CPE & Event Catalog
IRS Cybersecurity Checklist WEBCAST
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Your Desk
2.0 Credits
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
K2's AI - Better Prompts, Better Results WEBCAST
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Your Desk
1.0 Credits
Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.
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.
Understanding and Creating an Internal Control System WEBINAR
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Your Desk
8.0 Credits
Underlying concepts of internal control. Defining where and why controls, policies and procedures are needed. Legacy control measures that are still important for businesses today. Creating control measures that address the use and protection of technology.
Building Your Personal Net Worth: Invest in Your Future WEBCAST
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Your Desk
2.0 Credits
Why people who appear wealthy may be living paycheck to paycheck. Why a millionaire may be living in the ordinary house next door. Early and mid-career strategies for accumulating wealth. Where and how to invest your money. Why fees and commissions should concern you. Strategies for buying stocks, mutual funds and ETFs.
How to Audit Cash WEBINAR
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Your Desk
2.0 Credits
Auditing cash. Audit assertions, risks, and threats to the cash balance. Auditing procedures to perform.
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.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
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Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions. 338 and 336 elections. C-Corp buys an interest in a partnership. Very basic overview of tax-free re-organizations. High level overview of entity formations and more.
Depreciating & Expensing Business Assets WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation. Qualified improvement property. Section 179, including inflation adjustments. Section 168(k) 100% bonus deduction. Depreciation of automobiles, including new luxury auto limits. Rev. Proc. 87-57 and MACRS. ADS depreciation for electing farm and real estate business. Update on recent developments.
Taxation of the Cannabis Industry WEBCAST
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Your Desk
2.0 Credits
Historical context of US taxation. Industrial hemp vs. marijuana. Income definitions under IRC Sect. 61. Tax code restrictions: Sect. 280E and Sect. 471. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney (POA) rules. Form 2848: Authority to Represent Clients before the IRS. Form 8821: Accessing Tax Information Without Representation.
Sticky Ethical Choices, featuring Bob Mims and Don Minges WEBCAST
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Your Desk
1.0 Credits
Why are some choices so difficult? The consequences of pulling the trigger quickly. How to evaluate ethical situations and remain above-board.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach WEBCAST
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Your Desk
1.0 Credits
Mindfulness. Creative thinking. Productivity. Performance. Neuroscience. Leadership.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
Income Statement Disaggregation: ASC 240-40 WEBCAST
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Your Desk
2.5 Credits
Disclosure. Expense disaggregation. Implementation guidance.
Financial Statements for the Simple Business Entity WEBCAST
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Your Desk
4.0 Credits
Accounting for simple business entities. Income tax, modified cash basis and other alternatives to GAAP. Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements. Documenting accounting decisions to minimize potential liability.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Internal Control Changes for Remote Workers WEBINAR
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Your Desk
2.0 Credits
The benefits and pitfalls of remote employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks WEBCAST
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Your Desk
4.0 Credits
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity. Understanding the critical role of IT general and application controls to reliable financial reporting, even in less-complex IT environments. Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities. Identifying and evaluating the sufficiency of key controls to satisfy control objectives. Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that.