CPE Catalog & Events
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
-
TBD
1.0 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
-
TBD
1.0 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
2024 Business Tax Update for Industry
-
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
K2's 2024 Time To Advance Automation - Strategies And Tools For Efficiency
-
TBD
2.0 Credits
Member Price: $79
Advanced Automation Strategies: Best practices for starting or enhancing your automation journey Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects
K2's 2024 What's Now, What's Next - Emerging Technologies
-
TBD
2.0 Credits
Member Price: $79
Quantum Computing The integration of physical and digital experiences Self-supervised learning Synthetic data and its implications for AI training
Surgent's Implementing the New Risk Assessment Standard
-
TBD
2.0 Credits
Member Price: $99
The performance of risk assessment procedures to attain the knowledge needed to assess risk How the auditor identifies and assesses the risks of material misstatement The new “stand-back” requirements related to risk assessment
Surgent's Mastering Client Management for Accounting and Finance Professionals
-
TBD
2.0 Credits
Member Price: $99
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Surgent's Stock vs. Asset Acquisitions of C Corporations
-
TBD
2.0 Credits
Member Price: $99
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
2024 Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A
-
TBD
4.0 Credits
Member Price: $129
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 Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate – “safe harbor” rule and aggregation rules
2024 Comprehensive Estate Planning: Administration & Postmortem Strategies
-
TBD
8.0 Credits
Member Price: $225
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
2024 Data Analytics: Practical Insights for Today's Accountant
-
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
Business and Government Investigations
-
TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:How government investigations for white-collar crimes beginHow investigators and prosecutors build cases against business leadersDifferences between witnesses, subjects, and targetsCivil versus criminal allegations and proceedingsCollateral consequences of a criminal chargeUnderstanding the role of defense attorneysDifferentiate between challenges in business and allegations of wrongdoingInfluence on financial loss amounts and sentencingLowering risk levels for government investigations or allegations of white-collar crime
Foreign Information Returns: Key Forms 2024
-
TBD
2.0 Credits
Member Price: $89
• IRS foreign information returns and Civil Penalties Information Chart • Report of Foreign Bank and Financial Accounts: Form Fin CEN Form 114 • FBAR penalty mitigation rules • Statement of Specified Foreign Financial Assets: Form 8938 • Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Gifts: Form 3520 • Annual Information Return of Foreign Trust With a US Owner: Form 3520-A • Information Return of U.S. Persons concerning Certain Foreign Corporations: Form 5471 • Information Return of a 25% Foreign-Owned or a Foreign Corporation Engaging in a US Trade or Business: Form 5472 • Return by a US Transfer of Property to a Foreign Corporation: Form 926 • Return of U.S. Persons concerning Certain Foreign Partnerships: Form 8865 • Information Return of U.S. Persons concerning Foreign Disregarded Entities: Form 8858 • Return by Shareholder of a Passive Investment Company or Qualified Electing Fund: Form 8621 • Current procedures for participation in the IRS Offshore Voluntary Disclosure Program (OVDP)
Real World Business Ethics Scenarios
-
TBD
2.0 Credits
Member Price: $85
The Angry Boss Financial Close Dilemma Petty Cash Fund Management Incentives I Need My Job
What's So Funny 'Bout Accounting and Tax Ethics 2024
-
TBD
4.0 Credits
Member Price: $159
• AICPA Code of Professional Conduct • Threats to compliance with Code of Ethics • Updated Statement of Standards for Taxpayer Services (SSTS) • Ethical challenges in selecting appropriate GAAP alternatives
Money Laundering 101 for CPAs
-
TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Advanced Personal Financial Planning Update 2024
-
TBD
8.0 Credits
Member Price: $299
• Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care • Debt management, including reverse mortgages and education financing • Insurance and investments from a life-planning perspective • Income tax legislation, cases, and rulings • Estate and trust planning strategies
K2's 2023 Excel Essentials For Staff Accountants
-
TBD
8.0 Credits
Member Price: $225
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
Audit 503: Management - Being a Balanced Leader-Manager
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Differentiating between managing and leading, while highlighting the importance of eachAssessing your own natural management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
-
TBD
1.0 Credits
Member Price: $39
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations