CPE Catalog & Events
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact
-
TBD
2.0 Credits
Member Price: $79
Identify effective writing’s key elements Learn a simple, direct, effective business writing process Edit your own and others’ documents effectively
K2's 2023 Automating Your Tax Practice
-
TBD
4.0 Credits
Member Price: $129
Why tax automation is essential Hardware and software selection Workflow design Best practices for ingesting data
2024 Partnership Essentials: Review & Update
-
TBD
4.0 Credits
Member Price: $129
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
Managing the Accounting Department
-
TBD
4.0 Credits
Member Price: $129
Accounting Leadership Management
2024 Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer
-
TBD
4.0 Credits
Member Price: $129
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
TBD
2.0 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
2024 Real Estate Professionals: Passive Activity Rules
-
TBD
2.0 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction
Dealing with Problem Employees: a 15 Step Action Plan for You and Them
-
TBD
2.0 Credits
Member Price: $79
How turnover is an issue. What are the common causes? How to develop a customized plan for each unique situation? How can we do a better job of preventing 'problem' employees? How to have an effective discussion to end the relationship. A fifteen-step action plan for you to use and for the employee.
2024 Partnerships/LLCs: Understanding Tax Basis Capital Accounts
-
TBD
2.0 Credits
Member Price: $79
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a “tax basis capital account” -- how do the financial accounting and tax capital accounts differ from one another How to determine a partner’s share of the partnership’s liabilities Distinguishing “recourse” loans from “nonrecourse” loans What are “qualified nonrecourse financing” loans and how they affect partners Review of the Sec. 704 “built-in gain or loss” rules and how they impact Schedule K-1 reporting
The Corporate Transparency Act - What You Need to Know to Protect Your Client
-
TBD
2.0 Credits
Member Price: $79
CTA Filing Deadlines: Adapt and synchronize with the new schedules Beneficial Ownership Defined: Navigating the new transparency standards The Alabama Impact: Examining the court's influence on CTA enforcement Risk Management: Strategic navigation through CTA's legal framework Leveraging Transparency: Gaining a competitive advantage through CTA insights Disclosure Obligations: Clarify reporting requirements Corporate Configuration: Comprehend the alterations in structure Avoiding Sanctions: Proactive measures for CTA compliance
2024 S Corporation Essentials: Review & Update
-
TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt Schedules K-2 and K-3 reporting Basis of indebtedness S corporation open account debt Limitation of deduction of losses AAA and distributions
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
-
TBD
1.0 Credits
Member Price: $39
Persuasion Executive Buy-In Communication Leadership
2024 Excel Tips & Tricks for the Non-Accountant
-
TBD
2.0 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Communicating Financial Information to Non-Accountants
-
TBD
2.0 Credits
Member Price: $89
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
Excel - From a Blank Sheet to a Finished Workbook
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
Resolving Ethical Conflicts
-
TBD
2.0 Credits
Member Price: $79
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
Surgent's Six Common Barriers to Investment Success
-
TBD
2.0 Credits
Member Price: $99
Availability bias Herding Loss aversion Present bias Anchoring Home country bias
Surgent's Social Security: Dispelling Common Myths with Essential Truths
-
TBD
2.0 Credits
Member Price: $119
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Surgent's Understanding Partnership Taxation: Debt Allocations
-
TBD
2.0 Credits
Member Price: $99
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
-
TBD
4.0 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit