CPE Catalog & Events
Advanced Cost Accounting
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TBD
2.0 Credits
Member Price: $79
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity
K2's 2024 Excel Best Practices And Features
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TBD
2.0 Credits
Member Price: $79
What to look for in Excel 2024 How to take advantage of new functions and features in Excel Integrating Excel data with other applications Improving Excel security
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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TBD
2.0 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
Surgent's Managing Millennials
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TBD
2.0 Credits
Member Price: $99
Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success
Surgent's Successfully Completing a Gift Tax Return -- Form 709
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TBD
2.0 Credits
Member Price: $99
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
Staff Retention Keep the Best People
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TBD
3.0 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover
2024 The Role of Internal Control in the Risk-Based Audit
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TBD
4.0 Credits
Member Price: $129
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
2024 Key Tax Issues Facing Business & Industry
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TBD
4.0 Credits
Member Price: $129
Update and review of recent and key tax developments impacting business and industry Tax depreciation update and review Research & Experimentation review and update Interest expense deduction Business losses Travel and entertainment expense rules Independent contractor vs. employee
Passive Activities & Rental Real Estate Income Tax Issues
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162 How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships Definition of an activity and the activity grouping and disclosure rules Real estate professional exception to the PAL rules for investments in non-passive rentals Special $25,000 loss allowance for rental real estate with active participation Material participation safe harbor rules Events that trigger suspended PALs Limitations on tax credits generated by passive activities Special rules that re-characterize passive income to non-passive income What rentals are subject to self-employment tax under §1402
ACPEN Signature 2024: Annual Tax Update
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TBD
8.0 Credits
Member Price: $250
Our panel of national tax experts will explain as they discuss federal tax changes and developments during 2024 and pending changes, including legislative, administrative and procedural changes of which you need to be aware ACPEN will give you the best information anywhere on current tax issues…current to the day of the broadcast! Explore in detail the latest statutory, regulatory and judicial developments impacting tax issues. Get the latest details and all the developments in this up-to-the minute tax program that you won't want to miss.
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
The Leadership Skills of Tomorrow: Delegate and Listen
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
2024 Section 174: New Rules for the R&E Deduction
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TBD
1.0 Credits
Member Price: $39
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
Organizational Effectiveness and Communication
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TBD
1.0 Credits
Member Price: $39
Communication
K2's 2023 Using OneNote More And Email Less
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TBD
2.0 Credits
Member Price: $79
Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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TBD
2.2 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Audit 401: Critical Traits of a Thinking Auditor
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Improving a firm's financial resultsImproving effective and efficient auditsTransforming the audit through creative thinkingManaging change for positive outcomesRetaining client through ensuring exceptional serviceDeveloping other professional through mentoring, counseling, and delegation
Secure Act 2.0 - Everything that you Need to Know
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TBD
2.2 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
CFO Solutions to IRS Problems
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.