CPE & Event Catalog
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
-
Your Desk
4.0 Credits
Tools for FSA. The 3 Ps. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Member Exclusive: Strategies for Effective Meetings WEBINAR
-
Your Desk
1.0 Credits
How to create more inclusive and productive meetings. Effective communication styles. The importance of cultural sensitivity. How to ensure equitable participation and encourage constructive dissent.
Protecting Digital Data - More Important Now Than Ever Before WEBCAST
-
Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices
Prix Fixe: An Overview of SECURE Act 2.0 WEBINAR
-
Your Desk
1.0 Credits
Secure Act 2.0. Changes for retirement plan beneficiaries. Planning ideas for clients.
A Better Way to Choose Your KPIs WEBCAST
-
Your Desk
1.0 Credits
KPIs. Performance measures. Metrics.
Individual Federal Tax Update WEBCAST
-
Your Desk
8.0 Credits
Form 1040: precise tax submissions. Recent tax code changes: updated filings. IRC sections analysis: understanding tax regulations. Updates in income taxation: compliance assurance. New credits and deductions: maximizing benefits. Complex income issues: tailored strategies. Itemized deductions: informed client benefits. Health considerations: maximizing financial benefits. Regulatory shifts: implications on tax strategies. Tax planning strategies: client financial success.
Audits of 401k Plans WEBCAST
-
Your Desk
4.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques WEBCAST
-
Your Desk
4.0 Credits
Building change into the planning process. Sales/income plan. Intermediate planning. Technology plan. Capital equipment planning. One-year operating plan. Monthly planning. Cash plan. Risk plan.
Audits of Employee Benefit Plans Subject to ERISA WEBCAST
-
Your Desk
8.5 Credits
GAAP vs. ERISA reporting requirements. Audit planning. Risk assessment, including consideration of internal control. Auditing the statement of net assets available for benefits. Auditing the statement of changes in net assets available for benefits. Other auditing considerations, including prohibited transactions and tax compliance. The auditor's report. Financial statement disclosures. Supplemental schedules.
360 Budgeting: A Holistic Approach to Process and Solutions WEBCAST
-
Your Desk
8.0 Credits
Budget defining. Budget cultures. Tactical budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.
Cutting-Edge Estate and Financial Planning Trends of 2025 WEBCAST
-
Your Desk
8.0 Credits
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
Washington State Tax Conference 2025 WEBCAST
-
Your Desk
8.0 Credits
Stay up-to-date on the latest court case rulings and significant developments in tax law. Discover strategies for navigating multi-state taxation and unclaimed property. Gain insights into Oregon’s tax updates and their impact on your practice. Stay informed on critical legislative changes affecting the tax landscape. Connect with peers and industry experts to exchange knowledge and best practices. Enhance your expertise with actionable insights to navigate today’s complex tax challenges.
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues WEBCAST
-
Your Desk
2.0 Credits
Discuss how productivity strategies may improve work-life balance. Understand the state tax consequences that may arise when working from home. Identify and discuss challenges unique to financial professionals. Review how some organizations are providing support to improve work-life balance. Explore the role of alternative work arrangements. Examine challenges unique to auditors versus tax professionals. A comparison of work-life balance between public and industry accountants. How work-family conflict varies among financial professionals. Recommendations for improving work-life balance.
International Tax Conference 2025 WEBCAST
-
Your Desk
8.5 Credits
Stay informed on the latest developments in foreign trust regulations and planning with U.S. trustees. Gain in-depth knowledge of Subpart F and strategies for navigating complex international tax issues. Explore Form 5471 filing requirements and best practices for compliance. Understand Canada/US tax law issues and cross-border planning strategies. Delve into inbound and outbound real estate tax considerations for global clients. Analyze case studies on complex tax scenarios like 338G and PE vs. EGI. Stay updated on state and local tax issues for international tax professionals. Explore the latest expat planning strategies and updates affecting global taxation.
Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity WEBCAST
-
Your Desk
1.0 Credits
Technology. Cybersecurity.
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences WEBCAST
-
Your Desk
1.0 Credits
Emotional intelligence. Communication. Teamwork.
K2's An Accountant's Guide To Blockchain And Cryptocurrency WEBCAST
-
Your Desk
4.0 Credits
Understanding the fundamental tenets of blockchain technology. Examples of applied applications of blockchain technology. Identifying leading cryptocurrencies available today. Understanding risks associated with cryptocurrencies.
Understanding the Basic Techniques of Financial Planning WEBCAST
-
Your Desk
8.0 Credits
A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.
Prix Fixe: Using Technology for Fraud Detection WEBINAR
-
Your Desk
1.0 Credits
Technological advancements in fraud detection.
K2's Artificial Intelligence For Accounting And Financial Professionals WEBCAST
-
Your Desk
4.0 Credits
Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.