CPE & Event Catalog
Accounting for Revenue under ASC 606 and Final PIR Report Findings WEBCAST
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Your Desk
2.0 Credits
Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606. The FASB’s five-step revenue recognition model, including hands-on examples and illustrations of the guidance. Presentation and disclosure requirements. Lessons learned and best practices for improving business processes related to revenue recognition going forward. Results of the FASB’s Stage 3 Post-Implementation Review report.
Divorce Concerns: Taxes, Valuation, Finances, Retirement, and Obligations WEBCAST
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Your Desk
8.0 Credits
Divorce and ongoing payment issues dealing with alimony and child support. Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others. Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales. Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets. High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options.
Lease Implementation for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of lease accounting and reporting. Suggested audit and review procedures for identified risks.
K2's Excel’s Best Practices and Features WEBCAST
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Your Desk
0.0 Credits
What to look for in newer versions of Excel. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.
CORE Series: Driving Organic Growth for Firm-Wide Impact WEBINAR
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Your Desk
1.0 Credits
How organizations can refine their positioning, messaging, and thought leadership to attract ideal clients.
K2's Harnessing ChatGPT WEBCAST
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Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
Introduction to Compilation Engagements WEBCAST
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Your Desk
2.0 Credits
Compilation engagement requirements under SSARS, AR-C Section 80. Roles and responsibilities of management and the accountant. Reporting considerations, including special purpose frameworks and report modifications. Compiling pro forma and prospective financial information. Best practices for engagement letters, documentation, and avoiding peer review issues.
Fraud—How to Find, How to Prevent WEBCAST
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Your Desk
4.0 Credits
Fraud and its impact on our clients. Fraud prevention. Internal controls. Fraud risks. Fraud prevention tips.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRA and Roth 401k. Backdoor and Mega Backdoor Roth.
CORE Series: Getting Unstuck from Sticky Situations WEBINAR
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Your Desk
1.0 Credits
Emerging malpractice risks. Navigating difficult client dynamics, Remain compliant with professional standards.
Retirement Advising: Accumulation and Decumulation Strategies WEBCAST
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Your Desk
8.0 Credits
The downside of traditional retirement asset accumulation strategies. Threats to a successful retirement. Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles. Matching investment assets with the appropriate retirement plan and distribution strategy. Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning.
How AI Fits into the Accounting World WEBCAST
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
CORE Series: Leveraging Generative AI in Nonprofit Financial Reporting WEBINAR
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Your Desk
1.0 Credits
AI’s strengths and limitations. Strategies for adapting financial messaging to different stakeholders. Best practices for securely engaging AI tools with confidential data.
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.
K2's Data Analytics For Accountants And Auditors WEBCAST
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Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Defining Where and Why Internal Controls are Needed WEBCAST
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Your Desk
2.0 Credits
Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
CORE Series: Going Public: Practical Lessons from the IPO Journey WEBINAR
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Your Desk
1.0 Credits
The transition from a private to a public company environment.
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
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Your Desk
6.0 Credits
The gift, estate, and income tax treatment of irrevocable trusts. The benefits and risks of spousal lifetime access trusts. Planning with Grantor Retained Interest Trusts and Qualified Personal Residence Trusts. When to use life insurance trusts and dynasty trusts. The effectiveness of domestic asset protection trusts.
Accounting Fraud WEBCAST
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Your Desk
8.0 Credits
The elements of fraud and the Fraud Triangle Theory. Types of fraud with a focus on management fraud. Best practices in fraud detection and deterrence.
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.