CPE & Event Catalog
Preparation, Compilations and Reviews - A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Promoting Mental Health in the Workplace to Prevent Violence WEBCAST
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Your Desk
1.0 Credits
Mental health awareness.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
Steps to Stop External Fraud WEBINAR
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Your Desk
2.0 Credits
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties. External fraud unknown perpetrators.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
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Your Desk
8.0 Credits
Tax considerations in divorce, including support obligations and property division. Bankruptcy, debt cancelation, and financial hardship tax implications. Tax treatment of cohabitation, premarital agreements, and exemptions. Child support, alimony, and dependency issues. Business dissolution and tax consequences. Filing status options and tax rate comparisons. Head of household qualifications and tax advantages. Impact of refunds, deficiencies, and marital property rules.
Steps to Stop External Fraud WEBCAST
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Your Desk
2.0 Credits
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators.
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.
Advanced Topics in a Single Audit WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
Auditor and auditee responsibilities in a single audit. Planning the compliance audit and other risk assessment considerations Required elements of the schedule of expenditures of federal awards. Major program determination process, including clusters and loans/loan guarantees. Considerations when assessing and evaluating internal controls over compliance Audit sampling Considerations for pass-through entities. Advanced audit reporting issues.
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction WEBCAST
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Your Desk
2.0 Credits
The differences between a simple and complex trust. The use of the tier system with complex trusts. Review of basic requirements of the charitable contribution deduction under IRC Sec. 642(c). Preparation of a tax spreadsheet for a complex trust. Preparation of a tax spreadsheet for a complex trust with a charitable contribution deduction. Complex problem form 1041. Examples with spreadsheets and exhibits.
Mergers & Acquisitions Part 2: Financial Accounting WEBCAST
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Your Desk
4.0 Credits
Identifying the acquirer and the acquisition date. Recognition and measurement issues on the acquisition date. Intangible assets. Deferred income taxes. Stock options.
Tax Planning for Sole Proprietors & Other Business Owners WEBCAST
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Your Desk
8.0 Credits
Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices. Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans. Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction. Avoiding the at-risk and passive activity loss limitations. Making the right business entity election. In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
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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.
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.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Key differences between federal reported capital gains and Washington taxable capital gains, the tax and pass-through entities, deductions, credits, tax compliance, penalties and penalty abatement, and anticipated changes at the state and local level.
Nonprofit Taxation Rules and Form 990 WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation and developments related to non-profit entities. Special sections of Form 990 and various form related changes. Nonprofit tax exemption applications. Excess compensation excise tax. Excess parachute payment excise tax. Unrelated business income tax. Required profit motive.
Fiduciary Taxation Part 4: Miscellaneous Topics & AMT WEBCAST
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Your Desk
2.0 Credits
Review the passive activity rules under IRC Sec. 469 as they apply to fiduciary entities. The 65-day rule and election under IRC Sec. 663(b). Special rules for specific bequests under IRC Sec. 663(a). Alternative minimum tax for trusts and estates. AMT bracket rates and exemption for fiduciary entities. Alternative minimum tax spreadsheet approach using AMT. Problem example with passive activity loss (PAL).
Understanding the "Most Common" Form 990 Schedules: A, B&O WEBCAST presented by the Minnesota Society of CPAs
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None
2.5 Credits
Benefits of public charity classification. Public Support Tests. Preparation tasks of Schedule B and related worksheets, including donor disclosure. Governance and public relations impact. Board review and compliance. Management company disclosures.
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.
Synchronize Your Files to the Cloud with SharePoint -Updated WEBINAR
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Your Desk
2.0 Credits
Overview of the OneDrive Sync app functionality. Step-by-step review and demonstration of how to deploy this app. Installing the Sync app on your local devices. Configuring the files and folders to synchronize toy your local device. Manage the locally stored files. Best practice tips for using the Sync app and avoiding common mistakes.
K2's Technology Update WEBCAST
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Your Desk
4.0 Credits
Developments in hardware and software. Options for communicating and collaborating more effectively. Addressing cybersecurity issues.