CPE & Event Catalog
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.
Group Audits: Who is Responsible for What? WEBCAST
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Your Desk
2.0 Credits
Responsibilities of the group audit engagement team, including the group engagement partner. Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements. Special considerations on audit planning and audit reporting in a group audit.
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement WEBCAST
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Your Desk
3.0 Credits
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud. Inquires of management. The audit planning process. The importance of brainstorming. Revisions of our risk assessment. Determining materiality.
K2's Advanced Excel WEBCAST
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Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
All About Fraud - Examples, Prevention and Auditing WEBCAST
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Your Desk
4.0 Credits
Auditing. Fraud.
Performance Auditing Made Easy WEBCAST
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Your Desk
1.5 Credits
Performance audit standards. Performance audit types. Performance audit objectives.
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
Audit Skills for Beginners WEBCAST
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Your Desk
4.0 Credits
Professional skepticism - Creating a mindset for finding fraud and error. Audit documentation basics - Creating workpapers that pass review. The audit risk model - Understanding the foundational principles. Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. IRS Appeals. Collections and litigation at courts of original jurisdiction.
S Corporations - Overview WEBCAST
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Your Desk
2.0 Credits
Overview of S Corporation election and compliance requirements. Comparison of S Corporations with other business entities. Preparing Form 2553 and addressing late filing relief. Shareholder stock and debt basis considerations. Form 1120S and Schedule K-1: key aspects and reporting requirements. Officer reasonable compensation requirements and IRS audit strategies. Introduction to Schedules K-2 and K-3. Compliance with corporate formalities and taxable fringe benefits.
LLCs & S Corps - A Comparative Analysis WEBCAST
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Your Desk
4.5 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules (K-1, K-2, K-3). Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
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.
K2's Data Analytics for Accountants and Auditors WEBCAST
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Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Accounting for Investments FLEXCAST
Available Until
Your Desk
3.0 Credits
Accounting for investments. Equity method. Nonprofit investment accounting. Investment controls and procedures.
Analysis of the Corporate Annual Report FLEXCAST
Available Until
Your Desk
3.0 Credits
Annual report: the financial statements. Annual report: other sections of the report. Analysis of financial statements for liquidity, asset utilization and solvency. Analysis of financial statements for profitability and market value.
CPA Firm Technology and Management Update FLEXCAST
Available Until
Your Desk
2.0 Credits
Evolving trends in the accounting profession, including shifts in supplier dynamics. Advanced software solutions tailored for various service lines and niche markets. Innovative automation tools, with an emphasis on AI and machine learning in accounting. Optimized technology stacks to boost productivity and profitability.
Creative Accounting: Navigating the Grey Areas of Financial Reporting FLEXCAST
Available Until
Your Desk
4.0 Credits
Motivations behind creative accounting. U. S. GAAP susceptible to creative accounting. Ethical implications and legal consequences of creative accounting. The role of corporate governance. Channel stuffing. Overstating asset lives. Underreporting liabilities. Hiding pension obligations. Misclassifying debt as equity.
Derivatives and Hedging for Accountants FLEXCAST
Available Until
Your Desk
6.0 Credits
Introduction to derivatives and hedging. Forwards futures. Swaps. Options.
Excel Worksheets: Best Practices FLEXCAST
Available Until
Your Desk
2.0 Credits
Excel worksheets: best practices. Worksheet layout. Worksheet design.
Excel's Best Practices FLEXCAST
Available Until
Your Desk
4.0 Credits
Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.