CPE & Event Catalog
Excelling at Excel: Tips, Tricks and Updates WEBCAST
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Your Desk
2.0 Credits
Excel version differences and compatibility. Customize Excel so it works the way you work. Learn new shortcuts to work quicker. Learn some of the newer formulas to streamline your spreadsheets. Take on tables & a powerful tool for data analysis.
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.
Common Deficiencies in Employee Benefit Plans WEBCAST
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Your Desk
2.0 Credits
EBP. Auditing.
Crucial Real Estate Taxation Insights Part 4 WEBCAST
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Your Desk
2.0 Credits
Common types of real estate professionals. Like-kind strategies. Ordinary income recapture on the sale of real estate. Important considerations in allocating the sales prices of real estate in a written agreement.
Form 1041 Advanced Series Part 4: Post Mortem Considerations WEBCAST
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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.
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.
Achieving Balance in Work and Life - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting WEBCAST
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Your Desk
4.0 Credits
Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.
Section 199A: Applications and Challenges WEBCAST
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Your Desk
4.0 Credits
The latest guidance from the IRS provided through regulations or administrative announcements. Taxpayers that own multiple entities; aggregation rules. Calculating qualified business income. The latest guidance on specified trades or businesses. Taxable income limits on specified service trades or businesses. Maximizing the 20 percent deduction for pass-through entities and Schedule Cs. Accounting for negative QBI. Whether particular tax entities offer a greater. Schedule 199A deduction. Whether the owner of a Schedule E with net rental income can claim the Schedule 199A deduction. A look to the future. Will Schedule 199A survive?
Advanced Tax Planning: S Corporations WEBCAST
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Your Desk
8.0 Credits
Basis in S corporation stock. Distributions. Compensation planning. Qualified subchapter S subsidiaries. Liquidations, reorganizations, and redemptions. Estate planning and the use of trusts. Section 199A.
K2's Accountant's Guide To QuickBooks Online WEBCAST
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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.
Employment Law 101 WEBCAST
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Your Desk
1.0 Credits
Title VII. Americans With Disabilities Act. Age Discrimination in Employment Act. Family Medical Leave Act. Fair Labor Standards Act. Equal Pay Act. National Labor Relations Act. Fair Credit Reporting Act.
CAS - Preparing for a New Fractional CFO Role: What to Do? WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
2.0 Credits
Should you become a fractional CFO? Are you an entrepreneur? Steps to take. Steps to avoid. Understanding marketing and branding. Defining your market. Becoming the trusted advisor.
2025 Governmental GAAP Update: Navigating GASB Standards WEBINAR
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Your Desk
2.0 Credits
New GASB standards: GASB 100. Accounting changes and error corrections. GASB 101. Compensated Absences. Practical case studies.
Prix Fixe: Creating a Culture of Cybersecurity in Your Firm WEBINAR
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Your Desk
1.0 Credits
Safeguarding personally identifiable information. Developing a comprehensive written information security plan.
Benford's Law and Other Digital Analysis Techniques WEBCAST
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Your Desk
1.8 Credits
Benford's Law. Digital analysis. Data analytics.
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions WEBCAST
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Your Desk
1.0 Credits
Remote hiring best practices. Personality assessments in hiring. Effective integration of personality assessments. Minimizing bias and ensuring cultural fit.
Internal Control Fundamentals WEBCAST
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Your Desk
2.0 Credits
COSO. Auditing.
Critical "Soft" Skills for CFOs and Controllers WEBCAST
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Your Desk
4.0 Credits
Tips for being a balanced leader-manager. Adapting to various personality styles. Tips for coaching millennials and beyond. Best practices for managing organizational change.
Introduction to Yellow Book Boot Camp WEBINAR
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Your Desk
8.0 Credits
The basics needed to understand what makes nonprofit and governmental accounting and auditing unique. The key financial reporting differences for governmental and nonprofit entities. The fundamentals of Yellow Book and Uniform Guidance audits.