CPE Catalog & Events
PFP Update: Investment Planning in This New Era 26-27
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Webinar
2.00 Credits
Member Price: $99
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
Income Statement Disaggregation: ASC 240-40 26-27
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Webinar
2.50 Credits
Member Price: $99
Disclosure - Overview Disclosure - Expense Disaggregation Implementation Guidance
Cash Management Techniques: Cash Does Not Manage Itself! 26-27
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Webinar
4.00 Credits
Member Price: $99
Case studies and participant discussions will highlight these cash management issues: Manage cash electronically Encourage customers to pay faster Preserve cash and reduce costs by partnering with vendors to take advantage of their purchase discounts
Fraud Misstatements & Financial Reporting 26-27
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Webinar
4.00 Credits
Member Price: $175
A case study approach to financial statement fraud Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves Common methods of deceiving users of financial statements Red-flags in fraud
K2's Internal Controls in QuickBooks Online Environments 26-27
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Webinar
4.00 Credits
Member Price: $175
Critical risks in QBO environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
Closely Held Business Owner Financial Planning Opportunities 26-27
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Webinar
2.00 Credits
Member Price: $99
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
K2's Office Scripts - The New Macros 26-27
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Webinar
2.00 Credits
Member Price: $99
Introduction to Office Scripts Recording your first script Integration with Power Automate
Build Your Team: Get Results 26-27
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Webinar
8.00 Credits
Member Price: $329
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
Comprehensive Roth IRA Strategies Analysis 26-27
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Webinar
2.00 Credits
Member Price: $99
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Preparing Financial Statements for Clients 26-27
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Webinar
4.00 Credits
Member Price: $175
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
State and Federal Ethics Considerations 26-27
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Webinar
4.00 Credits
Member Price: $175
Statutory developments Key cases that impact your client Administrative and procedural developments" Federal and state standards of tax practice Return preparer registration (state and federal) State and federal penalties that apply to tax practice Conflicts of interest related to flow-through entities Ethics issues related to operating a virtual tax practice Application of taxpayer privileges in tax practice Understand Due Diligence.
Build Your Team: Get Results 26-27
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Webinar
8.00 Credits
Member Price: $329
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
The CPA’s 2026 Guide to Cryptocurrency and Blockchain 26-27
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Webinar
2.00 Credits
Member Price: $99
Blockchain technology primer Cryptocurrency technology primer Update on the cryptocurrency marketplace Cryptocurrency exchanges - the good, the bad and the ugly Overview of cryptocurrency taxation and legislation Smart contracts - what they are and how they work
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
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Webinar
2.00 Credits
Member Price: $99
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips
GAAP Update 26-27
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Webinar
8.00 Credits
Member Price: $329
Equity method investments and joint ventures Changes in U.S. GAAP financial statement presentation and disclosure requirements Accounting and disclosure for crypto assets Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026 FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
Auditing Standards: A Comprehensive Review 26-27
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Webinar
16.00 Credits
Member Price: $589
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
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
GAAP Update 26-27
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Webinar
8.00 Credits
Member Price: $329
Equity method investments and joint ventures Changes in U.S. GAAP financial statement presentation and disclosure requirements Accounting and disclosure for crypto assets Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026 FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
Auditing Standards: A Comprehensive Review 26-27
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Webinar
16.00 Credits
Member Price: $589
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
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)