CPE & Event Catalog
AI Lessons Learned for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Financial and Tax Accounting for S Corporations and Partnerships WEBINAR
-
Your Desk
8.0 Credits
Review the Accounting Standards Codification, Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations. Financial accounting issues arising from changes in ownership. Financial vs. tax accounting for partnership or LLC capital accounts. Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting with Forms 1065 and 1120S. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships, LLCs, and S corporations. Financial accounting for the operations of a partnership or LLC. Financial accounting impact of the C to S election and the S to C election. Financial and tax accounting for S corporation shareholder equity and partner capital accounts. Financial vs. tax accounting for loans to and from S corporations and their shareholders.
ChatGPT and IRS Taxation Law Research WEBINAR
-
Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
-
Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Accounting and Auditing Update WEBCAST
-
Your Desk
4.0 Credits
Review of new accounting standards issued in 2025 and 2026. Applicable changes to accounting for government grants and crypto currency. Compilation and review standards and interpretations. Auditing standards including a deep dive into the quality management standards.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
-
Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
Accounting for the Gig Economy WEBINAR
-
Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.
Exploring Internal Controls That Could Have Prevented Frauds WEBINAR
-
Your Desk
2.0 Credits
Examination of actual frauds. Discussion of internal controls that could have prevented the frauds. Contemplation of epiphanies for your own professional scenarios.
Fraud and Embezzlement: Case Studies from the Trenches WEBINAR
-
Your Desk
2.0 Credits
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Securing Your Data with a Password Management App WEBINAR
-
Your Desk
0.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.
AI and Accounting in Construction WEBINAR
-
Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
What You Can Learn From the Statement of Cash Flows WEBINAR
-
Your Desk
2.0 Credits
The preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash related financial statement disclosures.
Finding Errors in Excel Spreadsheets WEBINAR
-
Your Desk
2.0 Credits
Understanding common excel errors. Advanced formulas and functions. Data validation techniques. Error tracing and auditing tools.
Preparation, Compilations and Reviews—A Practical Workshop WEBCAST
-
Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs WEBINAR
-
Your Desk
0.0 Credits
Getting started with ChatGPT. Tour of the ChatGPT app and how to use it. Variety of hands-on case study examples for accounting, finance, and tax. Protecting your data privacy in ChatGPT. Advanced ChatGPT features review. Subscription plan options.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
-
Your Desk
0.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
The CPA's 2026 Guide to Cryptocurrency and Blockchain WEBINAR
-
Your Desk
2.0 Credits
Blockchain technology primer. Cryptocurrency technology primer. Update on the cryptocurrency marketplace. Cryptocurrency exchanges. Overview of cryptocurrency taxation and legislation. Smart contracts.
Retaining Talent in a Competitive Marketplace WEBINAR
-
Your Desk
4.0 Credits
Decision making theory compensation and employee satisfaction. What benefits do employees care about? Retirement plan basics. Health insurance basics. Disability insurance basics. Life insurance basics. Fringe benefits. Summing it up.
Advanced ChatGPT for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Business Partnerships: Managing Supplier Relationships WEBINAR
-
Your Desk
1.0 Credits
Overview of supplier contracts. Case studies of successful and not-so-successful supplier relationships. Risk potentials.