CPE Catalog & Events
The Seven High Quality Questions that Lead to Success & Solutions
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TBD
2.5 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
DEI From the Inside Out: Part 1
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TBD
3.0 Credits
Member Price: $99
Cultivating a DEI Success Mindset: Emphasizing the significance of acknowledging DEI for what it genuinely represents, and structuring interactions based on this new paradigm Building DEI Connections: Recognizing the importance of exploring and understanding various cultures, with the ultimate goal of fostering genuine comprehension Instilling DEI Accountability: Establishing Biological Commonality: Exploring the biological similarities that unite us all, emphasizing our shared humanity Relevance in Daily Interactions: Understanding the day-to-day significance of this paradigm in interactions with colleagues and others Benefits of the Model: Recognizing the advantages of adopting this model for fostering connections with teammates and various stakeholders My Son’s Perspective: Exploring the lens through which we approached this celebration, shedding light on the mindset that fostered inclusivity Peer-to-Peer Interaction: Examining how attendees engaged with each other, transcending significant life differences to connect on a human level Workplace Application: Unpacking how the lessons learned from this backyard gathering can be applied in the workplace to cultivate a more inclusive and humanistic environment
Firm Ethics-A Practical Approach 2024
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TBD
4.0 Credits
Member Price: $159
• AICPA Code of Professional Conduct • Ethics requirements for CPA firms
What's So Funny 'Bout Accounting and Tax Ethics 2024
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TBD
4.0 Credits
Member Price: $159
• AICPA Code of Professional Conduct • Threats to compliance with Code of Ethics • Updated Statement of Standards for Taxpayer Services (SSTS) • Ethical challenges in selecting appropriate GAAP alternatives
How AI Is Automating Internal Control
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
IRAs-Traditional, Roth, SEP & SIMPLE IRAs 2024
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TBD
8.0 Credits
Member Price: $299
• An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations • Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs • Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans • Roth IRA contribution phase-out limits, as well as tax-free qualified distributions • Planning opportunities for conversions to ROTH IRAs • Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation • The different options of receiving IRA distributions before age 59 « and avoiding the 10% early distribution penalty (including substantially equal periodic payments) • The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies • The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death • Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
Understanding and Creating an Internal Control System 2024
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TBD
8.0 Credits
Member Price: $299
• Underlying concepts of internal control • Defining where and why controls, policies and procedures are needed • Legacy control measures that are still important for businesses today • Creating control measures that address the use and protection of technology
Compilations, Reviews, and Audits: How They Differ
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:Review of differences of compilation, review and audit engagementsCompare and contrast major considerations of each type of engagementProvide practical tips and strategiesProfessional standards that govern each type of engagement
Get started with Power BI
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Losses Under the Tax Cuts and Jobs Act 2024
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TBD
1.0 Credits
Member Price: $49
• Individual losses • Determining when a loss is personal vs a business or for-profit loss • What happens if a client invested in a Ponzi scheme? • What constitutes a realistic possibility of recovery? • Timing issues for claiming losses
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
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TBD
1.2 Credits
Member Price: $39
Relationships
Tactical Cash Management
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TBD
2.0 Credits
Member Price: $79
Managing inflows and outflows of working capital Electronic applications that will improve your cash position Working capital loans and collateral Borrowing capacity available to organization Options and alternatives for increasing cash Cash management for regulatory, debt, and covenant compliance
Advanced Googling for Accountants
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TBD
2.0 Credits
Member Price: $89
Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
2024 Your Front-Row Ticket to the 2024 Accounting & Auditing Season
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TBD
4.0 Credits
Member Price: $129
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
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
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires
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TBD
1.0 Credits
Member Price: $39
Employee Onboarding Employee Experience Employee Engagement Communication Leadership
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
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 2024
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TBD
2.0 Credits
Member Price: $89
• Review of sample returns with illustrations of most forms of gifts • How to meet the adequate disclosure requirements • Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse • Electing in or out of GST allocations with indirect skips
K2's CPA Firm Update
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TBD
2.0 Credits
Member Price: $89
• Trends in the profession, including supplier changes Software products by service lines • Innovation and automation tools • Specific technology stacks to improve productivity and profitability
Leveraging ChatGPT for Innovative Business Advisory Services
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services