CPE & Event Catalog
Estate and Financial Planning for the Older Client WEBCAST
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Your Desk
8.0 Credits
Medicare and health insurance options. Life insurance strategies for elders. Social security planning considerations. Medicaid planning and trusts. Retirement account optimization techniques. Tailored estate planning for older clients. Long-term care and housing alternatives. Gifting strategies in estate planning. Unique financial challenges of aging clients.
Fraud Assessment for Small and Medium Sized Businesses WEBCAST
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Your Desk
4.0 Credits
The fraud triangle. The fraud savvy model. Symptoms of fraud. Benford's Law. The net worth method. The vulnerability chart. 10 steps for action today.
Cryptocurrencies for the CFO: Explaining Blockchain WEBCAST
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Your Desk
2.0 Credits
What are digital assets? Understanding cryptocurrencies. Understanding blockchain. NFT's (Non-Fungible Tokens), their role and impact. Explaining the crypto language.
Critical Technical Skills for CFOs and Controllers WEBCAST
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Your Desk
4.0 Credits
A methodical approach to business and strategic planning. Overview of the balanced scorecard approach to creating key performance metrics. Common metrics for analyzing financial statements and trends. Accounting and finance role in enterprise-wide risk management.
Private Company Simplified GAAP Alternatives WEBCAST
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Your Desk
2.0 Credits
Guidance related to plain vanilla interest rate swaps that convert variable into fixed rate debt and other derivatives. Guidance related to amortization and impairment of goodwill. Guidance related to separately recognizing intangible assets from goodwill in a business combination. Guidance related to lease accounting and revenue recognition options.
New PCAOB Quality Control Standard Overview WEBCAST
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Your Desk
2.0 Credits
Background of the new PCAOB Quality Control Standard. Overview of the elements of a quality control system. Examples of quality risks and potential responses. Highlights of what is different between the AICPA Quality Management Standard.
Taxation of the Cannabis Industry WEBINAR
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Your Desk
2.0 Credits
Industrial hemp vs. marijuana. Income definitions under I.R.C. Section 61. Tax code restrictions: Section 280E and Section 471. State specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
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). Historical evolution. Investigative techniques and tools. Importance of IRS CI. Training of CI agents. Process of investigations.
Reviewing Individual Tax Returns: What Are You Missing? WEBCAST - Partnered with the Idaho Society
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Your Desk
4.0 Credits
Qualified business income deduction. Hobby losses. Self-employment health insurance. Business start-up costs. Depreciation. Schedule C issues. Like-kind exchanges. Charitable contributions of property.
AHI: Level V - Advanced Management and Leadership Essentials WEBCAST
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Your Desk
16.0 Credits
What is expected of the manager and senior manager? Managing self and priorities. Building leadership communication skills. Leading others - coaching and developing staff. Helping your firm grow.
Retirement Planning: Next Stage for You or Your Client WEBINAR
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Your Desk
2.0 Credits
Developing a new perspective on what this next stage is really all about. Discovering a new sense of purpose. Assessing your financial conditions. Addressing needed or potential changes in your relationships. Examining new or renewed ways to stay healthy. Figuring out what to do next.
Practical Accounting Update WEBCAST
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Your Desk
4.0 Credits
New rules in the accounting arena. SQMS. NOCLAR rules. Cybersecurity. New audit standards.
Tax Planning for Seniors WEBCAST
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Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Analytical Procedures for Nonprofits WEBCAST
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Your Desk
2.0 Credits
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits. The required elements of a substantive analytic procedures to address detection risk. Tips and traps of applying an analytic approach to satisfy audit objectives. Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users. Common ratios and trends to assess liquidity, operating efficiency, leverage, and more.
Listening to the Statement of Cash Flows WEBCAST
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Your Desk
2.0 Credits
Preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash-related financial statement disclosures.
K2's Advanced Topics In Power BI WEBCAST
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Your Desk
2.0 Credits
Creating formulas in Power BI with Data Analysis Expressions. Adding Key Performance Indicators to your Power BI reports and dashboards. Managing security in Power BI. Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members.
Complete Guide to Analyze Data with Excel PivotTables WEBINAR
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Your Desk
4.0 Credits
Introduction to PivotTables. Creating and customizing PivotTables. Focus on using PivotTables to analyze data. Advanced PivotTable features. Data visualization with PivotCharts.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Auditing. Business development.
Bears Will Be Bears - Fraudsters Too WEBCAST
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Your Desk
2.0 Credits
Internal controls. Fraud prevention. Fraud detection. Fraud investigation.
Reviewing Partnership Tax Returns: What Are You Missing? WEBCAST -
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Your Desk
4.0 Credits
Common errors made involving Form 1065, Schedules Kand K-1, Schedules M-1 and M-2. Calculating recourse and nonrecourse liabilities. Partner inside and outside basis. Partner's capital account analysis. Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, and 743(b).