CPE Catalog & Events
Partnership & S Corporation Checkup: Key Developments
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:IRS enforcement against partnershipsNew K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactionsSale/merger of a partnershipThe new Sub S Form 7203 - shareholder basis computationS corporation compensationPPP loans and the Forms 1065 and 1120-S
Create Visuals in Power BI to Successfully Analyze Data
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.
Tone at the Top: Fraud and Leadership 2024
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TBD
8.0 Credits
Member Price: $299
• Fraud • Accounting and Auditing
2024 PCAOB and SEC Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Audit 503: Management - Being a Balanced Leader-Manager
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Differentiating between managing and leading, while highlighting the importance of eachAssessing your own natural management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
2024 Design Flexible Work Options To Attract & Retain Your Workforce
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TBD
1.0 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
Imagining a World Without Non-Competes
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TBD
1.0 Credits
Member Price: $39
Federal non-compete law State non-compete law
Power, Influence, and Ethics
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TBD
2.0 Credits
Member Price: $79
The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing
2024 Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $79
GAGAS Yellow Book Independence
2024 Partnership Essentials: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $79
Importance of capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Pre-contribution appreciation Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1 Tax basis capital accounts
Shortcuts that Excel Users Love
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
2024 Spring Tax Update for Individuals with Steve Dilley
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TBD
4.0 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting individual taxpayers Changes to Form 1040 and other related forms, worksheets and schedules Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation Virtual currency reporting; SECURE Act 2.0 Section 199A changes, including use of carryforward passive activity and 199A losses Capital gains and losses Passive activity and hobby loss rules changes
2024 Topic 842 - Implementing Leases Workshop
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TBD
4.0 Credits
Member Price: $129
Leases Topic 842 Recognition & Measurement
K2's 2023 Case Studies in Fraud and Technology Controls - 8 Hrs
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TBD
8.0 Credits
Member Price: $225
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
2024 Estate Planning for Today and Beyond
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TBD
8.0 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
K2's 2024 Paperless Office
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TBD
8.0 Credits
Member Price: $225
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
AI Update: Chatbots, Prompt Query & Useful Tools 2024
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TBD
1.5 Credits
Member Price: $49
• How Major Artificial Intelligence languages have changed recently in what their uses are. • New developments in Chatbot and Prompt Query Tools for CPA and other non-tech professionals to use. • Major Artificial Intelligence breakthroughs over the past 6 months. • Suggested best AI tools for CPA's to use in their profession.
2024 Data Analytics: Practical Insights for Today's Accountant
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TBD
2.0 Credits
Member Price: $79
Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.