CPE & Event Catalog
Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers WEBCAST -Partnered with the Oregon Society of CPAs
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Your Desk
8.0 Credits
Reviews of portions of error-prone staff-prepared Forms 1120-S and 1065 from client-provided information. Be aware of legislative changes. How to reduce input errors. When and how to rely on third-party data import software. What are common errors preparers make and what are the areas generating malpractice claims? Initial administrative groundwork. The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review. Overview of new Schedules K-2 and K-3. Don't fall prey to reporting oddities. When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065? Form 1120-S - What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S corporation distribute earnings and profits from C corporation years? Form 1065 - New tax reporting requirement for partners' capital balances. Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules. Discussion of more complex transactions included in corporate structures. Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return.
Five Ways to Improve Your Leadership Skills WEBCAST
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Your Desk
1.0 Credits
Leadership. Self-awareness. Communication. Delegation. Empowerment.
New Client Ethical Challenges: The CPAs Guide WEBCAST
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Your Desk
2.0 Credits
How the CPA can meet the challenges presented by a new client. AICPA Code of Professional Conduct. AICPA Statements on Standards for Tax Services. IRS Circular 230. Case study illustration of how to bring the new client into ethical, proper financial and tax compliance.
K2's Harnessing ChatGPT - Unlocking Professional Efficiency 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.
IRS Cybersecurity Checklist WEBCAST
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Your Desk
2.0 Credits
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
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.
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT WEBCAST
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Your Desk
2.0 Credits
AI and ChatGPT. Machine learning and predictive transaction tagging. Profiles of an improper or corrupt vendor payment. Data Sharing Consortium and Split Learning Techniques. Cryptocurrency trends and applications from an accountant's perspective.
Effective Coaching Strategies for High Performance WEBCAST
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Your Desk
4.0 Credits
Coaching. Effective communication. Problem solving. Use of AI as a coaching tool.
K2's Accessing Your Company's Data With Power Query And Power BI WEBCAST
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Your Desk
2.0 Credits
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases. Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel. Producing various reporting documents from data delivered from Power Query.
PowerPoint: Tips & Tricks for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
Exploration of tabs within PowerPoint's ribbon. Initial creation of a slide deck. Using slide masters. Utilization of external content. SmartArt. Alignments and layouts. Tips and tricks for efficiency. Best practices for effective presentation delivery. Other creative uses for PowerPoint.
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes WEBCAST
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Your Desk
3.0 Credits
Leadership. Management.
Roadmap to Ethical Decision Making WEBCAST
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Your Desk
2.0 Credits
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters. Discuss the principles of professional conduct. Address compliance with professional standards. Use case studies to address circumstances that may create threats to independence.
How to Make Difficult People Disappear...Without Going to Jail WEBCAST
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Your Desk
1.0 Credits
Team dynamics. Influence. Organizational behavior. Leadership.
Effective Communication Skills WEBCAST
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Your Desk
1.0 Credits
Communication. Confidence. Leadership.
Cash Conversion Cycle: Tool and Techniques WEBCAST
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Your Desk
2.0 Credits
Understanding the timing elements of your day's working capital. The impact of inventory on the Cash Conversion Cycle. How vendors and customers can help your cash conversion cycle. Planning and forecasting for a healthy cash flow. Assorted management tips to control the Cash Conversion Cycle.
Getting the Most When Selling a Business: Little Details to Get Top Value WEBCAST
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Your Desk
2.0 Credits
What do buyers really want? Steps to take so your business will be attractive to buyers. The process to prepare for a sale.
Advanced Negotiations: Never Split the Difference WEBCAST
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Your Desk
2.0 Credits
Negotiations. Business management.
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.