CPE Catalog & Events
LLC's & S Corps -- A Comparative Analysis
-
TBD
4.0 Credits
Member Price: $129
Comparative analysis of LLCs and S Corporations Entity formation, compliance, and operational structures Self-employment tax and its implications for LLCs and S Corporations Form 2553 preparation and relief for late filings Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application S Corporation eligibility errors and corrective measures Corporate governance and formalities for both entity types Shareholder stock and debt basis for S Corporations Forms 1120S, 1065, and related schedules (K-1, K-2, K-3) Officer reasonable compensation and general partner guaranteed payments Audit strategies, estate planning, and business continuation planning
Leading and Managing the Accounting Department
-
TBD
4.0 Credits
Member Price: $129
Accounting Leadership Management
What's Going on at the GASB
-
TBD
3.0 Credits
Member Price: $99
Leases SBITAs Public Private Partnerships Revenue & Expense Recognition Financial Reporting Model
Navigating IRS Authorizations: Form 2848 & Form 8821
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Instant Audit? Just Add Risk Assessment
-
TBD
1.0 Credits
Member Price: $39
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
Partnerships: How to Calculate Partner Basis
-
TBD
2.0 Credits
Member Price: $79
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process
K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
-
TBD
2.0 Credits
Member Price: $79
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
Mastering Microsoft 365 Copilot for CPAs
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
Accounting for Leases
-
TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Inventory Observation - Cretaceous Conservatory Simulation
-
TBD
3.0 Credits
Member Price: $99
Obsservation Auditing
Ethics and Technology for CPAs
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Internal Controls Over Compliance vs Compliance
-
TBD
1.0 Credits
Member Price: $39
Compliance Supplements Yellowbook Accounting
The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
-
TBD
1.0 Credits
Member Price: $39
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
HR Investigations - Episode 1 - Introduction-Assessing-Planning
-
TBD
1.0 Credits
Member Price: $39
Investigation terminology Assessment skills Investigative methodology
Money Laundering Awareness for Accountants
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Tactics to Find Work Life Balance in a Complex World
-
TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
The Controllership Series - The Future Role of the Controller Part 1
-
TBD
1.5 Credits
Member Price: $59
Accounting and Finance
How to Choose the Right Business Entity for Your Client
-
TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples Other related topics
Inventory, Expense and Payroll Fraud
-
TBD
2.0 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
K2's Collaboration - Best Platforms And Practices
-
TBD
2.0 Credits
Member Price: $79
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools