CPE & Event Catalog
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.
S Corporation (Form 1120S) - Formation to Liquidation WEBCAST
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Your Desk
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025. Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues). Fixing late S corporation elections (i.e., Form 2553). S corporation formation (Section 351) and liquidation issues. Revocation and termination of S corporations. Schedule K and K-1. Separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax. Compensation issues including the tax treatment of fringe benefits. Built in gains tax and other planning opportunities when converting a C to S corporation. Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts. Tax treatment of stock redemptions (sale or distribution ).
Rewards & Recognition Strategies for Leaders WEBCAST
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Your Desk
1.0 Credits
Leadership. Recognition. Total rewards. Employee engagement.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
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Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions. 338 and 336 elections. C-Corp buys an interest in a partnership. Very basic overview of tax-free re-organizations. High level overview of entity formations and more.
K2's Case Studies in Fraud and Technology Controls - 4 Hours WEBCAST
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Your Desk
4.0 Credits
Key fraud risks impacting businesses today. Examples of fraud and the monetary impact on victims. How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim.
Leases Accounting under Topic 842 - Answers to FAQ After Implementation WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications.
Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance 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. 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.
Profitability Pricing: Boost your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Competitive bids. Achieving target profitability.
A Practical Guide to Trusts WEBCAST
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Your Desk
8.0 Credits
Trustee responsibilities and trust administration. Strategies for probate avoidance and efficient asset distribution. Tax treatment of revocable living trusts. Marital deductions and bypass trusts. Uses of irrevocable trusts in estate planning. Benefits of irrevocable life insurance trusts. Multi-generational wealth planning with dynasty trusts. Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT.
K2's Advanced Excel WEBCAST
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Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
The Controller Function - Cash and Investments WEBCAST
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Your Desk
1.4 Credits
Accounting. Finance.
What's Changing in A&A for Governmental Entities WEBINAR
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Your Desk
4.0 Credits
A look at the GASB standards that are effective this year. GASB 100, Accounting Changes and Error Corrections. GASB 101, Compensated Absences. The impact of the 2024 Compliance Supplement on Single Audits. Changes to the Uniform Guidance. Common deficiencies found in Single Audits.
2025 Business Tax Credits WEBCAST
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Your Desk
1.0 Credits
Research and development tax credit. Work opportunity tax credit. Covid-19 tax credits. Opportunity zones. Go-biz incentives. Employment training panel.
Benefits and Best Practices for Telework WEBCAST
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Your Desk
2.0 Credits
Communication. Business management.
Top Business Tax Planning Strategies WEBCAST
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Your Desk
2.0 Credits
Complying with the beneficial ownership information reporting requirements. The current status of the Employee Retention Credit Voluntary Disclosure Program. Using the newly expanded access to business tax accounts for partners and shareholders of S corporations IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers. Monetizing energy credits. Amortization of research and experimental expenditures. Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners. Contributions to Roth "catch-up" plans. Roth contributions to a SEP and Simple IRA. Employer matching contributions to a Roth account. Section 179 and bonus depreciation. Roth 401(k) contributions no longer subject to RMDs during the owner's lifetime.
Prix Fixe: Individual and Estate Income Tax Reporting in the Year of Death WEBINAR
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Your Desk
1.0 Credits
Ensuring accurate filing and compliance in the year of death.
Deep Dive into Quality Management WEBCAST
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Your Desk
2.0 Credits
SQMS 1 and 2. Auditing.
2025 Not-for-Profit GAAP Update WEBINAR
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Your Desk
2.0 Credits
Accounting Standard Updates issued by the FASB. Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Progressive Management Accounting WEBCAST
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Your Desk
2.0 Credits
A taxonomy of accounting: tax, financial, managerial. A spectrum of direct and indirect absorption costing. Fact-based Data with Activity Based Costing (ABC ). Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels. Learn to use ABC to manage product, service-line, channel, and customer profitability. Understand two views of costs: (1) process view versus (2) product view. Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques. Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction. Applying Attributes to assess value-added costs and costs of quality (COQ). The Shift in ROI's Source from Tangible to Intangible Assets. Increasing the ROI from information with Corporate Performance Management (CPM) as a Value-Multiplier. Accelerating the Rate of Adoption for Implementing and CPM. Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural. How to overcome behavioral resistance to change.