CPE & Event Catalog
Practical Accounting Update WEBCAST
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Your Desk
4.0 Credits
New rules in the accounting arena. SQMS. NOCLAR rules. Cybersecurity. New audit standards.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis WEBCAST
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Your Desk
2.0 Credits
Understand various data types. Structured vs. unstructured data. Completeness and validation testing. Selecting the right data sources for the job. Risks and pitfalls to avoid.
Preparing Quality of Earnings Analysis WEBCAST
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Your Desk
3.0 Credits
Uses of a Quality of Earnings Report. Information needed to prepare the report. Overlapping enterprise valuation concepts. Various adjustments to "as reported" EBITDA.
Understanding Apportionment for a Multistate Business WEBCAST
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Your Desk
2.0 Credits
Apportionment Formulas. Sourcing Rules for service income and income from intangibles. Throwback and throw-out and when they apply. Apportionment applied to flow-through entities and sole proprietorships. Learn about Alternative Apportionment.
Building Personal Leadership Skills WEBCAST
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Your Desk
4.0 Credits
Leadership. Personality Types. Communication. Uses of AI in the work place.
K2's Harnessing ChatGPT - Unlocking Professional Efficiency WEBCAST
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Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
Practice Management -The Idaho Society of CPAs' 2025 MAP Conference WEBCAST
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Your Desk
12.0 Credits
Gain the skills and knowledge that will help you and your firm become more effective dealing with several major trends impacting the accounting profession.
How AI Fits into the Accounting World WEBINAR
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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.
SECURE Act 2.0: What You Need to Know WEBCAST
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Your Desk
1.0 Credits
Expanding automatic enrollment in retirement plans. Increased age for RMDs. Higher catch-up contribution limit. Emergency expense penalty-free withdrawals. Starter 401(k)s for certain employers. Part-time worker improved coverage.
Form 706 Preparation Part 1: Overview Including Portability WEBCAST
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Your Desk
2.0 Credits
Action steps in 706 preparation engagement. Filing requirements, new forms, IRS return review procedures, closing letters. Obtaining transcripts and previously filed returns. Completing introductory pages 1-4.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1 WEBCAST
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Your Desk
4.0 Credits
Why important things don't get done on a timely basis, and what to do about it. Five ways to increase productivity that almost no one ever uses. The four proven ways to keep yourself and your staff motivated to consistently work at the highest level. How to avoid feeling stressed out, even though your to do list is endless. The three time management techniques that you're not using that are critical to your success. How to know and avoid what is a poor use or waste of your time. How to set goals that excite you, and how to guarantee they actually get done. Three ways to elicit help from others that ensure their cooperation and help. The smart things to do with the extra time you'll have when you're on top of it all.
Addressing Cash Flow and Forecasting Uncertainty WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Cash flow.
Form 706 Preparation Part 2: Reporting Assets WEBCAST
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Your Desk
2.0 Credits
Action steps in 706 preparation engagement. Filing requirements, new forms, IRS return review procedures, closing letters. Obtaining transcripts and previously filed returns. Completing introductory pages 1-4.
Inventory Observation - Cretaceous Conservatory Simulation WEBCAST
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Your Desk
3.0 Credits
Observation. Auditing.
Excel Tips & Tricks for the Non-Accountant WEBCAST
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Your Desk
2.0 Credits
Understanding the workbook and worksheet environment. Obtaining and utilizing data. Editing and formatting. The Insert Menu. The Page Layout Menu. The View Menu. Selecting and using formulas. Shortcuts and tricks.
Shortcuts that Excel Users Love WEBINAR
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Your Desk
2.0 Credits
The power of keyboard shortcuts. Oft used features with more capability than meets the eye. New helpful features.
Inspector Gadget Technology Update WEBCAST
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Your Desk
2.0 Credits
Emerging technologies. AI and RPA. Blockchain and 5G. Gears and gadgets. Internet-of-Things.
A Practitioner's Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs: Understanding retirement savings options. SEP and SIMPLE IRAs: Exploring retirement plans for small businesses. Qualified Plans: Navigating employer-sponsored retirement plans. Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures. 401(k) Plans: Maximizing benefits with employer-sponsored options. Retirement Plan Selection: Choosing the best plan for individual client needs. Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations. Tax Implications: Analyzing the tax consequences of retirement plan decisions. Retirement Planning Strategies: Implementing effective strategies for client financial goals.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions WEBCAST
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Your Desk
2.0 Credits
Leadership foundations. Leading downward. Leading upward. Practical leadership tools.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review (In a sea of thousands of documents). Crafting questions to recommend in court proceeding.