CPE & Event Catalog
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.
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.
Mergers & Acquisitions: Tips and Speed Bumps to Avoid WEBCAST
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Your Desk
2.0 Credits
Making strategic acquisitions. Identifying potential acquisition candidates. Alternatives to M&A. Identifying and understanding organizational culture. Understanding the keys to effective and efficient due diligence. Planning and executing an effective integration. Key considerations.
Organizational Effectiveness and Communication WEBCAST
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Your Desk
1.0 Credits
Communication.
How to Audit Cash WEBINAR
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Your Desk
2.0 Credits
Auditing cash. Audit assertions, risks, and threats to the cash balance. Auditing procedures to perform.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides WEBCAST
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Your Desk
2.0 Credits
Overview of ATGs. Best practices for utilizing ATGs. Salient provisions of selected ATGs. Insights auditors may obtain from analytical procedures. Nuances associated with selected industries.
State Tax Nexus: Frequently Awkward Questions WEBCAST
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Your Desk
2.0 Credits
Frequently asked questions about income tax and sales tax nexus. New developments. Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Tax impacts of remote work. Free, multistate resources.
Roadmap to Ethical Decision Making WEBCAST
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Your Desk
2.0 Credits
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters. Discuss the principles of professional conduct. Address compliance with professional standards. Use case studies to address circumstances that may create threats to independence.
Accounting for Leases WEBCAST
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Your Desk
2.6 Credits
Accounting. Finance. Financial statement preparation.
Partnership Property Distributions and the New Form 7217 WEBCAST
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Your Desk
1.0 Credits
Property distributions in liquidation of a partner's interest. Section 751 and its impact on property distributions from a partnership. Mechanics of completing Form 7217 - new for 2024. The Section 754 election and its role in partnership property distributions.
K2's Case Studies in Fraud and Technology Controls - 4 Hours WEBCAST
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Your Desk
4.0 Credits
Key fraud risks impacting businesses today. Examples of fraud and the monetary impact on victims. How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim.
Passive Activities & Rental Real Estate Income Tax Issues WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of the passive activity rules under IRC Sect.469 (and related regulations), how the 3.8% net investment income tax under Sect.1411 and qualified business income (QBI) deduction under Sect.199A applies to rentals and passive activities, and what is a trade or business rental is under Sect.162. How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships. Definition of an activity and the activity grouping and disclosure rules. Real estate professional exception to the PAL rules for investments in non-passive rentals. Special $25,000 loss allowance for rental real estate with active participation. Material participation safe harbor rules. Events that trigger suspended PALs. Limitations on tax credits generated by passive activities. Special rules that re-characterize passive income to non-passive income. What rentals are subject to self-employment tax under Sect. 1402.
Forensic Data Analytics Supercourse for Fraud Prevention and Detection WEBCAST
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Your Desk
8.0 Credits
Forensic data analytics. Fraud prevention and detection. Data validation and methodologies. COSO's Fraud Risk Management Guide principles. Innovations in anti-fraud technology.
Critical Real Estate Taxation Issues WEBCAST
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Your Desk
8.0 Credits
The importance of correctly classifying property as capital gains property, inventory real estate, development real estate, and real estate used in trade or business and applicable cost recovery recapture rules. Preserving capital gains treatment for pre-development appreciation with a related party lot developer. Cost segregation studies for real estate and their tax consequences. Qualified nonrecourse debt under the at-risk rules. Distinguishing repairs from improvements and the tax consequences of the difference. Tax consequences of renting real estate. Common issues in ground leases, percentage leases and net leases. Classification as a real estate professional under the pal rules and interaction with the rental real estate rules and the aggregation election for rental real estate. Review of current actions by congress and the IRS affecting real estate.
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated WEBCAST
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Your Desk
2.0 Credits
How to identify a complex trust and the complications that arise with complex trusts. The importance of recognizing the tier system used by complex trusts. The advantages and requirements of the 65-day rule. Special issues related to the charitable contribution deduction. Use of a checklist for complex trusts.
Case Studies in Accounting Fraud WEBCAST
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Your Desk
4.0 Credits
Major financial statement frauds, including sales and other types of revenue, estimates, earnings management and cut-off. Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts. Review of cases involving common fraud schemes.
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers WEBCAST
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Your Desk
1.0 Credits
Persuasion. Executive buy-in. Communication. Leadership.
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues WEBCAST
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Your Desk
2.0 Credits
Calculating DNI and the distribution deduction. Determining types of distributions and whether a distribution "carries out" DNI. In-kind distributions and the impact on the distribution deduction. Depreciation and the distribution of in-kind property. Distributions that result in "Kenan gain." funding a pecuniary bequest with depreciated property. IRC Sec. 643(e).