CPE Catalog & Events
Officer Compensation Audits: What It Is and How to Defend It
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Webinar
3.00 Credits
Member Price: $79
Overview of Reasonable Compensation requirements for S and C Corporations Key court rulings and their implications IRS audit procedures related to Officer Reasonable Compensation Role of Accountable Plans in determining Reasonable Compensation Strategies for defending Reasonable Compensation
Accounting and Reporting Long-Term Debt
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Webinar
3.00 Credits
Member Price: $79
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Webinar
3.00 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Deep Dive into Common Auditing Deficiencies
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Webinar
5.00 Credits
Member Price: $129
Auditing Yellowbook GAAS
Interview Techniques & Detecting Deception
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Webinar
2.00 Credits
Member Price: $79
Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview
Common Yellow Book & Single Audit Deficiencies
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Webinar
5.00 Credits
Member Price: $129
Auditing Yellowbook COVID-related funds
ProActive Response Group De-Escalation Training
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Webinar
2.20 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Liquidity & Uncertainty Disclosures for Nonprofits
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Webinar
3.00 Credits
Member Price: $79
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment
Mergers and Acquisitions: Complete Guide to Relevant Issues
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Webinar
3.00 Credits
Member Price: $79
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Webinar
5.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
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Webinar
5.00 Credits
Member Price: $129
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Preparation, Compilation and Review Engagements
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Webinar
3.00 Credits
Member Price: $79
Auditing Yellowbook
K2's Excel Tips, Tricks, and Techniques for Accountants
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Webinar
5.00 Credits
Member Price: $225
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
K2's Excel Charting And Visualizations
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Webinar
5.00 Credits
Member Price: $129
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
Safety Synergy: Uniting Elements for a Secure Workplace
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Webinar
2.20 Credits
Member Price: $39
How to evaluate physical security Increase situational awareness Simple De-escalation techniques Mental Health awareness Safe Termination Strategy Active Shooter Response Overview
Private Company Simplified GAAP Alternatives
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Webinar
3.00 Credits
Member Price: $79
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting
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Webinar
2.00 Credits
Member Price: $79
The definitions in 2 CFR 200.1 are the building blocks of the regulation and so we will provide you the impactful revisions to the citation language This session will provide you the precise wording changes, showing parts that were changed or new requirements that were added We will discuss universal wording changes as well as the effective date for implementation We will discuss impactful changes and how it will affect compliance The session will cover a new requirement for whistle blower protection We will discuss a unique insight of how time reporting is a claim and how claims can have detrimental consequences if not aware What should an organization do if they did not keep time records for a grant A "war" story when a university did not take the time reporting requirements seriously
Taxation of the Cannabis Industry
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Webinar
3.00 Credits
Member Price: $79
Historical context of U.S. taxation Industrial hemp vs. marijuana Income definitions under I.R.C. §61 Tax code restrictions: §280E and §471 State-specific marijuana laws Cash management in cannabis businesses Federal court case analysis
Independence for Auditors - AICPA, PCAOB, GAO & DOL
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Webinar
5.00 Credits
Member Price: $129
Auditing Yellowbook AICPA, GAO, DOL and PCAOB
What's Changing in Risk Assessment
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Webinar
3.00 Credits
Member Price: $79
Auditing Yellowbook