CPE Catalog & Events
Business Intelligence (BI) and Business Analytics (BA)
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Webinar
2.00 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Monthly Federal Tax Updates - January 2025
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
The Generation-Skipping Transfer Tax and Dynasty Trusts 2024
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Webinar
4.00 Credits
Member Price: $159
Calculation of the GST tax, and how it relates to the estate tax and gift tax Direct skips, taxable distributions, and taxable terminations GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts Calculating the benefit of and designing Dynasty Trusts
Office 365 Teams App - Optimizing Your Setup & Configuration
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Defining your teams and channel structure - best practicesStep-by-step guide on how to create and manage teams and channelsHow to organize your Teams navigation panelConfiguring your notification settingsConnecting Teams to external appsUnderstanding how Teams integrates with SharePoint, OneNote and Planner appsTracking your Teams app usage analyticsArchiving and deleting Teams and related content
Comprehensive Partnership Taxation Form 1065 2024
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Webinar
8.00 Credits
Member Price: $299
Special and Targeted allocations Proper calculation of outside and inside tax basis Tax consequences of distributions including the impact of "hot assets" Transfer of partnership interests Issuance of partnership interests to service partners
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
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Webinar
8.00 Credits
Member Price: $225
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
2024 The Complete Guide to the Preparation for Form 1041
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Webinar
8.00 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
Audit 203: Auditing Accounts Receivable - Common Risks
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical risks of material misstatement related to accounts receivablePractice tailoring the detailed audit plan to the assessed risk of material misstatementOverview of more complex issues, such as methods for converting accounts receivable to cashExternal confirmation audit considerations, including evaluating responses for proprietyEvaluating the valuation of accounts receivable
Generation-Skipping Transfer Tax 2024
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Webinar
1.00 Credits
Member Price: $49
Taxable terminations Mismatch between available exemption and GST, and utilizing excess GST GST elections on Form 709 and automatic allocations
Cybersecurity 101 for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The typical IT architecture and technology components that reside in an IT environmentSpecific cybersecurity controls that are applied at each layer within an IT environmentAn overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls
2024 Fringe Benefit Planning - Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
K2's 2024 Excel PivotTables for Accountants
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Webinar
8.00 Credits
Member Price: $225
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables
ChatGPT Bootcamp for CPAs with John Higgins
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?
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Webinar
1.50 Credits
Member Price: $99
Practical examples of productivity improvements using ChatGPT Live demonstration of ChatGPT
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Inventory Accounting GAAP, Software and Recognizing Variances
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Webinar
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022
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Webinar
2.00 Credits
Member Price: $99
The 15% corporate tax 1% tax on the repurchase of corporate stock Enhancement of IRS services Prescription drug pricing reform, including drug price negotiation Maximum out-of-pocket cap for Medicare beneficiaries Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line Clean energy and efficiency incentives for individuals Energy efficient home improvement credit Energy efficient commercial buildings deduction (Section 179D) Extensions, increases, and modifications of the new energy efficient home credit Clean vehicle credit and credit for previously owned clean vehicles Qualified commercial clean vehicles Transfers of certain credits to an unrelated transferee Increase in research credit against payroll tax for small businesses
The Impact of ESG Matters on Financial Reporting and Audits
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Overview of the impact environmental, social, and governance (ESG) matters have on the financial worldEvolving guidance from the AICPA and other stand-setters related to ESG mattersRisks of material misstatement in financial statements and related disclosures emerging from ESG matters
Time's Up! Pivoting Your Firm to a Subscription Based Model 2024
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Webinar
2.00 Credits
Member Price: $89
The three types of adoption approaches to creating a subscriber base Five approaches to value nurturing-that is, what happens after the sale to help customers achieve success and realize value Ten best practices to reduce churn (i.e., losing subscribers) Essential growth strategies to deploy
Surgent's Critical Issues Involving Taxation of Construction Contractors
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Webinar
4.00 Credits
Member Price: $159
The impact of recent legislation on the construction industry How to qualify for the “small contractor exemption” and its advantages to the taxpayer Options available to the “small” contractor regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and “large” contractors How “uninstalled materials” impact taxation of contractors How the “look-back” rules impact contractors How the “10 percent method” can allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors