CPE Catalog & Member Events
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K2’s Formatting Excel Spreadsheets The Right Way
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Webinar
2.00 Credits
Member Price: $89
Creating and using Styles in Excel The Accounting Format and why you should use it How to Create Custom Formats Formatting dates for maximum impact The advantages of storing formats in templates
K2’s Getting Started With Artificial Intelligence
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Webinar
2.00 Credits
Member Price: $89
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Preparation, Compilation and Review Engagements
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Webinar
2.00 Credits
Member Price: $89
Auditing Yellowbook
Microsoft Excel: Moving Beyond the Basics
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Webinar
2.00 Credits
Member Price: $89
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
Fraud & Embezzlement: Case Studies from the Trenches
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Planning in an Uncertain World
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Webinar
2.00 Credits
Member Price: $89
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
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Webinar
2.00 Credits
Member Price: $99
Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners
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Webinar
4.00 Credits
Member Price: $149
An overview of provisions of existing law extended, made permanent without substantial change and/or WITH substantial changes, including casualty losses, individual tax rates, alternative minimum tax, bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses New law provisions for individuals and businesses Review of existing law provisions that have been repealed, including electric car credit, home energy credits, commercial clean vehicle credit and electric car charger credit
2025 Mid – Year Tax Update: Planning for Individuals
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Webinar
4.00 Credits
Member Price: $149
Legislative changes affecting individual tax planning Income, deduction, and credit planning strategies Form 1040 issues: divorce, death of a taxpayer, and status updates Compensation, fringe benefits, and Social Security updates Foreign reporting, resident alien, and cryptocurrency tax matters Capital gains, Kiddie Tax, and related deductions
Fraud Case Studies: 21st Century Professional Misbehavior
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards
S Corporation (Form 1120S) – Formation to Liquidation
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Webinar
8.00 Credits
Member Price: $300
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (§351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution?)
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
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Webinar
8.00 Credits
Member Price: $250
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
Financial & Tax Accounting for S Corporations & Partnerships
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders
Navigating IRS Authorizations: Form 2848 & Form 8821
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Written Information Security Plans
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
The Controllership Series - Addressing Budgeting Uncertainty
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Webinar
1.00 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
Current Fraud Trends - Nonprofit and Government Entities
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Webinar
2.00 Credits
Member Price: $89
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
Mastering the Excel Lookup Functions
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
Performing Preparation, Compilation and Review Engagements
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Webinar
2.00 Credits
Member Price: $89
Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service