CPE & Event Catalog
Top Business Tax Planning Strategies WEBCAST
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Your Desk
2.0 Credits
Complying with the beneficial ownership information reporting requirements. The current status of the Employee Retention Credit Voluntary Disclosure Program. Using the newly expanded access to business tax accounts for partners and shareholders of S corporations IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers. Monetizing energy credits. Amortization of research and experimental expenditures. Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners. Contributions to Roth "catch-up" plans. Roth contributions to a SEP and Simple IRA. Employer matching contributions to a Roth account. Section 179 and bonus depreciation. Roth 401(k) contributions no longer subject to RMDs during the owner's lifetime.
Prix Fixe: Individual and Estate Income Tax Reporting in the Year of Death WEBINAR
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Your Desk
1.0 Credits
Ensuring accurate filing and compliance in the year of death.
Deep Dive into Quality Management WEBCAST
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Your Desk
2.0 Credits
SQMS 1 and 2. Auditing.
2025 Not-for-Profit GAAP Update WEBINAR
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Your Desk
2.0 Credits
Accounting Standard Updates issued by the FASB. Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Progressive Management Accounting WEBCAST
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Your Desk
2.0 Credits
A taxonomy of accounting: tax, financial, managerial. 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. Understand two views of costs: (1) process view versus (2) product view. Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques. Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction. Applying Attributes to assess value-added costs and costs of quality (COQ). 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: technical, misperceptions, model design, and social / cultural. How to overcome behavioral resistance to change.
Forgotten Managerial Accounting Tools WEBCAST
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Your Desk
2.0 Credits
Cost-volume-profit analysis, including target profit and break-even calculations. Variable costing. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Capital budgeting considerations. Overview of Excel capabilities for supporting managerial analysis.
Proper Financial Accounting for S Corporations WEBCAST
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Your Desk
4.0 Credits
Deferred tax accounting for S Corporations. S elections and terminations dealing with deferred taxes. Financial accounting for capital stock and retained earnings. S corporation shareholders' equity. Tax vs financial accounting for Accumulated Adjustments Account. Financial accounting for loans to and from S shareholders.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
8.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
Financial Statement Presentation and Disclosure WEBCAST
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Your Desk
4.0 Credits
U. S. GAAP and Special purpose frameworks. Form and content of financial statements: Balance sheets. Income statements; Statements of cash flows. Retained earnings and/or owners' equity statements. Comprehensive income. Supplementary information. Comparative vs. single-period financial statements. Sufficiency of disclosures. Illustrative disclosures frequently encountered in small-to-medium reporting entities. Industry-specific nuances.
Audits of 401(k) Plans: New Developments and Critical Issues WEBCAST
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Your Desk
8.0 Credits
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency. Common pitfalls in planning and detailed audit procedures. Changes affecting 401(k) plans, including recently issued SASs. Common mistakes as noted in peer reviews and DOL inspections.
Fundamentals of 1031 Exchanges WEBCAST
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Your Desk
8.0 Credits
Statutory framework for 1031 exchanges. Business and investment property characterization. Deferred exchange rules and techniques. Exchange mathematics: boot, gain and basis. Reporting for failed exchanges (over two tax periods). Improvement, reverse and non-safe harbor exchanges Partnership and TIC issues: IRC Sec. 761.
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar WEBCAST
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Your Desk
1.0 Credits
Technology. Cybersecurity.
Cryptocurrency Transactions: Navigating Federal Tax Rules WEBCAST
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Your Desk
1.0 Credits
Review existing reporting rules. Broker reporting requirements and Form 1099-DA. Reporting crypto transactions. Basis Safe Harbor. Illustrative example.
Fiduciary Accounting: Fundamentals & Rules WEBCAST
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Your Desk
2.0 Credits
Fundamentals of fiduciary accounting. Uniform Principal and Income Act. Mandatory and discretionary allocations and adjustments. Address the trustees ability to override the fallback rules. Review the contents of a proper set of trust accounting statements.
HR's Role in Business Evolution: Strategy, Finance, and Growth WEBCAST
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Your Desk
1.2 Credits
Corporate culture. Strategic planning. Leadership. Staff development. Use of Generative AI.
Big Picture Mega-Trends, Big Data, and World We Now Face WEBCAST
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Your Desk
2.0 Credits
On-going world economic trends. Demographic changes and their impact on the economy. Global technology influences. Post Covid workplace. Big data understanding and where is it going. Learn to adapt to changing situations.
Depreciating & Expensing Business Assets WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation. Qualified improvement property. Section 179, including inflation adjustments. Section 168(k) 100% bonus deduction. Depreciation of automobiles, including new luxury auto limits. Rev. Proc. 87-57 and MACRS. ADS depreciation for electing farm and real estate business. Update on recent developments.
Taxation of Business Entities WEBCAST
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Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
Building Your Personal Net Worth: Invest in Your Future WEBCAST
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Your Desk
2.0 Credits
Why people who appear wealthy may be living paycheck to paycheck. Why a millionaire may be living in the ordinary house next door. Early and mid-career strategies for accumulating wealth. Where and how to invest your money. Why fees and commissions should concern you. Strategies for buying stocks, mutual funds and ETFs.