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CPE Catalog & Events

Conferences/UACPA Classes 10 Chapter/Special Events 13 Ethics 686 Webinars 5578 OnDemand/Self Study 751 All 7036

Showing 5341 - 5360 of 7036 All Results (Page 268 of 352)

Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight

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Webinar

2.00 Credits

Member Price: $79

Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?

K2's Excel Tips - Today's Best Features

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Webinar

2.00 Credits

Member Price: $79

New features and functions in Excel How to improve efficiency and effectiveness when working in Excel Taking advantage of Copilot integration with Excel Better ways of creating and working with formulas

Practical Ethics and Circular 230 Compliance for CPAs and EAs

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Webinar

4.00 Credits

Member Price: $129

Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation

The Art of Accountability: Effective Strategies for Tough Conversations

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Webinar

1.00 Credits

Member Price: $39

Leadership Conflict management Accountability Employee engagement

K2's Accounting Solutions And Add-Ons For Small Businesses

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Webinar

2.00 Credits

Member Price: $79

Overview of small business accounting solutions Strengths and shortfalls of various accounting and add-on solutions

From Numbers to Narrative: Effectively Presenting Your Budget and Reporting

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Webinar

2.00 Credits

Member Price: $79

Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations

Comprehensive Estate Planning: Administration & Postmortem Strategies

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Webinar

8.00 Credits

Member Price: $225

Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers

Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?

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Webinar

8.00 Credits

Member Price: $225

Preventing malpractice claims related to nonattest accounting services  Identifying and safeguarding independence threats when issuing attest reports  Establishing an understanding with the client regarding non-audit services  Defining the varying levels of responsibility for accountants performing non-audit services  Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations  Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters  Common issues related to peer reviews, including recurring reporting problems  Applying financial analysis best practices to help your clients better interpret their financial results

A Practical Guide to Trusts

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Webinar

8.00 Credits

Member Price: $245

Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT

K2's Advanced Excel

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Webinar

4.00 Credits

Member Price: $225

Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations

Ethics for CPAs: The Practical and the Possible

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Webinar

2.00 Credits

Member Price: $79

The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions

What's Changing in Risk Assessment

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Webinar

2.00 Credits

Member Price: $79

Auditing Yellowbook

K2's Expense Reporting Automation

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Webinar

2.00 Credits

Member Price: $79

Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts

K2's Ethics and Technology

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Webinar

4.00 Credits

Member Price: $129

Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies

K2's Mastering Advanced Excel Functions

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Webinar

4.00 Credits

Member Price: $129

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel

K2's Advanced QuickBooks Tips And Techniques

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Webinar

4.00 Credits

Member Price: $129

Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online

Promoting Mental Health in the Workplace to Prevent Violence

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Webinar

1.00 Credits

Member Price: $39

Mental Health Awareness

Cryptocurrency Transactions: Navigating Federal Tax Rules

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Webinar

1.00 Credits

Member Price: $29

Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example

Budget Mastery: Process, Problems, and Solutions

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Webinar

2.00 Credits

Member Price: $79

Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)

Preparing and Reviewing Workpapers for Higher Quality Audits

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Webinar

4.00 Credits

Member Price: $129

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