CPE & Event Catalog
Synchronize Your Files to the Cloud with SharePoint -Updated WEBINAR
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Your Desk
2.0 Credits
Overview of the OneDrive Sync app functionality. Step-by-step review and demonstration of how to deploy this app. Installing the Sync app on your local devices. Configuring the files and folders to synchronize toy your local device. Manage the locally stored files. Best practice tips for using the Sync app and avoiding common mistakes.
Tax Aspects of Stock Investing WEBCAST
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Your Desk
4.0 Credits
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds (ETFs), stock options, and straddles.
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).
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.
Top 10 Things to Know About Estate Taxation & Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements WEBCAST
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Your Desk
8.0 Credits
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. Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control. Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation.
K2's AI - Security And Privacy Issues WEBCAST
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Your Desk
1.0 Credits
Major provisions of security and privacy policies. Key risks associated with using commercial AI tools. Steps to take to mitigate AI security and privacy risks.
Cash Conversion Cycle: Tool and Techniques WEBCAST
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Your Desk
2.0 Credits
Understanding the timing elements of your day's working capital. The impact of inventory on the Cash Conversion Cycle. How vendors and customers can help your cash conversion cycle. Planning and forecasting for a healthy cash flow. Assorted management tips to control the Cash Conversion Cycle.
Inventory Accounting GAAP, Software and Recognizing Variances WEBCAST
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Your Desk
2.0 Credits
Inventory accounting. GAAP. Methods for dealing with variances.
2025 Governmental GAAP Update: Navigating GASB Standards WEBINAR
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Your Desk
2.0 Credits
New GASB standards: GASB 100. Accounting changes and error corrections. GASB 101. Compensated Absences. Practical case studies.
Current Fraud Trends - Nonprofit and Government Entities WEBCAST
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Your Desk
2.0 Credits
Best practices for fraud prevention and detection. Common fraud schemes in nonprofit and government entities.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
Partnership & S Corporations: How to Calculate Basis WEBCAST
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Your Desk
4.0 Credits
Calculation of basis when the entity is formed, including the impact of contributed property. How to calculate partnership tax basis capital accounts. Clarifies the how partnerships and S corporations debt impacts tax basis. Discusses how distributions affect basis. Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest. Discusses how S corporation losses impact Form 1040 Schedule E reporting. Comprehensive examples to illustrate the mechanics of the basis determination process.
You Don't Know What You Don't Know About Microsoft Excel WEBINAR
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Your Desk
8.0 Credits
Excel shortcuts and time savers. Working with templates, formats, styles, and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the Excel function library.
Securing Your Data with a Password Management App - Updated WEBINAR
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Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII forms filler. Credit card storage. Digital data vault.
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) WEBCAST
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Your Desk
2.0 Credits
Requirements of GASB 96, GASB 94, and GASB 87. Implementation of GASB 96, 94 and 87.
Income Tax Planning for Bond Investments WEBCAST
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Your Desk
4.0 Credits
Active versus passive investing. Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax. The tax treatment of bonds purchased at a discount or premium. Bond swap and U.S. Savings Bond strategies.
Accounting Industry Update WEBCAST
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Your Desk
8.0 Credits
FASB Technical Agenda and upcoming changes. ASUs. Implementation dates and methods. Audit quality initiatives. Changes to AICPA auditing standards and PCAOB standards.
Deception, Embezzlement and Fraud WEBCAST
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Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Estate Planning: A Comprehensive Overview WEBCAST
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Your Desk
8.0 Credits
Intestate succession and probate administration. Holding title to assets. Lifetime asset transfers and testamentary asset transfer planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem.