CPE & Event Catalog
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
Estate and Financial Planning for the Older Client WEBCAST
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Your Desk
8.0 Credits
Medicare and health insurance options. Life insurance strategies for elders. Social security planning considerations. Medicaid planning and trusts. Retirement account optimization techniques. Tailored estate planning for older clients. Long-term care and housing alternatives. Gifting strategies in estate planning. Unique financial challenges of aging clients.
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory changes in estate and gift taxation. Wealth transfer strategies under the new administration. Charitable deduction planning and compliance requirements. Advanced estate planning tools, including split-interest trusts. Using closely held stock for charitable contributions. Generation-skipping transfer tax planning. Strategic use of life insurance in estate planning.
Inventory, Expense and Payroll Fraud WEBCAST
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Your Desk
2.0 Credits
Methods of committing inventory, expense and payroll fraud. What to look for when observing inventory. Detection of inventory fraud. How to recognize fictitious expenses. How to recognize altered expenses. Indicators of fake documentation. The three main reason we ask for documentation. Detection and prevention of ghost employees.
2025 Single Audit Update WEBINAR
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Your Desk
2.0 Credits
Review of the impact of the 2024 Compliance Supplement on Single Audits. Review of the changes to the Uniform Guidance. Review of common audit deficiencies found in Single Audits.
1065 Mastering Preparation and Planning Part 1 WEBCAST
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Your Desk
4.0 Credits
Changes on Schedule K. Schedules K-2 and K-3. When does a business involving spouses require a partnership return? How to eliminate late-filing penalties for partnership returns. When must a partnership return be filed? How to apply the bonus depreciation rules to partnership step-ups under Schedule 743. New IRS form allowing revocation of section 754 election. When it's possible to revoke the election. Answering Form 1065 questions on passive activity grouping.
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.