CPE Catalog & Events
2024 Excel Tips & Tricks for the Non-Accountant
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TBD
2.0 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Monthly Federal Tax Updates - December 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
Up Your Influence: How To Get What You want
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TBD
2.5 Credits
Member Price: $89
Persuasion Influence
How AI is Automating Internal Control 2024
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TBD
4.0 Credits
Member Price: $159
• An explanation of Artificial Intelligence (AI) • Specific ways AI is replacing human cognition • What is on the internal control horizon related to AI and other technologies
Coping With the Growth of Online Fraud
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Basic Staff Tax Training: Individual 2024
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TBD
8.0 Credits
Member Price: $299
• Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return • Identify and be able to implement basic individual income tax planning ideas for clients • Familiarity with several source documents utilized in the preparation of an individual income tax return • Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Passive Activities & Rental Real Estate Income Tax Issues 2024
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TBD
8.0 Credits
Member Price: $299
• Detailed coverage of the passive activity rules under IRC 469 (and related regulations), how the 3.8% net investment income tax under 1411 and qualified business income (QBI) deduction under 199A applies to rentals and passive activities, and what is a trade or business rental is under 162 • How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships • Definition of activity and the activity grouping and disclosure rules • Real estate professional exception to the PAL rules for investments in non-passive rentals • Special $25,000 loss allowance for rental real estate with active participation • Material participation safe harbor rules • Events that trigger suspended PALs • Limitations on tax credits generated by passive activities • Special rules that re-characterize passive income to non-passive income • What rentals are subject to self-employment tax under 1402
Audit 305: Strengthening Substantive Analytic Procedures
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:How analytic procedures enhance audit qualityElements of strong analytic proceduresSelecting the proper analytic, and altering the strength for the intended purposeDisaggregating data to make more informed expectationsEvaluating the data used in generating expectations, including corroborating inquiryImproving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtainedResolving significant differences resulting from analytic procedures and concluding on audit results
ProActive Response Group De-Escalation Training
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TBD
1.2 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Internal Control Frameworks for Single Audit
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TBD
1.0 Credits
Member Price: $39
Auditing COSO 2013 Update
Dealing with Incomplete Virtual Currency Guidance 202
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TBD
1.0 Credits
Member Price: $49
• Cryptocurrency • Capital gains and losses • Evaluating IRS sub regulatory guidance
How AI and Synthetic Media Can Transform Your Communication
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TBD
1.0 Credits
Member Price: $39
AI Fundamentals for HR Strategic HR Communication Synthetic Media in Onboarding Dynamic Content Management AI-Enhanced Stakeholder Engagement Innovative Training with AI
Take Your PowerPoint From Mess to Success
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TBD
1.0 Credits
Member Price: $39
Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
2024 Design Flexible Work Options To Attract & Retain Your Workforce
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TBD
1.0 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
The Controller Function - Cash and Investments
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
The Controllership Series - The Financial Close Process
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Financial Statements
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
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TBD
1.6 Credits
Member Price: $49
Change management Leadership
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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TBD
1.8 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
2024 Business Losses: Going Backward and Forward
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TBD
2.0 Credits
Member Price: $79
Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules
K2's 2024 Getting Started With Artificial Intelligence
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TBD
2.0 Credits
Member Price: $79
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions