CPE & Event Catalog
Titans Annual Federal Tax Planning: Business & Estate Update WEBCAST
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Your Desk
8.0 Credits
New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025. Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations. Employment taxes and worker classification matters. Accounting method developments. Tax credits updates Federal and California. The state of California and multistate significant developments, including nexus and sourcing. Expired and expiring provisions Inflation-adjusted amounts for 2026.
Form 1041 Advanced Series Part 4: Post Mortem Considerations WEBCAST
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Your Desk
2.0 Credits
A review of the expansive nature of trust administration. The use of post-mortem elections. The use of an administrative trust and its advantages. Choosing a fiscal year for the administrative trust. The successor trustee of an administrative trust and whether the trust is simple or complex. Making the Sec. 645 election, its duration, advantages, and disadvantages.
K2's Business Intelligence, Featuring Microsoft's Power BI Tools WEBCAST
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Your Desk
8.0 Credits
The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA WEBCAST
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Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
Leading and Managing the Accounting Department WEBCAST
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Your Desk
4.0 Credits
Leadership. Management.
Comprehensive FASB & AICPA Update for Tax Professionals WEBCAST
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Your Desk
8.0 Credits
Broadly applicable ASU effective in 2024 and beyond. Significant recent SAS. Tax-basis financial statements. Statements on Quality Management Standards.
Federal Tax Update: Individual Form 1040 WEBCAST
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Your Desk
8.0 Credits
Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.
Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers WEBCAST - presented by the Oregon Society of C
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Your Desk
8.0 Credits
Reviews of portions of error-prone staff-prepared Forms 1120-S and 1065 from client-provided information. Be aware of legislative changes. How to reduce input errors. When and how to rely on third-party data import software. What are common errors preparers make and what are the areas generating malpractice claims? Initial administrative groundwork. The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review. Overview of new Schedules K-2 and K-3. Don't fall prey to reporting oddities. When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065? Form 1120-S - What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S corporation distribute earnings and profits from C corporation years? Form 1065 - New tax reporting requirement for partners' capital balances. Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules. Discussion of more complex transactions included in corporate structures. Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return.
Hot IRS Tax Examination Issues for Individuals and Businesses WEBCAST
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Your Desk
8.0 Credits
Prepare now and protect yourself from new audit examinations. What to do when there is tax-related identity theft. Understanding substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft. Gaining an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate. Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty. Understanding IRS Audit Techniques Guides and Compliance Campaigns. Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are.
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions WEBCAST
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Your Desk
1.0 Credits
Remote hiring best practices. Personality assessments in hiring. Effective integration of personality assessments. Minimizing bias and ensuring cultural fit.
Revenue Recognition - Allocate the Transaction Price WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
2025 Yellow Book Update WEBINAR
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Your Desk
2.0 Credits
Yellow Book engagements. Independence requirements in GAGAS. Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.
Audit Risk Assessment in Plain English WEBCAST
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Your Desk
2.0 Credits
Overview of Audit Risk Assessment. AICPA's clarified Risk Assessment Standards. SAS 145. Assessing the Entity's Environment.
Real Estate Tax Update WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules and developments impacting real estate owners and investors. Section 179 for qualified real property. Section 179 for non-residential roofs, HVAC fire protection and security systems. Section 163(j) interest expense limitation, including electing out and ADS depreciation. Introduction to opportunity zones.
Partnership Essentials: Review & Update WEBCAST
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Your Desk
4.0 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners. Transfer of partnership interests. TCJA Sect. 461(l) Excess Business Losses and Sect. 163(j) Business Interest Expense. Importance of capital accounts. Form 1065, Schedules K-1 and M-2. Schedules K-2 and K-3 update. Reporting partner capital accounts. Effect of the Ceiling Rule. Alternative and Remedial Methods. Effect on financial capital accounts. Tax basis capital accounts.
Small Business: Hot Tax Issues Today WEBCAST
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Your Desk
8.0 Credits
Legislative update on expiring tax provisions affecting small businesses. Legislative update on new tax provisions impacting small businesses. Communications with the IRS. Tax audits of small businesses. Judicial update on self-employment tax litigation on self-employment taxes of partners and LLC members. Worker verification requirements and penalties. Tax planning opportunities.
Financial Acumen for Today's HR Leader WEBCAST
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Your Desk
1.2 Credits
Financial statement insight. Trend analysis. Financial benchmarks.
Partnership & S Corporations: How to Calculate Basis WEBCAST
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Your Desk
4.0 Credits
Calculation of basis when the entity is formed, including the impact of contributed property. How to calculate partnership tax basis capital accounts. Clarifies the how partnerships and S corporations debt impacts tax basis. Discusses how distributions affect basis. Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest. Discusses how S corporation losses impact Form 1040 Schedule E reporting. Comprehensive examples to illustrate the mechanics of the basis determination process.
2025 Business Tax Credits WEBCAST
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Your Desk
1.0 Credits
Research and development tax credit. Work opportunity tax credit. Covid-19 tax credits. Opportunity zones. Go-biz incentives. Employment training panel.
Prix Fixe: Single Audits - SEFAs and Beyond WEBINAR
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Your Desk
1.0 Credits
The SEFA. Documentation and other considerations.