CPE Catalog & Events
Exploring the New Lease Accounting Standard
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
Surgent's Basic Estate Administration for CPAs and FAs
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TBD
2.0 Credits
Member Price: $99
Legal principles and definitions Trust accounting issues Working closely with legal counsel proactively in the best interest of the client Property law concepts Complex community property issues Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495 Executor checklist The basics of filing a Form 1041 for an estate or non-grantor trust Filing a final Form 709 The basics of filing Form 706 Understanding 706 elections Understanding Estate Valuations, including GST and portability Special considerations for IRAs and ERISA plans When to make Section 454 elections When to make Section 754 elections Understanding the fine points of basis S corp issues Partnership and LLC considerations Passive loss carryforwards and estates Fiscal year elections 65-day election for trusts and estates Tax aspects of pecuniary and specific bequests
Accounting for Leases
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TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
2024 Spring Tax Update for Individuals with Steve Dilley
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TBD
4.0 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting individual taxpayers Changes to Form 1040 and other related forms, worksheets and schedules Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation Virtual currency reporting; SECURE Act 2.0 Section 199A changes, including use of carryforward passive activity and 199A losses Capital gains and losses Passive activity and hobby loss rules changes
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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TBD
8.0 Credits
Member Price: $225
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
K2's 2024 Paperless Office
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TBD
8.0 Credits
Member Price: $225
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
The Single Audit from Beginning to End Update
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TBD
8.0 Credits
Member Price: $225
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
The Yellow Book: From Beginning to End
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TBD
8.0 Credits
Member Price: $225
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
World-Class Cost Accounting: A Practical Application - 8 Hour Version
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TBD
8.0 Credits
Member Price: $225
Beginning and intermediate cost principles automatically included Covers manufacturing materials, labor, period mfg inefficiencies How to efficiently trace the above costs to products Substantially reduce manufacturing overhead allocation by 60% or more ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project Covers fixed and variable MGH overhead of the production department Covers MFG overhead of the manufacturing support departments Identifying certain MFG overhead costs as variable that typically are classified as fixed
IRS Cybersecurity Checklist
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TBD
2.0 Credits
Member Price: $79
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Project Management: Enhancing Ongoing Client Engagements
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Clarification between workflow and project management and the use of eachLeveraging the project charter to establish consistency and collaboration across teams for a quality client experience
The Controller Function - Inventory Part 1
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TBD
1.8 Credits
Member Price: $59
Accounting Finance Operations
2024 Data Analytics: Practical Insights for Today's Accountant
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TBD
2.0 Credits
Member Price: $79
Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement
Monthly Federal Tax Updates - August 2024
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Audits Under Uniform Guidance-Single Audit & NPOs 2024
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TBD
4.0 Credits
Member Price: $159
• Concepts of the Single Audit under the Uniform Guidance • Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance • Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs • Requirements for the schedule of expenditures of federal awards, known as the SEFA • Update on the OMB Compliance Supplement
Nuts & Bolts of Estate Planning: Analyzing Your Client's High-End Needs 2024
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TBD
4.0 Credits
Member Price: $159
• A review of the current estate planning environment that impacts high-end estate planning • Review of current and future estate, gift and GST tax exemptions • Analyze issues on the death of an individual or second spouse • Spousal issues that impact high-end estate planning • Income tax and basis issues • Review of advanced strategies
K2's 2023 Automating Your Tax Practice
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TBD
4.0 Credits
Member Price: $129
Why tax automation is essential Hardware and software selection Workflow design Best practices for ingesting data
What's Going on at the GASB (2024)
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.GASB standards coming down the pike.
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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TBD
8.0 Credits
Member Price: $299
• The importance of Business Intelligence in today's business climate • Differentiating between Power BI licensing options • A hands-on approach to creating effective Power BI reports and dashboards
Living Trust Administration Workshop 2024
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TBD
8.0 Credits
Member Price: $299
• The steps in Trust Administration • Delaware Tax Trap -its unique use • Change of the exemption in 2026 and its impact • Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust • Preparation of trust accountings • Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs