (CRATs and CRUTs). Charitable lead trusts and advanced planning strategies. Role of community and private foundations in charitable planning. Retirement plan gifts. including IRAs for charitable donations. Donor-advised funds and pooled income funds. Testamentary gifts and their strategic significance. Conservation and fa‡ade easements. Supporting organizations and their role in charitable planning.
Prix Fixe: 2025 Single Audit Update WEBINAR
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Your Desk
1.0 Credits
The 2025 Compliance Supplement. Common audit deficiencies found in Single Audits.
Member Exclusive: Beyond the Basics: Building Your Network for Your Best Clients WEBINAR
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Your Desk
1.0 Credits
Strengthen your professional network.
Prix Fixe: Latest Development in International Tax WEBINAR
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Your Desk
1.0 Credits
New regulations, treaties, and compliance requirements.
Social Security and Medicare: Planning for You and Your Clients WEBCAST
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Your Desk
8.0 Credits
Legislative developments. A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits. Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit. Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70, Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know.
Prix Fixe: Working with AI: How to Get Along with an Artificial Coworker WEBINAR
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Your Desk
1.0 Credits
Engaging AI effectively and responsibly.
MEMBER EXCLUSIVE POP UP: How to Spring into CAS: A Step-by-Step Framework WEBINAR
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Your Desk
1.0 Credits
AI-driven insights for CAS.
Advanced Integrated Planning: Mastering Estate, Financial,and Asset Protection Strategies WEBCAST
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Your Desk
4.0 Credits
Contemporary estate and gift tax landscape. Domicile considerations in estate and financial planning. Life insurance trust dynamics and tax implications. Transfers to split-interest trusts and associated tax considerations. Qualified personal residence trusts: benefits and challenges. Grantor retained trust arrangements and planning techniques. Charitable trust strategies and their complexities. Family limited partnerships: structure and benefits. Intentionally defective grantor trusts and their potential.
Prix Fixe: How to Prepare for an Audit WEBINAR
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Your Desk
1.0 Credits
The ever-evolving landscape of audit preparedness.
Practice Management -The Idaho Society of CPA's 2025 MAP Conference WEBCAST
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Your Desk
12.0 Credits
Gain the skills and knowledge that will help you and your firm become more effective dealing with several major trends impacting the accounting profession.
Member Exclusive: Building Strengths Based Culture WEBINAR
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Your Desk
1.0 Credits
Actionable strategies for fostering engagement, productivity, and leadership growth.
Maximizing Your Social Security Benefits WEBCAST
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Your Desk
4.0 Credits
Retirement benefits: What the amount of benefits is in various circumstances. Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70. Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children. Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Prix Fixe: How to Read Wills and Trust Documents WEBINAR
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Your Desk
1.0 Credits
Essential elements of reading wills and trust documents.
How AI Fits into the Accounting World WEBCAST
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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.
Current Issues in Accounting and Auditing: An Annual Update WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda.
Key Partnership and S Corporation Tax Planning Strategies WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Timely coverage of breaking tax legislation.
Government and Nonprofit Frauds and Controls to Stop Them WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Examine real-world misappropriation of cash, check frauds, vendor scams, credit card abuse, grant funds, benefit schemes.
The Most Critical Challenges in Not-for-Profit in Accounting Today WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Key issues related to not-for-profit financial reporting.