CPE Catalog & Events
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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TBD
3.0 Credits
Member Price: $169
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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TBD
4.0 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Ethics - A Line in the Sand; Implications for Daily Business
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TBD
4.2 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
2024 Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $129
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
K2's 2024 Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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TBD
4.0 Credits
Member Price: $129
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business
2024 Fringe Benefit Planning - Today and Beyond
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TBD
8.0 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud
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TBD
8.0 Credits
Member Price: $250
Business Fraud Fraud Risk Management Fraud Risk Assessments Data analytics Digital analysis
K2's 2024 Business Intelligence, Featuring Microsoft's Power BI Tools
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TBD
8.0 Credits
Member Price: $225
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
Compilation, Preparation and Review Basics and Peer Reviews
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
Internal Controls - Why They Are Important
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TBD
2.0 Credits
Member Price: $85
Internal Control History COSO Internal Control Framework Types of Internal Controls Are Internal Controls Infallible? Who is Responsible for Internal Controls? Why Document Controls?
Monthly Federal Tax Updates - August 2024
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Artificial Intelligence Fundamentals for CPAs 2024
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TBD
4.0 Credits
Member Price: $159
• What is intelligence? In what areas are AI processes superior or inferior to humans right now? • Brief history of AI and what we've learned thus far. • The three phases of AI and the direction they're headed. • Examples of competitive applications of AI in the accounting profession.
2024 The Preparation of Form 706 and 709 - Line-by-Line
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TBD
4.0 Credits
Member Price: $129
Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services
Deep Dive Into Common Auditing Deficiencies
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
Pricing on Purpose: The Eight Steps to Implementing Value Pricing 2024
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TBD
8.0 Credits
Member Price: $299
• First and second law of pricing and how they influence your pricing decisions • How the anchoring and framing effects influence pricing • What and how people buy • Handling price objections • Proper project management • Facilitating a pricing after action review • Importance of price psychology and emotions • Why your firm should offer a value guarantee • How hourly billing is a suboptimal pricing strategy
SSARS Codification: Preparation, Compilation and Review 2024
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TBD
8.0 Credits
Member Price: $299
• SSARS Codification requirements • SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information • Review of financial statements • Overview coverage of the amendments to the SSARS contained in SSARS 26
Strategies for Tax Dispute Resolution 2024
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TBD
8.0 Credits
Member Price: $299
• Examination process: organization of IRS, standards for return selection; AICPA SSTS (revised), Circular 230 guidelines, amended returns and approaches to resolving examination problems • Civil penalties, delinquency penalties, accuracy-related penalty, fraud penalty, preparer penalty, promoter and protestor penalties and foreign information return penalty regime • Audits and administrative appeals, nature and scope; docketed v. nondocketed appeals, appeals conferences and settlement approaches • Collection process: significance of assessment; nature of tax liens and levies, installment agreements, collection due process, offers in compromise and bankruptcy • Tax fraud: civil tax fraud badges, criminal tax fraud violations, defenses, voluntary disclosures the role of Kovel accountant • Judicial proceedings: Tax Court process, federal district court, Court of Federal Claims and California Superior Court
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
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TBD
8.0 Credits
Member Price: $225
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Staff Tax Training: Individuals (Form 1040) 2024
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TBD
24.0 Credits
Member Price: $879
• An extensive review of the individual income tax laws with an emphasis on any new legislative changes and Form 1040 (and related schedules) preparation issues • Walk through the detailed 20% qualified business income (QBI) deduction computation and Form 8995/8995-A • Form 1040-gross income items including wages, interest & dividends (Schedule B), alimony, refunds, unemployment compensation, pension, IRA's, social security and other miscellaneous income items • Schedule A-allowable itemized deductions & changes after the TCJA • Schedule C and F-trade or business income and deductions • Form 4562-depreciation, amortization and 179 expense • Schedule D-sales of capital assets and personal residences • Form 4797-sale of trade or business property, including the ordinary income recapture rules under IRC 1245 and 1250 • Schedule E-rentals, passive activities and flow-through entities K-1s • Adjustments to gross income, including IRAs, SEPs, SIMPLEs, HSAs, tuition and fees, alimony paid, student loan interest and self-employed health insurance deduction • Overview of the various taxes, including income, capital gain, self-employment, household employee, kiddie taxes, AMT and 3.8% net investment income tax • Selected tax credits (e.g., child tax, dependent care and education)
Data Visualization and Mapping Tools for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:The new visually rich and post-literate worldBusiness case for data visualizationsFreely usable and stock imagery, animated GIFs, emojis, infographics, animations, logos, interactive images, word cloudsExcel Analytics Apps, Excel Dashboard Tips, PowerPoint TemplatesLocation Intelligence and Maps, sonification, synthetic media, leading software review portalsVideo-conferencing and live broadcasting, screen and webcam recording, online presentation platformsImage Editors, video apps, motion graphics and special effects, video creators, 3D design and simulation, data viz tutorials, design talent marketplacesMind maps, visual resumes, diagrams, charts, timelines, digital flipbooks, information dashboards