CPE Catalog & Events
K2's 2023 Next Generation Excel Reporting
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TBD
8.0 Credits
Member Price: $225
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
ACPEN Signature 2024: Accounting & Auditing Update
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TBD
8.0 Credits
Member Price: $250
FASB Statements and Interpretations Statements on Auditing Standards Ethics Interpretations (1 hour CPE) Statements on Standards for Accounting and Review Services
Nonprofit Accounting and Financial Reporting Explained
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TBD
8.0 Credits
Member Price: $225
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
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TBD
8.0 Credits
Member Price: $279
Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan What are common errors preparers make and what are the areas generating malpractice claims? The importance of engagement letters, questionnaires, and §7216 permission statement Initial administrative groundwork Identifying organizing issues in the tax return to be reviewed Avoiding “willful blindness.” Handling ethical and moral dilemmas Efficient review of certain advanced issues for income, adjustments, deductions, and credits Effective procedures for delinquent clients, filing past-due tax returns First-time client issues requiring extra scrutiny Multiple checklists of efficient procedures to identify potential issues on a 1040 return Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients Reconciling time pressure with thoroughness and quality control Professionals acting professionally
Performance Management in Challenging Times
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening
K2'S 2022 Options To Automate Your Tax Preparation Workflow
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TBD
2.0 Credits
Member Price: $79
Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice
Are Your Leaders Causing Talent to Leave?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:5 Aspects of a get-better-cultureMindset shifts for remote and hybrid work environments
Audit 301: Code of Professional Conduct - Key for Auditors
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional ConductFamiliarity, self-interest, self-review and other independence threatsGeneral requirements and management responsibilities when performing both attest and non-attest services for the same clientSafeguards for common independence threats
Comprehensive Accounting and Financial Reporting Update
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
Audit Standards Update: Clarifying Risk Assessment 2024
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TBD
6.0 Credits
Member Price: $239
• Assessing the risk of material misstatement • Mandatory risk assessment procedures • Evaluating internal controls • Responding to risk assessment with appropriate audit procedures • Complying with revised and expanded documentation requirements
Analyzing Financial Statements 2024
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TBD
8.0 Credits
Member Price: $299
• Financial Reporting and Financial Statements • Use of Non-GAAP performance measures and key performance indicators • Forecasting • Valuation • Comprehensive Financial Statement Analysis with Case Study
You Don't Know What You Don't Know About Excel 2024
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TBD
8.0 Credits
Member Price: $299
• Excel shortcuts and time savers • Working with templates, formats, styles and themes • Customizing and enhancing Excel • Protecting and securing workbooks • Formula building and the Excel function library
If You Only Knew What Microsoft Word Could Do
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Best practices for those creating Word documents of all typesUsing Word Styles to enhance and organize documentsWord features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
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TBD
8.0 Credits
Member Price: $279
Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to §530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and §401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy
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
Beware the Tax Enforcers: How the US Prosecutes Tax Evaders
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of the Tax Division's role and responsibilitiesCivil litigation and appellate cases in the Tax DivisionCriminal investigations and prosecutions of tax law violationsProtecting the public fisc through affirmative civil litigationEncouraging voluntary compliance with tax lawsEnsuring fair and uniform enforcement of tax lawsCollaboration with other federal agencies in tax law enforcement
Critical Tax Procedural Issues for CPAs 2024
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TBD
3.0 Credits
Member Price: $129
• Key compliance procedures concerning return preparation of original and amended returns • Understanding key procedures about IRS examination • Understanding key relief provisions for oversight, errors and later discovered facts or information