CPE Catalog & Events
Fraud Busters: Controls to Prevent & Detect Fraud
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Preparing for & Conducting Discharge Meetings
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TBD
1.2 Credits
Member Price: $39
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
2024 Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $79
GAGAS Yellow Book Independence
When Leadership Fails
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TBD
2.0 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
2024 Partnership Essentials: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $79
Importance of capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Pre-contribution appreciation Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1 Tax basis capital accounts
K2's 2023 Implementing Internal Controls In Quickbooks Environments
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TBD
4.0 Credits
Member Price: $129
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
K2's 2023 Technology For CPAs - Don't Get Left Behind
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TBD
8.0 Credits
Member Price: $225
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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TBD
8.0 Credits
Member Price: $300
Discuss the most recent business income tax legislation passed to date 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, fringe benefits and entertainment expenses Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plan Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud
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TBD
8.0 Credits
Member Price: $250
Business Fraud Fraud Risk Management Fraud Risk Assessments Data analytics Digital analysis
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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TBD
8.0 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Project Management: Planning Skills - Supervisors & Managers
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Methods to breakdown a project into milestones so specific due dates and areas of responsibility are identifiedCommunication strategies to stay abreast of status and avoid conflicts early on in the project
Internal Audit: Keys to Managing an Effective Function
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TBD
2.0 Credits
Member Price: $85
Role of today's internal audit leadership Building effective relationships with management and Audit Committee Keys to staffing and training internal audit The synergy of internal audit with other processes and close
2024 Internal Controls That Could Have Prevented Frauds
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TBD
2.0 Credits
Member Price: $79
Examination of actual frauds Discussion of internal controls that could have prevented the frauds Contemplation of epiphanies for your own professional scenarios
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
Financial Planning Trends and Opportunities for Clients 2024
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TBD
2.0 Credits
Member Price: $89
• Cash flow management and budgeting • Insurance • Investments • Education • Income tax • Retirement • Estate Planning • Closely-held business owners • Marriage, cohabitation and divorce
Artificial Intelligence Fundamentals for CPAs 2024
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TBD
4.0 Credits
Member Price: $159
• What is intelligence? In what areas are AI processes superior or inferior to humans right now? • Brief history of AI and what we've learned thus far. • The three phases of AI and the direction they're headed. • Examples of competitive applications of AI in the accounting profession.
Ethical Responsibilities for CPAs: Ethics 2024
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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
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
K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency
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TBD
4.0 Credits
Member Price: $129
Information Technology Cryptocurrency Blockchain