CPE & Event Catalog
Financial Statement Analysis for Managers WEBCAST
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Your Desk
4.0 Credits
Pros and cons of ratio analysis. Cash flow analysis. Operating leverage vs. financial leverage. Effective financial performance measures.
Financial & Tax Accounting for Partnerships & LLCs WEBCAST
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Your Desk
4.0 Credits
Review of the AICPA financial reporting framework for small and medium-sized entities. Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs. Financial accounting issues arising from changes in ownership of partnership and LLCs. Financial vs. tax accounting for partnership/LLC capital accounts. Review of Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting for partnerships/LLCs with the Form 1065. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships/LLCs.
Strategies in Charitable Giving: Financial and Estate Planning Techniques WEBCAST
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Your Desk
8.0 Credits
Charitable gift annuities and their use in planning. Life insurance mechanisms for charitable giving. Charitable remainder trusts (CRATs and CRUTs). Charitable lead trusts and advanced planning strategies. Role of community and private foundations in charitable planning. Retirement plan gifts. including IRAs for charitable donations. Donor-advised funds and pooled income funds. Testamentary gifts and their strategic significance. Conservation and fa‡ade easements. Supporting organizations and their role in charitable planning.
Staff Tax Training: S Corporations (Form 1120S) WEBCAST
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Your Desk
16.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues. Overview of different forms of business entities, including the check-the-box regulations. Formation issues, including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Schedule K and K-1 preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses). Calculating the tax and Section 704(b) book capital accounts. Understand the substantial economic effect requirement to have special allocations to the partners/members. Allocation of recourse and non-recourse debt to the schedule K-1s. Deductibility of fringe benefits, including health insurance premiums. Guaranteed payments and self-employment tax issues and pitfalls. Overview of how partnership losses and deductions can be limited to calculating a partner's/member's outside basis and at-risk rules. Section 754 election for optional basis adjustments triggering. Section 743 (transfer of interests) and Section 734 (distributions). Partnership liquidation and distribution tax ramifications at both the partnership and partner level.
Big Picture Mega-Trends, Big Data, and World We Now Face WEBCAST
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Your Desk
2.0 Credits
On-going world economic trends. Demographic changes and their impact on the economy. Global technology influences. Post Covid workplace. Big data understanding and where is it going. Learn to adapt to changing situations.
Deep Dive into Common Auditing Deficiencies WEBCAST
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Your Desk
4.0 Credits
Auditing. GAAS.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
AI & You WEBCAST
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Your Desk
1.0 Credits
Leadership. Future of work. Workforce planning. Change management. Technology in HR. Job redesign.
Preparing Quality of Earnings Analysis WEBCAST
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Your Desk
3.0 Credits
Uses of a Quality of Earnings Report. Information needed to prepare the report. Overlapping enterprise valuation concepts. Various adjustments to "as reported" EBITDA.
K2'S Artificial Intelligence For Accounting And Financial Professionals WEBCAST
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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.
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.
2025 Mid - Year Tax Update: Planning for Individuals WEBCAST
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Your Desk
4.0 Credits
Legislative changes affecting business tax planning. Depreciation, start-up expenses, and profit motive considerations. Employee classification, compensation, and benefits. Business use of home, vehicle, and meals/entertainment deductions. Cryptocurrency taxation and cannabis industry tax concerns. Section 199A deduction and penalties related to business operations.
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
Advanced Negotiations: Never Split the Difference WEBCAST
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Your Desk
2.0 Credits
Negotiations. Business management.
Fraud Assessment for Small and Medium Sized Businesses WEBCAST
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Your Desk
4.0 Credits
The fraud triangle. The fraud savvy model. Symptoms of fraud. Benford's Law. The net worth method. The vulnerability chart. 10 steps for action today.
Microsoft Teams - Everything You Need to Know from A to zWEBINAR
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Your Desk
4.0 Credits
Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem. How to effectively design your teams and channels configuration. Detailed review of all the features for creating conversation posts. Detailed review of all the features for creating, editing and managing Office files within the Teams app. How to use the search features to find Teams content instantly. Step by step review of how to host and participate in Teams online meetings. Using Teams calling features for your phone system. How to manage your notification settings in Teams, and more.
Addressing Common Documentation Deficiencies WEBCAST
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Your Desk
2.0 Credits
AU-C 230. Auditing.
Multistate Taxation - Issues and Planning Opportunities WEBCAST
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Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.
Prix Fixe: 2025 Single Audit Update WEBINAR
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Your Desk
1.0 Credits
The 2025 Compliance Supplement. Common audit deficiencies found in Single Audits.