CPE & Event Catalog
Retirement Penalties and Rollover Issues WEBCAST
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Your Desk
2.0 Credits
What the IRS knows: Forms 1099R and 5498. Exceptions to the ten percent penalty. Secure 2.0 changes to the late payment penalty. History of the 60-day Rule and Recent Developments. Rulings and self-certification. Form 5329 use and strategies.
2024 Revision to Government Auditing Standards Impact WEBINAR
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Your Desk
4.0 Credits
Key changes made by the 2024 Revision to Government Auditing Standards. Review when the GAGAS requirements are applicable to a financial statement audit. When reporting on key audit matters may apply in a GAGAS audit. Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book. Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards. Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits.
K2's What’s New With QuickBooks WEBCAST
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Your Desk
0.0 Credits
Licensing issues. Pricing updates. New and improved features. Transitioning from QuickBooks Desktop to QuickBooks Online.
Becoming a Fractional CFO: What to Do and How? WEBINAR
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Your Desk
2.0 Credits
Do you have what it takes to be a successful fractional CFO? Should you be a solo practitioner or join a larger firm? 1099 versus W2. What skills are needed to be successful? Sales, marketing, etc. What are some of the red flags? Typical assignments and issues a fractional CFO will likely encounter. The greatest opportunity for fractional CFOs. Understanding your value.
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.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL, including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six NOPA rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
2026 Business Tax Credits WEBCAST
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Your Desk
1.0 Credits
Research and Development Tax Credit. Work Opportunity Tax Credit. COVID-19 Tax Credits. Opportunity zones. GO-Biz incentives. Employment training panel.
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.
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.
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.
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.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
How to Review Financial Statements WEBCAST
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Your Desk
4.0 Credits
Practice reviewing financial statements. Financial statement case studies.
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
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
Comprehensive Pass-Through Owners Basis and Distribution Rules WEBCAST
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Your Desk
8.0 Credits
Understand the four loss limitation rules applied on the owner's individual income tax return. Determine how to calculate an owner's initial tax basis of his pass-through entity. Learn how to correctly make annual adjustments to a pass-through owner's tax basis. Identify what constitutes a debt basis for an S corporation shareholder. Learn the tax ramifications of repaying loans to S corporation shareholders.
K2's Excel PivotTables For Accountants WEBCAST
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Your Desk
0.0 Credits
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables. Formatting PivotTables. Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query. Analytical techniques available in PivotTables.
Retirement Advising: Accumulation and Decumulation Strategies WEBCAST
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Your Desk
8.0 Credits
The downside of traditional retirement asset accumulation strategies. Threats to a successful retirement. Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles. Matching investment assets with the appropriate retirement plan and distribution strategy. Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning.
No Tax on Overtime: Payroll Compliance WEBINAR
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Your Desk
2.0 Credits
Overview of the Fair Labor Standards Act (FLSA) overtime provisions. Definition of a work week and the 40-hour threshold. Time-and-a-half requirement and exclusions from overtime pay. Exempt vs. nonexempt employee classifications. Excluded payments. Step-by-step calculation examples for different compensation structures. Best practices for documentation and payroll systems. Case studies illustrating misclassification and miscalculation issues.