CPE & Event Catalog
Social Media: The Bare Necessities WEBCAST
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Your Desk
1.0 Credits
Communication. Social media. Marketing. Publicity. Public relations. Business strategy.
An Introduction to AI and ChatGPT for CPAs WEBCAST
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Your Desk
1.0 Credits
The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.
Employee Retention Credit WEBCAST
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Your Desk
1.0 Credits
Employee retention credit. Paid sick leave refundable credit. Paid family leave refundable credit.
Due Diligence Requirements: Circular 230 and Other Professional Standards WEBCAST
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Your Desk
2.0 Credits
Due diligence requirements under Treasury guidance, including supervisory responsibilities. Due diligence requirements under professional standards. Increased expectations for inquiry and analysis? Meeting increased expectations: informing clients and defensive measures for practitioners. Due diligence for preparer advice responsibilities.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
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Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating Pivot Charts.
Communication Skills for Introverts WEBINAR
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Your Desk
2.0 Credits
The five areas to improve your communication. Understanding your audience. Virtual communication. Non-verbal Communication.
Legal Planning for Care Giving of Elderly/Disabled Clients WEBINAR
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Your Desk
1.0 Credits
Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance. Review caring for the individual at home by family caregivers, outside agencies, and others, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care. When care is no longer feasible in the home, we go through various living arrangements and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
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Your Desk
6.0 Credits
President Biden's campaign promises and historical positions on estate planning. The gift, estate, and income tax treatment of irrevocable trusts. The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.
Accounting and Auditing Update WEBCAST
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Your Desk
8.0 Credits
Review of select AICPA Technical Questions and Answers. Upcoming changes to accounting for goodwill, leasing and business combinations. Compilation and review standards and interpretations (SSARS). Auditing standards and interpretations (SAS and SSAE).
Compilations, Reviews, and Audits: How They Differ WEBINAR
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Your Desk
1.0 Credits
Review of differences of compilation, review, and audit engagements. Compare and contrast major considerations of each type of engagement. Provide practical tips and strategies. Professional standards that govern each type of engagement.
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
2.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers, and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents, and spreadsheets into PDF format. Combining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality.
2024 Creative Strategies for Buying, Selling, or Gifting a Business WEBCAST
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Your Desk
8.0 Credits
Valuation methods for business interests. Stock purchase versus asset purchase. Estate transfer and tax considerations. Gifting strategies for business interests. Trusts and partnerships in business transfers. Self-canceling installment notes in transactions. Transferring S corporation stock to trusts. Business interest transfer with Employee Stock Ownership Plan (ESOP).
2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs: Understanding retirement savings options. SEP and SIMPLE IRAs: Exploring retirement plans for small businesses. Qualified Plans: Navigating employer-sponsored retirement plans. Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures.401(k) Plans: Maximizing benefits with employer-sponsored options. Retirement Plan Selection: Choosing the best plan for individual client needs. Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations. Tax Implications: Analyzing the tax consequences of retirement plan decisions. Retirement Planning Strategies: Implementing effective strategies for client financial goals.
Excel - Advanced Formatting to Improve Your Spreadsheets WEBINAR
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Your Desk
2.0 Credits
Customizing cell formatting and cell styles. Using number and custom number formatting. Using Conditional Formatting to format cells based upon a defined criteria. Protecting a worksheet and workbook to prevent changes.
2024 Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer WEBCAST
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Your Desk
4.0 Credits
AICPA professional standards. EQCR expectations. Firm-specific considerations. Best practices for reducing the frequency of review points. Best practices for mitigating the severity of review points. Examples of common EQCR deficiencies. The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26. An interactive, hands-on EQCR simulation.
Tactics to Find Work Life Balance in a Complex World WEBINAR
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Your Desk
1.0 Credits
How to get more out of one's work. How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines. Example of how to develop and be challenged by your own personal bucket list.
Family Law 101 WEBCAST
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Your Desk
4.0 Credits
Lifestyle issues: Does the client's lifestyle reflect the level of reported income? Undisclosed income. Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing. Owner perks. Tax deductions vs. family law deductions. Business entity-related issues such as partnerships, S corps and corporations.
Addressing Common Documentation Deficiencies WEBCAST
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Your Desk
2.0 Credits
Documentation. Deficiencies.
2024 Accounting and Attestation for ESG WEBCAST
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Your Desk
2.0 Credits
ESG. Sustainability.
Corporate Finance Competency: Analytical Toolbox WEBCAST
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Your Desk
4.0 Credits
Forecasting as a valuation tool. Bank/banker selection. Ten hints for toolbox success. Seven cases.