CPE & Event Catalog
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs WEBCAST
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Your Desk
8.0 Credits
An emphasis on newly enacted tax legislation affecting IRAs, including the NEW final required minimum distribution (RMD) regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs. Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans. Roth IRA contribution phase-out limits as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs. Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 and a half and avoiding the 10% early distribution penalty (including substantially equal periodic payments). The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death. Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules.
What Every CPA Should Know About Fraud WEBCAST
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Your Desk
4.0 Credits
How fraud is detected. The role of external auditors in finding fraud. Revenue recognition issues. Corrupt management. Data mining. Physical and biometric controls
Financial Reporting Fundamentals WEBCAST
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Your Desk
8.0 Credits
Financial statements, disclosures and presentations. Review of two annual financial reports (IFRS and U.S. GAAP).
Living Trust Administration Workshop WEBCAST
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Your Desk
8.0 Credits
The steps in trust administration. Delaware Tax Trap - its unique use. Change of the exemption in 2026 and its impact. Whether to file a 706 for portability election or Q-Tipping the Credit Trust. Preparation of trust accountings. Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs.
Real Estate Taxation Full Circle WEBCAST
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Your Desk
8.0 Credits
Personal residence and vacation home advantages and traps. Depreciation, credits, passive losses, qualified business income (QBI). Installment sales. Involuntary conversions. Like-kind exchanges. Real estate investment trusts (REITs).
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.
Form 1120S - Preparation and Analysis WEBCAST
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Your Desk
2.0 Credits
S corporation taxation fundamentals. Income and deductions for S corporations. Shareholder basis calculation. Reporting requirements for Form 1120S. Advanced tax planning strategies.
K2's Taking Another Look At Power BI WEBCAST
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Your Desk
2.0 Credits
Getting started with Power BI. Creating effective visualizations in Power BI. Publishing Power BI reports to dashboards. Optimizing dashboards for viewing on mobile devices.
S Corporations - Overview WEBCAST
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Your Desk
2.0 Credits
Overview of S Corporation election and compliance requirements. Comparison of S Corporations with other business entities. Preparing Form 2553 and addressing late filing relief. Shareholder stock and debt basis considerations. Form 1120S and Schedule K-1: key aspects and reporting requirements. Officer reasonable compensation requirements and IRS audit strategies. Introduction to Schedules K-2 and K-3. Compliance with corporate formalities and taxable fringe benefits.
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.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
The accounting research transformation: Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI-driven automation for regulatory updates and compliance monitoring.
Introduction to Governmental Budgeting WEBCAST
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Your Desk
2.0 Credits
Governmental budgeting.
Introduction to Yellow Book Boot Camp WEBCAST
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Your Desk
8.0 Credits
Yellow book. Uniform Guidance.
Group Audits: Who is Responsible for What? WEBCAST
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Your Desk
2.0 Credits
Responsibilities of the group audit engagement team, including the group engagement partner. Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements. Special considerations on audit planning and audit reporting in a group audit.
Common Deficiencies in Employee Benefit Plans WEBCAST
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Your Desk
2.0 Credits
EBP. Auditing.
Preparing Quality of Earnings Analysis WEBCAST
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Your Desk
3.0 Credits
Uses of a Quality of Earnings Report. Information needed to prepare the report. Overlapping enterprise valuation concepts. Various adjustments to "as reported" EBITDA.
Al Capone to Cybercrime: The Journey of IRS Special Agents WEBINAR
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Your Desk
4.0 Credits
Introduction to IRS criminal investigation (CI): overview of its mission, role, and significance in maintaining tax compliance. Historical evolution: from its inception in 1919 to its current role, highlighting key milestones and notable cases. Investigative techniques and tools: detailed look at the methods and technologies used by CI agents to uncover financial crimes. Importance of IRS CI: discussion on the impact of CI work on tax compliance, public confidence, and the broader financial system. Training of CI agents: insight into the rigorous training programs at FLETC and ongoing professional development. Process of investigations: step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Awesome Business Lessons from the Past: Learn from the Best! WEBCAST
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Your Desk
2.0 Credits
The six methods to get others to like you. How to learn what others want. What are twelve ways to win others to your way of thinking? How to destroy your enemies. What are the fundamental principles of Henry Ford's success? Focus on technology, training and "Scientific Method". Value of training and education. The need for fun. What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities. What are the traps to avoid? How to use these principles to move your organization forward.
The Art of Marketing for CPAs WEBCAST
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Your Desk
4.0 Credits
Why marketing and self promotion are so important today. What keeps people from learning this skill, and how to overcome those obstacles. How to get people (your boss, co-workers or clients) to like working with you. How to sell someone on your services in a single minute. How to attract more clients or the attention of your boss in a way that "wows" them. How to get referrals from your clients or glowing reviews from your boss. The 3 communication skills every business person needs to master, and why. The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career.