CPE & Event Catalog
2025 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct, Washington ethics rules and recent changes, new developments, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions WEBCAST
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Your Desk
4.0 Credits
Three different types of basis. Contributions of property. IRC 704(b) - Capital Accounts and Special Allocations. Contributions of property and debt. Contributions of services. IRS Notice 2020-43.
2025 Accounting & Auditing Update for Small Businesses WEBINAR
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Your Desk
4.0 Credits
ASUs that are most likely to impact small businesses. ASUs initiated by the PCC. Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs. Audit standards that small business auditors will need to implement.
Fringe Benefits & Compensation Planning - Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Fringe benefit planning fundamentals. Strategies tailored for business owners and employees. Navigating IRC Sect. 132 fringe benefit option. Cafeteria plans demystified. Tax management in compensation planning. Understanding the implications of dependent care and educational assistance plans. Implementing flexible spending account plans effectively. Design features and regulations of group term life insurance plans. Medical savings accounts regulations. Financing options for retiree medical benefits. Health care benefits: insured plan vs. HMO comparison. ERISA reporting and disclosure requirements. IRC common control rules. Overview of age and sex discrimination rules.
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
Emerging Issues in Financial Accounting WEBCAST
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Your Desk
3.0 Credits
Are we equipped to deal with a resurgence in financial accounting fraud? Private company accounting standards, options and elections. The latest on crypto and ESG. Accounting and auditing for SAAS arrangements, impairments, going concern, and debt modification accounting. FASB and PCC agenda.
1040 Tax Prep Automation with AI Tools WEBINAR
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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.
2025 Yellow Book Update WEBINAR
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Your Desk
2.0 Credits
Yellow Book engagements. Independence requirements in GAGAS. Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.
A Fox in the Henhouse/Courthouse WEBCAST
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Your Desk
1.0 Credits
Internal controls. Fraud prevention. Fraud investigation.
Prix Fixe: State and Local Year End Tax Update WEBINAR
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Your Desk
1.0 Credits
Key legislative developments. Compliance deadlines. Strategies to optimize tax planning for individuals and local businesses.
Forgotten Managerial Accounting Tools WEBCAST
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Your Desk
2.0 Credits
Cost-volume-profit analysis, including target profit and break-even calculations. Variable costing. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Capital budgeting considerations. Overview of Excel capabilities for supporting managerial analysis.
A Practitioner's Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs: Understanding retirement savings options. SEP and SIMPLE IRAs: Exploring retirement plans for small businesses. Qualified Plans: Navigating employer-sponsored retirement plans. Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures. 401(k) Plans: Maximizing benefits with employer-sponsored options. Retirement Plan Selection: Choosing the best plan for individual client needs. Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations. Tax Implications: Analyzing the tax consequences of retirement plan decisions. Retirement Planning Strategies: Implementing effective strategies for client financial goals.
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Internal complaint reporting and investigations.
Data Analytics: Practical Insights for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
Apply new effective tools in business processes. Better understand how to use data analytics in public accounting engagements. Identify popular software packages that may be useful for accomplishing data analytics.
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership WEBCAST
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Your Desk
2.0 Credits
Emotional intelligence in leadership. Building stronger workplace relationships. Creating and leading high-performing teams. Navigating change with emotional intelligence.
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory updates affecting fringe benefit planning. Employer-sponsored fringe benefits and tax compliance under evolving regulations. IRC Sect. 132 fringe benefit options and applications. Cafeteria plans: benefits, limitations, and tax considerations. Tax treatment of dependent care and educational assistance programs. Flexible spending accounts and health savings accounts. Group term life insurance: design features and tax treatment. Financing strategies for retiree medical benefits. Comparing health care benefits: insured plans vs. HMOs. ERISA reporting and disclosure requirements. Common control rules and nondiscrimination regulations.
Achieving Balance in Work and Life - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
New Client Ethical Challenges: The CPAs Guide WEBCAST
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Your Desk
2.0 Credits
How the CPA can meet the challenges presented by a new client. AICPA Code of Professional Conduct. AICPA Statements on Standards for Tax Services. IRS Circular 230. Case study illustration of how to bring the new client into ethical, proper financial and tax compliance.
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.
K2's CRM - The Ultimate Business Automation Tool WEBCAST
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Your Desk
2.0 Credits
Overview of CRM functionalities tailored to accounting, including customizations and integrations. Integrated tools that leverage CRM data for automating tasks and improving efficiency. Strategies for successfully adopting a CRM platform and solutions to overcome common challenges.