CPE & Event Catalog
Federal Tax Update: Individual Form 1040 WEBCAST
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Your Desk
8.0 Credits
Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.
Not-for-Profit Organizations: Treasury Utilizing QuickBooks WEBCAST
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Your Desk
8.0 Credits
Financial entity. IRS filing status. Recent ASC updates affecting nonprofits. Inflows and Outflows. QuickBooks Desktop. Setup. Data entry. Reporting. Governance policies and budgeting.
Introduction to Yellow Book WEBCAST
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Your Desk
2.0 Credits
AICPA Code of Professional Conduct. Yellow book.
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts WEBCAST
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Your Desk
2.0 Credits
Review the basic concepts of fiduciary duty. Review the basic concepts of fiduciary accounting. Use of a diagram to distinguish income and principal. Calculating fiduciary accounting income requirements of a simple trust. Problem example spreadsheets reflecting fiduciary accounting and taxation of simple trusts as well as how depreciation is handled by a fiduciary entity. Problem examples reflecting a completed form 1041 using spreadsheet calculations for fiduciary accounting and taxation of simple trusts.
Communicating in a Virtual and Live Environment - Numbers Matter But So Do Words WEBCAST
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Your Desk
2.0 Credits
Tackling the emotions of presenting. Use of visuals in presentations. Telling stories. Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic. Discuss the overarching themes of effective presentations. Building out a presentation with a roadmap order. Discuss the types of presentations, including the good and the bad. Tips on the right considerations in being effective in virtual presentations.
Deep Dive into Common Auditing Deficiencies WEBCAST
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Your Desk
4.0 Credits
Auditing. GAAS.
2025 Annual Update for Governmental Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Single audit updates. Auditing and accounting. Yellow book.
K2's CPA Firm Update WEBCAST
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Your Desk
2.0 Credits
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics. AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries. Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations. Optimal technology stacks to enhance firm productivity, efficiency, and profitability. Cybersecurity advancements. Proactive approaches to safeguarding client and firm data.
SALT Mastery: Protecting Yourself and Your Clients: Understanding the Implications of Remote Work and Licensing Requirements
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Your Desk
2.0 Credits
Registration obligations among the states. Considerations for remote workers, including payroll tax, generating nexus, and apportionment issues. What agencies to register with. Avoiding unauthorized practice of law.
Governmental & Not for Profit Fraud WEBCAST
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Your Desk
4.0 Credits
Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds. Understand and recognize fraud risk and fraud indicators. Consider types of fraud prevention programs.
Mergers & Acquisitions Part 1: The Accountant's Role WEBCAST
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Your Desk
4.0 Credits
The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow. Working capital adjustments and balance sheet due diligence. The impact of contemplated pricing, earn-outs and holdbacks. The deal timeline and flow of information. Understanding the terms and structure that fit the buyer and seller objectives. Tax and financial accounting treatment of select issues.
SSARS Practice Issues and Standards Update WEBCAST
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Your Desk
4.0 Credits
Review of applicable SSARS standards, including standards updates. Review of AICPA professional ethics requirements. In-depth discussion of non-attest services. Review of independence issues for SSARS services. Overview of SSARS #21 performance, documentation and other requirements. Detailed analysis of preparation vs. compilation engagements. Detailed analysis of review engagements.
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.
Deception, Embezzlement and Fraud WEBCAST
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Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Preparation, Compilations and Reviews - A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Promoting Mental Health in the Workplace to Prevent Violence WEBCAST
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Your Desk
1.0 Credits
Mental health awareness.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
Steps to Stop External Fraud WEBINAR
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Your Desk
2.0 Credits
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties. External fraud unknown perpetrators.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
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Your Desk
8.0 Credits
Tax considerations in divorce, including support obligations and property division. Bankruptcy, debt cancelation, and financial hardship tax implications. Tax treatment of cohabitation, premarital agreements, and exemptions. Child support, alimony, and dependency issues. Business dissolution and tax consequences. Filing status options and tax rate comparisons. Head of household qualifications and tax advantages. Impact of refunds, deficiencies, and marital property rules.
Steps to Stop External Fraud WEBCAST
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Your Desk
2.0 Credits
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators.