CPE & Event Catalog
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?
Clarifying Risk Assessment - SAS 145 and Beyond WEBCAST
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Your Desk
4.0 Credits
Assessing the risk of material misstatement. Mandatory risk assessment procedures. Evaluating internal controls. Responding to risk assessment with appropriate audit procedures. Complying with revised and expanded documentation requirements.
ABC Trust Planning and the Portable Exclusion WEBCAST
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Your Desk
8.0 Credits
The interplay of the estate, gift, generation-skipping, and income taxes. Claiming and protecting the portable exclusion. Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts. Bypass trusts. Survivor's and QTIP trusts planning. Qualified Domestic Trust planning. What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill.
Accounting Fraud WEBCAST
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Your Desk
8.0 Credits
The elements of fraud and the Fraud Triangle Theory. Types of fraud with a focus on management fraud. Best practices in fraud detection and deterrence.
CFO Series: Indispensable Skills WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Keys to success. Unintended consequences to avoid. Low cost is not necessarily a sound option. What are the non-quantifiable factors that can change the financing decision? Details on the time-intensive processes. Common blunders when raising financing. The perils of choosing the wrong alternative or wrong investor. Navigating compliance, risk, and benefits. Creating and sustaining a customer value pyramid. Evaluating the lifespan and relevance of your strategic plan. Building your strategy to include risk management. Building an adaptive, finance-focused strategic approach. What we should learn from the rise and fall of major companies. How to align financial metrics with strategy.