CPE Catalog & Events
K2's 2023 Understanding Your Ransomware Risk
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Webinar
1.00 Credits
Member Price: $39
Trends in ransomware attacks Best practices for minimizing ransomware risk
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Webinar
1.50 Credits
Member Price: $49
Accounting Finance Cashflow
Surgent's Raising Financially Capable Children
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Webinar
2.00 Credits
Member Price: $99
Discussion of the importance of a financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards
Surgent's Mastering Accounting for Income Taxes
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Webinar
4.00 Credits
Member Price: $159
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes
Making Culture A Competitive Advantage
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Webinar
1.00 Credits
Member Price: $39
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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Webinar
2.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
2024 Internal Control Best Practices
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Webinar
2.00 Credits
Member Price: $79
Internal Controls Frameworks
K2's 2024 Getting Started With Artificial Intelligence
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Webinar
2.00 Credits
Member Price: $79
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Webinar
2.00 Credits
Member Price: $99
SECURE Acts and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax 529 to Roth: who, what, when, and how The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
The Updated Nuts and Bolts of IRC Section 1031 Exchanges
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Webinar
2.00 Credits
Member Price: $79
Complete explanation of IRC §1031 Understand when to use a tax-deferred exchange Changes made to the technique in the Tax Cuts and Jobs Act Advantages and disadvantages of paying the tax versus using an exchange Understand the definition of like-kind property Understand what a qualified intermediary is Understand the need for an exchange accommodation title holder Understand a reverse exchange Understand a build-to-suit exchange Understand the forty-five-day rule and how to calculate it Precautions for property identification Investment property versus property held for sale
The Controllership Series - Addressing Budgeting Uncertainty
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
The Controller Function - Elevating the Role
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Webinar
1.50 Credits
Member Price: $39
Accounting Finance Auditing Business Development
Big Picture Mega-Trends, Big Data, and World We Now Face
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Webinar
2.00 Credits
Member Price: $79
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
Form 1120S - Preparation and Analysis
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Webinar
2.00 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
Treasury Circular 230 for EAs and Other Tax Preparers
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Webinar
2.00 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Webinar
1.00 Credits
Member Price: $39
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
What Does Fraud Look Like?
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Webinar
2.00 Credits
Member Price: $79
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
2024 Not-for-Profit GAAP Update
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Webinar
2.00 Credits
Member Price: $79
NAC CECL
K2's 2024 Accessing Your Company's Data With Power Query And Power BI
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Webinar
2.00 Credits
Member Price: $79
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel Producing various reporting documents from data delivered from Power Query