CPE & Event Catalog
Federal Tax Update with Greg and George WEBCAST
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Your Desk
8.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. 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 Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
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.
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 .
CORE Series: AI in Finance: Cutting Through the Hype to Make Smarter Decisions WEBINAR
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Your Desk
1.0 Credits
Making informed, strategic AI decisions.
Accounting and Auditing Update WEBCAST
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Your Desk
4.0 Credits
Review of new accounting standards issued in 2025 and 2026. Applicable changes to accounting for government grants and crypto currency. Compilation and review standards and interpretations. Auditing standards including a deep dive into the quality management standards.
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 Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
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.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL, including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six NOPA rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
CORE Series: Mitagating Liability and Ethical Risks Facing CPA Firms Today WEBINAR
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Your Desk
1.0 Credits
Professional liability exposure.
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.
Hands-On Tax Return Workshop - S Corporations (Form 1120S) - Partnered with the Oregon Society
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Your Desk
8.0 Credits
This session is taught using a Hands-On methodology. Using a comprehensive trial balance, the participant will walk through the steps to prepare a complete and accurate Form 1120S (and related schedules). Each participant will receive a comprehensive S corporation income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick’s Quick Reference Chart. Topics include: Comprehensive review of S corporation income tax laws, with emphasis on new legislative changes and the status of expiring or extended provisions. Schedule K analysis. Discuss how schedule K items get allocated to shareholders on their schedule K-1s. Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. Talk about the unreasonably low officer compensation issues. Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members. Schedule M-1 – calculate the reconciliation of income or loss per books with income or loss per income tax return. Schedule M-2 – detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts, and more.
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.
Hands-On Tax Return Workshop - Partnerships & LLCs (Form 1065) WEBCAST - Partnered with the Oregon Society
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TBD
8.0 Credits
This session is taught using a Hands-On methodology. Using a comprehensive trial balance, the participant will walk through the steps to prepare a complete and accurate Form 1065 and related schedules. Each participant will receive a comprehensive partnership income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick’s Quick Reference Chart. Topics include: Comprehensive review of partnership income tax laws, with emphasis on new legislative changes and the status of expiring or extended provisions. Comparison of partnerships, LLCs and LLPs, Overview the formation of a partnership/LLC and the Section 704(c) pre-contribution gain or loss rules, Schedule K analysis– determine if income statement items are separately or non-separately stated income and expense items, How schedule K items get allocated to partners on schedule K-1s, Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations, and more.
How AI Fits into the Accounting World WEBCAST
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
K2's Eight Awesome PivotTable Features WEBCAST
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Your Desk
0.0 Credits
Adding user-defined calculations to PivotTables. Enhancing PivotTables with Key Performance Indicators. Using PivotTables to consolidate standard Excel reports. Creative ways to filter PivotTables. Linking accounting software data into PivotTables.
Accounting and Auditing Update WEBCAST
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Your Desk
4.0 Credits
Review of new accounting standards issued in 2025 and 2026. Applicable changes to accounting for government grants and crypto currency. Compilation and review standards and interpretations. Auditing standards including a deep dive into the quality management standards.
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.
Financial Reporting Fundamentals WEBCAST
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Your Desk
8.0 Credits
Financial statements, disclosures and presentations. Review of two Annual Financial Reports: IFRS and U.S. GAAP.
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.
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.