CPE & Event Catalog
Federal Tax Update with Greg and George - Individual WEBCAST
-
Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Income Tax Planning for Bond Investments WEBCAST
-
Your Desk
4.0 Credits
Active versus passive investing. Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax. The tax treatment of bonds purchased at a discount or premium. Bond swap and U.S. Savings Bond strategies.
Revenue Recognition for Private Entities WEBCAST
-
Your Desk
4.0 Credits
Analysis of requirements for revenue recognition under ASC 606. Discussion of the requirements for auditing revenue transactions. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of revenue recognition. Suggested procedures for identified risks.
How Technology Controls Should Be Developed and Implemented WEBCAST
-
Your Desk
8.0 Credits
Considerations for the maintenance of an internal control system. The types of policies and procedures organizations should utilize. Reviewing and testing control measures. Updating controls and implementing control changes.
Preparation, Compilations and Reviews—A Practical Workshop WEBCAST
-
Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Federal Tax Update with Greg and George Business WEBCAST
-
Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Preparation, Compilation and Review Services WEBCAST
-
Your Desk
4.0 Credits
All recently issued SSARS standards. Financial reporting frameworks. Distinguishing special purpose frameworks from GAAP. CPAs reporting on financial statements. Financial statement disclosures. Recently issued ethics standards. Peer review deficiencies .
Creative Strategies for Buying, Selling, and Gifting a Business WEBCAST
-
Your Desk
8.0 Credits
Valuation methods. Stock purchase vs. asset purchase structures. Estate and gift tax planning strategies. Gifting of business interests. Transfer of interests to split-interest and grantor retained trusts. S corporation stock transfers to trusts. Family limited partnerships and self-canceling installment notes. Using ESOPs to transfer business ownership.
K2's Eight Awesome PivotTable Features WEBCAST
-
Your Desk
0.0 Credits
Adding user-defined calculations to PivotTables. Enhancing PivotTables with Key Performance Indicators. Using PivotTables to consolidate standard Excel reports. Creative ways to filter PivotTables. Linking accounting software data into PivotTables.
CORE Series: How to Take Advantage of AI Right Now WEBINAR
-
Your Desk
1.0 Credits
Practical considerations. Governance needs. Steps you can take now to begin realizing value from AI.
K2's Harnessing ChatGPT WEBCAST
-
Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
AHI: Level IV - Management and Leadership Essentials Training WEBCAST
-
Your Desk
24.0 Credits
Expectations of the supervisor or manager. Leadership skills and styles. Managing self and priorities. Improving communication skills. Human motivation. Supervising, evaluating and coaching staff. Helping your firm grow.
Multistate Income Tax Issues WEBCAST
-
Your Desk
4.0 Credits
Emerging sales tax topics. Emerging compliance issues in the new sales tax economy. Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states. When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility.
2026 AICPA Tax School - Level 1 WEBCAST - Partnered with the Oregon Society
-
Your Desk
32.0 Credits
Day 1 - Individual Tax Fundamentals. Day 2 - Tax Fundamentals of LLCs and Partnerships Day 3 - S Corporations: Key Issues, Compliance and Tax Strategies Day 4 - Capitalized Costs and Depreciation (morning) Day 4 - Taxation of Property Transactions (afternoon)
Closely Held Business Owner Financial Planning Opportunities WEBCAST
-
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.
Preparation, Compilation and Review Issues - Highlights WEBCAST
-
Your Desk
2.0 Credits
AR-C 60. AR-C 70. AR-C 80 and AR-C 90.
Accounting and Auditing for the Construction Industry WEBCAST
-
Your Desk
4.0 Credits
Illustrative computations for revenue recognition. Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry. Application of risk-based audit model to contractors. The Lookback analysis and the contractor's estimating reliability. Practical approach to auditing contracts completed and in progress. Numerous computations and alternative approaches. Independent contractor qualifications.
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST
-
Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
Virtual Currency: Keeping Up with the Tax Code WEBCAST
-
Your Desk
2.0 Credits
Overview of virtual currency. Property transactions with virtual currency. Receiving virtual currency as payment. Paying using virtual currency. Charitable donations with virtual currency. Gifting of virtual currency. Form 8300 reporting.
Mergers and Acquisitions – Complete Guide to Relevant Issues and Choice of Business Entity WEBCAST
-
Your Desk
4.0 Credits
Asset vs. stock acquisitions. IRC Sections 338 and 336 elections. Basics of IRC Section 382. Basics of IRC Section 280G. Earnouts and contingent payments. Treatment of transaction costs. Mixed entity transactions. Tax aspects of entity structures. Partnership. sole proprietorship. S Corp, C Corp, LLC, and LLP issues. Organizing an entity.