CPE & Event Catalog
101 Tax Planning Ideas WEBCAST
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Your Desk
8.0 Credits
Planning opportunities in the tax formula. Different types of planning. Frequently used planning techniques. Qualitative and quantitative considerations. The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning. Looking to the past, present, and future as we plan.
Titans Annual Federal Tax Planning Individual Update WEBCAST
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Your Desk
8.0 Credits
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years. California tax law changes. Income inclusions, exclusions and deductions. Property transaction updates. Passive activities, hobbies and other losses. Guidance and planning on energy credits. Significant IRS developments affecting practice and compliance procedures. California's major developments for individuals and conformity to federal law changes for 2025. Filing status, credits and retirement plan developments. Expired and expiring provisions. Inflation adjustments for 2026. Due diligence and planning reminder.
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.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
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Your Desk
8.0 Credits
FASB Accounting Standards Codification disclosure requirements. An overview of the disclosure landscape. How materiality enters into disclosure decisions. Navigating the FASB Codification.
Taxation of Judgements and Settlements WEBCAST
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Your Desk
2.4 Credits
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts WEBCAST
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Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.
An Exhaustive Look At Fraud and Ways To Control It WEBINAR
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Your Desk
8.0 Credits
Fraudulent acts initiated from outside organizations. Why internal fraud occurs. The importance of fighting cyber-fraud. Steps that verify anti-fraud activities are working.
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts WEBCAST
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Your Desk
2.0 Credits
Property distributions in liquidation of a partner's interest. Section 751 and its impact on property distributions from a partnership. Mechanics of completing Form 7217 - new for 2024. The Section 754 election and its role in partnership property distributions.
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions WEBCAST
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Your Desk
2.0 Credits
Review of new rules under IRC Sec. 67(g). Review surprises to simple trusts under IRC Sec. 67(g). Presentation issues with IRC Sec. 199A Deduction and the tier system. Special rules relating to the charitable contribution deduction. Problem examples.
K2's Data Security And Privacy Issues And Solutions WEBCAST
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Your Desk
2.0 Credits
Understanding the differences between data security and data privacy. The major types of security and privacy breaches. Key steps you can take to mitigate your risks of becoming another victim.
Financial Statement Analysis for Managers WEBCAST
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Your Desk
4.0 Credits
Pros and cons of ratio analysis. Cash flow analysis. Operating leverage vs. financial leverage. Effective financial performance measures.
Practical Accounting Update WEBCAST
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Your Desk
4.0 Credits
New rules in the accounting arena. SQMS. NOCLAR rules. Cybersecurity. New audit standards.
SSARS Practice Issues and Standards Update WEBCAST
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Your Desk
4.0 Credits
Review of applicable SSARS standards, including standards updates. Review of AICPA professional ethics requirements. In-depth discussion of non-attest services. Review of independence issues for SSARS services. Overview of SSARS #21 performance, documentation and other requirements. Detailed analysis of preparation vs. compilation engagements. Detailed analysis of review engagements.
Titans Annual Federal Tax Planning: Business & Estate Update WEBCAST
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Your Desk
8.0 Credits
New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025. Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations. Employment taxes and worker classification matters. Accounting method developments. Tax credits updates Federal and California. The state of California and multistate significant developments, including nexus and sourcing. Expired and expiring provisions Inflation-adjusted amounts for 2026.
Form 1041 Advanced Series Part 4: Post Mortem Considerations WEBCAST
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Your Desk
2.0 Credits
A review of the expansive nature of trust administration. The use of post-mortem elections. The use of an administrative trust and its advantages. Choosing a fiscal year for the administrative trust. The successor trustee of an administrative trust and whether the trust is simple or complex. Making the Sec. 645 election, its duration, advantages, and disadvantages.
K2's Business Intelligence, Featuring Microsoft's Power BI Tools WEBCAST
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Your Desk
8.0 Credits
The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA WEBCAST
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Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
Leading and Managing the Accounting Department WEBCAST
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Your Desk
4.0 Credits
Leadership. Management.
Comprehensive FASB & AICPA Update for Tax Professionals WEBCAST
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Your Desk
8.0 Credits
Broadly applicable ASU effective in 2024 and beyond. Significant recent SAS. Tax-basis financial statements. Statements on Quality Management Standards.