CPE Catalog & Events
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
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TBD
8.0 Credits
Member Price: $225
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Surgent's Industry Accountant Key Performance Metrics
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TBD
8.0 Credits
Member Price: $279
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
The Best Individual Income Tax Update Course by Surgent
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TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements Virtual currency, including recent developments regarding NFTs Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
You Don't Know What You Don't Know About Microsoft Excel
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TBD
8.0 Credits
Member Price: $239
The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Risk Assessment for Small Business Audits
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Each element of the risk assessment process:Understanding the client's business and industry in which it operatesInternal controlAssessing the magnitude and likelihood of riskLinking risk assessment to substantive audit procedures
How Prevalent Is Retaliation Within Your Culture?
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TBD
1.0 Credits
Member Price: $39
Retaliation protections Speak up culture Ethical culture
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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TBD
4.0 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
2024 Retirement Planning Issues: Where We Stand Now
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TBD
4.0 Credits
Member Price: $129
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
ACPEN Signature 2024: Not-for-Profit Accounting, Auditing & Tax Update
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TBD
8.0 Credits
Member Price: $250
Auditing Update Ethics and Environmental, Social, and Governance (ESG) Update FASB Update Not-for-Profit Tax Update
K2's 2024 Business Intelligence, Featuring Microsoft's Power BI Tools
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TBD
8.0 Credits
Member Price: $225
The importance of Business Intelligence in today’s business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
Are Your Leaders Causing Talent to Leave?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:5 Aspects of a get-better-cultureMindset shifts for remote and hybrid work environments
Excel for Staff Level 2 - Getting More Out of Excel
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of setting up spreadsheets for data analysis and how Excel Tables can helpLearning the importance of Consistent Column CalculationsHow to use Conditional Formatting to highlight important informationHow to leverage Excel Tables by analyzing them in PivotTablesLearning to leverage array formulas
Family Law 101 2024
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TBD
4.0 Credits
Member Price: $159
• Lifestyle issues: Does the client's lifestyle reflect the level of reported income? • Undisclosed income • Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing • Owner perks • Tax deductions vs. family law deductions • Business entity-related issues such as partnerships, S corps and corporations
Name that Tax Case! 2024
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TBD
4.0 Credits
Member Price: $159
• Judicial tax doctrines such as the fruit of the tree, Arrowsmith and dominion and control • Cases relevant to understanding many areas involved in computing income tax liability and practice and procedure • Rules of statutory construction and relevance to tax research • Importance of significant tax cases to compliance, planning and tax research
S Corporations: Tax Planning 2024
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TBD
4.0 Credits
Member Price: $159
• Overview of the taxation of corporations and shareholders, including making the S corporation election • Built-in Gain Tax Planning • Self-employment tax and S corporations • Distribution tax planning • Planning to minimize the impact of loss limitations • Tax planning for years with both distributions and losses • Termination Planning • Tax planning regarding the transfer of appreciated assets to an S corporation • Buying and selling S corporations-tax planning ideas • Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections • Tax Issues to consider at the death of S corporation shareholder • Stock redemptions as a tax planning tool • Accommodating a "non-qualified" investor • Trusts and tax-exempt shareholders • The second class of stock risks
What Every CPA Should Know About Fraud 2024
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TBD
4.0 Credits
Member Price: $159
• How is fraud detected? • The role of external auditors in finding fraud • Revenue recognition issues • Corrupt management • Data mining • Physical and biometric controls
K2's 2023 Microsoft Teams
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TBD
4.0 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
Current Nonprofit Fraud Trends
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
Best Practices for Tax Income and Expense Recognition 2024
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TBD
6.0 Credits
Member Price: $239
• Cash receipts and disbursements method of accounting, including history • Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(i)(3) and 1256(e)(3) • Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28 NAICS codes • Accrual of income and expenses, including history • Economic Performance and Recurring Item Exception, IRC Sec. 461(h) • Deferral of Certain Advance Payments (Revenue Procedure 2004-34) • Changes made to the above by the 2018 Tax Cuts and Jobs Act
Comprehensive Passive Activity Losses (PAL) 2024
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TBD
8.0 Credits
Member Price: $299
• Overview of the four loss limitation rules and how the PAL rules interact with the other limitations • Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation • Impact of PAL rules on real estate ownership • Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules • Discuss how the PAL rules impact tax credits • Discuss tax elections and planning techniques associated with PALs