CPE & Event Catalog
Creative Strategies for Buying, Selling, and Gifting a Business WEBCAST
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Your Desk
8.0 Credits
Valuation methods. Stock purchase vs. asset purchase structures. Estate and gift tax planning strategies. Gifting of business interests. Transfer of interests to split-interest and grantor retained trusts. S corporation stock transfers to trusts. Family limited partnerships and self-canceling installment notes. Using ESOPs to transfer business ownership.
Behavioral Finance Biases WEBINAR
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Your Desk
1.0 Credits
Overview of biases and standard of living risk. Overview of difference between emotional and processing biases. Examples of various real life examples and case studies.
The Future of Audit: Technology, Talent and Transformation WEBINAR
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Your Desk
1.0 Credits
Explore AI, blockchain, and data analytics impact on audits. Address talent crisis through retention and upskilling strategies. Navigate PCAOB standards and regulatory sandbox concepts. Expand audits to include ESG and nonfinancial metrics. Implement technology solutions for firms of all sizes.
K2's Eight Awesome PivotTable Features WEBCAST
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Your Desk
0.0 Credits
Adding user-defined calculations to PivotTables. Enhancing PivotTables with Key Performance Indicators. Using PivotTables to consolidate standard Excel reports. Creative ways to filter PivotTables. Linking accounting software data into PivotTables.
AI and Accounting in Manufacturing WEBINAR
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Your Desk
2.0 Credits
Intelligent automation and dark factories. Predictive maintenance and real-time cost tracking. AI enabled financial reporting and dashboards. Continuous auditing and anomaly detection. Tax compliance automation and transfer pricing AI. Data governance and cybersecurity in financial systems. Workforce reskilling and AI augmented financial roles.
CORE Series: How to Take Advantage of AI Right Now WEBINAR
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Your Desk
1.0 Credits
Practical considerations. Governance needs. Steps you can take now to begin realizing value from AI.
Tax Depreciation: Review and Update WEBINAR
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Your Desk
2.0 Credits
Recent tax legislation and developments related to capitalization. Eligible property for Section 179 and Section 168(k). Discussion of the Section 179 deduction and its use to depreciate real property. The Section 168(k) deduction and its use to depreciate real property. Disposition of segments of real property. Exchanges of tangible personal property after repeal of the like-kind exchange rules. Other related topics.
K2's Harnessing ChatGPT WEBCAST
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Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
AI and Accounting in Construction WEBINAR
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Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
Introduction to Risk Assessment WEBINAR
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Your Desk
2.0 Credits
Overview of the risk assessment procedures performed during engagements. Inquiries, analytical procedures, and observation and inspection techniques. Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses.
AHI: Level IV - Management and Leadership Essentials Training WEBCAST
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Your Desk
24.0 Credits
Expectations of the supervisor or manager. Leadership skills and styles. Managing self and priorities. Improving communication skills. Human motivation. Supervising, evaluating and coaching staff. Helping your firm grow.
Multistate Income Tax Issues WEBCAST
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Your Desk
4.0 Credits
Emerging sales tax topics. Emerging compliance issues in the new sales tax economy. Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states. When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility.
2026 AICPA Tax School - Level 1 WEBCAST - Partnered with the Oregon Society
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Your Desk
32.0 Credits
Day 1 - Individual Tax Fundamentals. Day 2 - Tax Fundamentals of LLCs and Partnerships Day 3 - S Corporations: Key Issues, Compliance and Tax Strategies Day 4 - Capitalized Costs and Depreciation (morning) Day 4 - Taxation of Property Transactions (afternoon)
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
0.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents and spreadsheets into PDF format. Combining multiple PDF files into a single binder. Utilizing the security features of Adobe Acrobat to protect document confidentiality.
Closely Held Business Owner Financial Planning Opportunities WEBCAST
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Your Desk
2.0 Credits
Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.
How to Audit Inventory WEBINAR
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Your Desk
2.0 Credits
Auditing inventory. Related audit assertions, risks, and threats to inventory. Substantive auditing procedures that staff should perform.
Fraud, Controls and Ethics: Best Practices and Case Studies WEBINAR
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Your Desk
4.0 Credits
The examination of actual frauds. Discussion of internal controls that could have prevented frauds. Contemplation of epiphanies for your own professional scenarios. The AICPA Code of Professional Conduct. Other elements of professional conduct and compliance with professional standards.
Invest in Your Mental Health and Avoid Burnout WEBINAR
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Your Desk
2.0 Credits
How to recognize burnout and evaluate where you are on the burnout scale. How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism. How mindfulness can reduce stress and save time. Silencing the critical inner voice. Tools to help you become more attuned to your needs and emotions. How attending to and regulating your nervous system impacts your mood and well-being.
Comprehensive Accounting and Financial Reporting Update WEBINAR
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Your Desk
4.0 Credits
CECL for nonfinancial institutions. Accounting for Paycheck Protection Program loans. Accounting for web-hosting services. Revenue recognition. Leases. FASB projects in progress.