CPE & Event Catalog
Multistate Taxation - Issues and Planning Opportunities WEBCAST
-
Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.
AHI: Level I - Basic Staff Training WEBCAST
-
Your Desk
24.0 Credits
Role of new staff. Understanding audit objectives. Accounting data analytics. Working paper techniques. Analytical procedures. Compilation and review services. Tax recognition and research techniques. Auditing and reviewing selected accounts.
Applying the New Expected Credit Loss Model WEBCAST
-
Your Desk
2.0 Credits
Principles behind the new expectation credit loss model. Acceptable methods for evaluating expected credit loss for certain financial instruments. Enhanced disclosure requirements common for nonpublic entities.
Form 1120S - Preparation and Analysis WEBCAST
-
Your Desk
2.0 Credits
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
OBBA of 2025: Business Overview WEBCAST
-
Your Desk
2.0 Credits
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones. Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting. New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate. Repealed existing law, including the commercial clean vehicle credit and electric car charger credit.
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes WEBCAST
-
Your Desk
4.0 Credits
Leadership. Management.
K2's The Best Kept Secrets Of Microsoft 365 WEBCAST
-
Your Desk
2.0 Credits
New features, tips, and tricks in Microsoft 365. Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals. See some of the tools you can activate to help your team create and share video content intended only for internal use.
New Tips and Overtime Tax Rules: Compliance and Best Practices WEBCAST
-
Your Desk
1.0 Credits
Updated OBBA guidance on tip reporting and allocation. Qualifying tip requirements. Self-employment and qualified tips. Employer and employee tax responsibilities for tipped wages. Overtime pay deduction. Tip and overtime information returns.
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts WEBCAST
-
Your Desk
2.0 Credits
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners. The meaning of a tax basis capital account. How to determine a partner's share of the partnership's liabilities. Distinguishing recourse loans from nonrecourse loans. What are qualified nonrecourse financing loans and how they affect partners. Section 704 built-in gain or loss rules and how they impact Schedule K-1 reporting. Section 465 at risk rules and how they impact Schedule K-1 reporting.
Progressive Management Accounting WEBCAST
-
Your Desk
2.0 Credits
A taxonomy of accounting. A spectrum of direct and indirect absorption costing. Fact-based Data with Activity Based Costing (ABC). Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels. Learn to use ABC to manage product, service-line, channel, and customer profitability. Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques. The Shift in ROI's Source from Tangible to Intangible Assets. Increasing the ROI from information - with Corporate Performance Management (CPM) as a Value-Multiplier. Accelerating the Rate of Adoption for Implementing and CPM. Understand the barriers that slow the adoption rate of CPM. How to overcome behavioral resistance to change.
Internal and External Fraud: Understanding It and Working to Control It WEBCAST
-
Your Desk
8.0 Credits
Understanding why internal fraud occurs. Fraudulent acts initiated by outside organizations. Policies, procedures and control measures designed to fight fraud. Steps that verify anti-fraud activities are working.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
-
Your Desk
8.0 Credits
FASB Accounting Standards Codification disclosure requirements. An overview of the disclosure landscape. How materiality enters into disclosure decisions. Navigating the FASB Codification.
The Complete Guide to the Preparation of Form 1041 WEBCAST
-
Your Desk
8.0 Credits
Step-by-step Form 1041 preparation. Key issues in decedent's estates and trusts. Understanding Subchapter J and its impact on taxation. Compliance strategies for fiduciary entities. Tax treatment of DNI and IRD. Case studies illustrating real-world application. Legislative updates affecting estate and trust taxation.
OBBA of 2025: Individual Overview WEBCAST
-
Your Desk
2.0 Credits
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones. Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting. New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate. Repealed existing law, including the commercial clean vehicle credit and electric car charger credit.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting WEBINAR
-
Your Desk
2.0 Credits
Introduction to ethics and ethical dilemmas. Ethical codes and professional standards. Fraud and the fraud triangle. Ethical decision-making models. Financial statement manipulation tactics. Cash flow and key metrics misrepresentations.
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds WEBCAST
-
Your Desk
1.0 Credits
Finance. IFR. SLFRF.
Sleepless Nights: In AI It's All About "The Prompt", in Careers It's All About "The Relationships" WEBCAST
-
Your Desk
2.0 Credits
Career ownership. Relationship derailers. Career planning. Personal marketing plan. Strategic career considerations. Opportunity insights. Networking. Character.
Audit Skills for Beginners WEBCAST
-
Your Desk
4.0 Credits
Professional skepticism. Audit documentation basics. The audit risk model. Internal control fundamentals.
Partnership and 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 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.
AI and Accounting in Manufacturing WEBINAR
-
Your Desk
2.0 Credits
Intelligent automation and dark factories. Predictive maintenance and real-time cost tracking. AI enabled financial reporting and dashboards. Continuous auditing and anomaly detection. Tax compliance automation and transfer pricing AI. Data governance and cybersecurity in financial systems. Workforce reskilling and AI augmented financial roles.