CPE & Event Catalog
The Preparation of Form 706 and 709 – Understanding the Law WEBCAST
-
Your Desk
2.0 Credits
Estate and gift taxation fundamentals. Valuation of estate assets. Components of the gross estate. Deductions in estate taxation. Charitable and marital deductions. Tax credits and their application.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
-
Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
K2's Excel PivotTables For Accountants WEBCAST
-
Your Desk
8.0 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.
SECURE Act 2.0: What You Need to Know WEBCAST
-
Your Desk
1.0 Credits
Expanding automatic enrollment in retirement plans. Increased age for RMDs. Higher catch-up contribution limit. Emergency expense penalty-free withdrawals. Starter 401(k)s for certain employers. Part-time worker improved coverage.
Predictive Accounting – Driver-Based Budgeting and Rolling Financial Forecasts WEBCAST
-
Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.
The Preparation of Form 709 – Line by Line WEBCAST
-
Your Desk
2.0 Credits
Gift tax fundamentals and exclusions. Completing Form 709 accurately. Gift-splitting and its tax implications. Lifetime exemption and GSTT considerations. Valuation of gifted assets. Common filing mistakes and IRS audits. Updates on new legislation impacting gift taxation.
How CPAs Can Protect Their Names, Brands, Logos, and Taglines WEBCAST
-
Your Desk
1.0 Credits
What are trademarks? Types of trademarks. Trademark selection. Sources of protection. Federal registration process. Requirements for maintenance. Advantages of protection. Best practices.
The New Leadership Playbook: From Stability to Agility WEBCAST
-
Your Desk
1.0 Credits
The collapse of stability-based leadership. The new mandate for leaders. From command to connect. Technology, AI, and the human imperative. The future leader's playbook. Personal leadership reset.
Businesses Receiving Government Assistance WEBCAST
-
Your Desk
2.0 Credits
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses. Answers to common questions.
Preparation, Compilation and Review Engagements WEBCAST
-
Your Desk
2.0 Credits
Auditing.
Fraud and Embezzlement: Case Studies from the Trenches WEBINAR
-
Your Desk
2.0 Credits
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Planning in an Uncertain World WEBCAST
-
Your Desk
2.0 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed. How to separate correlation from causation. How to recognize and overcome bias. Who is Thomas Bayes and why he matters.
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners WEBCAST
-
Your Desk
4.0 Credits
An overview of provisions of existing law extended, made permanent with or without substantial changes. New law provisions for individuals and businesses. Review of existing law provisions that have been repealed.
Financial and Tax Accounting for S Corporations and Partnerships WEBINAR
-
Your Desk
8.0 Credits
Review the Accounting Standards Codification, Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations. Financial accounting issues arising from changes in ownership. Financial vs. tax accounting for partnership or LLC capital accounts. Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting with Forms 1065 and 1120S. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships, LLCs, and S corporations. Financial accounting for the operations of a partnership or LLC. Financial accounting impact of the C to S election and the S to C election. Financial and tax accounting for S corporation shareholder equity and partner capital accounts. Financial vs. tax accounting for loans to and from S corporations and their shareholders.
Preparation, Compilations and Reviews—A Practical Workshop WEBCAST
-
Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
IFRS vs. US GAAP - Major Accounting Differences WEBCAST
-
Your Desk
2.0 Credits
Explore major differences in the design and structure of IFRS vs. U.S. GAAP. Discover significant differences in financial statement presentation and disclosure principles. Recognize significant differences in initial recognition and subsequent measurement standards.
Fundamentals of Form 1040 -- Individual WEBINAR
-
Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
Accountant’s Guide to Anti-Money Laundering: People, Patterns and Prosecutions WEBCAST
-
Your Desk
1.0 Credits
Prevalence and impact of money laundering. When CPAs launder money. The connection between money laundering and fraud. The accountant's duty to be alert to fraud and money laundering. Detection of money laundering.
Creating A Culture of Trust WEBCAST
-
Your Desk
1.0 Credits
Culture. Trust.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography) WEBCAST
-
Your Desk
1.6 Credits
Forensic accounting. Accounting. Auditing. Finance.