CPE Catalog & Events
K2's 2024 Small Business Accounting Solutions And Add-Ons
-
TBD
2.0 Credits
Member Price: $79
Current landscape of small business accounting software Strengths and limitations of critical solutions Effective add-ons and integrations Implementation strategies
Balance Sheet Management: The Least Understood Risk
-
TBD
4.0 Credits
Member Price: $129
Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
-
TBD
4.0 Credits
Member Price: $129
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property Explain the use of both "inside" and "outside” basis determination Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process
Federal Tax Update - Individual & Business Current Developments
-
TBD
8.0 Credits
Member Price: $300
Discuss the most recent individual and business income tax legislation passed to date Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes
2024 Creative Strategies for Buying, Selling, or Gifting a Business
-
TBD
8.0 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
K2's 2023 Case Studies in Fraud and Technology Controls - 8 Hrs
-
TBD
8.0 Credits
Member Price: $225
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Common Financial Statement Disclosures
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
-
TBD
2.2 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
2024 Listening to the Statement of Cash Flows
-
TBD
2.0 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
ESG 101: What is Environmental, Social and Governance?
-
TBD
2.0 Credits
Member Price: $95
Environmental, Social and Governance concepts in today’s world Areas of accountability for ESG How ESG impacts Financial Reporting
Online Fraud Aimed at Individuals That Can Affect a Company
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Types of fraud that targets individualsHow organizations can work to reduce risk for workers
Ethical Responsibilities for CPAs: Ethics 2024
-
TBD
4.0 Credits
Member Price: $159
• Ethical Responsibilities for CPAs • The AICPA Code of Professional Conduct • PCAOB Ethical Standards • The Sarbanes Oxley Act • The Foreign Corrupt Practices Act • Circular 230 for Tax Practitioners • The Dodd-Frank Banking Reform Act
Taxation of the Construction Contractor 2024
-
TBD
4.0 Credits
Member Price: $159
• Walkthrough of accounting methods and relevant elections under IRC 460 • Illustrative examples and analysis • Review of pertinent cases and revenue rulings • Update of other IRS activity, including recent Tax Reform
Enterprise-Wide Risk Management in Accounting and Finance
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
Federal Tax Update: Individual Form 1040 2024
-
TBD
8.0 Credits
Member Price: $299
• Review of recent federal legislation and administrative rulings • Review of recent modifications to tax forms • Review of small business tax law and administrative update changes • Review of retirement plan changes • Overall review of tax practice and procedures
Financial Accounting Standards: A Comprehensive Review-Part 2 2024
-
TBD
8.0 Credits
Member Price: $299
• Application of professional judgment • Codification, GAAP and the GAAP hierarchy • Recent changes in financial statement presentation • Hot Topics in financial reporting & accounting
K2's 2023 Excel Best Practices
-
TBD
8.0 Credits
Member Price: $225
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans
-
TBD
8.0 Credits
Member Price: $225
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
Audit 403: Fraud Trends - Applying Real-Life Lessons
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
Aligning Analytics to COSO's Fraud Risk Management Principles
-
TBD
1.0 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program