CPE & Event Catalog
Small Business Risk Avoidance WEBCAST
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Your Desk
4.0 Credits
New perspective on corporate governance. ERM overview. ERM-small business approach. 10 steps to take NOW!
Business Consulting for CPAs WEBCAST
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Your Desk
4.0 Credits
What is business consulting? Identify the types of management services your firm could offer. How to become a trusted advisor. Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages and disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application.
Seeing Beyond the Numbers: Analysis for CFOs and Controllers WEBINAR
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Your Desk
4.0 Credits
Purpose of financial statement analysis. Comparing actuals vs. expectations and benchmarking. Ratio analysis. Analysis of statement of cash flows. Other uses of ratios.
Audits of 401k Plans WEBCAST
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Your Desk
4.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
2024 Business Losses: Going Backward and Forward WEBCAST
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Your Desk
2.0 Credits
Recent legislative developments for deducting business losses. TCJA net operating losses rules of Section 461(l). Section 163(j) Business Interest Expense. Limitations of deducting losses and basis. What is the "quickie "refund; Section 465. At-Risk amount. Section 469 Passive Activity Loss rules.
Social Media: The Bare Necessities WEBCAST
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Your Desk
1.0 Credits
Communication. Social media. Marketing. Publicity. Public relations. Business strategy.
Project Management: Tips, Tricks, and Traps WEBCAST
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Your Desk
4.0 Credits
Contrasting project management with operations management. Reviewing organizational culture and how it applies to project management. The various types of project management including Agile, Scrum, Waterfall, Critical path, and others. Looking at risk management software and its application in different types of project management. Managing and leading project management stakeholders.
Comps, Reviews and Preparations-How the Accounting Profession Got it Right WEBCAST
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Your Desk
4.0 Credits
General principles applicable to all SSARS engagements. Compilations. Reviews. Preparations.
2024 Advanced Excel: Hidden Secrets and Gems WEBCAST
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Your Desk
2.0 Credits
Awareness of advanced functions. Creative methods for data manipulation. Real-life examples of innovative ways to analyze and report data with Excel. Using Excel to perform e-mail merges. Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox.
Combating Internal Fraud WEBCAST
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Your Desk
2.0 Credits
Understand why internal fraud occurs. Review policies, procedures and control measures designed to fight fraud.
Financial Acumen for the HR Professional WEBCAST
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Your Desk
1.2 Credits
Financial statement insight. Trend analysis. Financial benchmarks.
Multi-State Taxation - Tax Staff Essentials WEBCAST
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Your Desk
8.0 Credits
Constitutional limits and P.L. 86-272. Interstate activity, nexus, UDITPA, MTC. Calculation of state taxable income. Filing methods for multistate taxpayers. Apportionment and allocation. Multistate income tax planning.
Financial Planning Trends and Opportunities for Clients WEBCAST
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Your Desk
2.0 Credits
Cash flow management and budgeting. Insurance. Investments. Education. Income tax. Retirement. Estate Planning. Closely-held business owners. Marriage, cohabitation and divorce.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
1.0 Credits
Cryptocurrency. Digital assets.
2024 Accounting and Attestation for ESG WEBCAST
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Your Desk
2.0 Credits
ESG. Sustainability.
Executive Presentation Presence: Speak Up, Move Up WEBCAST
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Your Desk
2.0 Credits
Constructing and delivering effective presentations. Identifying target audiences. Common communication problems. Nonverbal communication.
Fundamentals of Outbound US Rules of International Taxation WEBCAST
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Your Desk
4.0 Credits
The U.S. taxing jurisdiction. Sourcing rules. Foreign tax credits. Subpart F. Global-intangible low-taxed income. Passive foreign investment companies. IC-DISCs.
Advanced Personal Financial Planning Update WEBCAST
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Your Desk
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care. Debt management, including reverse mortgages and education financing. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and rulings. Estate and trust planning strategies.
How AI is Automating Internal Control WEBCAST
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Your Desk
2.0 Credits
An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement: Requirements and procedures. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.