CPE Catalog & Events
K2's Mastering Advanced Excel Functions
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TBD
4.0 Credits
Member Price: $129
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel
K2's Securing Your Data: Practical Tools For Protecting Information
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TBD
4.0 Credits
Member Price: $129
Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
S Corporation Preparation, Basis Calculations & Distributions - Form 1120S Schedule K & K-1 Analysis
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TBD
8.0 Credits
Member Price: $300
Extensive review of the S corporation tax laws with an emphasis on any new legislation Review the Form 1120S and discuss how items get reported on the S corporation tax return (i.e. page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the shareholder’s stock and debt basis Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations S corporation formation issues under IRC §351 Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits (E&P) Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts
ACPEN Signature 2025: Accounting & Auditing Update
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TBD
8.0 Credits
Member Price: $250
FASB Statements and Interpretations Statements on Auditing Standards and Statements on Quality Management Standards Ethics Interpretations
Accounting and Disclosure Issues After a Natural Disaster
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current and noncurrent asset impairment. Insurance claims and related recoveries. Debt and liquidity issues. Government assistance and relief. Subsequent Events. Lease modifcations. Other matters.
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Procurement Inventory
Ethical Tax Practice Strategies in a Crisis World
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TBD
2.0 Credits
Member Price: $79
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
K2's 2023 Using OneNote More And Email Less
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TBD
2.0 Credits
Member Price: $79
Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email
Fraud Risk Management
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TBD
2.0 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
K2's 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
Power Skills: Your Guide to Professionalism and Client Interactions
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TBD
2.0 Credits
Member Price: $79
Communication Business Management
Best Practices: Conducting Meaningful Walkthroughs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
CFO Series: Quality is Free- But How do We Measure the Cost?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:What do we mean by quality?Why does quality pay off?Total quality management, including lean and six sigma.The four elements of the cost of quality.Practical prevention activities.The necessity of appraisal and why quality cannot be inspected into a process.Sources of internal failure and other sources you may not have considered.External failure and the hidden costs of 'shortcuts'.Creating an effective and actionable cost of quality report.
K2's Taking A Fresh Look At Teams
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TBD
2.0 Credits
Member Price: $79
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
Key Tax Issues for Individual Taxpayers
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TBD
2.0 Credits
Member Price: $79
"Tax-mageddon" – the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Other recent legislative developments impacting individual taxpayers
What's Going on at the AICPA (2025)
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TBD
3.0 Credits
Member Price: $99
EBP Audits Auditing AICPA
Fraud Assessment for Small and Medium Sized Businesses
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TBD
4.0 Credits
Member Price: $129
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Depreciation and Capitalization Guide: Optimizing Business Assets
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction Late bonus depreciation election Qualified improvement property
Microsoft 365: Save More Time, Make More Money
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Appreciate the full potential of Microsoft 365 to drive efficiency in your businessLearn best practices for harnessing the power of Microsoft 365 Design your Teams app setup to meet the unique attributes of your businessUse SharePoint and OneDrive to organize your files and share them securely internally and externallyOrganize your thoughts, meeting notes and other content centrally in OneNoteManage your projects, large and small, with the Planner appDeploy the Stream app to document processes efficiently and effectively Bonus Content: Understand how to harness the power of AI with Microsoft Copilot
Create Paginated Reports with Power BI Report Builder
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.