CPE & Event Catalog
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs WEBCAST
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Your Desk
2.0 Credits
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side's wisdom
Form 7203 - How to Calculate Shareholder Basis WEBCAST
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Your Desk
2.0 Credits
Introduction to Form 7203 and its purposes. Mechanics of completing Form 7203 accurately. Strategies for reconstructing shareholder basis. Loss limitations under IRC Sect. 461. At-risk rules and limitations for S Corporation shareholders. Documentation requirements for shareholder basis. Common errors in calculating and reporting basis. Best practices for maintaining and reporting shareholder basis.
Performance Auditing Made Easy WEBCAST
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Your Desk
1.5 Credits
Performance audit standards. Performance audit types. Performance audit objectives.
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds WEBCAST
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Your Desk
1.0 Credits
Finance. IFR. SLFRF.
K2's Next Level Home Networking WEBCAST
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Your Desk
1.0 Credits
Explanation of common network services such as file sharing, VPN's, media servers, and network isolation using multiple SSIDs. Hardware options and examples of solutions for every budget. Tips and tricks for rebuilding your home network to meet your needs today and into the future.
Securing Your Data with a Password Management App - Updated WEBINAR
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Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII forms filler. Credit card storage. Digital data vault.
ChatGPT for Accountants: 50 Plus Use Cases WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and artificial intelligence chatbot technologies. Automating frequently asked questions and the onboarding process. Verifying and reviewing financial records. Providing real-time support to clients. Generating financial reports. Automating tax return preparation and financial planning. Providing guidance on financial decision making.
FASB and AICPA Update WEBCAST
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Your Desk
4.0 Credits
FASB ASU with effective dates of 2024 and later. SAS 149. Recent ethics interpretations.
Lease Implementation for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of lease accounting and reporting. Suggested audit and review procedures for identified risks.
Navigating Your Client Through the IRS Appeals Process WEBCAST
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Your Desk
4.0 Credits
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less. Writing and filing a Formal Protest, including required information. Alternative Dispute Resolution options available to clients. Negotiation and time limitations. Preparing and submitting a Tax Court petition to preserve a client's rights.
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 nonshelterable Passive Activity (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.
Not-for-Profit Organizations: Accounting Principles and Risk Management 2024 WEBCAST
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Your Desk
8.0 Credits
Not-for-profit GAAP. Expense allocation methodologies. Risk management. Accounting errors.
Preparation, Compilations and Reviews - A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Top 10 Things to Know About Estate Taxation & Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Todd and Julie Chrisley Go to Prison WEBINAR
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Your Desk
2.0 Credits
What is bank fraud? What is wire fraud? Role of financial service professionals in combating tax evasion and white-collar crime. Red flags indicating of white-collar crimes. Importance of knowing customers. Criminal justice proceedings. Relationship between victim impact and sentencing. Relationship between loss amounts and sentencing.
How to Make Difficult People Disappear...Without Going to Jail WEBCAST
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Your Desk
1.0 Credits
Team dynamics. Influence. Organizational behavior. Leadership.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Key differences between federal reported capital gains and Washington taxable capital gains, the tax and pass-through entities, deductions, credits, tax compliance, penalties and penalty abatement, and anticipated changes at the state and local level.
Building Personal Leadership Skills WEBCAST
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Your Desk
4.0 Credits
Leadership. Personality Types. Communication. Uses of AI in the work place.
Budget Mastery: The Human Side of Budgeting - Navigating People's Issues with 360 Insight WEBCAST
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Your Desk
2.0 Credits
Understanding your own leadership tendencies and applying them to your strengths. Understanding core personality types. Learning what type of person you are. Managing and coping with the budget team. Effectively dealing with the A, B, C and other players.