CPE & Event Catalog
Retirement Planning: Next Stage for You or Your Client WEBINAR
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Your Desk
2.0 Credits
Developing a new perspective on what this next stage is really all about. Discovering a new sense of purpose. Assessing your financial conditions. Addressing needed or potential changes in your relationships. Examining new or renewed ways to stay healthy. Figuring out what to do next.
Forensic Accounting: Crafting Expert Reports WEBINAR
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Your Desk
4.0 Credits
Introduction to forensic accounting. Maintaining ethical integrity. Expert report preparation. Investigation report writing. Economic damages writing. Reviewing investigation reports and economic damages.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
Behavioral Finance Biases WEBINAR
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Your Desk
1.0 Credits
Overview of biases and standard of living risk. Overview of difference between emotional and processing biases. Examples of various real life examples and case studies.
The AB5s of Employees and Independent Contractors WEBCAST
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Your Desk
2.0 Credits
Four ways to classify a worker. IRS 20 Factors. 20% Section 199A deduction. Cost of misclassifying an employee. Section 530 relief. Game changing impact of the Dynamex case and AB5.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
2.0 Credits
Accounting and auditing issues related to cryptocurrency. ASU 2023-08 and related FASB developments. FASB discussions, Invitation to Comment, and research agenda updates. Case study application of cryptocurrency accounting guidance. Accounting for cryptocurrency transactions and balances. Audit considerations for cryptocurrency engagements.
Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A The Code and Regulations WEBCAST
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Your Desk
4.0 Credits
Understanding the term QBI (qualified business income). Understanding the term SSTB (specified service trade or business). Understanding the term QTB (qualified traded or business). Calculate the 199A deduction. Understanding the phaseouts. Understanding aggregation. Rental property as a trade or business. Identify how your clients can maximize the deduction. Planning ideas. Understand the Section 199A regulations.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
2.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
Deep Dive into Quality Management WEBCAST
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Your Desk
2.0 Credits
Quality management standards for CPA firms. SQMS 1 and SQMS 2 requirements. Engagement-level standards. Post-implementation evaluation of quality management systems. Monitoring and remediation responsibilities. Auditor responsibilities under SAS 146.
Mastering the Art of Conflict: CPA Transformative Strategies WEBINAR
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Your Desk
4.0 Credits
Common conflicts CPAs face. The impacts of having or not having crucial conversations. Learn your conflict style and how to elevate your conflict capabilities. Identifying conflict triggers. Best practices using an integrated approach from crucial conversations, fierce conversations, and leading with questions. Interviews from CPAs and real life scenarios they faced and what crucial conversation approaches they used.
CORE Series: Navigating the Basics of U.S. International Tax Compliance WEBINAR
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Your Desk
1.0 Credits
Foreign entity ownership. Cross-border transactions. Reporting forms. Potential penalty exposure.
Foundations of IT Audit for CPAs WEBCAST
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Your Desk
3.0 Credits
IT audit fundamentals. ITGCs, risk assessment. Application controls.
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
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Your Desk
2.0 Credits
Cost accounting.
Data Science for Accountants – Business Analytics WEBCAST
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Your Desk
2.0 Credits
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data. The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of AI on the accounting profession.
Comprehensive Accounting and Financial Reporting Update WEBINAR
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Your Desk
4.0 Credits
CECL for nonfinancial institutions. Accounting for Paycheck Protection Program loans. Accounting for web-hosting services. Revenue recognition. Leases. FASB projects in progress.
A Practitioner’s Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs. SEP and SIMPLE IRAs. Qualified plans. 401(k) plans. Retirement plan selection. Minimum distribution rules. Tax implications. Retirement planning strategies.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
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.
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.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.