CPE Catalog & Events
2024 Fiduciary Accounting for Estates and Trusts
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TBD
4.0 Credits
Member Price: $129
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Adobe Acrobat Tips for Working with PDF Files
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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TBD
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
2024 Accounting Update in a Post COVID-19 World
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TBD
2.0 Credits
Member Price: $79
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Exploring liquidity options Accounting tools and techniques for supporting managerial decisions Engagement and workforce management
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection
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TBD
8.0 Credits
Member Price: $225
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Internal Control Frameworks for Single Audit
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TBD
1.0 Credits
Member Price: $39
Auditing COSO 2013 Update
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.
Coaching Skills That Improve Performance
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TBD
4.0 Credits
Member Price: $129
Coaching Effective Communication
2024 Guide to Preparing Form 1041 for Estates and Trusts
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TBD
4.0 Credits
Member Price: $129
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
2024 Partnerships and S Corporations: How to Calculate Basis
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TBD
4.0 Credits
Member Price: $129
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside” basis determination Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting
Communicating Financial Data to Non-Financial Audiences
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:Key barriers when communicating financial informationHow to overcome those barriersKey tips on effectively communicating financial information to non-financial audiences
K2's 2023 Now Is The Time to Automate
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TBD
2.0 Credits
Member Price: $79
Which automation tools should you initially focus on How to automate everyday tasks in accounts payable, banking, and approval workflows Common automation pitfalls
2024 Listening to the Statement of Cash Flows
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TBD
2.0 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
2024 Financial & Tax Accounting for S Corporations
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TBD
4.0 Credits
Member Price: $129
Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations Review of the AICPA "small" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for S corporation shareholder equity account
K2's 2024 Effective Automation And Outsourcing
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TBD
1.0 Credits
Member Price: $39
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
K2's 2024 Harnessing ChatGPT - Unlocking Professional Efficiency
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TBD
1.0 Credits
Member Price: $39
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
K2's 2024 Saving Time With Electronic Forms
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TBD
1.0 Credits
Member Price: $39
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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TBD
1.0 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
2024 FASB Update and Review
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TBD
2.0 Credits
Member Price: $79
Review of FASB updates that will affect near-term reporting Identify future topics that may soon be addressed by the FASB
2024 Internal Control Fundamentals
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TBD
2.0 Credits
Member Price: $79
Risk Assessment Internal Controls COSO