CPE Catalog & Events
Finance and Innovation: Reinvent Your Department and Company 26-27
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Webinar
8.00 Credits
Member Price: $329
How innovation happens Innovation metrics and how to report on innovation efforts How the use of technology and other simple techniques can foster and sustain innovation
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Webinar
8.00 Credits
Member Price: $329
Preparation Compilations Reviews
Finance and Innovation: Reinvent Your Department and Company 26-27
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Webinar
8.00 Credits
Member Price: $329
How innovation happens Innovation metrics and how to report on innovation efforts How the use of technology and other simple techniques can foster and sustain innovation
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Webinar
8.00 Credits
Member Price: $329
Preparation Compilations Reviews
Strategy, Risk and Finance: Why We Do What We Do 26-27
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Webinar
8.00 Credits
Member Price: $329
Why do most strategic plans fail" Why so many formerly strong organizations have failed Why most organizations have a poor strategic plan and how to correct this The many risks that must be addressed: Financial risk, execution risk, commercial, business, and strategic risks as well as commonly overlooked risks How Behavioral Economics will help address the risk
Critical Thinking Skills: For Financial Professionals 26-27
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Webinar
4.00 Credits
Member Price: $99
Why critical thinking skills are so important to today's financial professionals. How to evaluate critical elements of a leader's decision- quality capability How to recognize factors that can sabotage decision- making by even highly capable people.
Lease Accounting - Making Sense of the Standard 26-27
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Webinar
4.00 Credits
Member Price: $175
What control of assets constitute a lease Embedded leases Fixed and variable consideration Determining the lease term Modifications and assessments Related party leases Presenting leases on financial statements Components of calculating liabilities and rights of use
K2's Saving Time With Electronic Forms 26-27
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Webinar
1.00 Credits
Member Price: $55
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
Form 706 Preparation Part 1: Overview Including Portability 26-27
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Webinar
2.00 Credits
Member Price: $99
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1—4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Form 706 Preparation Part 2: Reporting Assets 26-27
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Webinar
2.00 Credits
Member Price: $99
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1—4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 26-27
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Webinar
2.00 Credits
Member Price: $99
How to Identify a Complex Trust and the Complications that Arise with Complex Trusts The Importance of Recognizing the Tier System used by Complex Trusts The Advantages and Requirements of the 65-day Rule Special Issues Related to the Charitable Contribution Deduction Use of a Checklist for Complex Trusts
Form 706 Preparation Part 3: Reporting Deductions 26-27
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Webinar
2.00 Credits
Member Price: $99
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Financial Statement Analysis for Managers 26-27
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Webinar
4.00 Credits
Member Price: $175
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures
Tax Aspects of Stock Investing 26-27
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Webinar
4.00 Credits
Member Price: $175
Active and passive investing Dividend-paying stocks, value stocks, and the net investment income tax Favorable capital gain strategies and the netting process Exchange-traded funds (ETFs), stock options, and straddles
The ACFE Report to the Nations 26-27
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Webinar
4.00 Credits
Member Price: $175
Results of the study Red-flags in fraud How fraud is perpetrated How fraud is discovered Methods of minimizing fraud
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 26-27
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Webinar
2.00 Credits
Member Price: $99
Calculating DNI & the Distribution Deduction Determining Types of Distributions and Whether a Distribution "Carries Out" DNI In-Kind Distributions & the Impact on the Distribution Deduction Depreciation and the Distribution of In-Kind Property Distributions that Result in "Kenan Gain" Funding a Pecuniary Bequest with Depreciated Property IRC Sec. 643(e)
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 26-27
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Webinar
2.00 Credits
Member Price: $99
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
K2's Better Reporting With QuickBooks Online 26-27
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Webinar
1.00 Credits
Member Price: $55
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
Accounting Fraud 26-27
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Webinar
8.00 Credits
Member Price: $329
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
Financial Statement Disclosures 26-27
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Webinar
8.00 Credits
Member Price: $329
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation