CPE Catalog & Events
Partnership & S Corporation Checkup: Key Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:IRS enforcement against partnershipsNew K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactionsSale/merger of a partnershipThe new Sub S Form 7203 - shareholder basis computationS corporation compensationPPP loans and the Forms 1065 and 1120-S
K2's 2024 Better Reporting With QuickBooks Online
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Webinar
1.00 Credits
Member Price: $39
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
Diversity, Inclusion, Equity & Belonging
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Webinar
1.00 Credits
Member Price: $39
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
2024 AICPA Regulatory Ethics Update
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Webinar
2.00 Credits
Member Price: $79
NOCLAR 529 Plans Recently Issued Interpretations
Surgent's Handling Difficult People
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Webinar
2.00 Credits
Member Price: $99
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Why Cybersecurity Matters to CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their successSpecific cybersecurity controls that help prevent fraud and support data integrity of financial reportsHow an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets
2024 Accounting & Auditing Update for Small Businesses
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Webinar
4.00 Credits
Member Price: $129
FRF for SMEs Quality Management Private Company Council
2024 S Corporation Essentials: Review & Update
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt Schedules K-2 and K-3 reporting Basis of indebtedness S corporation open account debt Limitation of deduction of losses AAA and distributions
Comprehensive Accounting and Financial Reporting Update
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
Risk Assessment Under SAS No. 145: The Key to Audit Quality?
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Webinar
2.00 Credits
Member Price: $89
The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability
Clear. Confident. Compelling. - Communication Strategies for Women in Business
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Webinar
1.00 Credits
Member Price: $39
You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility
Audit 501: Personality Styles - Improving Your Interactions
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
CyberPsychology: Conquering Insider Threat 2024
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Webinar
4.00 Credits
Member Price: $159
Exploiting control gaps and control weaknesses Psychological tactics used in attacks A review of robust controls Data access observables, changes in network patterns A review of the audit, HR, IT and management relationships Proactive approaches to recognize evolving risks and avoid breaches
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
Dealing With IRS Appeals 2024
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Webinar
8.00 Credits
Member Price: $299
Opportunities for appealing IRS actions Preparing the case for an appeal Best strategies for handling appeals Alternate dispute resolution options before and after the appeal Appeals of collection and penalty determinations Understanding state appeals for income, sales and employment taxes
Estate Planning: A Comprehensive Overview 2024
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Webinar
8.00 Credits
Member Price: $299
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Preparation, Compilations and Reviews-A Practical Workshop 2024
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Webinar
8.00 Credits
Member Price: $299
Preparation, Compilations and Reviews
Common Deficiencies in EBP Audits
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Employee benefit plansAudit procedures and documentation
K2's 2024 Effective Automation And Outsourcing
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Webinar
1.00 Credits
Member Price: $39
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
Communication Skills for Introverts
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Webinar
2.00 Credits
Member Price: $89
The five areas to improve your communication that will be presented are:ListeningWritingUnderstanding your audienceVirtual communicationNon-verbal Communication