CPE Catalog & Events
Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
TBD
1.8 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
When Leadership Fails
-
TBD
2.0 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
-
TBD
2.0 Credits
Member Price: $99
Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing
2024 Topic 842 - Implementing Leases Workshop
-
TBD
4.0 Credits
Member Price: $129
Leases Topic 842 Recognition & Measurement
S Corporation Preparation, Basis Calculations & Distributions - Form 1120S Schedule K & K-1 Analysis
-
TBD
8.0 Credits
Member Price: $300
Extensive review of the S corporation tax laws with an emphasis on any new legislation Review the Form 1120S and discuss how items get reported on the S corporation tax return (i.e. page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the shareholder’s stock and debt basis Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations S corporation formation issues under IRC §351 Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits (E&P) Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
TBD
8.0 Credits
Member Price: $225
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Will Your Ethics Be Burned by Burnout?
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
K2's 2024 Consumer Electronics Show 2024 - Navigating The Future Of Technology
-
TBD
1.0 Credits
Member Price: $39
Smart Home Innovations: Discover the latest advancements in home automation and IoT devices Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies
Securing Your Data with a Password Management App - Updated
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
Case Studies in Accounting Fraud 2024
-
TBD
4.0 Credits
Member Price: $159
• Major financial statement frauds, including sales and other types of revenue, estimates, earnings management and cut-off • Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts • Review of cases involving common fraud schemes (New cases will be discussed in 2024)
Nuts & Bolts of Estate Planning: Analyzing Your Client's High-End Needs 2024
-
TBD
4.0 Credits
Member Price: $159
• A review of the current estate planning environment that impacts high-end estate planning • Review of current and future estate, gift and GST tax exemptions • Analyze issues on the death of an individual or second spouse • Spousal issues that impact high-end estate planning • Income tax and basis issues • Review of advanced strategies
Planning for Small Business Success
-
TBD
4.0 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
Building a Better Budget in a Time of Uncertainty
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
K2's Excel Essentials For Staff Accountants
-
TBD
8.0 Credits
Member Price: $299
• Best practices for creating and working with Excel workbooks • Effectively using Excel functions when creating formulas • The importance of PivotTables in modern reporting environments • Best practices for formatting your workbooks
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection
-
TBD
8.0 Credits
Member Price: $225
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour
-
TBD
8.0 Credits
Member Price: $225
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Cultural Transformation
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture
Audit 101: AICPAs Code of Professional Conduct Principles
-
TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:The AICPA Code of Professional ConductThe Conceptual Framework for IndependenceSafeguarding independence when performing both attest and non-attest servicesReal-life difficult scenarios and ethical dilemmas commonly faced by new professionals
Interaction Between Cost Segregation and 1031 Exchanges 2024
-
TBD
1.0 Credits
Member Price: $49
• Cost Segregation Basis - 1245 and 1250 property definitions. • Final 1031 Regulations updates. • Basic computation and bonus depreciation impacts. • When an opportunity is optimal.
Contract and Procurement Fraud
-
TBD
2.0 Credits
Member Price: $79
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards