CPE Catalog & Events
Webcast: Financial Accounting for Related Party Transactions
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Webcast
2.0 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
Webcast: Preparing and Reviewing Workpapers for Higher Quality Audits
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Webcast
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards
Webcast: Partnership Preparation, Basis Calculations & Distributions - Form 1065 Schedule K & K-1 Analysis
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Webcast
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return (i.e., page 1 versus Schedule K) and flow-thru to the partner/members on Schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the partner/member’s outside basis Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Calculating the tax and §704(b) book capital accounts Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of “hot assets” Overview of the §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions)
Webcast: Employment Law 101
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Webcast
1.0 Credits
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Webcast: Combatting Sexual Harassment in the Workplace
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Webcast
1.0 Credits
Sexual harassment prevention Company culture
Webcast: Mastering Charitable Remainder Trusts and Form 5227 Compliance
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Webcast
2.0 Credits
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Webcast: State Tax Nexus: Frequently Awkward Questions
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Webcast
2.0 Credits
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
Webcast: ACPEN Signature 2025: Annual Tax Update
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Webcast
8.0 Credits
Federal tax changes and developments during 2025 and pending changes, including legislative, administrative and procedural changes Explore in detail the latest statutory, regulatory and judicial developments impacting tax issues
Webcast: Anti-Money Laundering Warning Signs and Mitigation Techniques
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Webcast
2.0 Credits
Warning signs of money laundering Legal services Prevention AML mitigation methods Features to look for in AML solutions Ten things in AML watchlist provider
Webcast: New PCAOB Quality Control Standard Overview
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Webcast
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 Highligts of what is different between the AICPA Quality Management Standard
Webcast: Year-End Tax Planning: Thinking Outside the Box
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Webcast
4.0 Credits
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Webcast: S Corporation Preparation, Basis Calculations & Distributions - Form 1120S Schedule K & K-1 Analysis
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Webcast
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislation Review the Form 1120S and discuss how items get reported on the S corporation tax return (i.e. page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the shareholder’s stock and debt basis Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations S corporation formation issues under IRC §351 Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits (E&P) Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts
Webcast: K2's Ten PDF Tips You Need To Know
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Webcast
1.0 Credits
Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs
Webcast: The Controllership Series - The Financial Close Process
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Webcast
1.5 Credits
Accounting Finance Financial Statements
Webcast: Keys of SOC Reports - Following SSAE 18 Requirements
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Webcast
2.0 Credits
Move from SAS 70 and SSAE 16 to SSAE 18 Types of Service Organizations SOC 1 Engagements Control Objectives Reporting SOC 1 and SOC 2 Reporting SOC 3 Reports Preparing for SOC Engagement SOC Comparisons
Webcast: Treasury Circular 230 for EAs and Other Tax Preparers
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Webcast
2.2 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Webcast: K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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Webcast
8.0 Credits
The importance of Business Intelligence in today’s business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
Webcast: Common Peer Review Deficiencies and How to Avoid Them
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Webcast
2.0 Credits
Defiicencies Peer reviews Auditing
Webcast: Overcome Your Obstacles to Abundance
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Webcast
4.0 Credits
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
Webcast: Performance Auditing Made Easy
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Webcast
1.5 Credits
Performance audit standards Performance audit types Performance audit objectives