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CPE & Event Catalog

Showing 1 - 20 of 1583 All Events Results (Page 1 of 80)

Coupon Book 26-27

Available Until

Season Ticket 26-27

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How to Audit Cash WEBINAR

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Your Desk

2.0 Credits

Auditing cash. Audit assertions, risks, and threats to the cash balance. Auditing procedures to perform.

IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs WEBCAST

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Your Desk

8.0 Credits

An emphasis on newly enacted tax legislation affecting IRAs, including the NEW final required minimum distribution (RMD) regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs. Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans. Roth IRA contribution phase-out limits as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs. Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 and a half and avoiding the 10% early distribution penalty (including substantially equal periodic payments). The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death. Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules.

K2's Advanced Excel WEBCAST

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Your Desk

8.0 Credits

Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.

Introduction to Governmental Budgeting WEBCAST

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Your Desk

2.0 Credits

Governmental budgeting.

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