CPE & Event Catalog
Preparation, Compilation and Review Issues - Highlights WEBCAST
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Your Desk
2.0 Credits
AR-C 60. AR-C 70. AR-C 80 and AR-C 90.
Shortcuts that Excel Users Love WEBCAST
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Your Desk
2.0 Credits
Recall and use powerful but often hidden tools available in Excel. Recall some of the new features built into the spreadsheet application. Identify ways to work in a more efficient manner because of keyboard and ribbon-based tools.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
A Practitioner’s Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs. SEP and SIMPLE IRAs. Qualified plans. 401(k) plans. Retirement plan selection. Minimum distribution rules. Tax implications. Retirement planning strategies.
Change Management: Your Leadership Role for Aligning Profits and Culture WEBCAST
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Your Desk
2.0 Credits
Why professional agility is critical, and how to develop it. Foundational models for change management. Proven strategies to prepare for change as individuals, teams, and organizations. Implementing change. Leading through change for success of all involved.
Current Fraud Trends - Nonprofit and Government Entities WEBCAST
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Your Desk
2.0 Credits
Best practices for fraud prevention and detection. Common fraud schemes in nonprofit and government entities.
Fundamentals of Form 1040 -- Business WEBINAR
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Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
How Fraud Can Affect Smaller Organizations WEBINAR
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Your Desk
4.0 Credits
The reasons for fraud. Fraudulent acts that are initiated against smaller organizations. Methods to stop fraud attempts against small businesses.
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
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Your Desk
2.0 Credits
Cost accounting.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Section 174: New Rules for R&E and OBBA Update WEBCAST
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Your Desk
1.0 Credits
Revised rules for tax years 2022-2024. How to change from amortizing R&E to immediately expensing R&E. Analysis of the Revenue Procedure related to changes in accounting method. Options available to change accounting methods. Comprehensive example of how to make the accounting method change. Distinction between R&E expense and R&E credit.
Preparing to be a Forensic Accountant - Focus on Digital Forensics WEBCAST
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Your Desk
1.8 Credits
Forensic accounting. Accounting. Auditing. Finance.
How AI Fits into the Accounting World WEBINAR
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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.
Preparing to be a Forensic Accountant - Cloud Forensics WEBCAST
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Your Desk
1.4 Credits
Forensic accounting. Accounting. Auditing. Finance.
The Preparation of Form 706 - Line by Line WEBCAST
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Your Desk
3.0 Credits
Overview of Form 706 and estate tax fundamentals. Gross estate valuation and inclusion rules. Deductions, credits, and tax computation. Portability election and its implications. Filing deadlines and procedural requirements. Common issues and IRS audit triggers. Legislative changes affecting estate taxation.
Qualified Business Income (QBI) Deduction (Section 199A) – The Ins and Outs WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of calculating the combined qualified business income amount. Determine what trade or businesses under Section 162 are eligible for the QBI deduction. Discuss how the 20% QBI deduction is subject to a wage and capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts. Walk through the simplified QBI Form 8995 and detailed Form 8995-A and related schedules. Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations. Look at what the definition of QBI is and what items are effectively connected with that trade or business. Review the aggregation rules for the QBI computation and both the entity and individual level. Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s. Explain how the modifications to the net operating losses (NOLs) and Section 461(l) excess business loss limitations affect the QBI computation.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1 WEBCAST
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Your Desk
1.0 Credits
Forensic accounting. Accounting. Auditing. Finance.
The Preparation of Form 706 and 709 – Understanding the Law WEBCAST
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Your Desk
2.0 Credits
Estate and gift taxation fundamentals. Valuation of estate assets. Components of the gross estate. Deductions in estate taxation. Charitable and marital deductions. Tax credits and their application.
K2's Excel’s Best Practices and Features WEBCAST
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Your Desk
2.0 Credits
What to look for in newer versions of Excel. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.