CPE & Event Catalog
Fundamentals of Form 1040 -- Business WEBINAR
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Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
Investment Scam Losses: How to Get Deductions WEBCAST
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Your Desk
1.0 Credits
Categorization of various scams. The keys to deductibility. Review of the client's required actions to allow deductibility. Disclosures and forms reporting required for deductibility. Practice issues CPAs are dealing with in these extraordinary situations.
Coaching Leaders to Handle Sensitive Employee Relations Situations WEBCAST
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Your Desk
1.2 Credits
Employee complaints. Personality and attitude problems. Performance counseling. Personal hygiene problems. Disability related performance issues. Misconduct due to mental conditions.
IFRS vs. US GAAP - Major Accounting Differences WEBCAST
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Your Desk
2.0 Credits
Explore major differences in the design and structure of IFRS vs. U.S. GAAP. Discover significant differences in financial statement presentation and disclosure principles. Recognize significant differences in initial recognition and subsequent measurement standards.
New PCAOB Quality Control Standard Overview WEBCAST
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Your Desk
2.0 Credits
Background of the new PCAOB Quality Control Standard. Overview of the elements of a quality control system. Examples of quality risks and potential responses. Highlights of what is different between the AICPA Quality Management Standard.
Fraud Busters: Controls to Prevent and Detect Fraud WEBINAR
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Your Desk
2.0 Credits
Fraud motivators. Revisiting the basics of controls. Entity wide controls and how they can assist in fraud deterrence. Specific fraud types and the controls that could prevent and detect them
AI-Enhanced Business Consulting for CPAs: Strategies and Tools WEBCAST
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Your Desk
4.0 Credits
Business consulting. Types of management services. Identification of client needs. Managing client expectations. Creating value for clients. Techniques for effective consulting. Application of AI. Professional standards application.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools. Tour of the Tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Living in the World of AI – How AI Has Changed Ethics? WEBCAST
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Your Desk
1.0 Credits
Is it ethical to use AI, or not? What is ethical AI? Why does it matter for finance and business professionals? Understanding and managing AI hallucinations, bias and misinformation. Internal friction: navigating fear, resistance, and cultural challenges. Creating sustainable, people-focused AI practices that build trust.
Data Analytics and Journal Entry Testing for Auditors WEBCAST
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Your Desk
3.0 Credits
Data analytics. Journal entry testing. Fraud detection.
Navigating Washington Sales and B&O Tax WEBCAST With Sonjia Barker
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Your Desk
4.0 Credits
Overview of Washington’s excise tax system. Key differences between Washington’s B&O tax and traditional corporate income taxes. Overview of Washington sales tax and use tax rules. Nexus considerations for businesses operating in or selling to Washington. Business and occupation (B&O) tax essentials. Common deductions. Sales and use tax compliance. Recent legislative and regulatory developments. Audit risks and best practices for compliance. Practical applications and case studies.
K2's Excel PivotTables For Accountants WEBCAST
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Your Desk
8.0 Credits
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables. Formatting PivotTables. Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query. Analytical techniques available in PivotTables.
Hands-On Tax Return Workshop - Individuals (Form 1040) WEBCAST - Partnered with the Oregon Society
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Your Desk
16.0 Credits
This two-day session is taught using a Hands-On methodology. Using a comprehensive case study (actual W-2s, 1099s, 1098s, K-1s, etc.), the participant will walk through the preparation of the Form 1040 and related tax schedules. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick’s Quick Reference Chart. Topics include: Comprehensive review of individual income tax laws, with emphasis on new legislative changes and the status of expiring or extended provisions. Dissecting the Form W-2, 1099-NEC, 1099-K and Schedule K-1. Form 8995 – Qualified Business Income deduction. Schedule A – allowable itemized deductions and phase-out rules. Schedule B – interest and dividend income. Schedule C and F – trade or business income and deductions. Form 4562 – depreciation and amortization including Schedule 179. Schedule D – sale of capital assets and personal residences. Form 4797 – sale of trade or business property including the ordinary income recapture rules under Schedule 1245 and Schedule 1250. Schedule E – rentals, passive activities and flow through entities. Other gross income items including alimony, state and local refunds, IRA and pension distributions, unemployment compensation and social security benefits, and more.
Cost of Capital: What It Is and How to Use It WEBCAST
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Your Desk
2.0 Credits
Find your organization's cost of debt. Calculate the cost of equity. Interpret your cost of capital. Properly use the cost of capital to make decisions. Avoid common cost of capital mistakes.
Form 7203 - How to Calculate Shareholder Basis WEBCAST
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Your Desk
2.0 Credits
Introduction to Form 7203 and its purposes. Mechanics of completing Form 7203 accurately. Strategies for reconstructing shareholder basis. Loss limitations under I.R.C. Section 461. At-risk rules and limitations for S Corporation shareholders. Documentation requirements for shareholder basis. Common errors in calculating and reporting basis. Best practices for maintaining and reporting shareholder basis.
Partnership Preparation, Basis Calculations and Distributions – Form 1065 Schedule K and K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return and flow-thru to the partner/members on Schedule K-1. Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner/members outside basis. Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Calculating the tax and Section 704(b) book capital accounts. Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets". Overview of the Section 754 election for optional basis adjustments triggering Section 743 and Section 734.
Partnership Checkup: Tax Issues and Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Impact of contributed property. Explain the importance of shareholder loans to the entity. Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest. Comprehensive examples illustrate the mechanics of the basis determination process. Discusses how S corporation losses impact Form 1040 Schedule E reporting. How to get from the Schedule K-1 information to the basis calculations.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Revenue Recognition for Private Entities WEBCAST
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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.
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct WEBCAST
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategy considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to.