CPE & Event Catalog
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
-
Your Desk
2.0 Credits
Cost accounting.
1065 - Understanding Partnerships Tax Returns WEBCAST
-
Your Desk
2.0 Credits
Partnership taxation. Different types of partnerships. Tax obligations of partners. Role of the partnership agreement in tax reporting. Filing deadlines of Form 1065.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
-
Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions. 338 and 336 elections. C-Corp buys an interest in a partnership. Very basic overview of tax-free re-organizations. High level overview of entity formations and more.
Building Personal Leadership Skills WEBCAST
-
Your Desk
4.0 Credits
Leadership. Personality Types. Communication. Uses of AI in the work place.
Cash Management: Strategies for Long-Term Success WEBCAST
-
Your Desk
2.0 Credits
Developing short-term cash flow projections. How do we assure adequate cash availability without having idle cash? Take advantage of your bank's cash management services. Working capital loans. Controlled disbursement accounts. Sweep accounts and other short-term investments. ACH transactions. Direct transfers. Lock boxes. Credit and collections. Reconciliation frequency. Managing cash short-falls.
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond WEBCAST
-
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.
Taxation of Business Entities WEBCAST
-
Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement WEBCAST
-
Your Desk
3.0 Credits
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud. Inquires of management. The audit planning process. The importance of brainstorming. Revisions of our risk assessment. Determining materiality.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
-
Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
K2's Advanced Excel WEBCAST
-
Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
Staff Retention Keep the Best People WEBCAST
-
Your Desk
3.0 Credits
Remote workforce. Employee retention. Staff turnover.
Promoting Mental Health in the Workplace to Prevent Violence WEBCAST
-
Your Desk
1.0 Credits
Mental health awareness.
Combatting Sexual Harassment in the Workplace WEBCAST
-
Your Desk
1.0 Credits
Sexual harassment prevention. Company culture.
Taxation of Non-fungible Tokens (NFTs) WEBCAST
-
Your Desk
2.0 Credits
NFT basics. Classification of NFTs. Current Legislative and Policy Environment. Tax implications of creation, sales and exchanges of NFTs.
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs WEBCAST
-
Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
K2's Accountant's Guide To QuickBooks Online WEBCAST
-
Your Desk
8.0 Credits
Understanding your QBO subscription and licensing options. Recording routine and non-routine transactions in QBO. Importing and exporting data to/from QBO. Creating effective reports. Describing the process for integrating third-party applications with QBO. Troubleshooting issues with QBO reports and data.
All About Fraud - Examples, Prevention and Auditing WEBCAST
-
Your Desk
4.0 Credits
Auditing. Fraud.
Navigating IRS Collections: Understanding Form 433 and Offer in Compromise WEBCAST
-
Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC): criteria, process, and practical considerations. Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.
Common Deficiencies in SSARS Engagements WEBCAST
-
Your Desk
4.0 Credits
Auditing. SSARS.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
-
Your Desk
4.0 Credits
Tools for FSA. The 3 Ps. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.