CPE & Event Catalog
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
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Your Desk
6.0 Credits
President Biden's campaign promises and historical positions on estate planning. The gift, estate, and income tax treatment of irrevocable trusts. The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.
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.
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) WEBCAST
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Your Desk
8.0 Credits
Discuss the most recent business income tax legislation passed to date including any TCJA provisions expiring after 2025. Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Schedule 461(l) business loss limitations, Schedule 163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses. Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plans. Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.
Statement of Cash Flows: Preparation and Analysis Workshop WEBCAST
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Your Desk
8.0 Credits
Major provisions of GAAP Codification Topic No. 230. Statement classification issues. Reporting operating cash flows: Direct and indirect methods. Preparing the statement: Workpaper techniques. Useful cash flow ratios. Bankruptcy prediction using the statement of cash flows.
International Tax Treaties WEBCAST
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Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
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.
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit WEBCAST
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Your Desk
3.0 Credits
The importance of professional skepticism. The dangers of making assumptions. How to listen and understanding the answer to a question. Why it is important to leave all of your expectations at home. Anticipation and why it's so dangerous. Determining materiality. The fraud triangle. Thinking about, given a set of circumstances, how you would steal. Management and the tone at the top.
Forensic Accounting: Court Approved Methods of Proof WEBINAR
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Your Desk
4.0 Credits
The role of methods of proof in forensic accounting. The various types of methods of proof approved by the courts. The weakness and strengths of the methods of proof. The formulas in calculating methods of proof. Applying the formulas in various circumstances.
Combatting Sexual Harassment in the Workplace WEBCAST
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Your Desk
1.0 Credits
Sexual harassment prevention. Company culture.
Excelling at Excel: The Magic of Power Query WEBCAST
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Your Desk
2.0 Credits
Intro to Power Query and how to get started. Examples of data clean up using Power Query. Combining workbooks and files with Power Query.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney (POA) rules. Form 2848: Authority to Represent Clients before the IRS. Form 8821: Accessing Tax Information Without Representation.
K2's OneDrive's Best Practices WEBCAST
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Your Desk
1.0 Credits
Synchronizing your files to your desktop. Working with shared files. Managing different versions of files. Understanding how OneDrive works with OneNote, Teams, and SharePoint.
New Mergers & Acquisitions: Tricks, Traps, & Terrors WEBCAST
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Your Desk
4.2 Credits
Mergers and acquisitions.
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.
Annual Tax Update WEBCAST
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Your Desk
8.0 Credits
Federal tax changes and developments during 2025 and pending changes, including legislative, administrative and procedural changes. Explore in detail the latest statutory, regulatory and judicial developments impacting tax issues.
1065 Mastering Preparation and Planning Part 2 WEBCAST
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Your Desk
4.0 Credits
When should self-employment earnings be reported for an LLC member? Important new clarification on Schedule M-2 reporting. How to complete Schedule K-1, including. Completing Form 8825. Electing out of the dangerous new IRS audit rules for partnerships (CPAR). When must a partnership complete Form M-3?
How Fraud Can Affect Smaller Organizations WEBCAST
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Your Desk
4.0 Credits
The reasons for fraud. Fraudulent acts that are initiated against smaller organizations. Methods to stop fraud attempts against small businesses.
Ten Currencies of Effective Financial Leaders WEBCAST
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None
4.0 Credits
Leadership. Management. Financial management. Risk management. Communication and interpersonal skills.
This Year's Top Tax and Financial-Planning Ideas WEBCAST
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Your Desk
4.0 Credits
Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals. Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations. Considerations when selling a principal residence. Tax benefits of HSAs. An overview of the mechanics and practical considerations of Donor Advised Funds. Virtual currency and digital assets. The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting . An update on income tax and estate-planning ideas, including any recent changes. Tax ideas for the current year. Miscellaneous tax-planning techniques that can add up to significant tax savings. How to use the whole family for tax savings. Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings.
Accounting Fraud WEBCAST
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Your Desk
8.0 Credits
The elements of fraud and the Fraud Triangle Theory. Types of fraud with a focus on management fraud. Best practices in fraud detection and deterrence.