CPE Catalog & Events
K2's 2024 AI Confidential - Privacy And Artificial Intelligence
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TBD
1.0 Credits
Member Price: $39
Tools for evaluating and summarizing licenses and privacy policies Definitions of significant terms and concepts often used in software licenses Review critical terms associated with services like Microsoft 365 or QuickBooks Online
Employment Law 101
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TBD
1.0 Credits
Member Price: $39
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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TBD
1.0 Credits
Member Price: $39
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
A Better Way to Choose Your KPIs
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TBD
1.0 Credits
Member Price: $39
KPIs Performance measures Metrics
Giving Feedback that Delivers Results
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TBD
1.2 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity Plan
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TBD
2.0 Credits
Member Price: $79
Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
Budgeting: Presenting and Communicating your Numbers
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TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
2024 Fiduciary Accounting: Fundamentals & Rules
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TBD
2.0 Credits
Member Price: $79
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
2024 Yellow Book Update
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TBD
2.0 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
Taxation of Business Entities
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)Considerations in choosing a business entity, including:taxeslimited liability protectionmanagement and controlfunding options and opportunitiestax consequences for the owners and the businessFuture tax considerations that will impact various business entities
10 Ways to Create Delighted Clients and More Referrals
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TBD
4.0 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
Section 199A Deduction: Rules & Forms Reporting
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:A deep-dive look at the Section 199A flow-through entities deductionCalculation of qualified business incomeApplication to rental real estate - "safe harbor" rule and aggregation rulesSelf-rental rule for 199A compared to self-rental rule for passive activitiesDiffering impact on the sole proprietorship, partnerships and S corporationsForms reporting in Form 8995 and Form 8995-A199A flowchart
The SECURE Act 2.0 - Planning Opportunities for Employers
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TBD
1.0 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
K2's 2024 Better Reporting With QuickBooks Online
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TBD
1.0 Credits
Member Price: $39
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients
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TBD
1.0 Credits
Member Price: $39
Proactive planning to address issues of longevity Major issues involved in longevity –positive and negative Tools and Resources Expanding your skill set to address non-financial client issues
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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TBD
1.0 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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TBD
1.0 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
The SECURE Act 2.0 - Planning Opportunities for Individuals
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TBD
1.2 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
K2's 2023 Shredding Your Servers And Going Virtual
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TBD
2.0 Credits
Member Price: $79
Regulatory requirements like HIPPA, GLB, PCI, and more Practical tips for dealing with service providers
Form 1120S - Preparation and Analysis
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TBD
2.0 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations