CPE & Event Catalog
Managing Your Money in Retirement WEBCAST
-
Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
Partnership & S Corporations: How to Calculate Basis WEBCAST
-
Your Desk
4.0 Credits
Calculation of basis when the entity is formed, including the impact of contributed property. How to calculate partnership tax basis capital accounts. Clarifies the how partnerships and S corporations debt impacts tax basis. Discusses how distributions affect basis. Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest. Discusses how S corporation losses impact Form 1040 Schedule E reporting. Comprehensive examples to illustrate the mechanics of the basis determination process.
You Don't Know What You Don't Know About Microsoft Excel WEBINAR
-
Your Desk
8.0 Credits
Excel shortcuts and time savers. Working with templates, formats, styles, and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the Excel function library.
Securing Your Data with a Password Management App - Updated WEBINAR
-
Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII forms filler. Credit card storage. Digital data vault.
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) WEBCAST
-
Your Desk
2.0 Credits
Requirements of GASB 96, GASB 94, and GASB 87. Implementation of GASB 96, 94 and 87.
Income Tax Planning for Bond Investments WEBCAST
-
Your Desk
4.0 Credits
Active versus passive investing. Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax. The tax treatment of bonds purchased at a discount or premium. Bond swap and U.S. Savings Bond strategies.
Accounting Industry Update WEBCAST
-
Your Desk
8.0 Credits
FASB Technical Agenda and upcoming changes. ASUs. Implementation dates and methods. Audit quality initiatives. Changes to AICPA auditing standards and PCAOB standards.
Deception, Embezzlement and Fraud WEBCAST
-
Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Estate Planning: A Comprehensive Overview WEBCAST
-
Your Desk
8.0 Credits
Intestate succession and probate administration. Holding title to assets. Lifetime asset transfers and testamentary asset transfer planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem.
Preparation, Compilations and Reviews - A Practical Workshop WEBCAST
-
Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Ethical Considerations in Working with Cannabis WEBINAR
-
Your Desk
1.0 Credits
Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry. Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services. Banking relationships. Malpractice insurance.
Internal Controls That May Have Prevented Fraud WEBCAST
-
Your Desk
2.0 Credits
Understand what factors allowed certain frauds to occur. Recognize what internal controls may have prevented the frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors.
Todd and Julie Chrisley Go to Prison WEBINAR
-
Your Desk
2.0 Credits
What is bank fraud? What is wire fraud? Role of financial service professionals in combating tax evasion and white-collar crime. Red flags indicating of white-collar crimes. Importance of knowing customers. Criminal justice proceedings. Relationship between victim impact and sentencing. Relationship between loss amounts and sentencing.
Introduction to Not-for-Profit Accounting WEBCAST
-
Your Desk
2.0 Credits
Not-for-profit accounting. Yellow book.
Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time WEBCAST
-
Your Desk
1.0 Credits
Neurodiversity. Productivity. Leadership. Management. Communication. Inclusion. Culture. Empathy.
ChatGPT for Accountants: 50 Plus Use Cases WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and artificial intelligence chatbot technologies. Automating frequently asked questions and the onboarding process. Verifying and reviewing financial records. Providing real-time support to clients. Generating financial reports. Automating tax return preparation and financial planning. Providing guidance on financial decision making.
Audit Risk Assessment in Plain English WEBCAST
-
Your Desk
2.0 Credits
Overview of Audit Risk Assessment. AICPA's clarified Risk Assessment Standards. SAS 145. Assessing the Entity's Environment.
How to Audit Cash WEBINAR
-
Your Desk
2.0 Credits
Auditing cash. Audit assertions, risks, and threats to the cash balance. Auditing procedures to perform.
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs WEBCAST
-
Your Desk
8.0 Credits
An emphasis on newly enacted tax legislation affecting IRAs, including the NEW final required minimum distribution (RMD) regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs. Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans. Roth IRA contribution phase-out limits as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs. Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 and a half and avoiding the 10% early distribution penalty (including substantially equal periodic payments). The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death. Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules.
K2's Advanced Excel WEBCAST
-
Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.