CPE & Event Catalog
Audit Risk Assessment in Plain English WEBCAST
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Your Desk
2.0 Credits
Overview of Audit Risk Assessment. AICPA's clarified Risk Assessment Standards. SAS 145. Assessing the Entity's Environment.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions.
Revenue Recognition - Allocate the Transaction Price WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
The Many Faces of Fraud WEBCAST
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Your Desk
2.0 Credits
Fraud indicators. Fraud patterns. Client operations. Transaction analysis. Independent verification. Fraud recognition.
2026-27 Annual Update for Not-for-Profit Accountants and Audit WEBINAR
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Your Desk
4.0 Credits
Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standards. Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.
Common Audit and Financial Reporting Deficiencies in State and Local Governments WEBCAST
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Your Desk
2.0 Credits
Financial statement preparation. Common mistakes made in preparing financial statements. GASB financial statement preparation standards.
Audits Under Uniform Guidance—Single Audit and NPOs WEBCAST
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Your Desk
4.0 Credits
Concepts of the Single Audit under the Uniform Guidance. Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance. Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs. Requirements for the schedule of expenditures of federal awards, known as the SEFA. Update on the OMB Compliance Supplement.
Retirement Distributions: Planning Options WEBCAST
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Your Desk
8.0 Credits
Roth IRA. Income tax treatment of distributions from retirement plans of all types. Laws, regulations and IRS rulings concerning plan distributions. Avoiding penalty on distributions that happen too early or too late. Beneficiary choices. Self-directed IRA investment problems.
SSARS Codification: Preparation, Compilation and Review WEBCAST
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Your Desk
8.0 Credits
SSARS Codification requirements. SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information. Review of financial statements. Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27.
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to file and suspend and restricted application strategies. Increasing benefits for divorced and surviving spouses. Early retirement and the earnings test. An overview of the obstacles beneficiaries face when claiming Social Security disability benefits. Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies.
Navigating IRS Authorizations: Form 2848 and Form 8821 WEBINAR
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney rules. Form 2848. Form 8821. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a power of attorney.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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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.
Business Ethics: Cases from the Real World WEBCAST
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Your Desk
4.0 Credits
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
Common Sense CFO: Decoding and Mitigating Internal and External Risks WEBCAST
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Your Desk
2.0 Credits
Defining risk as it impacts organizations. Understanding external and internal risks. Examples of these risks. Developing a risk mitigation strategy. Monitoring and mitigating risk.
Partnership Essentials: Tax Basis Capital Accounts WEBCAST
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Your Desk
2.0 Credits
Importance of tax basis capital accounts. Reporting negative tax basis. Tax accounting for property contributed to a partnership. Effect of the Ceiling Rule. Allocation of depreciation to partners. Alternative and Remedial Methods. Effect on financial capital accounts. Form 1065, Schedule K-1.
Navigating IRS : Responding to IRS Notices and Letters WEBCAST
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Your Desk
2.0 Credits
Types of IRS letters. How to respond to CP2000, CP14, CP75, CP504, and other notices. Steps to take upon receiving a letter: deadlines, records, prep. Penalties and interest associated with non-response. Sample response structure and real-life examples. Documentation and tracking practices for correspondence. Common mistakes and how to avoid them.AI-supported correspondence management and ethical considerations.
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes WEBCAST
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Your Desk
4.0 Credits
Leadership. Management.
Analytical Procedures: Practical Applications and Standards WEBCAST
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Your Desk
2.0 Credits
Analytical procedures in audit and review engagements. Practical examples and illustrations of analytical procedures. The order of operations for accomplishing analytical procedures.
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.