CPE & Event Catalog
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.
Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job WEBCAST
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Your Desk
2.0 Credits
Resolving conflict.
The Controllers Role in Data Analytics and Big Data WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Financial statements.
Can You Really Do That With AI? WEBCAST
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Your Desk
1.0 Credits
AI fundamentals. AI tools you already own. Analyzing data using AI. AI risks and concerns.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.
Financial and Tax Accounting for Partnerships and LLCs WEBCAST
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Your Desk
4.0 Credits
Review of the AICPA financial reporting framework for small and medium-sized entities. Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs. Financial accounting issues arising from changes in ownership of partnerships and LLCs. Financial vs. tax accounting for partnership and LLC capital accounts. Review of Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting for partnerships/LLCs with the Form 1065.Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnership and LLCs.
Digital Resilience: Building Stronger, Smarter Organizations WEBCAST
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Your Desk
1.0 Credits
Digital resilience. Resilience frameworks. Risk management. Leadership and cross-functional strategies.
FASB Update and Review WEBCAST
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Your Desk
2.0 Credits
FASB updates that will affect near-term reporting. Future topics that may soon be addressed by the FASB.
Form 1120S - Preparation and Analysis WEBCAST
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Your Desk
2.0 Credits
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory updates affecting fringe benefit planning. Employer-sponsored fringe benefits and tax compliance under evolving regulations. IRC Section 132 fringe benefit options and applications. Cafeteria plans: benefits, limitations, and tax considerations. Tax treatment of dependent care and educational assistance programs. Flexible spending accounts and health savings accounts. Group term life insurance: design features and tax treatment. Financing strategies for retiree medical benefits. Comparing health care benefits: insured plans vs. HMOs. ERISA reporting and disclosure requirements. Common control rules and nondiscrimination regulations.