CPE Catalog & Events
2024 Tax Season Update for Individuals with Steve Dilley
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TBD
4.0 Credits
Member Price: $129
Update and integration of recent tax legislation impacting 2024 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2025 tax rate schedule and other inflation adjusted items; 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 QuickBooks for Accountants
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TBD
8.0 Credits
Member Price: $225
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
K2's 2023 Accounting Solutions Mid-Market
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TBD
1.0 Credits
Member Price: $39
Probable third-party solutions required Accounting solutions for specific industries Specific strategies to use in selecting a system Guidance on preparatory steps and conversions
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
How AI and Synthetic Media Can Transform Your Communication
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TBD
1.0 Credits
Member Price: $39
AI Fundamentals for HR Strategic HR Communication Synthetic Media in Onboarding Dynamic Content Management AI-Enhanced Stakeholder Engagement Innovative Training with AI
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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TBD
1.0 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
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 Moving Beyond the Basics of Excel
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TBD
2.0 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
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
K2'S 2022 Options To Automate Your Tax Preparation Workflow
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TBD
2.0 Credits
Member Price: $79
Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice
Dealing with Problem Employees: a 15 Step Action Plan for You and Them
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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 Business Tax Update for Industry
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TBD
2.0 Credits
Member Price: $79
Recent Federal legislative, rules and tax developments impacting business taxpayers Impact of Inflation Reduction Act on business Depreciation rules and developments Business losses and interest expense Latest legislative, judicial, and IRS developments
2024 S Corporation Essentials: Stock & Loan Basis Reporting
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TBD
2.0 Credits
Member Price: $79
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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TBD
2.0 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
What's Your Brand Reputation? Determine and Drive How Others See You
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TBD
2.5 Credits
Member Price: $89
Presence
Powerful Public Speaking: Communicate With Confidence
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TBD
3.2 Credits
Member Price: $89
Communications
Ethical Considerations in Working with Cannabis
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
2024 Excel Tips & Tricks for the Non-Accountant
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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
Surgent's S Corporation Taxation: Advanced Issues
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TBD
4.0 Credits
Member Price: $159
Detailed rules governing basis in the shareholder’s debt and stock AAA Built-in gains incurred from the sale of assets Redemptions and liquidations Compensation planning for shareholders, including planning strategies under the SECURE Act Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable