CPE & Event Catalog
Retirement Distributions: Planning Options WEBCAST
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Your Desk
8.0 Credits
Roth IRA. Income tax treatment of distributions from retirement plans of all types. Laws, regulations and IRS rulings concerning plan distributions. Avoiding penalty on distributions that happen too early or too late. Beneficiary choices. Self-directed IRA investment problems.
SSARS Codification: Preparation, Compilation and Review WEBCAST
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Your Desk
8.0 Credits
SSARS Codification requirements. SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information. Review of financial statements. Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27.
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to file and suspend and restricted application strategies. Increasing benefits for divorced and surviving spouses. Early retirement and the earnings test. An overview of the obstacles beneficiaries face when claiming Social Security disability benefits. Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies.
Navigating IRS Authorizations: Form 2848 and Form 8821 WEBINAR
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney rules. Form 2848. Form 8821. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a power of attorney.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
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.
Form 5500 Annual Update 2026 WEBCAST
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Your Desk
4.0 Credits
Forms 5500, 5500SF and 5500EZ. Form 5500: nuances and schedules. Reporting and disclosing compliance issues. Reporting delinquent contributions. Failure to file.
Revenue Recognition for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for revenue recognition under ASC 606. Discussion of the requirements for auditing revenue transactions. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of revenue recognition. Suggested procedures for identified risks.
Tax Planning for Seniors WEBCAST
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Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Preparation, Compilations and Reviews—A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Financial Planning: Auto and Homeowners Insurance WEBINAR
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Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.
Comprehensive Accounting and Financial Reporting Update WEBINAR
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Your Desk
4.0 Credits
CECL for nonfinancial institutions. Accounting for Paycheck Protection Program loans. Accounting for web-hosting services. Revenue recognition. Leases. FASB projects in progress.
K2's Eight Awesome PivotTable Features WEBCAST
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Your Desk
2.0 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.
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.
Fiduciary Accounting Part 1: Fiduciary Duty Basics and Authority WEBCAST
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Your Desk
2.0 Credits
What is fiduciary duty, and how does it apply to a trustee or personal representative? What are the state statutory accounting rules, and where can you find them? What is fiduciary accounting income? What is fiduciary account principal? How does fiduciary accounting impact fiduciary taxation?
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax WEBCAST
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Your Desk
2.0 Credits
Setting up a chart of accounts. Reviewing the estate plan. Distinguishing between income and principal. Understanding the relationship of fiduciary accounting to fiduciary taxation.
Tax Basis Financial Statements WEBCAST
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Your Desk
2.0 Credits
Tax basis financial statements presentation and disclosure. Reporting on tax-basis financial statements.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.