CPE & Event Catalog
Passive Activities & Rental Real Estate Income Tax Issues WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of the passive activity rules under IRC Sect.469 (and related regulations), how the 3.8% net investment income tax under Sect.1411 and qualified business income (QBI) deduction under Sect.199A applies to rentals and passive activities, and what is a trade or business rental is under Sect.162. How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships. Definition of an activity and the activity grouping and disclosure rules. Real estate professional exception to the PAL rules for investments in non-passive rentals. Special $25,000 loss allowance for rental real estate with active participation. Material participation safe harbor rules. Events that trigger suspended PALs. Limitations on tax credits generated by passive activities. Special rules that re-characterize passive income to non-passive income. What rentals are subject to self-employment tax under Sect. 1402.
Revenue Recognition - Topic 606 Disclosures WEBCAST
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Your Desk
1.2 Credits
Revenue recognition.
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.
Analytical Procedures: Practical Applications and Standards WEBCAST
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Your Desk
2.0 Credits
Analytical procedures in audit and review engagements. Practical examples and illustrations of analytical procedures. The order of operations for accomplishing analytical procedures.
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence WEBCAST
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Your Desk
2.0 Credits
How well-designed analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic and altering the strength for the intended purpose. Evaluating the data used in generating expectations. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained.
2025 Annual Update for Governmental Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Single audit updates. Auditing and accounting. Yellow book.
Prix Fixe: Organic Marketing: Position Your Brand for Maximum Impact WEBINAR
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Your Desk
1.0 Credits
Simplify your marketing. Strengthen your messaging. Increase conversions.
Revenue Recognition - Allocate the Transaction Price WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
1040 Tax Prep Automation with AI Tools WEBINAR
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Your Desk
2.0 Credits
Overview of AI technology and how it works. Identify where AI can be incorporated into the 1040 process. Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications. Using Stanford Tax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake. A roadmap for using AI to improve client communications and 1040 based advisory services.
Public Speaking Secrets That Wow Audiences WEBCAST
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Your Desk
4.0 Credits
Overcoming the common obstacles to public speaking. Creating the content of the talk. How to deliver a talk effectively. Making the talk entertaining. Memorization and practice. Creating stories that rock.
S Corporation Essentials: Stock & Loan Basis Reporting WEBCAST
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Your Desk
2.0 Credits
Basis of stock and debt. Form 1040, Schedule E. Shareholder basis of indebtedness. Limitation of deduction of losses. AAA and distributions.
Officer Compensation Audits: What It Is and How to Defend It WEBCAST
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Your Desk
2.0 Credits
Overview of Reasonable Compensation requirements for S and C Corporations. Key court rulings and their implications. IRS audit procedures related to Officer Reasonable Compensation. Role of Accountable Plans in determining Reasonable Compensation. Strategies for defending Reasonable Compensation.
Forensic Accounting: Court Approved Methods of Proof WEBINAR
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Your Desk
4.0 Credits
The role of methods of proof in forensic accounting. The various types of methods of proof approved by the courts. The weakness and strengths of the methods of proof. The formulas in calculating methods of proof. Applying the formulas in various circumstances.
Unlocking Deep Secrets: Case Studies in Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Overview of financial statement analysis. The impact of GAAP on financial analysis. Overview of the balance sheet. Overview of the income statement. The importance of the statement of cash flows. Common size analysis. Trend analysis. Profitability ratio analysis. Liquidity ratio analysis. Solvency ratio analysis.
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion WEBCAST
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Your Desk
1.0 Credits
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Forensic and Fraud Interviewing Techniques and Skills WEBCAST
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Your Desk
2.2 Credits
Forensic accounting. Accounting. Auditing. Finance.
Interviewing, Onboarding and Training 101 WEBCAST
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Your Desk
1.0 Credits
Best practices on interviewing. Best practices for onboarding. Best practices with training.
Listening to the Statement of Cash Flows WEBCAST
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Your Desk
2.0 Credits
Preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash-related financial statement disclosures.
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.