CPE & Event Catalog
Advanced Excel Topics for Spreadsheet Power Users WEBCAST
-
Your Desk
8.0 Credits
Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.
CFO Series: Decision Making in An Irrational World WEBCAST - Partnered with the Oregon Society
-
Your Desk
8.0 Credits
How and why ambiguity is good, and how certainty can be harmful. How the past blinds us to the real future. The difference between risk and uncertainty. Managing measurable risk and unmeasurable risk. Why have our current planning approaches failed. The need to analyze decisions from multiple perspectives. Probabilities are not necessarily predictive. How statistics can be misused and misunderstood – thus increasing risk, and more.
High-Net-Worth Clients: Income Tax Planning WEBCAST
-
Your Desk
2.0 Credits
Strategies for maximizing the date-of-death step-up in basis Tax-loss harvesting and proactive loss-management techniques Qualified retirement plans and optimization strategies Planning approaches to reduce required minimum distributions (RMDs) Real estate investing strategies for tax efficiency Asset allocation across taxable, tax-deferred, and tax-free accounts Charitable giving structures and tax-saving opportunities
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update WEBCAST Partnered with the Oregon Society
-
Your Desk
8.0 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services. SSARS No. 22, Compilation of Pro Forma Financial Information. SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018. SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services. Sample comprehensive engagement work programs for preparation, compilation and review engagements. Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations. Other communication requirements, such as sample engagement letters and management representation letters.
Self-Employment Tax for LLC Members WEBCAST - Partnered with the Oregon Society
-
Your Desk
2.0 Credits
Which LLC members are subject to self-employment tax. How does self-employment tax apply to spouses of LLC members. Guidance the IRS has issued to its auditors on taxpayers following the proposed regulations issued by the IRS. How to minimize self-employment tax for LLC members. Which members benefit from paying self-employment tax. New cases on the application of self-employment tax to limited partners, including Denham Capital LP and the “functional analysis test” and the 5th Circuit’s January 2026 decision in Sirius, which overturned the Tax Court.
Key Tax Issues Facing Business & Industry WEBCAST - Partnered with the Oregon Society
-
Your Desk
4.0 Credits
2026-27 legislative update and review of key business tax issues. Section 163(j) interest expense limitation. Business losses. Capitalization, expensing and depreciation rules. New travel and entertainment expense rules. Fringe benefits. Independent contractor vs. employee. Latest legislative, judicial, and IRS developments.
Common Deficiencies in SSARS Engagements WEBCAST - Partnered with the Oregon Society
-
Your Desk
4.0 Credits
The most common peer review findings.
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses WEBCAST - Partnered with the Oregon Society
-
Your Desk
4.0 Credits
Financial statement disclosures for small and medium-sized businesses. Balance sheet, income statement, and statement of cash flows presentation and disclosure issues. Disclosure examples from all-sized entities that you can use to base your disclosures on. Developing disclosure issues, including disclosures related to the adoption of ASC 606 and ASC 842.
Budget Mastery: Process, Problems, and Solutions WEBCAST
-
Your Desk
2.0 Credits
Defining the budget process. Common budgetary cultures and discussion of solutions. Does your budget need an overhaul or just a tune up? How to make the budget flexible. Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself).
Accounting Analysis Basics WEBCAST
-
Your Desk
4.0 Credits
Accounting analysis and methodology. Factors influencing the quality of accounting-based financial reports. Impact of emerging business models on balance sheets. Introduction to the instructor's open balance sheet.
Fraud - How to Find, How to Prevent WEBCAST
-
Your Desk
4.0 Credits
Fraud and its impact on our clients. Fraud prevention. Internal controls. Fraud risks. Fraud prevention tips.
Revenue Recognition in an Environment of Uncertainty WEBCAST
-
Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications.
I Want the TRUTH: Preparing to be an Expert Witness WEBCAST
-
Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting WEBCAST
-
Your Desk
2.0 Credits
Identifying the big picture and your role in effective communication. Communicating so others can understand us. Understanding a presentation's anatomy. Tips and tricks for budget presentations.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA WEBCAST
-
Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
Productivity Hacks for Working Remote WEBCAST
-
Your Desk
1.2 Credits
Virtual work. Remote work. Telecommuting. Flexible work options.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
-
Your Desk
8.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
-
Your Desk
8.0 Credits
Tax considerations in divorce, including support obligations and property division. Bankruptcy, debt cancelation, and financial hardship tax implications. Tax treatment of cohabitation, premarital agreements, and exemptions. Child support, alimony, and dependency issues. Business dissolution and tax consequences. Filing status options and tax rate comparisons. Head of household qualifications and tax advantages. Impact of refunds, deficiencies, and marital property rules.
Five Ways to Improve Your Leadership Skills WEBCAST
-
Your Desk
1.0 Credits
Leadership. Self-awareness. Communication. Delegation. Empowerment.
AI Lessons Learned for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to AI research and development in accounting. Theory to practice. Managing exponential change. Proactive ai engagement. The dual role in AI development. Internal AI tools creation.