CPE Catalog & Events
International Tax Lunch Series 2024
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TBD
1.0 Credits
Member Price: $49
• May 2024: Foreign-Owned Real Estate Holding Structures: Corporate Structures In Depth • June 2024: Foreign-Owned Real Estate Holding Structures: Trust Structures in Depth • July 2024: Foreign-Owned Real Estate Holding Structures: Fixing Problems • August 2024: Foreign-Owned Real Estate, the Ownership Phase: Income Taxation • September 2024: Real Estate Disposition Case Study: Sale of a California Personal Residence -- Taxation, Withholding, Tax Returns • October 2024: Preparing an Expatriation Income Tax Return and Form 8854 • November 2024: What Kind of Trust is This? Foreign/Domestic, Grantor/Non-grantor, Simple/Complex • January 2025: Foreign Grantor Trusts: Taxation, Tax Compliance, and Use Cases • February 2025: Foreign Non-grantor Trusts: Taxation, Tax Compliance, and Use Cases • March 2025: Foreign Non-grantor Trust Distributions to U.S. Beneficiaries
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
2024 Partnerships/LLCs: Understanding Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $79
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a “tax basis capital account” -- how do the financial accounting and tax capital accounts differ from one another How to determine a partner’s share of the partnership’s liabilities Distinguishing “recourse” loans from “nonrecourse” loans What are “qualified nonrecourse financing” loans and how they affect partners Review of the Sec. 704 “built-in gain or loss” rules and how they impact Schedule K-1 reporting
2024 Is Activity-Based Costing the Right Tool for Your Organization?
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TBD
2.0 Credits
Member Price: $79
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting
Surgent's Excel Budgeting Ideas
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TBD
2.0 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
The Ethic of Recruitment and Selection
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs
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TBD
4.0 Credits
Member Price: $129
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Keeping Up with the FASB
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
2024 Reference Rate Reform
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TBD
1.0 Credits
Member Price: $39
Reference Rate Reform LIBOR SOFR
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
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TBD
1.0 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
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
K2's 2024 Time To Advance Automation - Strategies And Tools For Efficiency
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TBD
2.0 Credits
Member Price: $79
Advanced Automation Strategies: Best practices for starting or enhancing your automation journey Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects
K2's 2024 What's Now, What's Next - Emerging Technologies
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TBD
2.0 Credits
Member Price: $79
Quantum Computing The integration of physical and digital experiences Self-supervised learning Synthetic data and its implications for AI training
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?
2024 Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $129
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
2024 Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer
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TBD
4.0 Credits
Member Price: $129
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
2024 Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A
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TBD
4.0 Credits
Member Price: $129
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 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), the flow-through entity grouping election, and "former passive activities" rules A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate – “safe harbor” rule and aggregation rules
How to Create an ROI-Based Marketing Plan for Your Firm
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
2024 S Corporations: How to Calculate Shareholder Basis
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TBD
2.0 Credits
Member Price: $79
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest Discuss how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
2024 Internal Controls That Could Have Prevented Frauds
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TBD
2.0 Credits
Member Price: $79
Examination of actual frauds Discussion of internal controls that could have prevented the frauds Contemplation of epiphanies for your own professional scenarios