CPE & Event Catalog
Creating A Culture of Trust WEBCAST
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Your Desk
1.0 Credits
Culture. Trust.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Functional Approach to Employee Benefits WEBCAST
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Your Desk
1.5 Credits
Benefits. Benefits communications. Total rewards.
The Power of a Good Story! WEBCAST
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Your Desk
4.0 Credits
The 3 elements of storytelling. Three real world examples. Ten thoughts for the road.
2026-27 Annual Update for Accountants and Auditors WEBINAR
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Your Desk
4.0 Credits
Key accounting and auditing developments affecting accountants and auditors across industries. Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Balancing Employee and Employer Rights WEBCAST
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Your Desk
1.0 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
The Art of Engaging in Difficult Conversations WEBINAR
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Your Desk
2.0 Credits
Awareness of your mindset entering the conversation. Tactics to build a pool of meaning. Clarity around story telling. Biggest mistakes to avoid.
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.
International Tax Treaties WEBCAST
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Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
AI Lessons Learned for Accountants WEBINAR
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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.
International Cross Border Transactions WEBCAST
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Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
Mergers and Acquisitions: Tips and Speed Bumps to Avoid WEBCAST
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Your Desk
2.0 Credits
Making strategic acquisitions. Identifying potential acquisition candidates. Alternatives to M&A. Identifying and understanding organizational culture. Understanding the keys to effective and efficient due diligence. Planning and executing an effective integration. Key considerations.
Financial and Tax Accounting for S Corporations and Partnerships WEBINAR
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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.
Nonprofit Tax Rules After OBBA: From Regulation to Reporting WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation and developments related to non-profit entities. Special sections of Form 990 and various form related changes. Nonprofit tax exemption applications. Intermediate sanctions excise tax. Excess compensation excise tax. Excess parachute payment excise tax. Unrelated business income tax. Required profit motive. The Mayo case. Entertainment expenses. Taxable fringe benefits.
Expand Your Analytical Toolbox More Tools for Success WEBCAST
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Your Desk
4.0 Credits
Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.
Taxation of Judgements and Settlements WEBCAST
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Your Desk
2.4 Credits
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
The SECURE Act 2.0 – Planning Opportunities for Individuals WEBCAST
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Your Desk
1.2 Credits
Implications for Employers. Starter Section 401(k) plans for small employers. Requiring automatic 401(k) enrollment. Improving worker access to emergency savings. Increasing part-time workers' access to retirement accounts. Statute of Limitations on excise taxes imposed on overcontributions to retirement plans. Multiple employer Section 403(b) plans. Automatic portability provisions. Other changes in the administration of company retirement plans
ChatGPT and IRS Taxation Law Research WEBINAR
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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.