CPE & Event Catalog
S Corporation Essentials: Review & Update WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules, and developments impacting S-corporations. S corporation shareholder basis in stock and debt. S corporation open account debt. Limitation of deduction of losses. AAA and distributions.
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.
Titans Annual Federal Tax Planning Individual Update WEBCAST
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Your Desk
8.0 Credits
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years. California tax law changes. Income inclusions, exclusions and deductions. Property transaction updates. Passive activities, hobbies and other losses. Guidance and planning on energy credits. Significant IRS developments affecting practice and compliance procedures. California's major developments for individuals and conformity to federal law changes for 2025. Filing status, credits and retirement plan developments. Expired and expiring provisions. Inflation adjustments for 2026. Due diligence and planning reminder.
Promoting Mental Health in the Workplace to Prevent Violence WEBCAST
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Your Desk
1.0 Credits
Mental health awareness.
K2's Advanced Topics In Power BI WEBCAST
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Your Desk
2.0 Credits
Creating formulas in Power BI with Data Analysis Expressions. Adding Key Performance Indicators to your Power BI reports and dashboards. Managing security in Power BI. Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members.
The Bookkeeper Goes to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
SAS 145: Modern Risk-Based Auditing WEBCAST
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Your Desk
2.0 Credits
Introducing SAS 145. Revisiting audit risk. Risk assessment in the SAS 145 Era. Analyzing SAS 145. Documentation requirements.
K2'S Eight Awesome PivotTable Features WEBCAST
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Your Desk
2.0 Credits
Adding user-defined calculations to PivotTables. Enhancing PivotTables with Key Performance Indicators. Using PivotTables to consolidate standard Excel reports. Creative ways to filter PivotTables. Linking accounting software data into PivotTables.
K2's Taking Another Look At PDFs WEBCAST
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Your Desk
2.0 Credits
Understanding the Portable Document Format. Identifying tools you can use to work with PDFs. Collaborating using PDFs. Creating, distributing, and collecting fillable PDF forms. Using PDFs to enhance security.
Measuring Audit Risks WEBCAST
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Your Desk
3.0 Credits
The planning process. When it starts and when it ends. Determining the audit objectives. The importance of the nature, timing, and extent of the audit process. The importance of professional skepticism. The preliminary engagement activities. Documentation of audit risk. Determining materiality.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography) WEBCAST
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Your Desk
1.6 Credits
Forensic accounting.
PFP Update: Income Tax, Retirement and Estate Planning WEBCAST
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Your Desk
2.0 Credits
The personal financial planning process. Relevance to income tax. Retirement and estate planning concerns and solutions.
Guide to Deducting Travel, Meals and Entertainment Expenses WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting. Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses. Reporting travel expenses: travel status, simplified per diem. "Directly related to" and associated with" tests. Facility vs. activity expenses. 9 exceptions to Section 274. Business meals: IRS Notice 2018-76.
Comprehensive Pass-Through Owners? Basis and Distribution Rules WEBCAST
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Your Desk
8.0 Credits
Understand the four loss limitation rules applied on the owner s individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations). Determine how to calculate an owner's initial tax basis of his pass-through entity. Learn how to correctly make annual adjustments to a pass-through owner's tax basis. Identify what constitutes a debt basis for an S corporation shareholder. Learn the tax ramifications of repaying loans to S corporation shareholders.
Leases: ASC Topic 842 in Depth WEBCAST
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Your Desk
8.0 Credits
FASB ASC 842, Leases. All recently released updates to ASC 842, Leases.
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to "file and suspend" and "restricted application" strategies. Increasing benefits for self-employed individuals. Planning for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA.
Titans Annual Federal Tax Planning: Business & Estate Update WEBCAST
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Your Desk
8.0 Credits
New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025. Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations. Employment taxes and worker classification matters. Accounting method developments. Tax credits updates Federal and California. The state of California and multistate significant developments, including nexus and sourcing. Expired and expiring provisions Inflation-adjusted amounts for 2026.
Schedule K-1: What is it & What Do I Do with It? WEBCAST
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Your Desk
2.0 Credits
Overview of Schedule K-1 for partnerships, S corporations, and estates. Reporting Schedule K-1 information on Form 1040. Basis limitations, loss limitations, and material participation rules. Qualified Business Income Deduction and Schedule K-1 integration. Case studies highlighting real-world application of Schedule K-1 reporting. Proposed changes to Schedules K-2 and K-3 for 2021 and beyond. Best practices for avoiding errors and ensuring compliance.
Critical Technical Skills for CFOs and Controllers WEBCAST
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Your Desk
4.0 Credits
A methodical approach to business and strategic planning. Overview of the balanced scorecard approach to creating key performance metrics. Common metrics for analyzing financial statements and trends. Accounting and finance role in enterprise-wide risk management.
Tax Concerns for Seniors WEBCAST
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None
4.0 Credits
Social Security. Medicare. Retirement.