CPE & Event Catalog
Deception, Embezzlement, and Fraud WEBCAST
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Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Fiduciary Taxation Part 2: Fiduciary Accounting and Simple Trusts WEBCAST
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Your Desk
2.0 Credits
Review the basic concept of fiduciary duty. Review the basic concept of fiduciary accounting. Use of a diagram to distinguish income and principal. Calculating fiduciary accounting income. Requirements of a simple trust. Problem example spreadsheets reflecting fiduciary accounting and taxation of simple trusts as well as how depreciation is handled by a fiduciary entity. Problem examples reflecting a completed form 1041 using spreadsheet calculations for fiduciary accounting and taxation of simple trusts.
AHI: Accounting Data Analytics WEBCAST
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Your Desk
2.0 Credits
Accounting data analytics.
AHI: AI for Accountants - Practical Applications WEBCAST
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Your Desk
2.0 Credits
AI in accounting and auditing.
2026 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 and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts.
A&A Update for Closely Held Businesses WEBCAST
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Your Desk
6.0 Credits
Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2026. Recently issued Statements on Auditing Standards and other AICPA activity. Recently issued Statements on Standards for Accounting and Review Services.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats WEBCAST
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Your Desk
2.0 Credits
Core components of a cybersecurity risk management program. Overview of key policies. controls. and procedures for financial organizations. Applicability of global compliance standards. like the EU AI Act and GDPR in the U.S. financial landscape. Case studies: financial implications of breaches and mitigation strategies. Best practices for integrating cybersecurity with financial reporting.
Small Business Retirement Plans: Picking the Right Plan for Your Clients WEBCAST
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Your Desk
2.0 Credits
Which clients are best suited for each of the following plans: SEP-IRA's. Which clients are best suited for each of the following plans: SIMPLE IRA's, 401(k)'s. Traditional and Roth IRA's. Defined benefit plans. How will SEP Roth and SIMPLE Roth contributions work under the SECURE Act 2.0? What are the payroll tax consequences of choosing each type of plan? Which plans provide the greatest flexibility? Which plan can provide the quickest accumulation of retirement savings?
Comprehensive S Corporation Taxation Form 1120S WEBCAST
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Your Desk
8.0 Credits
Learn how to qualify and to make the S corporation election. Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained. Understand the four loss limitation rules applied on the shareholder's individual income tax return. Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder. Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes. Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation.
Leases: ASC Topic 842 in Depth WEBCAST
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Your Desk
8.0 Credits
FASB ASC 842, Leases. All recently released updates to ASC 842, Leases.
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to file and suspend and restricted application strategies. Increasing benefits for divorced and surviving spouses. Early retirement and the earnings test. An overview of the obstacles beneficiaries face when claiming Social Security disability benefits. Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies.
Tax Basis Financial Statements WEBCAST
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Your Desk
2.0 Credits
Tax basis financial statements presentation and disclosure. Reporting on tax-basis financial statements.
K2's Getting Started With Artificial Intelligence WEBCAST
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Your Desk
2.0 Credits
Understanding AI tools available today. Creating accounts in AI platforms. Querying data from AI platforms. Customizing your AI subscriptions.
Accounting for Crypto Assets WEBCAST
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Your Desk
1.0 Credits
Scope and criteria for crypto assets under ASC 350-60. Initial recognition and subsequent fair value measurement under ASC 820. Presentation on the balance sheet and income statement; required annual and interim disclosures.
CORE Series: Grants Management for Nonprofits: From Award to Compliance WEBINAR
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Your Desk
1.0 Credits
Essential grant accounting practices.
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
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Your Desk
8.0 Credits
Examining the evolving dynamics of estate planning and its intersection with the Internal Revenue Code. Applying advanced tax-efficient strategies for charitable deductions, including the use of split-interest trusts and gifts of closely held stock. Utilizing life insurance and life insurance trusts as powerful estate planning tools, and understanding their role alongside private annuities. Developing strategies for generation-skipping transfers and calculating their tax implications. Implementing GRITs, GRATs, GRUTs, and QPRTs for effective estate planning. Understanding the tax implications of split-interest purchases and their benefits in estate planning. Navigating the requirements and benefits of charitable trusts, including compliance and strategic use for client benefit.
How AI Fits into the Accounting World WEBCAST
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Crucial Real Estate Taxation Insights Part 1 WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation. Section 179 de minimis deductions.