CPE Catalog & Events
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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TBD
4.0 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Current Nonprofit Fraud Trends
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
Federal Tax Update: Individual Form 1040 2024
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TBD
8.0 Credits
Member Price: $299
• Review of recent federal legislation and administrative rulings • Review of recent modifications to tax forms • Review of small business tax law and administrative update changes • Review of retirement plan changes • Overall review of tax practice and procedures
K2's Excel PivotTables For Accountants
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TBD
8.0 Credits
Member Price: $299
• 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
2024 Fringe Benefit Planning - Today and Beyond
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TBD
8.0 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
PowerPoint for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Exploration of tabs within PowerPoint's ribbonInitial creation of a slide deckUsing slide mastersUtilization of external contentSmartArtAlignments and layoutsTips and tricks for efficiencyBest practices for effective presentation deliveryOther creative uses for PowerPoint
2024 Reference Rate Reform
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TBD
1.0 Credits
Member Price: $39
Reference Rate Reform LIBOR SOFR
AI & You
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TBD
1.0 Credits
Member Price: $39
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
The Controllership Series - The Controllers Role in Financial Forecasting
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TBD
1.5 Credits
Member Price: $59
Accounting Finance
2024 White-Collar Crime: What Every CPA Should Know
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TBD
2.0 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
K2'S 2024 Automation For Increasing Personal Efficiency And Effectiveness
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TBD
2.0 Credits
Member Price: $79
Automation opportunities Understanding integration platforms Productivity tips, tricks, and applications Tips and tricks for saving valuable time
K2's 2024 CPA Firm Technology and Management Update
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TBD
2.0 Credits
Member Price: $79
Evolving trends in the accounting profession, including shifts in supplier dynamics Advanced software solutions tailored for various service lines and niche markets Innovative automation tools, with an emphasis on AI and machine learning in accounting Optimized technology stacks to boost productivity and profitability
Like-kind Exchanges in Real Estate Transactions
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.
2024 The Preparation of Form 706 and 709 - Line-by-Line
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TBD
4.0 Credits
Member Price: $129
Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services
2024 Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $129
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour
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TBD
8.0 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
The Controllership Series - The Future Role of the Controller Part 1
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TBD
1.5 Credits
Member Price: $59
Accounting and Finance
K2's 2023 Ten Must Know Features In Excel
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TBD
2.0 Credits
Member Price: $79
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
Why Auditors Fail To Detect Fraud
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TBD
2.0 Credits
Member Price: $79
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
2024 Year-End Payroll Update
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Year-end tasks an employer should consider with regards to payrollBonus runs & fringe benefit reportingCompliance reporting & W-2 reconciliationsUpdates to payroll wage rates & limitsCurrent issues affecting payrollBest practices for not only year-end, but year-round compliance