CPE & Event Catalog
Character and Trust: The Difference Maker in Effective Collaboration WEBCAST
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Your Desk
2.0 Credits
Definition of collaboration. Character definition. Critical character attributes. Character self-awareness. Additional character identification techniques. Trust definitions. Waves of trust. Four cores of trust. Toxic trust and antibiotics.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. RS Appeals. Collections and litigation at courts of original jurisdiction.
ChatGPT Vision for Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Introduction to GPT vision. Advantages of vision mode research. Accessing GPT vision. Financial screenshot analysis. Operational insights from visual data. Integration with google maps. DDPP analysis. Sentiment and facial expression analysis. Body language interpretation. Effective photo capturing techniques.
How to Make Difficult People Disappear...Without Breaking the Law WEBCAST
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Your Desk
1.0 Credits
Conflict management. Interpersonal relationships. Personality styles.
Taxation of Business Entities WEBCAST
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Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Future tax considerations that will impact various business entities.
Advanced Negotiations: Never Split the Difference WEBCAST
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Your Desk
2.0 Credits
Negotiations.
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies WEBCAST
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Your Desk
4.0 Credits
Strategic finance leadership. Advanced financial analysis. Business intelligence and ai in finance. Economic intelligence for decision makers. Operational insight and business strategy. The future role of the controller or CFO.
The Complete Guide to the Preparation of Form 1041 WEBCAST
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Your Desk
8.0 Credits
Step-by-step Form 1041 preparation. Key issues in decedent's estates and trusts. Understanding Subchapter J and its impact on taxation. Compliance strategies for fiduciary entities. Tax treatment of DNI and IRD. Case studies illustrating real-world application. Legislative updates affecting estate and trust taxation.
Al Capone to Cybercrime: The Journey of IRS Special Agents WEBINAR
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Your Desk
4.0 Credits
Introduction to IRS criminal investigation (CI). Historical evolution. Investigative techniques and tools. Importance of IRS CI. Training of CI agents. Process of investigations.
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
Leading and Managing the Accounting Department WEBCAST
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Your Desk
4.0 Credits
Accounting. Leadership. Management.
Contract and Procurement Fraud WEBCAST
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Your Desk
2.0 Credits
Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
Partnership Checkup: Tax Issues and Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Impact of contributed property. Explain the importance of shareholder loans to the entity. Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest. Comprehensive examples illustrate the mechanics of the basis determination process. Discusses how S corporation losses impact Form 1040 Schedule E reporting. How to get from the Schedule K-1 information to the basis calculations.
Stand Out - How to Create a Unique Employer Brand WEBCAST
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Your Desk
1.0 Credits
Employer brand. Talent management. Future of work. Onboarding new hires.
SSARS 27 - Alternative Preparations WEBCAST
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Your Desk
2.0 Credits
General requirements for SSARS engagements. Unique opportunities for preparation engagements. New opportunities created with SSARS 27. The AICPA Consulting Standards. The relevance of Peer Review on SSARS and Consulting engagements.
Mastering Rapport Skills for Fun and Profit WEBCAST
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Your Desk
4.0 Credits
How to get people to like you. The elements of trust. Mastering non-verbal communication. What to say to establish immediate rapport.
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.
A Strategic Approach to Understanding Compensation Structures WEBCAST
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Your Desk
1.5 Credits
Compensation.
GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) WEBCAST
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Your Desk
2.0 Credits
Requirements of GASB 96, GASB 94, and GASB 87. Implementation of GASB 96, 94, and 87.