CPE & Event Catalog
Accounting Analysis Basics WEBCAST
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Your Desk
4.0 Credits
Accounting analysis and methodology. Factors influencing the quality of accounting-based financial reports. Impact of emerging business models on balance sheets.
Basic Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return. Identify and be able to implement basic individual income tax planning ideas for clients. Familiarity with several source documents utilized in the preparation of an individual income tax return. Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Accounting and Auditing for the Construction Industry WEBCAST
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Your Desk
4.0 Credits
Illustrative computations for revenue recognition. Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry. Application of risk-based audit model to contractors. The Lookback analysis and the contractor's estimating reliability. Practical approach to auditing contracts completed and in progress. Numerous computations and alternative approaches. Independent contractor qualifications.
Tax Planning for Sole Proprietors and Other Business Owners WEBCAST
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Your Desk
8.0 Credits
An overview of the business-related tax changes in the One Big Beautiful Bill. Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business. Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices. Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, SEP plans, and SIMPLE plans. Taking advantage of the self-employed health insurance deduction and the qualified business income deduction. Avoiding the at-risk and passive activity loss limitations. Making the right business entity election. In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know.
Fraud Misstatements and Financial Reporting WEBCAST
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Your Desk
4.0 Credits
A case study approach to financial statement fraud. Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves. Common methods of deceiving users of financial statements. Red-flags in fraud.
Audits of 401k Plans WEBCAST
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Your Desk
6.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
Divorce Concerns: Taxes, Valuation, Finances, Retirement, and Obligations WEBCAST
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Your Desk
8.0 Credits
Divorce and ongoing payment issues dealing with alimony and child support. Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others. Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales. Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets. High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
CORE Series: Key Developments in Washington Taxes WEBINAR
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Your Desk
1.0 Credits
Washington State taxes.
Consolidation Accounting WEBCAST
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Your Desk
4.0 Credits
Consolidation accounting framework. Voting control. Variable Interest Entities. Business combinations. Control case examples. Business combination case examples. Disclosures.
K2's Advanced Topics In Power BI WEBCAST
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Your Desk
2.0 Credits
Creating formulas in Power BI with Data Analysis Expressions. Adding Key Performance Indicators to your Power BI reports and dashboards. Managing security in Power BI. Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members.
GAAP Update WEBCAST
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Your Desk
8.0 Credits
Equity method investments and joint ventures. Changes in U.S. GAAP financial statement presentation and disclosure requirements. Accounting and disclosure for crypto assets. Various other Accounting Standards Updates issued during 2023 through 2026. FASB Technical Projects and Agenda, including recently exposed Proposed ASUs.
MAP Conference WEBCAST - Partnered with the Idaho Society
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Your Desk
12.5 Credits
Management of an accounting practice.
Taxation of the Construction Contractor WEBCAST
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Your Desk
4.0 Credits
Walkthrough of accounting methods and relevant elections under IRC 460. Illustrative examples and analysis. Review of pertinent cases and revenue rulings. Update of other IRS activity, including recent Tax Reform.
Practical Accounting Update WEBCAST
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Your Desk
4.0 Credits
New rules in the accounting arena. SQMS. NOCLAR rules. Cybersecurity. New audit standards.
SSARS Practice Issues and Standards Update WEBCAST
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Your Desk
4.0 Credits
Review of applicable SSARS standards, including standards updates. Review of AICPA professional ethics requirements. In-depth discussion of non-attest services. Review of independence issues for SSARS services. Overview of SSARS #21 performance, documentation and other requirements. Detailed analysis of preparation vs. compilation engagements. Detailed analysis of review engagements.
How Technology Controls Should Be Developed and Implemented WEBCAST
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Your Desk
8.0 Credits
Considerations for the maintenance of an internal control system. The types of policies and procedures organizations should utilize. Reviewing and testing control measures. Updating controls and implementing control changes.
Preparation, Compilation and Review Services WEBCAST
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Your Desk
4.0 Credits
All recently issued SSARS standards. Financial reporting frameworks. Distinguishing special purpose frameworks from GAAP. CPAs reporting on financial statements. Financial statement disclosures. Recently issued ethics standards. Peer review deficiencies .
Preparing Quality of Earnings Analysis WEBCAST
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Your Desk
3.0 Credits
Uses of a Quality of Earnings Report. Information needed to prepare the report. Overlapping enterprise valuation concepts. Various adjustments to as reported EBITDA.