CPE & Event Catalog
Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder’s stock and debt basis and a partner’s outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner’s individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder’s stock in an S corporation and a partner’s interest in a partnership. What constitutes debt basis for an S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt affect a partner or member’s basis calculations and amount at-risk.
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.
Consulting Services Secrets WEBCAST
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Your Desk
1.0 Credits
How to create and capture value with consulting services.
Tax Power Ethics for Tax Professionals WEBCAST
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Your Desk
2.0 Credits
AICPA Code of Professional Conduct and interpretations. Statements on Standards for Tax Services. Tax preparer standards in the Internal Revenue Code. Rules for practice with and before the IRS, including IRS Circular 230. New developments. Best practices and case studies.
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT WEBCAST
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Your Desk
2.0 Credits
AI and ChatGPT. Machine learning and predictive transaction tagging. Profiles of an improper or corrupt vendor payment. Data Sharing Consortium and Split Learning Techniques. Cryptocurrency trends and applications from an accountant's perspective.
Retirement Penalties and Rollover Issues WEBCAST
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Your Desk
2.0 Credits
What the IRS knows: Forms 1099R and 5498. Exceptions to the ten percent penalty. Secure 2.0 changes to the late payment penalty. History of the 60-day Rule and Recent Developments. Rulings and self-certification. Form 5329 use and strategies.
Self-Employment Tax for LLC Members WEBCAST - Partnered with the Oregon Society
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Your Desk
2.0 Credits
Which LLC members are subject to self-employment tax. How does self-employment tax apply to spouses of LLC members. Guidance the IRS has issued to its auditors on taxpayers following the proposed regulations issued by the IRS. How to minimize self-employment tax for LLC members. Which members benefit from paying self-employment tax. New cases on the application of self-employment tax to limited partners, including Denham Capital LP and the “functional analysis test” and the 5th Circuit’s January 2026 decision in Sirius, which overturned the Tax Court.
K2's Data Analytics for Accountants and Auditors WEBCAST
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Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
Key Tax Issues Facing Business & Industry WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
2026-27 legislative update and review of key business tax issues. Section 163(j) interest expense limitation. Business losses. Capitalization, expensing and depreciation rules. New travel and entertainment expense rules. Fringe benefits. Independent contractor vs. employee. Latest legislative, judicial, and IRS developments.
K2's Accounting Solutions And Add-Ons For Small Businesses WEBCAST
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Your Desk
2.0 Credits
Overview of small business accounting solutions. Strengths and shortfalls of various accounting and add-on solutions.
K2's Advanced QuickBooks Tips And Techniques WEBCAST
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Your Desk
4.0 Credits
Tips for improving efficiency with QuickBooks and QuickBooks Online. Better reporting when working in QuickBooks environments. Tips for cleaning up QuickBooks and QuickBooks Online instances. Managing inventory more effectively when working with QuickBooks and QuickBooks Online.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions (RMDs).
How to Make Difficult People Disappear...Without Going to Jail WEBCAST
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Your Desk
1.0 Credits
Team dynamics. Influence. Organizational behavior. Leadership.
Introduction to Forensic Data Analytics WEBCAST
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Your Desk
2.0 Credits
Data analytics. Key fraud risk management guidance documents. Data analytics frameworks. Leading techniques and innovations for preventing and detecting fraud.
K2's Taking Another Look At Power BI WEBCAST
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Your Desk
2.0 Credits
Getting started with Power BI. Creating effective visualizations in Power BI. Publishing Power BI reports to dashboards. Optimizing dashboards for viewing on mobile devices.
Common Deficiencies in SSARS Engagements WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The most common peer review findings.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. WEBCAST
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Your Desk
2.0 Credits
Early warning signs. Concerning behavior changes. Getting out. Barricading your area. Fighting for survival. Disarming the assailant, and more.
Preparing to be a Forensic Accountant - Cloud Forensics WEBCAST
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Your Desk
1.4 Credits
Forensic accounting.