CPE & Event Catalog
Retirement Planning Issues: Where We Stand Now WEBCAST
-
Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions.
Key Tax Issues for Individual Taxpayers WEBCAST
-
Your Desk
2.0 Credits
The all-important impending expiration/extension/renewal of the TCJA. Recent legislative, judicial, and IRS developments impacting individual taxpayers. 2025 Tax rates and inflation-adjusted figures. Cryptocurrency reporting and new Form 1099-DA. Form 1099-K and previously unreported income. Other recent legislative developments impacting individual taxpayers.
Revenue Recognition - Allocate the Transaction Price WEBCAST
-
Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
New PCAOB Quality Control Standard Overview WEBCAST
-
Your Desk
2.0 Credits
Background of the new PCAOB Quality Control Standard. Overview of the elements of a quality control system. Examples of quality risks and potential responses. Highlights of what is different between the AICPA Quality Management Standard.
Drive Results with Metrics WEBCAST
-
Your Desk
2.0 Credits
Performance metrics. Budgets.
Fiduciary Accounting Part 3: Special Accounting Elections and Distributions WEBCAST
-
Your Desk
2.0 Credits
Analyze a traditional fiduciary accounting situation. Determine the use of the reserve for depreciation. Become acquainted with the special accounting rule for business assets. Review the accounting treatment of distributions from entities.
Strategic Government Budgeting: Tools for Long-Term Sustainability WEBCAST
-
Your Desk
1.0 Credits
Forecasting and budgeting. Auditing and accounting.
Interview Techniques and Detecting Deception WEBCAST
-
Your Desk
2.0 Credits
Interview techniques. Signs of verbal and non-verbal communication. Planning and preparing for an interview.
Fiduciary Accounting Part 4: The New Frontier—Total Return Trusts WEBCAST
-
Your Desk
2.0 Credits
What are new frontier trusts? Situations where the use of the trustee's power to adjust or a unitrust can be beneficial. Understanding the requirements for using a particular strategy. Authority and requirements for the trustee's power to adjust with a problem example. Authority and requirements for unitrusts with a problem example. Including capital gains in Distributable Net Income.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
-
Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
CORE Series: Cyber Fraud Risk & Prevention: A Cross-Functional Approach WEBINAR
-
Your Desk
1.0 Credits
Primary cyber fraud risks impacting organizations. The distinct roles of executive leadership, finance, and IT in designing and monitoring effective prevention controls. Leading practices in internal controls, cybersecurity safeguards, and incident response planning.
K2's What’s New With QuickBooks WEBCAST
-
Your Desk
1.0 Credits
Licensing issues. Pricing updates. New and improved features. Transitioning from QuickBooks Desktop to QuickBooks Online.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides WEBCAST
-
Your Desk
2.0 Credits
Overview of ATGs. Best practices for utilizing ATGs. Salient provisions of selected ATGs. Insights auditors may obtain from analytical procedures. Nuances associated with selected industries.
Failure to Detect Fraud and the Reasons Why WEBCAST
-
Your Desk
2.0 Credits
Fraud detection challenges. Fraud characteristics. Fraud indicators. Audit responsibilities. Fraud risk recognition. Responding to suspected fraud.
State Tax Nexus: Frequently Awkward Questions WEBCAST
-
Your Desk
2.0 Credits
Frequently asked questions about income tax and sales tax nexus. New developments . Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Tax impacts of remote work. Free, multistate resources.
IT Controls and SOC Reporting in Financial Audits WEBCAST
-
Your Desk
3.0 Credits
SOC reporting. Information technology general controls. Audit reliance.
Accounting for Leases WEBCAST
-
Your Desk
2.6 Credits
Accounting. Finance. Financial statement preparation.
White-Collar Crime: What Every CPA Should Know WEBCAST
-
Your Desk
2.0 Credits
Definitions of white-collar crime. White-collar crime characteristics and statistics. The CPA's role in combating white-collar crime.
Big Picture Mega-Trends, Big Data, and World We Now Face WEBCAST
-
Your Desk
2.0 Credits
On-going world economic trends. Demographic changes and their impact on the economy. Global technology influences. Post Covid workplace. Big data understanding and where is it going. Learn to adapt to changing situations.