CPE & Event Catalog
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.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology) WEBCAST
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Your Desk
1.0 Credits
Forensic accounting. Accounting. Auditing. Finance.
Revenue Recognition in an Environment of Uncertainty WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications .
Smarter Tax Services with AI Tools WEBINAR
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Your Desk
2.0 Credits
Overview of AI technology and how it works. Identify where AI can be incorporated into tax research, planning, and compliance services. Discover new opportunities to enhance your client advisory tax services with AI tools. Review the market of emerging and AI enhanced tax software tools. Learn about the newest generation of AI enable 1040 source document collection and organizer applications. Review specific use cases for generative AI tools in your tax services.
CORE Series: Speaking Their Language: Attracting Your Ideal Nonprofit Clients WEBINAR
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Your Desk
1.0 Credits
Practical frameworks to strengthen relationships. Growing a nonprofit-focused practice with intention.
Preparing to be a Forensic Accountant - Focus on Network Forensics WEBCAST
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Your Desk
1.5 Credits
Forensic accounting. Accounting. Auditing. Finance.
Listening to the Statement of Cash Flows WEBCAST
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Your Desk
2.0 Credits
Preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash-related financial statement disclosures.
The Preparation of Form 709 – Line by Line WEBCAST
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Your Desk
2.0 Credits
Gift tax fundamentals and exclusions. Completing Form 709 accurately. Gift-splitting and its tax implications. Lifetime exemption and GSTT considerations. Valuation of gifted assets. Common filing mistakes and IRS audits. Updates on new legislation impacting gift taxation.
Becoming a Fractional CFO: What to Do and How? WEBINAR
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Your Desk
2.0 Credits
Do you have what it takes to be a successful fractional CFO? Should you be a solo practitioner or join a larger firm? 1099 versus W2. What skills are needed to be successful? Sales, marketing, etc. What are some of the red flags? Typical assignments and issues a fractional CFO will likely encounter. The greatest opportunity for fractional CFOs. Understanding your value.
Accounting and Attestation for ESG WEBINAR
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Your Desk
2.0 Credits
Current ESG related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
Introduction to Not-for-Profit Accounting WEBCAST
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Your Desk
2.0 Credits
Not-for-profit accounting. Yellow Book.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Retaining Talent in a Competitive Marketplace WEBINAR
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Your Desk
4.0 Credits
Decision making theory compensation and employee satisfaction. What benefits do employees care about? Retirement plan basics. Health insurance basics. Disability insurance basics. Life insurance basics. Fringe benefits. Summing it up.
Unlock the Power of AI with Copilot in Excel WEBINAR
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Your Desk
2.0 Credits
Introduction to Copilot in Excel. Automating tasks and enhancing productivity. Advanced data insights with copilot.
What's Behind the Data? WEBINAR
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Your Desk
2.0 Credits
Ways in which data and information can be misleading. Common pitfalls when encountering data. How to reevaluate the data to avoid those pitfalls.
Performance Management - Hiring to Retiring WEBCAST
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Your Desk
1.2 Credits
Employee engagement. Recruiting and staffing. Talent management. Employee relations.