CPE & Event Catalog
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
0.0 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.
Become a Data Analysis Expert WEBINAR
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Your Desk
0.0 Credits
The data analysis process flow. Data modeling. Data visualizations.
Comprehensive Partnership Taxation Form 1065 WEBCAST
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Your Desk
8.0 Credits
Special and targeted allocations. Proper calculation of outside and inside tax basis. Tax consequences of distributions including the impact of hot assets. Transfer of partnership interests. Issuance of partnership interests to service partners.
Fundamentals of 1031 Exchanges WEBCAST
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Your Desk
8.0 Credits
Statutory framework for 1031 exchanges. Business and investment property characterization. Deferred exchange rules and techniques. Exchange mathematics: boot, gain and basis. Reporting for failed exchanges (over two tax periods). Improvement, reverse and non-safe harbor exchanges. Partnership and TIC issues: IRC Sec. 761.
Resistance to Resilience: Strive for Tech Change Acceptance WEBINAR
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Your Desk
1.0 Credits
Resistance to resilience in embracing new technologies. Overcoming barriers and ensuring successful implementation. Cutting-edge audit technologies, including AI, data analytics, and automation. Insights into the Technology Acceptance Model (TAM).
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Calculating the Retirement Need WEBINAR
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Your Desk
1.0 Credits
Overview of retirement expenses and needs. Overview of risk tolerance, time value of money and retirement planning factors. Examples of client retirement situations.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
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Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
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.
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.
Leases: ASC Topic 842 in Depth WEBCAST
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Your Desk
8.0 Credits
FASB ASC 842, Leases. All recently released updates to ASC 842, Leases.
Pension and Profit-Sharing Plan Strategies WEBCAST
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Your Desk
8.0 Credits
Types of documents: advantages and disadvantages, where they fit and plan termination issues. Types of retirement plans. Plan selection and design. Contribution and deduction limits and timing. Reporting and disclosure: Form 5500 and participant communications. Legislative environment. In-plan Roth conversions.
Smarter Tax Services with AI Tools WEBINAR
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Your Desk
2.0 Credits
Overview of AI technology and how it works. Identify where AI can be incorporated into tax research, planning, and compliance services. Discover new opportunities to enhance your client advisory tax services with AI tools. Review the market of emerging and AI enhanced tax software tools. Learn about the newest generation of AI enable 1040 source document collection and organizer applications. Review specific use cases for generative AI tools in your tax services.