CPE & Event Catalog
2026 Governmental Auditing Update: Yellow Book & Uniform Guidance WEBCAST - Partnered with the Oregon Society
-
TBD
2.0 Credits
Key changes in governmental auditing.
K2's Advanced Topics In Power BI WEBCAST
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
IRS Tax Examinations and Hot Issues WEBCAST - presented by the Oregon Society of CPAs
-
Your Desk
4.0 Credits
Criteria that the IRS uses to select returns for examination. Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft. Understanding worker classification determinations on who is an employee and who is an independent contractor. Distinguishing S corporation officer's reasonable compensation issues. How the IRS holds persons other than an employer liable for unpaid payroll taxes. Tax-related identity theft procedures
Tax Planning for Seniors WEBCAST
-
Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Social Security and Medicare: Planning for You and Your Clients WEBCAST - Partnered with the Oregon Society
-
Your Desk
8.0 Credits
Legislative developments. A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits. Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit. Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70, Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know.
The Art of the Interview WEBCAST
-
Your Desk
2.0 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
K2's AI — Better Prompts, Better Results WEBCAST
-
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.
Required Minimum Distributions: Compliance and Planning WEBCAST - Partnered with the Oregon Society
-
Your Desk
4.0 Credits
Minimum distribution requirement changes by the SECURE Act 2.0. Latest guidance issued by the IRS related to required minimum distributions. The calculation of required minimum distributions using the Uniform Life Table. Required minimum distributions from multiple accounts. New 401(k) rules of SECURE Act 2.0. Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act. Required minimum distributions in the year of death. Roth conversions for estate planning and avoiding required minimum distributions. Timing of distributions for maximum tax-free compounding. Section 529 rollovers to Roth accounts under SECURE Act 2.0. Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs. Taxation of distributions. Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
-
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.
AI — It’s Here and It’s Time to Get On Board WEBCAST
-
Your Desk
8.0 Credits
An overview of AI. What it is and how it works. How AI fits into the technology landscape. A look at how Artificial Intelligence is used now and what the future holds.