CPE & Event Catalog
CFO Series: Driving Efficiency WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Types of audits: external, internal, compliance, regulatory. Objectives of each audit type and how they differ. Aligning management’s role with auditor expectations. What to expect in the planning phase. Fieldwork survival tips and communication best practices. Documentation dos and don’ts. Responding to findings and building effective action plans. Avoiding common audit pitfalls. What internal controls are—and what they are not. Why even small organizations need controls. COSO and the five core components of a sound internal control system. Common control failures and real-world consequences. Examples of scalable financial, operational, and compliance controls. How to tailor controls to your organization’s size and risk profile. Embedding internal controls into daily operations. How to monitor, evaluate, and adapt controls over time. The importance and structure of the cash flow statement, and more.
Tax School Level 1 WEBCAST - Partnered with the Idaho Society
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Your Desk
32.0 Credits
Individual tax fundamentals. Tax fundamentals of LLCs and partnerships. S corporations: Key issues, compliance, and tax strategies. Capitalized costs and depreciation. Taxation of property transactions.
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
Tax Aspects of Stock Investing WEBCAST
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Your Desk
4.0 Credits
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds, stock options, and straddles.
Taxation of the Construction Contractor WEBCAST
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Your Desk
4.0 Credits
Walkthrough of accounting methods and relevant elections under IRC 460. Illustrative examples and analysis. Review of pertinent cases and revenue rulings. Update of other IRS activity, including recent Tax Reform.
Accounting for Income Taxes for Private Companies WEBCAST
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Your Desk
4.0 Credits
Sample Schedule M calculations. Sample work papers for deferred tax computations. Comprehensive two-year example and computations. Review and analysis of recurring temporary differences. Identification of the sources to compute cumulative temporary differences. Sample workpapers for analysis of tax positions.
Common Yellow Book & Single Audit Deficiencies WEBCAST - Partnered with the Oregon Society
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TBD
4.0 Credits
Common deficiencies noted by peer reviewers and federal agencies. Deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits.
Accounting and Auditing Update WEBCAST
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Your Desk
4.0 Credits
Review of new accounting standards issued in 2025 and 2026. Applicable changes to accounting for government grants and crypto currency. Compilation and review standards and interpretations. Auditing standards including a deep dive into the quality management standards.
Defensive Tax Practice and IRS Publication 230 WEBCAST - Partnered with the Oregon Society
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Your Desk
2.0 Credits
AICPA Professional Standards in a CPA’s tax practice. IRS Publication 230 and related rules. Personal liability of professionals. Engagement letter protection ideas. Citing of legal cases.
Accounting for Crypto Assets WEBCAST
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Your Desk
1.0 Credits
Scope and criteria for crypto assets under ASC 350-60. Initial recognition and subsequent fair value measurement under ASC 820. Presentation on the balance sheet and income statement; required annual and interim disclosures.
S Corporation Taxation: Cutting Edge Tax Strategies WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Converting S corps to C corps - Should you convert? Reasonable compensation for shareholder-employees. Restructuring shareholder loans to increase basis. Strategies for restoring terminated S corp status (retroactively). The types of debt that provide basis to shareholders. Fixing technical violations of S corporation's eligibility rules. Maximizing the QBID for S corporations. Tax consequences of property distributions from an S corp (including circumstances where ordinary income is triggered). Whether shareholders should provide funds through loans or contributions. When clients can get ordinary losses on sales or worthless of S corp stock. Exit strategies for S corporation owners. "Land banks" - using S corporations to maximize capital gains on the sale of land that will later be developed.
K2's Eight Awesome PivotTable Features WEBCAST
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Your Desk
0.0 Credits
Adding user-defined calculations to PivotTables. Enhancing PivotTables with Key Performance Indicators. Using PivotTables to consolidate standard Excel reports. Creative ways to filter PivotTables. Linking accounting software data into PivotTables.
2026 Governmental Auditing Update: Yellow Book & Uniform Guidance WEBCAST - Partnered with the Oregon Society
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TBD
2.0 Credits
Key changes in governmental auditing.
K2's Advanced Topics In Power BI WEBCAST
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Your Desk
2.0 Credits
Creating formulas in Power BI with Data Analysis Expressions. Adding Key Performance Indicators to your Power BI reports and dashboards. Managing security in Power BI. Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members.
K2's Harnessing ChatGPT WEBCAST
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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.
Tax School Level 2 WEBCAST - Partnered with the Idaho Society
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Your Desk
24.0 Credits
Day 1 - Advanced Tax Planning S Corporations - Interpret the rules relating to the adjustment of basis in stock by S corporation shareholders. Calculate gain and loss on the distribution of property, and more. Day 2 - Advanced Taxation Partnerships and LLCs - Calculate what a partner will receive in complete liquidation of their partnership interest under Section 704(b) regulations. Identify the potential economic consequences of special allocations to a partner or LLC member, and more. Day 3 - Tax Planning for Small Businesses - Identify important tax considerations for the small business at each stage of its life. Calculate the qualified business income deduction, built-in gains tax, and the deduction for organizational costs and start-up costs, and more.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
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.
Understanding and Creating an Internal Control System WEBCAST
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Your Desk
8.0 Credits
Underlying concepts of internal control. Defining where and why controls, policies and procedures are needed. Legacy control measures that are still important for businesses today. Creating control measures that address the use and protection of technology.
Cases in Corporate Ethics: Discuss Real Life Conflicts WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
How do you handle an owner who pays for personal expenses with company funds? Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?