CPE & Event Catalog
OBBBA – Key International Tax Provisions WEBINAR
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Your Desk
1.0 Credits
Key international tax provisions in the OBBBA. Updates to the GILTI (Global Intangible Low-Taxed Income) regime included in the OBBBA. Implications of the OBBBA's international tax changes for U.S. taxpayers and businesses.
Pacific Tax Institute 2025 IN PERSON
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Bellevue
16.0 Credits
Navigating the latest regulatory developments. Tackling complex challenges with strategic insight. Leading innovation within your practice.
Emerging Leaders Workshop 2025 IN PERSON
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Bellevue
8.0 Credits
Strengths and leadership.
Not-For-Profit Conference 2025 IN PERSON
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Bellevue
16.2 Credits
Advocacy as a Powerful Tool to Achieve Your Mission 2025 Outlook for Fiduciaries and Philanthropists Single Audit and Federal Grants Update Comprehensive FASB Updates. Real-World Lessons from Fraud Investigations Critical State & Local Tax Updates Scenario Planning and Revenue Diversification AI and the Future of Finance and MORE!
Fraud Conference 2025 IN PERSON
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Redmond
8.0 Credits
High-impact insights, real-world case studies, and practical tools to detect, prevent, and respond to fraud in today’s complex landscape.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A The Code and Regulations WEBCAST
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Your Desk
4.0 Credits
Legislative and regulatory changes in estate and gift taxation. Wealth transfer strategies under the new administration. Charitable deduction planning and compliance requirements. Advanced estate planning tools, including split-interest trusts. Using closely held stock for charitable contributions. Generation-skipping transfer tax planning. Strategic use of life insurance in estate planning.
HR Investigations - Episode 3 - Gathering-Analyzing-Reporting WEBCAST
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Your Desk
1.0 Credits
Documentary evidence gathering and analysis. Site visits. Surveillance. Analysis by comparison and contrast. Analysis by quantifying and connecting. Analysis by identifying patterns. Written reports. Testifying.
Financial Statement Presentation and Disclosure WEBCAST
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Your Desk
4.0 Credits
U. S. GAAP and Special purpose frameworks. Form and content of financial statements: Balance sheets. Income statements; Statements of cash flows. Retained earnings and/or owners' equity statements. Comprehensive income. Supplementary information. Comparative vs. single-period financial statements. Sufficiency of disclosures. Illustrative disclosures frequently encountered in small-to-medium reporting entities. Industry-specific nuances.
Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs WEBCAST
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Your Desk
2.0 Credits
AI Evolution: How has AI evolved and where does it stand today. Generative AI: What exactly is generative AI; and how is it different. AI Limitations: What AI can't, shouldn't or won't do. AI Applications: How can I practically use AI right now.
101 Tax Planning Ideas WEBCAST
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Your Desk
8.0 Credits
Planning opportunities in the tax formula. Different types of planning. Frequently used planning techniques. Qualitative and quantitative considerations. The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning. Looking to the past, present, and future as we plan.
Advanced Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Taxation of investments. Reporting of business income and losses from pass-through entities including loss limitations. Non-income taxes that impact individual income tax returns. Retirement contributions and planning. Alternative Minimum Tax. Social Security taxation. Charitable contribution planning with limitations.
Financial Reporting Fundamentals WEBCAST
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Your Desk
8.0 Credits
Financial statements, disclosures and presentations. Review of two annual financial reports (IFRS and U.S. GAAP).
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. Overview coverage of the amendments to the SSARS contained in SSARS 26.
K2's Business Intelligence, Featuring Microsoft's Power BI Tools WEBCAST
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Your Desk
8.0 Credits
The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.
Cryptocurrency Transactions: Navigating Federal Tax Rules WEBCAST
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Your Desk
1.0 Credits
Review existing reporting rules. Broker reporting requirements and Form 1099-DA. Reporting crypto transactions. Basis Safe Harbor. Illustrative example.
How AI Fits into the Accounting World WEBCAST
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Taxation of Business Entities WEBCAST
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Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Tax consequences for the owners and the business. Future tax considerations that will impact various business entities.