CPE & Event Catalog
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
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Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Microsoft Teams for CPAs: Unlocking Its Full Potential WEBINAR
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Your Desk
0.0 Credits
Best practices for organizing your teams and channels. Understanding the role of Teams and SharePoint integration. Using Teams to communicate and collaborate externally with clients. Tips and tricks for managing conversations in Teams. Leveraging Microsoft Copilot AI in Teams.
How to Audit Expenses and Payables WEBINAR
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Your Desk
2.0 Credits
The basics of auditing expenses. Accrued liabilities and other payables. Relates audit assertions, risks, and threats to the expenses and payables balances. Substantive auditing procedures to perform.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Navigating IRS Collections: The Collection Process WEBINAR
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Your Desk
2.0 Credits
Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
Financial Planning: Auto and Homeowners Insurance WEBINAR
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Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.
It's Personal! Best Individual Tax Update 2026 WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Latest tax developments, rules and regulations affecting individual taxpayers.
IRAs: What You Need to Know about Contributions, Conversions and Distributions WEBCAST
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Your Desk
2.0 Credits
Determine clients who are well suited for conversion from traditional to Roth IRAs. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive waivers for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).
ChatGPT Vision for Financial Analysis WEBINAR
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Your Desk
2.0 Credits
Introduction to GPT vision. Advantages of vision mode research. Accessing GPT vision. Financial screenshot analysis. Operational insights from visual data. Integration with google maps. DDPP analysis. Sentiment and facial expression analysis. Body language interpretation. Effective photo capturing techniques.
The Art of the Interview WEBCAST
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Your Desk
2.0 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
About the TIGTA: Who Watches the IRS? WEBINAR
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Your Desk
2.0 Credits
The role of TIGTA in the US tax system. Auditing, investigating, and inspecting and evaluating IRS programs and operations. Identifying opportunities to improve the administration of tax laws. Promoting integrity, economy, and efficiency in the tax system. Responding to requests from Congress and other external stakeholders. Upholding ethical standards in the accounting profession. Building trust and confidence in the tax system.
K2's AI — Better Prompts, Better Results WEBCAST
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Your Desk
1.0 Credits
Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.
Financial and Tax Accounting for S Corporations and Partnerships WEBINAR
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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.
2025-2026 Federal Tax Updates - Business Entities WEBINAR
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Your Desk
8.0 Credits
Current business entity tax issues. Any current tax legislation occurring during the period. Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues.
Best Business Tax Update 2026 WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
The latest tax developments, rules and regulations affecting businesses.
What's Behind the Data? WEBINAR
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Your Desk
2.0 Credits
Ways in which data and information can be misleading. Common pitfalls when encountering data. How to reevaluate the data to avoid those pitfalls.
Oregon and Washington Ethics 2026 WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.
IRAs—Traditional, Roth, SEP and SIMPLE WEBCAST
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Your Desk
8.0 Credits
An emphasis on newly enacted tax legislation affecting IRAs, including the NEW final required minimum distribution regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs. Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans. Roth IRA contribution phase-out limits, as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs. Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments). The required minimum distribution rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death. Overview of health savings account eligibility rules, contribution limits and distribution rules.