CPE Catalog & Events
1065 - Understanding Partnerships Tax Returns WEBCAST
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Your Desk
2.0 Credits
Partnership taxation. Different types of partnerships. Tax obligations of partners. Role of the partnership agreement in tax reporting. Filing deadlines of Form 1065.
Member Exclusive: Navigating the Stress of Busy Season: Veteran Insights for Peak Performance WEBINAR
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Your Desk
1.0 Credits
A comprehensive look at managing workloads effectively, supporting staff, maintaining client satisfaction, and prioritizing mental well-being during high-pressure periods.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The numbers: exemptions, exclusions and discounts. portability and step-up in basis. asset valuation. deductions: marital, charitable, transmission and administration. retirement plan assets, annuities and life insurance. trust funding and administration.
Power BI - Analyze Your Data With Excel Pivot Tables WEBCAST
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Your Desk
4.0 Credits
The advantages of PivotTable for data analysis. Step-by-Step PivotTable creation. Creating PivotCharts.
Audit 107: Auditing Cash - Applying Basic Audit Skills WEBINAR
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Your Desk
2.0 Credits
Typical audit risks and special considerations related to cash and cash equivalents. Designing a detailed audit plan, linking assessed risk to planned procedures. Performing typical audit procedures associated with auditing cash and cash equivalents. Case study related to auditing cash and cash equivalents, including identifying and evaluating a misappropriation of cash. Identifying how to obtain evidence through inquiry of the client.
Deep Dive of GASB Statements No. 87 and 96 WEBCAST
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Your Desk
2.0 Credits
GASB 87 Lease Accounting for State and Local Governments.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
3.0 Credits
Why Roth-related rules of thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRA and Roth 401k. Backdoor and Mega-Backdoor Roth.
Prix Fixe: Auditing: Assessing Materiality and Risk WEBINAR
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Your Desk
1.0 Credits
Assessing materiality and risk. Gathering audit evidence.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
1.0 Credits
Cryptocurrency. Digital assets.
Small Business Stock Gains: Exclusion and Deferral Opportunities WEBCAST
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Your Desk
2.0 Credits
IRC 1202-The benefit of the exclusion. IRC 1202-The requirements that must be met. IRC 1202-Limitation on the amount of the exclusion. Comparison of the IRC 1202 exclusion to making S corporation election. IRC 1045-The benefit of the deferral IRC 1045-The requirements that must be met. The basics of Employee Stock Ownership Plans (ESOP) IRC 1042-The benefit of the deferral. IRC 1042-The requirements that must be met.
IRS Highly Effective Penalty Relief Strategies WEBINAR
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Your Desk
1.0 Credits
The basis for penalty relief. Differing options for penalty relief. Employing an effective strategy using different forms of penalty relief. Appealing any proposed rejections. A clever penalty relief strategy for full pay case.
Tales from the Darkside: IRS Enforcement of Cryptocurrency WEBINAR
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Your Desk
2.0 Credits
Overview of Bitcoin and cryptocurrencies. Definition of proof of work and proof of stake. Tax laws regarding cryptocurrency transactions. Definition of common money laundering laws involving cryptocurrencies. Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations. Real life examples of cryptocurrency used in criminal activities.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to charitable remainder trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding form 5227: an overview. Line-by-line breakdown of form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to form 5227. Best practices for accurate completion and filing.
2024 Comprehensive Estate Planning: Administration and Postmortem Strategies WEBCAST
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Your Desk
8.0 Credits
Introduction to estate administration. How to read a last will and testament. Understanding the entities. Administration of the estate and orderly process. The probate process and the courts. Special issues in estate administration. Postmortem issues regarding income taxation of descendants and estates. Postmortem opportunities on the estate income tax return. Available postmortem estate tax elections. Portability election. Disclaimers.
2025 Individual Tax Update: Form 1040 Essentials WEBCAST
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Your Desk
8.0 Credits
Form 1040: precise tax submissions. Recent tax code changes: updated filings. IRC sections analysis: understanding tax regulations. Updates in income taxation: compliance assurance. New credits and deductions: maximizing benefits. Complex income issues: tailored strategies. Itemized deductions: informed client benefits. Health considerations: maximizing financial benefits. Regulatory shifts: implications on tax strategies. Tax planning strategies: client financial success.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement: Requirements and procedures. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
New Quality Management Standards: Bringing It All Together - Exploring All Components of a Quality Management System WEBCAST
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Your Desk
1.0 Credits
Quality management. Peer review. Audits.
Power BI - Go Beyond PivotTables with Power Pivot WEBCAST
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Your Desk
4.0 Credits
Data modeling in Power Pivot. Using basic DAX to create calculations. What are and when to use calculated columns and measures. Using the data model in Power Pivot to create PivotTables. Hierarchies in Power Pivot.
How SAS Nos. 134-145 Improve Risk-Based Audits WEBINAR
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Your Desk
4.0 Credits
Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits. Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements. Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates. New definitions and requirements related to identifying and evaluating risks of material misstatement. Other important matters contained in SAS Nos. 134-145.
2024 Advanced Excel: Hidden Secrets and Gems WEBCAST
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Your Desk
2.0 Credits
Awareness of advanced functions. Creative methods for data manipulation. Real-life examples of innovative ways to analyze and report data with Excel. Using Excel to perform e-mail merges. Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox.
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