CPE Catalog & Events
2024 Data Analytics: Practical Insights for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement
2024 Moving Beyond the Basics of Excel
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Webinar
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
K2'S 2022 Options To Automate Your Tax Preparation Workflow
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Webinar
2.00 Credits
Member Price: $79
Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice
Dealing with Problem Employees: a 15 Step Action Plan for You and Them
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Webinar
2.00 Credits
Member Price: $79
How turnover is an issue. What are the common causes? How to develop a customized plan for each unique situation? How can we do a better job of preventing 'problem' employees? How to have an effective discussion to end the relationship. A fifteen-step action plan for you to use and for the employee.
2024 Business Tax Update for Industry
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Webinar
2.00 Credits
Member Price: $79
Recent Federal legislative, rules and tax developments impacting business taxpayers Impact of Inflation Reduction Act on business Depreciation rules and developments Business losses and interest expense Latest legislative, judicial, and IRS developments
2024 S Corporation Essentials: Stock & Loan Basis Reporting
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Webinar
2.00 Credits
Member Price: $79
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Webinar
2.00 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
What's Your Brand Reputation? Determine and Drive How Others See You
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Webinar
2.50 Credits
Member Price: $89
Presence
Powerful Public Speaking: Communicate With Confidence
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Webinar
3.00 Credits
Member Price: $89
Communications
Ethical Considerations in Working with Cannabis
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
2024 Excel Tips & Tricks for the Non-Accountant
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Webinar
2.00 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
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Webinar
2.00 Credits
Member Price: $125
Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies
Surgent's Post-election Coverage of Potential Tax Changes and Planning Strategies
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Webinar
2.00 Credits
Member Price: $99
Prospects of a lame duck session of Congress enacting tax legislation The tax reform agenda of the president-elect Determining the impact of a unified or divided government on the prospects of enacting tax legislation The new political environment and how it will impact chances for enactment of new and continued (TJCA) tax legislation Extension of some or all of the TCJA beyond 2025 Chances of enacting other expiring provisions in addition to the TCJA expirations When and how to take advantage of expiring provisions of the TCJA Tax strategies that can be employed before the end of 2024 and into 2025
Surgent's S Corporation Taxation: Advanced Issues
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Webinar
4.00 Credits
Member Price: $159
Detailed rules governing basis in the shareholder’s debt and stock AAA Built-in gains incurred from the sale of assets Redemptions and liquidations Compensation planning for shareholders, including planning strategies under the SECURE Act Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable
The Successful Family Business
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
Individual Income and Tax Compliance Annual Update
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Webinar
4.00 Credits
Member Price: $213
IRS administrative issues, compliance, and new forms U.S. Tax Court cases Legislative updates
Deception, Embezzlement and Fraud 2024
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Webinar
8.00 Credits
Member Price: $299
Narcissism Studies Fraud Embezzlement Technology used in scams
Real Estate Taxation Full Circle 2024
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Webinar
8.00 Credits
Member Price: $299
Personal residence and vacation home advantages and traps Depreciation, credits, passive losses, qualified business income (QBI) Installment sales Involuntary conversions Like-kind exchanges Real estate investment trusts (REITs)
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Webinar
8.00 Credits
Member Price: $225
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
How Changes in Business Methods Affects Internal Control
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.