CPE & Event Catalog
Tap Together Thursday: Happy Hour Networking with Accounting Peers - Spokane
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Spokane
0.0 Credits
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
8.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
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Your Desk
8.0 Credits
Tax considerations in divorce, including support obligations and property division. Bankruptcy, debt cancelation, and financial hardship tax implications. Tax treatment of cohabitation, premarital agreements, and exemptions. Child support, alimony, and dependency issues. Business dissolution and tax consequences. Filing status options and tax rate comparisons. Head of household qualifications and tax advantages. Impact of refunds, deficiencies, and marital property rules.
Five Ways to Improve Your Leadership Skills WEBCAST
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Your Desk
1.0 Credits
Leadership. Self-awareness. Communication. Delegation. Empowerment.
K2's Excel’s Best Practices and Features WEBCAST
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Your Desk
2.0 Credits
What to look for in newer versions of Excel. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.
Measuring Audit Risks WEBCAST
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Your Desk
3.0 Credits
The planning process. When it starts and when it ends. Determining the audit objectives. The importance of the nature, timing, and extent of the audit process. The importance of professional skepticism. The preliminary engagement activities. Documentation of audit risk. Determining materiality.
New PCAOB Quality Control Standard Overview WEBCAST
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Your Desk
2.0 Credits
Background of the new PCAOB Quality Control Standard. Overview of the elements of a quality control system. Examples of quality risks and potential responses. Highlights of what is different between the AICPA Quality Management Standard.
How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts WEBCAST
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Your Desk
8.0 Credits
Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book. Understand risk assessment factors above those associated with a financial statement audit only. Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance. Master designing, performing and documenting effective and efficient tests of compliance requirements. Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client. Common peer review deficiencies.
K2's The Best Kept Secrets Of Microsoft 365 WEBCAST
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Your Desk
2.0 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.
Multistate Taxation - Issues and Planning Opportunities WEBCAST
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Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.
Group Audits: Who is Responsible for What? WEBCAST
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Your Desk
2.0 Credits
Responsibilities of the group audit engagement team, including the group engagement partner. Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements. Special considerations on audit planning and audit reporting in a group audit.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
A Practitioner's Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs: Understanding retirement savings options. SEP and SIMPLE IRAs: Exploring retirement plans for small businesses. Qualified Plans: Navigating employer-sponsored retirement plans. Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures. 401(k) Plans: Maximizing benefits with employer-sponsored options. Retirement Plan Selection: Choosing the best plan for individual client needs. Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations. Tax Implications: Analyzing the tax consequences of retirement plan decisions. Retirement Planning Strategies: Implementing effective strategies for client financial goals.
Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value WEBCAST
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Your Desk
2.0 Credits
How to build a flexible budget model that works. What are the steps we can take to budget for economic and external factors beyond our control. How the right Chart of Accounts can simply your work. Budget and GAAP are not the same and why they are fine not to be. Efficiently modeling payroll and benefits. Identifying controllable and uncontrollable expense. Using key variables to stress-test your budget.
K2's Artificial Intelligence for Accounting and Finance Professionals WEBCAST
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Your Desk
4.0 Credits
Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.
Audits of 401k Plans WEBCAST
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Your Desk
6.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
International Tax Conference 2026 WEBCAST
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Your Desk
8.0 Credits
Expatriation. Compliance considerations for trusts and estates. Generational wealth transfer for global families. Succession planning strategies across borders. Intangible tax planning for businesses. Recent UK tax law changes affecting U.S. expats. Timely updates on the One Big Beautiful Bill Act.
Critical Thinking Skills: Prevent Mistakes Now WEBCAST
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Your Desk
2.0 Credits
Critical thinking. Communication.
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
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Your Desk
2.0 Credits
Cost accounting.
1065 - Understanding Partnerships Tax Returns WEBCAST
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Your Desk
2.0 Credits
Partnership taxation. Different types of partnerships. Tax obligations of partners. Role of the partnership agreement in tax reporting. Filing deadlines of Form 1065.