CPE Catalog & Events
How Much Are Your Ethics Worth?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
The FASB Conceptual Framework
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Webinar
2.00 Credits
Member Price: $89
Purpose and structure of the FASB Conceptual Framework Recognition and derecognition criteria Measurement concepts and approaches Qualitative characteristics of useful financial information Elements of financial statements Footnote disclosure requirements Relationship between the framework and standard-setting Practical application of the framework in accounting decisions
What's Going on at the AICPA (2026/27)
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Webinar
2.00 Credits
Member Price: $89
AICPA audit and attestation developments Next phase of quality management Monitoring and remediation responsibilities SSAE No. 24 and SSARS No. 26 updates Exposure drafts on confirmations and fraud SAS No. 149 and group audit implications
Employee Theft: Understanding the Why and Preventing the Loss
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Webinar
2.00 Credits
Member Price: $99
Employee Theft Prevention
Ethics – A Line in the Sand; Implications for Daily Business
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Webinar
4.00 Credits
Member Price: $149
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
Ethics: Critical Thinking, Case Studies, and Fraud
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Webinar
4.00 Credits
Member Price: $149
Ethical decision-making in finance Professional codes of ethics and conduct Real-world case studies on ethical dilemmas Impact of ethics on the financial profession
K2’s Data Analytics For Accountants And Auditors
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Webinar
4.00 Credits
Member Price: $149
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections
Tax Planning for Small Businesses - Tax Staff Essentials
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Webinar
4.00 Credits
Member Price: $139
The tax life of a business Selecting a business entity type Section 199A and the qualified business income deduction Accounting methods Compensation of owners and hiring family members Reasonable compensation Depreciation, including Section 179 and bonus depreciation Transactions with owners Buy-sell and noncompete agreements Retirement plan strategies for late-stage business owners Starter 401(k) plans and SIMPLE plan enhancements Provisions of H.R. 1, commonly referred to as OBBBA
Qualified Business Income (QBI) Deduction (§199A) – The Ins & Outs
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Webinar
8.00 Credits
Member Price: $300
Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component) Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB)) Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans) Review the aggregation rules for the QBI computation and both the entity and individual level Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation
Better Forecasts: Be a Better Predictor
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Webinar
2.00 Credits
Member Price: $89
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Hot Topics Accounting Update - 2026
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
Ethics, AI, and Music: What Every CPA Must Know
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
Business Etiquette & Mindfulness
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Webinar
1.00 Credits
Member Price: $39
Communication Business Etiquette
Emerging Risks and Resilience - How Accountants and Finance Professionals are Leading the Way - Part 1 Building Organizational Resilie
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Webinar
1.00 Credits
Member Price: $39
Risks Accounting Finance Economy Information Technology Data Governance
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
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Webinar
1.50 Credits
Member Price: $69
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Webinar
2.00 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
Employees Today and Tomorrow: The ROI on Your People?
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Webinar
2.00 Credits
Member Price: $89
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
Corporate Transparency Act Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
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Webinar
2.00 Credits
Member Price: $99
• 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
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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Webinar
2.00 Credits
Member Price: $89
Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards Using color, visuals, and layout to improve understanding Common reporting and dashboard failures Asking the right questions: what happened, why, and what’s next Open-book management principles and requirements Linking metrics to incentives and behavior Building trust through transparency and clarity