CPE Catalog & Events
Statement of Cash Flows: Preparation and Analysis Workshop 2024
-
Webinar
8.00 Credits
Member Price: $299
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Titans Annual Federal Tax Planning Individual Update 2024
-
Webinar
8.00 Credits
Member Price: $299
Explanation of legislation enacted in 2024 along with reminders for 2024 from legislation of recent years California tax law changes • Income inclusions, exclusions and deductions Property transaction updates • Passive activities, hobbies and other losses Guidance and planning on energy credits Significant IRS developments affecting practice and compliance procedures California's major developments for individuals and conformity to federal law changes for 2024 Filing status, credits and retirement plan developments Expired and expiring provisions Inflation adjustments for 2025 Due diligence and planning reminders
Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour
-
Webinar
8.00 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Why People Are Irrational, Biased and Emotional With Money
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common irrational money decisionsCognitive biases and their impact on decision-making and ethical behaviorMental accountingThe ostrich effectPresent biasSunk-cost fallacyAnchoring biasStatus quo biasThe bandwagon effectEmotional responses in money decisions
Fraud Risk Management
-
Webinar
2.00 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
-
Webinar
2.00 Credits
Member Price: $79
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications 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
Will Your Ethics Be Burned by Burnout?
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
K2's 2023 Top PDF Features You Should Know
-
Webinar
4.00 Credits
Member Price: $129
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
K2's 2023 Next Generation Excel Reporting
-
Webinar
8.00 Credits
Member Price: $225
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
Current and Upcoming FASB Issues
-
Webinar
1.50 Credits
Member Price: $94
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
K2's 2023 Accounting Solutions Mid-Market
-
Webinar
1.00 Credits
Member Price: $39
Probable third-party solutions required Accounting solutions for specific industries Specific strategies to use in selecting a system Guidance on preparatory steps and conversions
Mastering The Three Pillars of Cybersecurity: Team & Compliance
-
Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
-
Webinar
1.00 Credits
Member Price: $39
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Imagining a World Without Non-Competes
-
Webinar
1.00 Credits
Member Price: $39
Federal non-compete law State non-compete law
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
-
Webinar
1.50 Credits
Member Price: $94
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
Asset Protection 2024
-
Webinar
2.00 Credits
Member Price: $89
Planning aspects Legal theories Protecting assets Planning before and after lawsuits Using business entities, including domestic and foreign corporations, LLCs and LPs Planning for married couples and community property Picking correct entities and jurisdictions Domestic and foreign asset protection trusts
Become a Data Analysis Expert
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
-
Webinar
2.00 Credits
Member Price: $99
Major 2024 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2024 and how they impact the 2024 tax forms
K2's Better Productivity Through Artificial Intelligence And Automation Tools
-
Webinar
4.00 Credits
Member Price: $159
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Surgent's Mastering Accounting for Income Taxes
-
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