CPE Catalog & Events
The Power of "Why" 2024
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TBD
3.0 Credits
Member Price: $129
• The importance of "Why" • Linking cause and effect • Keeping Freddy P. Softy away from your door • The 5-15 Report • The Doorway to Creativity • Why Leadership and Personal Growth • Three cases
Fundamentals of Inbound US Rules of International Taxation 2024
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TBD
4.0 Credits
Member Price: $159
• Withholding on dividends, interest, rents, royalties, and compensation • Withholding rules on foreign investment in US Real Estate • 163(j) and Base Erosion Anti-abuse Tax restrictions on repatriation • Foreign Persons with a US Trade or Business • Taking advantage of tax treaties • Tax-Advantaged Transfer Pricing • IRS Audit Tools for Foreign-Owned Corporations
The Power of a Good Story!
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TBD
4.0 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies
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TBD
4.0 Credits
Member Price: $129
Understanding many of today’s emerging technologies and their role in business environments Applied examples of artificial intelligence and machine learning Risks associated with emerging technologies
A Culture of Regulatory Ethics: A Competitive Advantage
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations
K2's Technology For CPAs - Don't Get Left Behind
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TBD
8.0 Credits
Member Price: $299
• Emerging technologies all business professionals should know • Considerations associated with upgrading to Windows 11 • Practical options for protecting your data • New features in commonly-used applications such as Excel and Adobe Acrobat DC
Ethics of AI: A CPA's Guide
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
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TBD
1.2 Credits
Member Price: $39
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
2024 The Psychology of Fraud
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TBD
1.8 Credits
Member Price: $59
Fraud Fraud Triangle
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
Retirement Planning: Next Stage for You or Your Client
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
Surgent's The Accountant as the Expert Witness
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TBD
2.0 Credits
Member Price: $99
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness
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 Year-End Tax Planning: Thinking Outside the Box
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TBD
4.0 Credits
Member Price: $129
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Public Speaking and Confident Communication in Business
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TBD
1.0 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
2024 New Client Ethical Challenges: The CPAs Guide
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TBD
2.0 Credits
Member Price: $79
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
Advanced ChatGPT for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
S Corporations: Distributions, Stock Basis and Loss Limitations 2024
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TBD
2.0 Credits
Member Price: $89
• Details of the stock basis adjustments when an S election is effective • Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income • Definition of "accumulated adjustment account" (AAA) • Special rule when there is a "net negative adjustment" • The rule limiting losses to stock and shareholder loans to the corporation • The tax complications related to using shareholder loans to the corporation to deduct losses • The basis adjustment ordering rules when there are losses and distributions in the same taxable year • Tax planning opportunities and strategies
Surgent's Successfully Completing an Estate Tax Return -- Form 706
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TBD
2.0 Credits
Member Price: $99
Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues