CPE & Event Catalog
S Corporation Essentials: Review & Update WEBCAST
-
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.
Generation-Skipping Transfer Tax WEBCAST
-
Your Desk
1.0 Credits
Taxable terminations. Mismatch between available exemption and GST and utilizing excess GST. GST elections on Form 709 and automatic allocations.
Common Deficiencies in Employee Benefit Plans WEBCAST
-
Your Desk
2.0 Credits
EBP. Auditing.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
-
Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
2025 Business Tax Credits WEBCAST
-
Your Desk
1.0 Credits
Research and development tax credit. Work opportunity tax credit. Covid-19 tax credits. Opportunity zones. Go-biz incentives. Employment training panel.
Prix Fixe: Future of AI Panel WEBINAR
-
Your Desk
1.0 Credits
AI's impact and opportunities.
1040 Tax Prep Automation with AI Tools WEBINAR
-
Your Desk
2.0 Credits
Overview of AI technology and how it works. Identify where AI can be incorporated into the 1040 process. Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications. Using Stanford Tax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake. A roadmap for using AI to improve client communications and 1040 based advisory services.
K2's Data Security And Privacy Issues And Solutions WEBCAST
-
Your Desk
2.0 Credits
Understanding the differences between data security and data privacy. The major types of security and privacy breaches. Key steps you can take to mitigate your risks of becoming another victim.
New Mergers & Acquisitions: Tricks, Traps, & Terrors WEBCAST
-
Your Desk
4.2 Credits
Mergers and acquisitions.
Getting the Most When Selling a Business: Little Details to Get Top Value WEBCAST
-
Your Desk
2.0 Credits
What do buyers really want? Steps to take so your business will be attractive to buyers. The process to prepare for a sale.
Advanced ChatGPT for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
SAS 145: Modern Risk-Based Auditing WEBCAST
-
Your Desk
2.0 Credits
Introducing SAS 145. Revisiting audit risk. Risk assessment in the SAS 145 Era. Analyzing SAS 145. Documentation requirements.
Using ChatGPT with Excel WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
Maximizing the Tax Benefits of an Installment Sale WEBCAST
-
Your Desk
1.0 Credits
Installment sale treatment eligibility. When to elect out of installment sale treatment. Installment sales of business assets. Installment sale default and the rules for personal property vs real property. Depreciation recapture.
Taxation of the Cannabis Industry WEBCAST
-
Your Desk
2.0 Credits
Historical context of US taxation. Industrial hemp vs. marijuana. Income definitions under IRC Sect. 61. Tax code restrictions: Sect. 280E and Sect. 471. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
What Every CPA Should Know About Fraud WEBCAST
-
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
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
-
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.
Strategies for Tax Dispute Resolution WEBCAST
-
Your Desk
8.0 Credits
Examination process: organization of IRS, standards for return selection; AICPA SSTS (revised), Circular 230 guidelines, amended returns and approaches to resolving examination problems. Civil penalties, delinquency penalties, accuracy-related penalty, fraud penalty, preparer penalty, promoter and protestor penalties and foreign information return penalty regime. Audits and administrative appeals, nature and scope; docketed v. nondocketed appeals, appeals conferences and settlement approaches. Collection process: significance of assessment; nature of tax liens and levies, installment agreements, collection due process, offers in compromise and bankruptcy. Tax fraud: civil tax fraud badges, criminal tax fraud violations, defenses, voluntary disclosures the role of Kovel accountant. Judicial proceedings: Tax Court process, federal district court, Court of Federal Claims and California Superior Court.
Rewards & Recognition Strategies for Leaders WEBCAST
-
Your Desk
1.0 Credits
Leadership. Recognition. Total rewards. Employee engagement.
Schedule K-1: What is it & What Do I Do with It? WEBCAST
-
Your Desk
2.0 Credits
Overview of Schedule K-1 for partnerships, S corporations, and estates. Reporting Schedule K-1 information on Form 1040. Basis limitations, loss limitations, and material participation rules. Qualified Business Income Deduction and Schedule K-1 integration. Case studies highlighting real-world application of Schedule K-1 reporting. Proposed changes to Schedules K-2 and K-3 for 2021 and beyond. Best practices for avoiding errors and ensuring compliance.