CPE & Event Catalog
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence WEBCAST
-
Your Desk
2.0 Credits
How well-designed analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic and altering the strength for the intended purpose. Evaluating the data used in generating expectations. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained.
PowerPoint: Tips & Tricks for Today's Accountant WEBCAST
-
Your Desk
2.0 Credits
Exploration of tabs within PowerPoint's ribbon. Initial creation of a slide deck. Using slide masters. Utilization of external content. SmartArt. Alignments and layouts. Tips and tricks for efficiency. Best practices for effective presentation delivery. Other creative uses for PowerPoint.
Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs WEBCAST
-
Your Desk
2.0 Credits
AI Evolution: How has AI evolved and where does it stand today. Generative AI: What exactly is generative AI; and how is it different. AI Limitations: What AI can't, shouldn't or won't do. AI Applications: How can I practically use AI right now.
K2's Taking Another Look At PDFs WEBCAST
-
Your Desk
2.0 Credits
Understanding the Portable Document Format. Identifying tools you can use to work with PDFs. Collaborating using PDFs. Creating, distributing, and collecting fillable PDF forms. Using PDFs to enhance security.
Prix Fixe: Charitable Registration: What Does it Take to be Compliant? WEBINAR
-
Your Desk
1.0 Credits
State charitable registration requirements. How to manage registrations.
Preparation, Compilation and Review Engagements WEBCAST
-
Your Desk
2.0 Credits
Auditing.
Expand Your Analytical Toolbox More Tools for Success WEBCAST
-
Your Desk
4.0 Credits
Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.
K2's Harnessing ChatGPT - Unlocking Professional Efficiency WEBCAST
-
Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
S Corporation Checkup: Tax Issues & Forms Reporting WEBCAST
-
Your Desk
4.0 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments WEBCAST
-
Your Desk
1.0 Credits
HR leadership. Small HR teams. HR Department of One. Employee engagement. Employee experience. Employee journey.
Business Intelligence and Business Analytics WEBCAST
-
Your Desk
2.0 Credits
The rise of Business Intelligence (BI), Business Analytics (BA), and Big Data. Why the interest in BI and BA? The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of AI on the accounting profession.
Combatting Sexual Harassment in the Workplace WEBCAST
-
Your Desk
1.0 Credits
Sexual harassment prevention. Company culture.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
-
Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
Independence for Auditors - AICPA, PCAOB, GAO & DOL WEBCAST
-
Your Desk
4.0 Credits
Auditing. AICPA, GAO, DOL and PCAOB.
How to Audit Expenses & Payables WEBINAR
-
Your Desk
2.0 Credits
The basics of auditing expenses. Accrued liabilities and other payables. Relates audit assertions, risks, and threats to the expenses and payables balances. Substantive auditing procedures to perform.
Key Tax Issues Facing Business & Industry WEBCAST
-
Your Desk
4.0 Credits
Update and review of recent and key tax developments impacting business and industry. The all-important impending expiration/extension/renewal of the TCJA. Other recent legislative, judicial, and IRS developments impacting business taxpayers. Current status of Research and Experimentation costs and Interest Expense Limitation. Phaseout of Bonus Depreciation and MACRS issues. Travel and entertainment expense rules. Independent contractor vs. employee.
Hands-On Tax Return Workshop - Partnerships & LLCs (Form 1065) WEBCAST
-
Your Desk
8.0 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes. Comparison of partnerships, LLCs and LLPs. Overview the formation of a partnership/LLC and the Sect. 704(c) pre-contribution gain or loss rules. Schedule K analysis. How schedule K items get allocated to partners on schedule K-1s. Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3. 8% net investment income tax and business interest expense limitations. Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members. Comparing the tax and Sect. 704(b) book capital account computations. Discuss partner guaranteed payments and self-employment tax issues. Schedule M-1. Schedule M-2. Review the importance and basics of calculating a partner's outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations. Sect. 754 election for optional basis adjustments. Sect. 743 and Sect. 734 mandatory basis adjustments.
Effective Communication Skills WEBCAST
-
Your Desk
1.0 Credits
Communication. Confidence. Leadership.
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure WEBCAST
-
Your Desk
2.0 Credits
Overview of required financial statements. Unique considerations in the nonprofit environment. Presentation options for reserves, restrictions, functional expenses and liquidity. Common pitfalls and little-known alternatives. Recognize financial statement presentation requirements for nonprofits.
PFP Update: Income Tax, Retirement and Estate Planning WEBCAST
-
Your Desk
2.0 Credits
The personal financial planning process. Relevance to income tax. Retirement and estate planning concerns and solutions.