CPE & Event Catalog
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.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
2026 Business Tax Credits WEBCAST
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Your Desk
1.0 Credits
Research and Development Tax Credit. Work Opportunity Tax Credit. COVID-19 Tax Credits. Opportunity zones. GO-Biz incentives. Employment training panel.
How to Review Financial Statements WEBCAST
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Your Desk
4.0 Credits
Practice reviewing financial statements. Financial statement case studies.
Comprehensive Pass-Through Owners Basis and Distribution Rules WEBCAST
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Your Desk
8.0 Credits
Understand the four loss limitation rules applied on the owner's individual income tax return. Determine how to calculate an owner's initial tax basis of his pass-through entity. Learn how to correctly make annual adjustments to a pass-through owner's tax basis. Identify what constitutes a debt basis for an S corporation shareholder. Learn the tax ramifications of repaying loans to S corporation shareholders.
K2's Excel PivotTables For Accountants WEBCAST
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Your Desk
0.0 Credits
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables. Formatting PivotTables. Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query. Analytical techniques available in PivotTables.
Retirement Advising: Accumulation and Decumulation Strategies WEBCAST
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Your Desk
8.0 Credits
The downside of traditional retirement asset accumulation strategies. Threats to a successful retirement. Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles. Matching investment assets with the appropriate retirement plan and distribution strategy. Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning.
How AI Fits into the Accounting World WEBCAST
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
K2's The Best Kept Secrets Of Microsoft 365 WEBCAST
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Your Desk
0.0 Credits
New features, tips, and tricks in Microsoft 365. Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals. See some of the tools you can activate to help your team create and share video content intended only for internal use.
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.
Accounting Analysis Basics WEBCAST
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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.
Basic Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return. Identify and be able to implement basic individual income tax planning ideas for clients. Familiarity with several source documents utilized in the preparation of an individual income tax return. Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Accounting and Auditing for the Construction Industry WEBCAST
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Your Desk
4.0 Credits
Illustrative computations for revenue recognition. Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry. Application of risk-based audit model to contractors. The Lookback analysis and the contractor's estimating reliability. Practical approach to auditing contracts completed and in progress. Numerous computations and alternative approaches. Independent contractor qualifications.
Tax Planning for Sole Proprietors and Other Business Owners WEBCAST
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Your Desk
8.0 Credits
An overview of the business-related tax changes in the One Big Beautiful Bill. Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business. Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices. Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, SEP plans, and SIMPLE plans. Taking advantage of the self-employed health insurance deduction and the qualified business income deduction. Avoiding the at-risk and passive activity loss limitations. Making the right business entity election. In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know.