CPE Catalog & Events
Mental Models for CPAs: How to Use Cognitive Frameworks
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Introduction to mental modelsExamples of mental models and their applications in behavioral ethicsBuilding a latticework of mental modelsLimitations of mental modelsHow to apply mental models to the accounting professionCase studies demonstrating the use of mental models in financial decision-makingStrategies for continuing to learn and expand your mental model toolkit
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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TBD
2.0 Credits
Member Price: $99
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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TBD
2.0 Credits
Member Price: $99
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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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 Practical Ethics and Circular 230 Compliance for CPAs
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TBD
4.0 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
K2's 2024 Small Business Accounting Shootout
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TBD
4.0 Credits
Member Price: $129
Understanding the small business accounting landscape Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues Create investment estimates for acquiring and implementing a new small business accounting solution
Federal Tax Update - Individuals (Form 1040)
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TBD
8.0 Credits
Member Price: $300
Discuss the most recent individual income tax legislation passed to date Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, §461(l) business loss limitations, §163(j) interest deduction limitations and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Look at any changes to the Form 1040 and other related schedules and forms
Business Federal Tax Update - Navigating the Current Tax Landscape
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TBD
8.0 Credits
Member Price: $225
Thorough exploration of essential IRC Sections pertinent to business income taxation. Comprehensive assessment of recent changes and updates in business taxation. Examination of business changes arising from significant legislative updates. Analysis of pertinent tax code sections, including Section 199A. Addressing tax considerations for various business schedules (C, F, and E). Navigating partnership, corporation, and LLC taxation issues. Unpacking the complexities of COVID-19-related subsidies and their tax implications. Interaction of Code Section 461(l) with Section 382 and carryover rules. Understanding defaulted loans, bankruptcy implications, and their tax treatment. Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation. Special rules governing the business use of a home. Reporting requirements for converting personal use property to business use.
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
World-Class Cost Accounting: A Practical Application - 8 Hour Version
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TBD
8.0 Credits
Beginning and intermediate cost principles automatically included Covers manufacturing materials, labor, period mfg inefficiencies How to efficiently trace the above costs to products Substantially reduce manufacturing overhead allocation by 60% or more ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project Covers fixed and variable MGH overhead of the production department Covers MFG overhead of the manufacturing support departments Identifying certain MFG overhead costs as variable that typically are classified as fixed
360 Budgeting: A Holistic Approach to Process and Solutions
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TBD
8.0 Credits
Member Price: $225
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
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.Best practices for organically attracting candidates to your company and team.Strategic talent networking opportunities.Essential considerations of employee advocacy and brand building using LinkedIn.Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.
Monthly Federal Tax Updates - November 2024
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
What's Your Brand Reputation? Determine and Drive How Others See You
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TBD
2.5 Credits
Member Price: $89
Presence
Accounting for Leases
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TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Risk Assessment When Auditing Private Entities 2024
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TBD
4.0 Credits
Member Price: $159
• Review of applicable auditing standards for risk assessment • Update for SAS #145 • Identification and discussion of high-risk audit areas • Discussion and analysis of control risk vs. inherent risk • Practical approach to auditing companies where controls are minimal or not adequately documented • Detailed discussion and examples of risk assessment procedures and alternative approaches
Tax Aspects of Stock Investing 2024
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TBD
4.0 Credits
Member Price: $159
• Active and passive investing • Dividend-paying stocks, value stocks, and the net investment income tax • Favorable capital gain strategies and the netting process • Exchange-traded funds (ETFs), stock options, and straddles
K2's 2023 Mastering Advanced Excel Functions
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TBD
4.0 Credits
Member Price: $129
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel
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!
Dealing With IRS Appeals 2024
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TBD
8.0 Credits
Member Price: $299
• Opportunities for appealing IRS actions • Preparing the case for an appeal • Best strategies for handling appeals • Alternate dispute resolution options before and after the appeal • Appeals of collection and penalty determinations • Understanding state appeals for income, sales and employment taxes