CPE Catalog & Events
Erase the Mark: Best Practices in Penalty Abatement
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Coaching & Counseling - Addressing Misconduct
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TBD
1.2 Credits
Member Price: $39
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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TBD
1.8 Credits
Member Price: $79
Communication Leadership Character Behavior
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour
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TBD
8.0 Credits
Member Price: $225
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
K2's 2024 Excel PivotTables for Accountants
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TBD
8.0 Credits
Member Price: $225
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables
Invest in Your Mental Health and Avoid Burnout
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.
2024 Internal Controls for Small and Medium-Sized Entities
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TBD
1.0 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs
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
2024 Inflation Reduction Act of 2022: Review and Update
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TBD
2.0 Credits
Member Price: $79
Key provisions for individual taxpayers – deductions and credits Key provisions for business taxpayers – new taxes, deductions, and credits CHIPS Act provisions; Impacts on flow-through entities New reporting requirements Depreciation update: impact on bonus depreciation
Audit 503: Management - Being a Balanced Leader-Manager
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Differentiating between managing and leading, while highlighting the importance of eachAssessing your own natural management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
Everyday Ethics: Doing Well by Doing Good 2024
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TBD
4.0 Credits
Member Price: $159
• AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 • Implications of the Sarbanes-Oxley Act of 2002 • Recent, relevant cases on accounting profession ethics and professional responsibility • Areas the partner should pay particular attention to • What it means to be a profession and a professional • Ethical frameworks
Health Insurance Planning 2024
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TBD
4.0 Credits
Member Price: $159
• The interrelationship of health, happiness and financial well-being • Tax planning for health care costs • The failures and successes of the Affordable Care Act • Medical insurance terminology, alternatives and strategies for selecting the best option • The pros and cons of health savings accounts
K2's 2023 Introduction To Excel Macros
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TBD
4.0 Credits
Member Price: $129
Getting started with Excel macros by using the Macro Recorder Fundamentals of writing VBA code Saving and sharing macros Getting started with User-Defined Functions
Leadershift: Drive Results Through Ethical Performance Mgmnt
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
K2's Microsoft 365/Office 365 - All The Things You Need To Know
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TBD
8.0 Credits
Member Price: $299
• Understanding the Microsoft 365/Office 365 subscription model • Working with vital 365-based apps and services • Using Teams as your primary collaboration tool • Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
The Ethic of Self-Esteem For Women
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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TBD
1.0 Credits
Member Price: $39
Communication Teamwork Collaboration
Prioritizing Mental Health in the Post-COVID Workplace
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TBD
1.2 Credits
Member Price: $39
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
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
Maintaining a Harmonious Working Environment
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TBD
1.2 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.