CPE & Event Catalog
S Corporation Essentials: Stock & Loan Basis Reporting WEBCAST
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Your Desk
2.0 Credits
Basis of stock and debt. Form 1040, Schedule E. Shareholder basis of indebtedness. Limitation of deduction of losses. AAA and distributions.
Audits of 401k Plans WEBCAST
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Your Desk
8.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
Comprehensive Partnership Taxation Form 1065 WEBCAST
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Your Desk
8.0 Credits
Special and targeted allocations. Proper calculation of outside and inside tax basis. Tax consequences of distributions including the impact of hot assets. Transfer of partnership interests. Issuance of partnership interests to service partners.
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.
Excelling at Excel: Tips, Tricks and Updates WEBCAST
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Your Desk
2.0 Credits
Excel version differences and compatibility. Customize Excel so it works the way you work. Learn new shortcuts to work quicker. Learn some of the newer formulas to streamline your spreadsheets. Take on tables & a powerful tool for data analysis.
Officer Compensation Audits: What It Is and How to Defend It WEBCAST
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Your Desk
2.0 Credits
Overview of Reasonable Compensation requirements for S and C Corporations. Key court rulings and their implications. IRS audit procedures related to Officer Reasonable Compensation. Role of Accountable Plans in determining Reasonable Compensation. Strategies for defending Reasonable Compensation.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides WEBCAST
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Your Desk
2.0 Credits
Overview of ATGs. Best practices for utilizing ATGs. Salient provisions of selected ATGs. Insights auditors may obtain from analytical procedures. Nuances associated with selected industries.
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.
Digging Deep with Excel Pivot Tables WEBCAST
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Your Desk
1.0 Credits
Data preparation and cleansing. Pivot table creation. Pivot table customization. Navigating Excel's PivotTable Analyze tab.
Optimizing Cash Flow Management WEBCAST
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None
2.0 Credits
Objectives of the statement of cash flows. Cash flow classification. Accounts receivables. Inventory. Leases. Business combinations.
OCBOA Case Studies WEBCAST
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Your Desk
8.0 Credits
Income tax-basis financial statement presentations. Cash and modified cash financial statement presentations. Innovative and EBITDA type reports. OCBOA engagements. AICPA Financial Reporting Framework for Small and Medium-Sized Entities.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
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Your Desk
8.0 Credits
FASB Accounting Standards Codification disclosure requirements. An overview of the disclosure landscape. How materiality enters into disclosure decisions. Navigating the FASB Codification.
Internal Control Frameworks for Single Audit WEBCAST
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Your Desk
1.0 Credits
COSO 2013 Update. Yellow book. Accounting.
Inventory Observation - Cretaceous Conservatory Simulation WEBCAST
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Your Desk
3.0 Credits
Observation. Auditing.
Fraud Assessment for Small and Medium Sized Businesses WEBCAST
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Your Desk
4.0 Credits
The fraud triangle. The fraud savvy model. Symptoms of fraud. Benford's Law. The net worth method. The vulnerability chart. 10 steps for action today.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions (RMDs).
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT WEBCAST
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Your Desk
2.0 Credits
AI and ChatGPT. Machine learning and predictive transaction tagging. Profiles of an improper or corrupt vendor payment. Data Sharing Consortium and Split Learning Techniques. Cryptocurrency trends and applications from an accountant's perspective.
FASB Update and Review WEBCAST
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Your Desk
2.0 Credits
FASB updates that will affect near-term reporting. Future topics that may soon be addressed by the FASB.
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.
Depreciation and Capitalization Guide: Optimizing Business Assets WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation. Capitalization of tangible property, including materials and supplies, building and improvements. Small taxpayer safe harbor. Section 179, including 2020 inflation adjustment. Section 168(k) 100% bonus deduction. Late bonus depreciation election. Qualified improvement property.