CPE Catalog & Events
2024 Real Estate Professionals: Passive Activity Rules
-
TBD
2.0 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, 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
The Seven High Quality Questions that Lead to Success & Solutions
-
TBD
2.5 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Keeping Up with the FASB
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
Take Your PowerPoint From Mess to Success
-
TBD
1.0 Credits
Member Price: $39
Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
Creating a Culture of Trust: Build Loyal and Engaged Teams
-
TBD
1.5 Credits
Member Price: $59
Culture Trust
Improve Spreadsheets by Building Controls in Excel
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
2024 S Corporation Essentials: Review & Update
-
TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt Schedules K-2 and K-3 reporting Basis of indebtedness S corporation open account debt Limitation of deduction of losses AAA and distributions
2024 Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer
-
TBD
4.0 Credits
Member Price: $129
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
-
TBD
1.0 Credits
Member Price: $39
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Connected Leadership: Foster and Retain an Engaged Team
-
TBD
2.0 Credits
Member Price: $79
Leadership
2024 Nonprofit Taxation Rules and Form 990
-
TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
Resolving Ethical Conflicts
-
TBD
2.0 Credits
Member Price: $79
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
K2's 2023 Automating Your Tax Practice
-
TBD
4.0 Credits
Member Price: $129
Why tax automation is essential Hardware and software selection Workflow design Best practices for ingesting data
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
-
TBD
1.2 Credits
Member Price: $39
Relationships
2024 Guide to Deducting Travel, Meals and Entertainment Expenses
-
TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates
2024 Your Front-Row Ticket to the 2024 Accounting & Auditing Season
-
TBD
4.0 Credits
Member Price: $129
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires
-
TBD
1.0 Credits
Member Price: $39
Employee Onboarding Employee Experience Employee Engagement Communication Leadership
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
-
TBD
1.0 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
-
TBD
1.2 Credits
Member Price: $39
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
2024 Partnerships/LLCs: Understanding Tax Basis Capital Accounts
-
TBD
2.0 Credits
Member Price: $79
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a “tax basis capital account” -- how do the financial accounting and tax capital accounts differ from one another How to determine a partner’s share of the partnership’s liabilities Distinguishing “recourse” loans from “nonrecourse” loans What are “qualified nonrecourse financing” loans and how they affect partners Review of the Sec. 704 “built-in gain or loss” rules and how they impact Schedule K-1 reporting