CPE & Event Catalog
Business Losses: Going Backward and Forward WEBCAST
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Your Desk
2.0 Credits
Recent legislative developments for deducting business losses. TCJA net operating losses rules of Sect. 461(l). Sect. 163(j) Business Interest Expense. Limitations of deducting losses and basis. What is the "quickie" refund; Section 465. At-Risk amount. Section 469 Passive Activity Loss rules.
Fiduciary Taxation Part 1: Introduction to Form 1041 WEBCAST
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Your Desk
2.0 Credits
Introduction to the fiduciary entity and the basic fiduciary entity flowchart. Authorities and disciplines in fiduciary accounting and taxation. Fiduciary tax rates and brackets. Introduction to subchapter J. 5 basic rules and concepts of fiduciary taxation. Steps to calculating the income taxation of trusts and estates. Use of a tax spreadsheet.
Annual Update for CFOs, Controllers and Finance Managers: Driving Business Value WEBCAST
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Your Desk
4.0 Credits
Economic trends and their effect on business. Ways to drive operational efficiency. Leveraging technology in finance. Cash management and working capital. Effective talent management. Sustainability and corporate responsibility.
What Every CPA Should Know About Fraud WEBCAST
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Your Desk
4.0 Credits
How fraud is detected. The role of external auditors in finding fraud. Revenue recognition issues. Corrupt management. Data mining. Physical and biometric controls
Financial & Tax Accounting for Partnerships & LLCs WEBCAST
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Your Desk
4.0 Credits
Review of the AICPA financial reporting framework for small and medium-sized entities. Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs. Financial accounting issues arising from changes in ownership of partnership and LLCs. Financial vs. tax accounting for partnership/LLC capital accounts. Review of Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting for partnerships/LLCs with the Form 1065. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships/LLCs.
Advanced Personal Financial Planning Update WEBCAST
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Your Desk
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care. Debt management, including reverse mortgages and education financing. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and rulings. Estate and trust planning strategies.
Federal Tax Update: Individual Form 1040 WEBCAST
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Your Desk
8.0 Credits
Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.
Not-for-Profit Organizations: Treasury Utilizing QuickBooks WEBCAST
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Your Desk
8.0 Credits
Financial entity. IRS filing status. Recent ASC updates affecting nonprofits. Inflows and Outflows. QuickBooks Desktop. Setup. Data entry. Reporting. Governance policies and budgeting.
Introduction to Yellow Book WEBCAST
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Your Desk
2.0 Credits
AICPA Code of Professional Conduct. Yellow book.
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts WEBCAST
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Your Desk
2.0 Credits
Review the basic concepts of fiduciary duty. Review the basic concepts of fiduciary accounting. Use of a diagram to distinguish income and principal. Calculating fiduciary accounting income requirements of a simple trust. Problem example spreadsheets reflecting fiduciary accounting and taxation of simple trusts as well as how depreciation is handled by a fiduciary entity. Problem examples reflecting a completed form 1041 using spreadsheet calculations for fiduciary accounting and taxation of simple trusts.
Communicating in a Virtual and Live Environment - Numbers Matter But So Do Words WEBCAST
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Your Desk
2.0 Credits
Tackling the emotions of presenting. Use of visuals in presentations. Telling stories. Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic. Discuss the overarching themes of effective presentations. Building out a presentation with a roadmap order. Discuss the types of presentations, including the good and the bad. Tips on the right considerations in being effective in virtual presentations.
Deep Dive into Common Auditing Deficiencies WEBCAST
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Your Desk
4.0 Credits
Auditing. GAAS.
2025 Annual Update for Governmental Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Single audit updates. Auditing and accounting. Yellow book.
K2's CPA Firm Update WEBCAST
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Your Desk
2.0 Credits
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics. AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries. Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations. Optimal technology stacks to enhance firm productivity, efficiency, and profitability. Cybersecurity advancements. Proactive approaches to safeguarding client and firm data.
SALT Mastery: Protecting Yourself and Your Clients: Understanding the Implications of Remote Work and Licensing Requirements
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Your Desk
2.0 Credits
Registration obligations among the states. Considerations for remote workers, including payroll tax, generating nexus, and apportionment issues. What agencies to register with. Avoiding unauthorized practice of law.
Governmental & Not for Profit Fraud WEBCAST
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Your Desk
4.0 Credits
Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds. Understand and recognize fraud risk and fraud indicators. Consider types of fraud prevention programs.
Mergers & Acquisitions Part 1: The Accountant's Role WEBCAST
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Your Desk
4.0 Credits
The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow. Working capital adjustments and balance sheet due diligence. The impact of contemplated pricing, earn-outs and holdbacks. The deal timeline and flow of information. Understanding the terms and structure that fit the buyer and seller objectives. Tax and financial accounting treatment of select issues.
SSARS Practice Issues and Standards Update WEBCAST
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Your Desk
4.0 Credits
Review of applicable SSARS standards, including standards updates. Review of AICPA professional ethics requirements. In-depth discussion of non-attest services. Review of independence issues for SSARS services. Overview of SSARS #21 performance, documentation and other requirements. Detailed analysis of preparation vs. compilation engagements. Detailed analysis of review engagements.
Advanced Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Taxation of investments. Reporting of business income and losses from pass-through entities including loss limitations. Non-income taxes that impact individual income tax returns. Retirement contributions and planning. Alternative Minimum Tax. Social Security taxation. Charitable contribution planning with limitations.
Deception, Embezzlement and Fraud WEBCAST
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Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.