CPE & Event Catalog
Exploring Business Valuation Fundamentals WEBCAST
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Your Desk
2.0 Credits
What does value mean? Technical vs. fundamental analysis. Intrinsic value. Other discounted cash flow models. Assumptions in the Gordon Growth Model. Valuations using free cash flows. Residual income model. Enterprise value. Value in mergers and acquisitions. Small business valuations and discounts. Advanced valuation models.
AHI: The Mindful-CPA WEBCAST
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Your Desk
2.0 Credits
Mindfulness. Science of neurology. Mindfulness practice. Stress management.
Crucial Real Estate Taxation Insights Part 4 WEBCAST
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Your Desk
2.0 Credits
Common types of real estate professionals. Like-kind strategies. Ordinary income recapture on the sale of real estate. Important considerations in allocating the sales prices of real estate in a written agreement.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
0.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
CORE Series: Complex Not-for-Profit Accounting WEBINAR
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Your Desk
1.0 Credits
Key technical areas that present challenges for NFP entities.
Tax Aspects of Stock Investing WEBCAST
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Your Desk
4.0 Credits
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds, stock options, and straddles.
Advanced Audits of 401(k) Plans: Best Practices and Current Developments WEBCAST
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Your Desk
8.0 Credits
Audit requirements for ERISA Schedule 103(a)(3)(C) audits. An annual update of the changes affecting 401(k) plans. Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics. Best practices for engagement planning. internal controls. risk assessment. and detailed testing. Avoiding common mistakes while performing audit procedures. Plan mergers and acquisitions. Common audit reporting and disclosure issues.
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.
CFO Series: AI in the Digital World WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Understanding and managing AI hallucinations and misinformation. Addressing bias in AI tools—even when you didn’t build them. Internal friction: navigating fear, resistance, and cultural challenges. Guidelines for responsible AI use in your organization. Accountability and transparency: who is responsible for AI outcomes? Real-world use cases and what we can learn from them. Creating sustainable, people-focused AI practices that build trust.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Corporate Fraud Risk and Investigations WEBCAST
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Your Desk
4.0 Credits
Types of corporate fraud. Introduction to fraud risk. Fraud risk prevention programs. Fraud investigations.
Accounting Industry Update WEBCAST
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Your Desk
8.0 Credits
FASB Technical Agenda and upcoming changes. ASUs. Implementation dates and methods. Audit quality initiatives. Changes to AICPA auditing standards and PCAOB standards.
Federal Tax Update with Greg and George - Individual WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Income Tax Planning for Bond Investments WEBCAST
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Your Desk
4.0 Credits
Active versus passive investing. Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax. The tax treatment of bonds purchased at a discount or premium. Bond swap and U.S. Savings Bond strategies.
Revenue Recognition for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for revenue recognition under ASC 606. Discussion of the requirements for auditing revenue transactions. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of revenue recognition. Suggested procedures for identified risks.
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, Compilations and Reviews—A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Federal Tax Update with Greg and George Business WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
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 .
Creative Strategies for Buying, Selling, and Gifting a Business WEBCAST
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Your Desk
8.0 Credits
Valuation methods. Stock purchase vs. asset purchase structures. Estate and gift tax planning strategies. Gifting of business interests. Transfer of interests to split-interest and grantor retained trusts. S corporation stock transfers to trusts. Family limited partnerships and self-canceling installment notes. Using ESOPs to transfer business ownership.