CPE Catalog & Events
Federal Income Taxation of Cannabis Businesses 2024
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TBD
4.0 Credits
Member Price: $159
• Income taxability • Restrictions on expense deductibility • Application of capitalization rules • Ethical and non-tax legal constraints
Private Foundations and Form 990-PF Basics 2024
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TBD
4.0 Credits
Member Price: $159
• Private foundation excise taxes, generally • Form 990-PF, including mandatory e-filing requirements • The fair market value of the foundation's assets • Income distribution requirements • Self-dealing and transactions with disqualified persons • Foreign grant-making and grant-making to private foundations and non-charitable entities in the US • Excess business holdings • Program-related investments • Unrelated business income tax
K2's 2023 Automating Your Tax Practice
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TBD
4.0 Credits
Member Price: $129
Why tax automation is essential Hardware and software selection Workflow design Best practices for ingesting data
The Role of Internal Control in the Risk-Based Audit
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
GASB Basic Financial Statements for State and Local Governments 2024
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TBD
8.0 Credits
Member Price: $299
• Internal controls and risk assessments using a risk-based audit approach • New Pension and OPEB Standards, including GASB Statement Nos. 68 and No. 75 • COSO for Smaller Entities and Governments • Survey of California Cities and Counties (17th Annual) • New GASB Standards updated with an emphasis on GASB 84, Fiduciary Activities and GASB 87, Leases • GASB's "Big Three" Projects
OCBOA Case Studies 2024
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TBD
8.0 Credits
Member Price: $299
• Income tax-basis financial statement presentations • Cash and modified-cash financial statement presentations • Innovative and EBITDA type reports • OCBOA engagements • AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
SSARS Codification: Preparation, Compilation and Review 2024
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TBD
8.0 Credits
Member Price: $299
• SSARS Codification requirements • SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information • Review of financial statements • Overview coverage of the amendments to the SSARS contained in SSARS 26
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
2024 Comprehensive Estate Planning: Administration & Postmortem Strategies
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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
2025 Individual Tax Update: Form 1040 Essentials
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TBD
8.0 Credits
Member Price: $225
Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success
Integrity, Objectivity and Judgment: Values in Action
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
Audit 103: Adapting to the Engagement - Complying with SSARS
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and auditsCritical elements of compilation, review, and audit reportsImpact of special purpose accounting frameworks and other special issuesExercise on designing inquiries and analytics in a reviewCase study differentiating the scope of various non-attest and attest servicesAvoiding litigation risks in accounting services
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
The Great Divide - Successful Collaboration Across Generations for HR Professionals
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TBD
1.0 Credits
Member Price: $39
Diversity Inclusion Generations Leadership Engagement
Maintaining a Harmonious Working Environment
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TBD
1.2 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
CFO Career Upgrade with LinkedIn
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn do's and don'ts for CFOs
Taxation of Judgements and Settlements
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TBD
2.4 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Accounting for Nonprofit Board Members 2024
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TBD
3.0 Credits
Member Price: $129
• Nonprofit GAAP • Common accounting errors • Risk management
Preparing Quality of Earnings Analysis 2024
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TBD
3.0 Credits
Member Price: $129
• Uses of a Quality of Earnings Report • Information needed to prepare the report • Overlapping enterprise valuation concepts • Various adjustments to "as reported" EBITDA
The Competent Accountant - Mastering the Role of the Controller/ CFO
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TBD
4.0 Credits
Member Price: $129
Business Management Organization