CPE & Event Catalog
AHI: Level I - Basic Staff Training WEBCAST
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Your Desk
24.0 Credits
Role of new staff. Understanding audit objectives. Accounting data analytics. Working paper techniques. Analytical procedures. Compilation and review services. Tax recognition and research techniques. Auditing and reviewing selected accounts.
Social Security: Dispelling Common Myths with Essential Truths WEBCAST
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Your Desk
2.0 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits?
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 .
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
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Your Desk
6.0 Credits
The gift, estate, and income tax treatment of irrevocable trusts. The benefits and risks of spousal lifetime access trusts. Planning with Grantor Retained Interest Trusts and Qualified Personal Residence Trusts. When to use life insurance trusts and dynasty trusts. The effectiveness of domestic asset protection trusts.
Understanding Schedule K-1 Using Tax Opportunities Efficiently WEBCAST
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Your Desk
2.0 Credits
Schedule K-1 overview. Basis and loss limitations. Passive vs. active loss rules. QBI deduction. Schedule K-2 and K-3 changes. Planning opportunities. K-1 reporting for partnerships. S corps. and trusts.
Accounting for Income Taxes for Private Companies WEBCAST
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Your Desk
4.0 Credits
Sample Schedule M calculations. Sample work papers for deferred tax computations. Comprehensive two-year example and computations. Review and analysis of recurring temporary differences. Identification of the sources to compute cumulative temporary differences. Sample workpapers for analysis of tax positions.
Case Studies in Accounting Fraud WEBCAST
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Your Desk
4.0 Credits
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud. Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur within payments processing. Review of recent cases involving the same common fraud schemes that have always existed.
Tax Planning for Seniors WEBCAST
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Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Cryptocurrency basics and blockchain functionality. IRS Form 8949, Schedule D, and broker reporting under the Infrastructure Investment and Jobs Act. Cost basis tracking and recordkeeping tools for digital asset investors. Taxation of mining, staking, and airdrops. Donating. Gifting. or inheriting crypto and NFTs. Crypto treatment in estates and trusts. Current FinCEN guidance and proposed FBAR-like reporting. Business applications of blockchain in accounting.
Tax Issues for Real Estate and Homebuilding WEBCAST
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Your Desk
4.0 Credits
Discussion of appropriate entity selection and small taxpayer status. Walkthrough of costing methods and compliance issues under IRC 263A. Analysis of IRC 461 related to economic performance. Illustrative examples and analysis. Sample computations for homebuilder unit costing. Recent IRC 263A challenges by the IRS. Update of related cases and issues, including recent tax reform.
Comprehensive Partnership Taxation Form 1065 WEBCAST
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Your Desk
8.0 Credits
Special and targeted allocations. Proper calculation of outside and inside tax basis. Tax consequences of distributions including the impact of hot assets. Transfer of partnership interests. Issuance of partnership interests to service partners.
Estate Planning for 2026 and Beyond: Oregon, Idaho & Washington Issues WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies now and beyond. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non- traditional relationships. Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning. Exploration of international estate planning considerations and cross-border implications. Embracing sustainable and socially responsible practices in estate planning. Strategies for philanthropy and legacy planning within the estate planning framework.
How to Review Financial Statements WEBCAST
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Your Desk
4.0 Credits
Practice reviewing financial statements. Financial statement case studies.
The Complete Guide to Oregon Death Taxation WEBCAST - Partnered with the Oregon Society
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TBD
8.0 Credits
Oregon Estate Tax Law: Comprehensive examination. Step-by-step guidance for preparing the Oregon Estate Tax Return. Postmortem estate planning considerations for Oregon estates. Coordination with the Federal Estate Tax Return (Form 706). Probate vs. non-probate elements in estate tax matters. Valuation complexities and how to address them. Challenges related to joint tenancy and tax implications. Estate administration and its effect on tax compliance.
Fiduciary Accounting Part 3: Special Accounting Elections and Distributions WEBCAST
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Your Desk
2.0 Credits
Analyze a traditional fiduciary accounting situation. Determine the use of the reserve for depreciation. Become acquainted with the special accounting rule for business assets. Review the accounting treatment of distributions from entities.
Fiduciary Accounting Part 4: The New Frontier—Total Return Trusts WEBCAST
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Your Desk
2.0 Credits
What are new frontier trusts? Situations where the use of the trustee's power to adjust or a unitrust can be beneficial. Understanding the requirements for using a particular strategy. Authority and requirements for the trustee's power to adjust with a problem example. Authority and requirements for unitrusts with a problem example. Including capital gains in Distributable Net Income.
CORE Series: Cyber Fraud Risk & Prevention: A Cross-Functional Approach WEBINAR
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Your Desk
1.0 Credits
Primary cyber fraud risks impacting organizations. The distinct roles of executive leadership, finance, and IT in designing and monitoring effective prevention controls. Leading practices in internal controls, cybersecurity safeguards, and incident response planning.
K2's What’s New With QuickBooks WEBCAST
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Your Desk
0.0 Credits
Licensing issues. Pricing updates. New and improved features. Transitioning from QuickBooks Desktop to QuickBooks Online.
AHI: Level III - Beginning In-Charge Staff Training WEBCAST
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Your Desk
24.0 Credits
What is expected of the in-charge. Plan engagements. Assess risk and materiality. AI for accountants. Meet client needs. Complete engagements. Review assistants' work. Supervision.
Audits Under Uniform Guidance—Single Audit and NPOs WEBCAST
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Your Desk
4.0 Credits
Concepts of the Single Audit under the Uniform Guidance. Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance. Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs. Requirements for the schedule of expenditures of federal awards, known as the SEFA. Update on the OMB Compliance Supplement.