CPE & Event Catalog
Become a Data Analysis Expert WEBINAR
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Your Desk
2.0 Credits
The data analysis process flow. Data modeling. Data visualizations.
IRAs – Contributions and Distributions for Traditional, Roth, SEP and SIMPLE IRAs WEBCAST
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Your Desk
8.0 Credits
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution 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 ½ and avoiding the 10% early distribution penalty. The required minimum distribution 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 eligibility rules, contribution limits and distribution rules
Build Better Budgets: Fundamental Techniques WEBINAR
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Your Desk
2.0 Credits
Advantages of budgeting. The role of budgeting. Master budgeting. Flexible budgeting. Standards and variances. Capital budgeting.
State of AI WEBCAST
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Your Desk
1.0 Credits
AI hype vs. reality. AI 2025 advancements. AI governance structure. AI strategy planning. AI implementation decisions.
Accounting Industry Update WEBCAST
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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.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. RS Appeals. Collections and litigation at courts of original jurisdiction.
Disrupt to Dominate: Mastering Change Leadership WEBINAR
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Your Desk
4.0 Credits
The urgency of leading change now and the steps in leading change. The power of crafting a vision that encourages buy-in. The art and science of building strong partnerships. Accelerating change through relationship networks. Communication strategies for change. Establishing a feedback culture for successful change. Managing self in times of change. Case studies and real-world scenarios.
AI and Accounting in Retail WEBINAR
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Your Desk
2.0 Credits
AI powered personalization and its impact on revenue recognition. Dynamic pricing models and tax compliance risks. AI in demand forecasting, inventory valuation, and COGS calculations. Integration challenges with ERP and POS systems. Governance, ethics, and auditability of AI decisions. Data quality, audit trails, and regulatory documentation. AI assisted fraud detection, financial controls, and oversight
State of Privacy WEBCAST
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Your Desk
1.0 Credits
State of privacy findings. Staffing trends. Budget forecasts. Privacy by design. AI impact.
Embracing Neurodiversity in the Workplace WEBCAST
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Your Desk
1.0 Credits
Neurodiversity.
Not Just Your Everyday FASB Update WEBCAST
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Your Desk
4.0 Credits
Analysis of relevant GAAP provisions. Reminders regarding the continuing importance of ASC 606 for revenue recognition. Fresh perspectives of lease accounting in the wake of ASC 842 implementation. Overview of U.S. GAAP alternatives for certain entities. Summary of selected, salient standards for today's audit, review, and compilation engagements.
How AI Is Automating Internal Control WEBINAR
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Your Desk
4.0 Credits
An explanation of AI. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Corporate Transparency Act Developments WEBINAR
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Your Desk
2.0 Credits
Background of the Corporate Transparency Act. Beneficial Ownership Information Reporting Rule (BOIR). Entities required to report. Reporting requirements imposed by the CTA. Due dates of reports. Information needed to satisfy the BOIR. Impact of failure to report. How to submit a report. Court rulings on CTA's unconstitutionality. Implications to entities as a result of the ruling in NSB. Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
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 Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Strategic Government Budgeting: Tools for Long-Term Sustainability WEBCAST
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Your Desk
1.0 Credits
Forecasting and budgeting. Auditing and accounting.
Eliminating Busy Season: Transforming Your Practice to Year-Round Advisory Services WEBCAST
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Your Desk
2.0 Credits
Limitations of the traditional busy season model. Building a year-round advisory practice. Transitioning existing clients. Attracting higher-value clients. Integrating tax, financial, and estate planning. Workflow restructuring and operations. Pricing and value communication. Implementation challenges.
Financial Acumen for Today's HR Leader WEBCAST
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Your Desk
2.0 Credits
Financial statement insight. Trend analysis. Financial benchmarks.
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals WEBCAST
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Your Desk
2.0 Credits
Overview of Trump Account structure and purpose. Eligibility and contribution limitations. Tax treatment and reporting considerations. Planning strategies for individuals and businesses. Common pitfalls and audit considerations.
Integrate ChatGPT into Your Client Advisory Services WEBINAR
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Your Desk
2.0 Credits
The ChatGPT and generative AI technology primer. Building your generative AI vocabulary. Dig deeper into your engagement research to develop a higher quality advisory service. Polish your client reporting with the help of ChatGPT. Developing your ChatGPT client advisory services. Start with client education. You don't need to be a technical expert to be an educator. Use AI to help your clients automate their workflows and business processes. Build better spreadsheets with ChatGPT and Excel. Help your clients identify, evaluate and select applications for their business.