CPE Catalog & Events
Audit 401: Critical Traits of a Thinking Auditor
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Improving a firm's financial resultsImproving effective and efficient auditsTransforming the audit through creative thinkingManaging change for positive outcomesRetaining client through ensuring exceptional serviceDeveloping other professional through mentoring, counseling, and delegation
Secure Act 2.0 - Everything that you Need to Know
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TBD
2.2 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
CFO Solutions to IRS Problems
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
101 Tax Planning Ideas 2024
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TBD
8.0 Credits
Member Price: $299
• Planning opportunities in the tax formula • Different types of planning • Frequently-used planning techniques • Qualitative and quantitative considerations • The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning • Looking to the past, present, and future as we plan
Accounting Fraud 2024
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TBD
8.0 Credits
Member Price: $299
• The elements of fraud and the Fraud Triangle Theory • Types of fraud with a focus on management fraud • Best practices in fraud detection and deterrence
Limited-Scope Audits of 401(k) Plans: ERISA Section 103 (a)(3)(C) 2024
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TBD
8.0 Credits
Member Price: $299
• Auditing and reporting requirements to meet when the client selects the ERISA Section 103(a)(3)(C) limited scope audit option • AICPA AU-C 703 Forming An Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA • AICPA Audit and Accounting Guide ' Employee Benefit Plans ' • Testing participant data
Retirement Distributions: Planning Options 2024
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TBD
8.0 Credits
Member Price: $299
• Roth IRA: The right choice? • Income tax treatment of distributions from retirement plans of all types • Laws, regulations and IRS rulings concerning plan distributions • Avoiding penalty on distributions that happen too early or too late • Beneficiary choices - eligible or not? • Self-directed IRA investment problems
Tax Depreciation: Review and Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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TBD
1.0 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Accounting & Auditing for Cryptocurrency
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TBD
1.0 Credits
Member Price: $39
Cryptocurrency Ditigal assets
Minimizing Workplace Warfare
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TBD
1.2 Credits
Member Price: $39
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Anti-Bullying and Sensitivity
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TBD
1.0 Credits
Member Price: $39
Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
Accommodation Requests - Substance Abuse - Contagious Infections
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TBD
1.0 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Benefits and Best Practices for Telework
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TBD
2.0 Credits
Member Price: $79
Business Management Hybrid work options
Addressing Common Documentation Deficiencies
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TBD
2.0 Credits
Member Price: $79
Documentation Deficiencies
Cash Conversion Cycle: Tool and Techniques
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TBD
2.0 Credits
Member Price: $79
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Excel - Fundamentals, Data Entry and Basic Formulas
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)
K2's 2024 Ripped From The Headlines - Lessons From Interesting Tech Crimes
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TBD
2.0 Credits
Member Price: $79
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
K2's 2024 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
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TBD
2.0 Credits
Member Price: $79
Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
Let's End Business Ethics
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TBD
2.0 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions