CPE Catalog & Events
Secure Act 2.0 - Everything that you Need to Know
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TBD
2.2 Credits
Member Price: $79
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
What's So Funny 'Bout Accounting and Tax Ethics 2024
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TBD
4.0 Credits
Member Price: $159
• AICPA Code of Professional Conduct • Threats to compliance with Code of Ethics • Updated Statement of Standards for Taxpayer Services (SSTS) • Ethical challenges in selecting appropriate GAAP alternatives
Small Business Risk Avoidance
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TBD
4.0 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Forensic Accounting: Court Approved Methods of Proof
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Basic Understanding of Yellow Book and Single Audit 2024
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TBD
6.0 Credits
Member Price: $239
• Overview of the 2018 Revision Government Auditing Standards • Understand the conceptual framework of independence • Evaluate non-audit services provided and the threat to independence • New ruling on Continuing Professional Education • Introduce a new concept referred to as "Waste" • Review Engagements under Government Auditing Standards • Gain an understanding of the requirements for performing a Uniform Guidance compliance audit • Discuss Internal control over financial reporting vs. Internal control over compliance requirements • Understand the differences between the auditor's reports issued under Government Auditing Standards
Federal Tax Update: Individual Form 1040 2024
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TBD
8.0 Credits
Member Price: $299
• Review of recent federal legislation and administrative rulings • Review of recent modifications to tax forms • Review of small business tax law and administrative update changes • Review of retirement plan changes • Overall review of tax practice and procedures
Passive Activities & Rental Real Estate Income Tax Issues 2024
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TBD
8.0 Credits
Member Price: $299
• Detailed coverage of the passive activity rules under IRC 469 (and related regulations), how the 3.8% net investment income tax under 1411 and qualified business income (QBI) deduction under 199A applies to rentals and passive activities, and what is a trade or business rental is under 162 • How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships • Definition of activity and the activity grouping and disclosure rules • Real estate professional exception to the PAL rules for investments in non-passive rentals • Special $25,000 loss allowance for rental real estate with active participation • Material participation safe harbor rules • Events that trigger suspended PALs • Limitations on tax credits generated by passive activities • Special rules that re-characterize passive income to non-passive income • What rentals are subject to self-employment tax under 1402
Preparation, Compilations and Reviews-A Practical Workshop 2024
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TBD
8.0 Credits
Member Price: $299
• Preparation, Compilations and Reviews
U.S. GAAP Disclosures for Non-Public Entities 2024
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TBD
8.0 Credits
Member Price: $299
• FASB Accounting Standards Codification disclosure requirements • An overview of the disclosure landscape • How materiality enters into disclosure decisions • Navigating the FASB Codification
Audit 407: Auditing Contingencies and Going Concern
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting
Fraud Risk Management
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TBD
2.0 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Introduction to Yellow Book
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TBD
2.0 Credits
Member Price: $79
GAGAS Yellow Book Independence
Devious Ethics: Avoiding Snakes in Suits
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TBD
2.0 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Tactical Cash Management
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TBD
2.0 Credits
Member Price: $79
Managing inflows and outflows of working capital Electronic applications that will improve your cash position Working capital loans and collateral Borrowing capacity available to organization Options and alternatives for increasing cash Cash management for regulatory, debt, and covenant compliance
2024 Governmental GAAP Update
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TBD
2.0 Credits
Member Price: $79
Compensated Absences Error Corrections Accounting Changes
Common Deficiencies in EBP Audits
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Employee benefit plansAudit procedures and documentation
K2's 2024 Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
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TBD
2.0 Credits
Member Price: $79
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
2024 Not-for-Profit Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $129
CECL NAC Independence
Get started with Power BI
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
The New Psychology of Fraud Part 1 2024
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TBD
2.0 Credits
Member Price: $89
• Behavioral profiling • Psychology and reasoning related to both investigators and perpetrators