CPE Catalog & Events
2024 Self-Rental Real Estate Passive Activity Rules
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TBD
2.0 Credits
Member Price: $79
Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards Self-rental property and "former passive activities" rules
K2's 2023 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
2024 Performance Management - Hiring to Retiring
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TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
2024 PCAOB and SEC Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Business Longevity - Is Your Business Wobbling?
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TBD
4.0 Credits
Member Price: $129
Business Management Organization
2024 Let's Meet at the Intersection of Fraud and Ethics
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TBD
4.0 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
2024 Spring Tax Review with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $129
Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers Individual taxpayer credits Tax depreciation update Significant IRS rules and court decisions impacting individuals, corporations and partnerships
K2's 2024 Small Business Accounting Shootout
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TBD
4.0 Credits
Member Price: $129
Understanding the small business accounting landscape Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues Create investment estimates for acquiring and implementing a new small business accounting solution
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
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TBD
8.0 Credits
Member Price: $225
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
Tactics to Find Work Life Balance in a Complex World
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
2024 Real Estate Professionals: Passive Activity Rules
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TBD
2.0 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction
Communicating Financial Information to Non-Accountants
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TBD
2.0 Credits
Member Price: $89
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
The Seven High Quality Questions that Lead to Success & Solutions
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TBD
2.5 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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TBD
4.0 Credits
Member Price: $159
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Surgent's Ethics for the Industry Accountant
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TBD
4.0 Credits
Member Price: $179
What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points
Yellow Book Independence and Single Audit Fundamentals
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
2024 Annual Update for Accountants & Auditors
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.
The Ethical Management of Conflict
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
HR Guide to Evolving Business Strategy, Finance and Development
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TBD
1.2 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
Introduction to Forensic Accounting
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TBD
1.8 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance