CPE & Event Catalog
Fraud & Embezzlement: Case Studies from the Trenches WEBINAR
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Your Desk
2.0 Credits
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. Illustrations of the issues companies should look for in preventing fraud and embezzlement.
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.
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction WEBCAST
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Your Desk
2.0 Credits
The differences between a simple and complex trust. The use of the tier system with complex trusts. Review of basic requirements of the charitable contribution deduction under IRC Sec. 642(c). Preparation of a tax spreadsheet for a complex trust. Preparation of a tax spreadsheet for a complex trust with a charitable contribution deduction. Complex problem form 1041. Examples with spreadsheets and exhibits.
PFP Update: Investment Planning in This New Era WEBCAST
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Your Desk
2.0 Credits
Develop, design and monitor client investment portfolios. Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships. Assessing market conditions in a very unique and different environment. How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues. How investment vehicles work together to manage risk/return relationships. How to build, monitor, evaluate and re-design an investment portfolio.
Accounting for Income Taxes for Private Companies WEBCAST
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Your Desk
4.0 Credits
Sample Schedule M calculations. Sample work papers for deferred tax computations. Comprehensive two-year example and computations. Review and analysis of recurring temporary differences. Identification of the sources to compute cumulative temporary differences. Sample workpapers for analysis of tax positions.
Fiduciary Accounting & Tax Planning for Estates & Trusts WEBCAST
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Your Desk
4.0 Credits
Fundamentals of fiduciary accounting. Uniform Principal and Income Act. Discretionary Power to Adjust. Allocations between principal and income. Trust accounting. 3. 8% Net Investment Income. Form 1041 - Schedule I. Section 645 Election. Simple or complex trusts.
K2's Accessing Your Company's Data With Power Query And Power BI WEBCAST
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Your Desk
2.0 Credits
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases. Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel. Producing various reporting documents from data delivered from Power Query.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance. WEBCAST
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Your Desk
1.0 Credits
Appreciation. Languages of appreciation. Appreciation strategies.
Closely Held Business Owner Financial Planning Opportunities WEBCAST
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Your Desk
2.0 Credits
Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.
Fiduciary Taxation Part 4: Miscellaneous Topics & AMT WEBCAST
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Your Desk
2.0 Credits
Review the passive activity rules under IRC Sec. 469 as they apply to fiduciary entities. The 65-day rule and election under IRC Sec. 663(b). Special rules for specific bequests under IRC Sec. 663(a). Alternative minimum tax for trusts and estates. AMT bracket rates and exemption for fiduciary entities. Alternative minimum tax spreadsheet approach using AMT. Problem example with passive activity loss (PAL).
Washington Sales and B&O Tax WEBCAST
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Your Desk
4.0 Credits
Sales tax topics include taxable gross income, the use tax, exemptions, interstate and foreign sales, and special areas including construction activities and information technology. The B&O tax covers includable gross income, deductions, reimbursements, interstate apportionment, credits, and local B&O taxes. Tax administration and audits discusses Washington tax resources, registration, interest, penalties, reducing audit risk, preparing for a tax audit, and tax audit survival.
Deep Dive into Common Auditing Deficiencies WEBCAST
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Your Desk
4.0 Credits
Auditing. GAAS.
Introduction to Forensic Data Analytics WEBCAST
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Your Desk
2.0 Credits
Data analytics. Key fraud risk management guidance documents. Data analytics frameworks. Leading techniques and innovations for preventing and detecting fraud.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. WEBCAST
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Your Desk
2.0 Credits
Early warning signs. Concerning behavior changes. Getting out. Barricading your area. Fighting for survival. Disarming the assailant, and more.
Real Estate Tax Update WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules and developments impacting real estate owners and investors. Section 179 for qualified real property. Section 179 for non-residential roofs, HVAC fire protection and security systems. Section 163(j) interest expense limitation, including electing out and ADS depreciation. Introduction to opportunity zones.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
8.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
Best Practices: Conducting Meaningful Walkthroughs WEBINAR
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Your Desk
2.0 Credits
Review of audit procedures. Documentation requirements. Real world examples of red flags that may arise.
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 IRAs and Roth 401ks. Backdoor and Mega-Backdoor Roth
Excelling at Excel: The Magic of Power Query WEBCAST
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Your Desk
2.0 Credits
Intro to Power Query and how to get started. Examples of data clean up using Power Query. Combining workbooks and files with Power Query.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.