CPE & Event Catalog
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.
Preparation, Compilations and Reviews—A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Preparation, Compilation and Review Issues - Highlights WEBCAST
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Your Desk
2.0 Credits
AR-C 60. AR-C 70. AR-C 80 and AR-C 90.
K2's Getting Started With Artificial Intelligence WEBCAST
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Your Desk
2.0 Credits
Understanding AI tools available today. Creating accounts in AI platforms. Querying data from AI platforms. Customizing your AI subscriptions.
K2's Artificial Intelligence for Accounting and Finance Professionals WEBCAST
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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
Preparing Quality of Earnings Analysis WEBCAST
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Your Desk
3.0 Credits
Uses of a Quality of Earnings Report. Information needed to prepare the report. Overlapping enterprise valuation concepts. Various adjustments to as reported EBITDA.
Financial Statement Disclosures WEBCAST
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Your Desk
8.0 Credits
General requirements. Balance sheet, income statement and cash flow. Stockholders' equity. Business combination and consolidation.
K2's Business Intelligence with Microsoft Power BI Tools WEBCAST
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Your Desk
0.0 Credits
The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.
CORE Series: Washington Estate Tax Update: What CPAs Need to Know Now WEBINAR
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Your Desk
1.0 Credits
Washington estate tax requirements. Recent legislative developments. Filing thresholds. Planning implications.
Auditing Standards Update and Best Practices WEBCAST
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Your Desk
4.0 Credits
Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies. Identify controls that exist, especially when those controls are not clearly identified or formalized. Evaluate if those controls prevent or detect material misstatements in the financial statements. Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements.
K2's AI — Better Prompts, Better Results WEBCAST
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Your Desk
1.0 Credits
Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.
K2's Case Studies In Fraud And Technology Controls WEBCAST
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Your Desk
4.0 Credits
Key fraud risks impacting businesses today. Examples of fraud and the monetary impact on victims. How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim.
Comprehensive FASB and AICPA Update for Tax Professionals WEBCAST
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Your Desk
6.0 Credits
Broadly applicable ASU effective in 2025 and beyond. Significant recent SAS. Tax-basis financial statements.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts.
Lease Accounting - Making Sense of the Standard WEBCAST
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Your Desk
4.0 Credits
What control of assets constitute a lease. Embedded leases. Fixed and variable consideration. Determining the lease term. Modifications and assessments. Related party leases. Presenting leases on financial statements. Components of calculating liabilities and rights of use.
CORE Series: Federal and State Tax Developments Impacting High Net Worth Clients WEBINAR
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Your Desk
1.0 Credits
Recent federal and state tax developments.
OCBOA Case Studies WEBCAST
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Your Desk
8.0 Credits
Income tax-basis financial statement presentations. Cash and modified-cash financial statement presentations. Innovative and EBITDA type reports. OCBOA engagements. AICPA Financial Reporting Framework for Small- and Medium-Sized Entities.
Retirement Penalties and Rollover Issues WEBCAST
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Your Desk
2.0 Credits
What the IRS knows: Forms 1099R and 5498. Exceptions to the ten percent penalty. Secure 2.0 changes to the late payment penalty. History of the 60-day Rule and Recent Developments. Rulings and self-certification. Form 5329 use and strategies.
K2's What’s New With QuickBooks WEBCAST
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Your Desk
0.0 Credits
Licensing issues. Pricing updates. New and improved features. Transitioning from QuickBooks Desktop to QuickBooks Online.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL, including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six NOPA rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.