CPE & Event Catalog
Federal Tax Update with Greg and George IN PERSON
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Redmond
8.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
International Tax Compliance – Everything You Need to Know for 2026 WEBCAST
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Your Desk
1.5 Credits
International tax compliance: relevant forms and most critical international compliance issues affecting U.S. taxpayers; reporting of foreign income, assets, and transactions; navigating key requirements; common pitfalls and how to spot them; recent enforcement trends.
Governmental Accounting & Auditing Conference 2026 WEBCAST
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Your Desk
16.0 Credits
GASB updates. Single Audit updates. Changes in federal funding and grant management. Cyber security, AI, and data security risks specific to government operations. Economic trends impacting state and local governments. Emerging issues affecting Washington . The state of the CPA profession. Communication and presentation skills.
Business Fraud Update and Managing the Risk of Fraud WEBCAST
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Your Desk
8.0 Credits
Business fraud. Fraud risk management and fraud risk assessments. Data analytics and digital analysis. Providing forensic services. Conducting investigations.
Accounting for Income Taxes for Private Companies WEBCAST
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Your Desk
4.0 Credits
Sample Schedule M calculations. Sample work papers for deferred tax computations. Comprehensive two-year example and computations. Review and analysis of recurring temporary differences. Identification of the sources to compute cumulative temporary differences. Sample workpapers for analysis of tax positions.
Clarifying Risk Assessment - SAS 145 and Beyond WEBCAST
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Your Desk
4.0 Credits
Assessing the risk of material misstatement. Mandatory risk assessment procedures. Evaluating internal controls. Responding to risk assessment with appropriate audit procedures. Complying with revised and expanded documentation requirements.
How to Review Financial Statements WEBCAST
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Your Desk
4.0 Credits
Practice reviewing financial statements. Financial statement case studies.
Titans Annual Federal Tax Planning: Business & Estate Update WEBCAST
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Your Desk
8.0 Credits
New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025. Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations. Employment taxes and worker classification matters. Accounting method developments. Tax credits updates Federal and California. The state of California and multistate significant developments, including nexus and sourcing. Expired and expiring provisions Inflation-adjusted amounts for 2026.
LLC's & S Corps -- A Comparative Analysis WEBCAST
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Your Desk
4.0 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules (K-1, K-2, K-3). Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
Navigating IRS Collections: Understanding Form 433 and Offer in Compromise WEBCAST
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Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC): criteria, process, and practical considerations. Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.
Performance Management - Hiring to Retiring WEBCAST
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Your Desk
1.2 Credits
Employee engagement. Recruiting. Talent management. Employee relations.
CPA Exam Accelerator Virtual Fireside Chat - Gleim
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Your Desk
0.0 Credits
Profitability Pricing: Boost your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Competitive bids. Achieving target profitability.
Financial Statement Preparation: Compilation and Review Update WEBCAST
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Your Desk
8.0 Credits
Preparation engagements. Compilation engagements. Review engagements. Hot GAAP topics. New quality management standards.
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns WEBCAST
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Your Desk
2.0 Credits
Review of sample returns with illustrations of most forms of gifts. How to meet the adequate disclosure requirements. Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse. Electing in or out of GST allocations with indirect skips.
Cash Management: Strategies for Long-Term Success WEBCAST
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Your Desk
2.0 Credits
Developing short-term cash flow projections. How do we assure adequate cash availability without having idle cash? Take advantage of your bank's cash management services. Working capital loans. Controlled disbursement accounts. Sweep accounts and other short-term investments. ACH transactions. Direct transfers. Lock boxes. Credit and collections. Reconciliation frequency. Managing cash short-falls.
Taxation of the Cannabis Industry WEBCAST
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Your Desk
2.0 Credits
Historical context of US taxation. Industrial hemp vs. marijuana. Income definitions under IRC Sect. 61. Tax code restrictions: Sect. 280E and Sect. 471. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
Prix Fixe: Reduce Liability with a Good Whistleblower Program WEBINAR
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Your Desk
1.0 Credits
How to design a whistleblower program that works.