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CPE Catalog & Events

Showing 22041 Third Party Webinars Results

K2's Case Studies in Fraud and Technology Controls - 4 Hours

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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

Tax Season Update for Individuals with Steve Dilley

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TBD

4.0 Credits

Member Price: $149

The major topics covered in this class include:2024/25 legislative developments, cases and rulings impacting individual taxpayersChanges to Form 1040 and other related forms, worksheets and schedulesIndividual income items, itemized deductions and creditsUpdated tax rate schedule and other inflation adjusted itemsImplications for self-employed taxpayers of various legislationSection 199A changes, including use of carryforward passive activity and 199A lossesCapital gains and lossesPassive activity and hobby loss rules changes

Allison McLeod's 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

K2's 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

Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?

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TBD

8.0 Credits

Member Price: $225

Preventing malpractice claims related to nonattest accounting services  Identifying and safeguarding independence threats when issuing attest reports  Establishing an understanding with the client regarding non-audit services  Defining the varying levels of responsibility for accountants performing non-audit services  Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations  Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters  Common issues related to peer reviews, including recurring reporting problems  Applying financial analysis best practices to help your clients better interpret their financial results

1040 Tax Prep Automation with AI Tools

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.

K2's QuickBooks for Accountants

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TBD

8.0 Credits

Member Price: $225

New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies

Revenue Recognition Topic 606 - Identify the Contract Part 1

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TBD

1.2 Credits

Member Price: $39

Revenue Recognition

Powerful Public Speaking

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TBD

1.5 Credits

Member Price: $39

Communications

Best Practices: Conducting Meaningful Walkthroughs

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.

Inventory Accounting GAAP, Software and Recognizing Variances

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TBD

2.0 Credits

Member Price: $79

Inventory accounting GAAP Methods for dealing with variances  

Monthly Federal Tax Updates - February 2026

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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

K2's Advanced QuickBooks Tips And Techniques

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TBD

4.0 Credits

Member Price: $129

Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online

K2's Ethics and Technology

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TBD

4.0 Credits

Member Price: $129

Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies

Fundamentals of the 1040 for Junior Staff

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TBD

8.0 Credits

Member Price: $245

Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, business income, rental income, and investments) Adjustments to income, deductions, and tax credits (standard vs. itemized deductions, Child Tax Credit, Earned Income Tax Credit, and Education Credits) Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Rental income and pass-through entity reporting (Schedule E, Schedule K-1, shareholder stock and debt basis on Form 7203) Preparer due diligence, Circular 230 compliance, and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Legislative updates for 2024 and potential changes in 2025

Navigating IRS Correspondence: Responding to IRS Letters

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.

Partnership/LLC Taxation: Tax Basis Capital Accounts

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting

K2's 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  

K2's 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

Emotional Intelligence for Professionals: Mastering the Human Side of Success

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TBD

1.0 Credits

Member Price: $39

Emotions Relationships Emotional Intelligence Communication