CPE & Event Catalog
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.
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) WEBCAST
-
Your Desk
2.0 Credits
Requirements of GASB 96, GASB 94, and GASB 87. Implementation of GASB 96, 94 and 87.
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated WEBCAST
-
Your Desk
2.0 Credits
How to identify a complex trust and the complications that arise with complex trusts. The importance of recognizing the tier system used by complex trusts. The advantages and requirements of the 65-day rule. Special issues related to the charitable contribution deduction. Use of a checklist for complex trusts.
Real Estate Taxation WEBCAST
-
Your Desk
8.0 Credits
California property taxation updated in light of Proposition 19 passage. Qualified business income deductions [IRC Sec. 199A]. Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2]. Passive activities loss rules [IRC Sec. 469]. Real estate professional rules [IRC Sec. 469(c)(7)]. Interest expense deduction rules [IRC Sec. 163]. Home sale exclusion [IRC Sec. 121]. 1031 exchanges. Estate planning and gifting with real estate.
Budget Mastery: The Human Side of Budgeting - Navigating People's Issues with 360 Insight WEBCAST
-
Your Desk
2.0 Credits
Understanding your own leadership tendencies and applying them to your strengths. Understanding core personality types. Learning what type of person you are. Managing and coping with the budget team. Effectively dealing with the A, B, C and other players.
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues WEBCAST
-
Your Desk
2.0 Credits
Calculating DNI and the distribution deduction. Determining types of distributions and whether a distribution "carries out" DNI. In-kind distributions and the impact on the distribution deduction. Depreciation and the distribution of in-kind property. Distributions that result in "Kenan gain." funding a pecuniary bequest with depreciated property. IRC Sec. 643(e).
Design Flexible Work Options To Attract & Retain Your Workforce WEBCAST
-
Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
OCBOA Case Studies WEBCAST
-
Your Desk
8.0 Credits
Income tax-basis financial statement presentations. Cash and modified cash financial statement presentations. Innovative and EBITDA type reports. OCBOA engagements. AICPA Financial Reporting Framework for Small and Medium-Sized Entities.
2025 A&A Update With Technology Implementation WEBINAR
-
Your Desk
4.0 Credits
Deep dive into the Accounting Standards Updates (ASUs) effective in 2025. Insights from the FAF's 2024 PCC Review. Overview of FASB's Invitation to Comment - Agenda Consultation. The essential changes in quality management standards that firms must implement by the end of 2025. Common deficiencies identified by the DOL in Employee Benefit Plan engagements and provide a peek at upcoming projects from the ASB.
International Cross Border Transactions WEBCAST
-
Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
Tax Practice Ethical Challenges and Circular 230 WEBCAST
-
Your Desk
2.0 Credits
Circular 230 (IRS) rules for conducting a "best" tax practice. How to avoid tax return preparation penalties. Recent developments impacting today's tax practice. Review of tax return preparer's registration rules. Explanation of the revised AICPA Code of Professional Conduct. Contingent fees.
Effective Coaching Strategies for High Performance WEBCAST
-
Your Desk
4.0 Credits
Coaching. Effective communication. Problem solving. Use of AI as a coaching tool.
Resistance to Resiliency: Striving for Technology Change Acceptance WEBCAST
-
Your Desk
1.0 Credits
Strategic alignment model. Technology change acceptance.
Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity WEBCAST
-
Your Desk
1.0 Credits
Technology. Cybersecurity.
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions WEBCAST
-
Your Desk
2.0 Credits
Review of new rules under IRC Sec. 67(g). Review surprises to simple trusts under IRC Sec. 67(g). Presentation issues with IRC Sec. 199A Deduction and the tier system. Special rules relating to the charitable contribution deduction. Problem examples.
K2'S Artificial Intelligence For Accounting And Financial Professionals WEBCAST
-
Your Desk
4.5 Credits
Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.
Form 1041 Advanced Series Part 4: Post Mortem Considerations WEBCAST
-
Your Desk
2.0 Credits
A review of the expansive nature of trust administration. The use of post-mortem elections. The use of an administrative trust and its advantages. Choosing a fiscal year for the administrative trust. The successor trustee of an administrative trust and whether the trust is simple or complex. Making the Sec. 645 election, its duration, advantages, and disadvantages.
K2's Data Security And Privacy Issues And Solutions WEBCAST
-
Your Desk
2.0 Credits
Understanding the differences between data security and data privacy. The major types of security and privacy breaches. Key steps you can take to mitigate your risks of becoming another victim.
Leading and Managing the Accounting Department WEBCAST
-
Your Desk
4.0 Credits
Leadership. Management.
Analytical Procedures: Practical Applications and Standards WEBCAST
-
Your Desk
2.0 Credits
Analytical procedures in audit and review engagements. Practical examples and illustrations of analytical procedures. The order of operations for accomplishing analytical procedures.