CPE & Event Catalog
The Single Audit from Beginning to End Update WEBCAST
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Your Desk
8.0 Credits
Applicable AICPA standards. Applicable OMB Circular. Gathering information. Identifying risk. Assessing risk. Designing procedures that are responsive to assessed risks. Evaluating single audit evidence.
AI-Enhanced Business Consulting for CPAs: Strategies and Tools WEBCAST
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Your Desk
4.0 Credits
Business consulting. Types of management services. Identification of client needs. Managing client expectations. Creating value for clients. Techniques for effective consulting. Application of AI. Professional standards application.
Advanced Negotiations: Never Split the Difference WEBCAST
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Your Desk
2.0 Credits
Negotiations.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Forensic Accounting: Investigating Divorce Cases WEBINAR
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Your Desk
4.0 Credits
The role of a forensic accountant in divorce proceedings. The marketing of forensic accounting services to family law attorneys. How to conduct a financial investigation. Common areas to uncover hidden assets or income. The basic calculations in evaluating marital assets. Testifying in depositions and divorce court.
Mental Illness and Depression: Understanding and Supporting Employees Under the ADA WEBCAST
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Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
I want the TRUTH: Preparing to be an Expert Witness WEBCAST
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Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Common Yellow Book and Single Audit Deficiencies WEBCAST
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Your Desk
4.0 Credits
Common peer review deficiencies in Yellow Book engagements. Common peer review deficiencies in Single Audit engagements. Yellow Book requirements. Single Audit compliance requirements. Internal controls over compliance. Compliance testing and major program determination. Root causes of audit deficiencies and prevention strategies.
Supervised AI Agents as Public CPA Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
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.
From Numbers to Narratives: Mastering Data Analysis for CPAs WEBINAR
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Your Desk
2.0 Credits
The evolving role of CPAs in a data-driven world. Why data analysis matters for CPAs. Key data analysis skills and concepts for CPAs. Leveraging Microsoft 365 tools for data analysis. Building a data analytics mindset.
The Art of the Interview WEBCAST
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Your Desk
2.0 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
Resolving Ethical Dilemmas—You Make the Call WEBCAST
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Your Desk
1.5 Credits
Ethical frameworks. Threats and safeguards to objectivity and independence.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
K2's AI — Better Prompts, Better Results WEBCAST
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Your Desk
1.0 Credits
Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
A Practical Guide to Trusts WEBCAST
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Your Desk
8.0 Credits
Trustee responsibilities and trust administration. Strategies for probate avoidance and efficient asset distribution. Tax treatment of revocable living trusts. Marital deductions and bypass trusts. Uses of irrevocable trusts in estate planning. Benefits of irrevocable life insurance trusts. Multi-generational wealth planning with dynasty trusts. Overview of estate planning tools.
Managing the Risk of Fraud, and Artificial Intelligence WEBCAST
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Your Desk
8.0 Credits
Business fraud. Fraud risk management and fraud risk assessments. Artificial intelligence, data analytics and digital analysis. Providing forensic services.
Cryptocurrency Transactions: Navigating Federal Tax Rules WEBCAST
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Your Desk
1.0 Credits
Review existing reporting rules. Broker reporting requirements and Form 1099-DA. Reporting crypto transactions.
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.