CPE Catalog & Events
International Tax Lunch Series 2024
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Webinar
1.00 Credits
Member Price: $49
May 2024: Foreign-Owned Real Estate Holding Structures: Corporate Structures In Depth June 2024: Foreign-Owned Real Estate Holding Structures: Trust Structures in Depth July 2024: Foreign-Owned Real Estate Holding Structures: Fixing Problems August 2024: Foreign-Owned Real Estate, the Ownership Phase: Income Taxation September 2024: Real Estate Disposition Case Study: Sale of a California Personal Residence -- Taxation, Withholding, Tax Returns October 2024: Preparing an Expatriation Income Tax Return and Form 8854 November 2024: What Kind of Trust is This? Foreign/Domestic, Grantor/Non-grantor, Simple/Complex January 2025: Foreign Grantor Trusts: Taxation, Tax Compliance, and Use Cases February 2025: Foreign Non-grantor Trusts: Taxation, Tax Compliance, and Use Cases March 2025: Foreign Non-grantor Trust Distributions to U.S. Beneficiaries
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
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Webinar
1.50 Credits
Member Price: $49
Change management Leadership
2024 SAS 145: Modern Risk-Based Auditing
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Webinar
2.00 Credits
Member Price: $79
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
2024 Individual Tax Update with Steve Dilley
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Webinar
2.00 Credits
Member Price: $79
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Keeping Up with the FASB
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
K2'S 2022 Artificial Intelligence For Accounting And Financial Professionals
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Webinar
4.50 Credits
Member Price: $129
Information Technology Artificial Intelligence (AI)
Accounting for and Auditing Cryptocurrency & Digital Assets
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Clean, Transform & Load Data in Power BI
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
K2's 2023 Top PDF Features You Should Know
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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
2024 Federal Tax Update for Business with Doug Van Der Aa
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rulings and developments impacting business taxpayers Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation S corporation and partnership developments Travel, meals and entertainment expense reporting update
K2's 2023 Accounting Solutions Mid-Market
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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
Section 174: New Rules for Research & Experimentation
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.
2024 Business Tax Update with Steve Dilley
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Webinar
2.00 Credits
Member Price: $79
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
2024 Topic 842: Understanding the New Lease Accounting Standard
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Webinar
2.00 Credits
Member Price: $79
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Promoting Mental Health in the Workplace to Prevent Violence
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Webinar
1.00 Credits
Member Price: $39
Mental Health Awareness
How to Make Difficult People Disappear...Without Going to Jail
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Webinar
1.00 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Appreciation Intelligence: The New AI
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Webinar
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
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Webinar
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
2024 Estate Planning for Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
A Practical Guide to Trusts
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Webinar
8.00 Credits
Member Price: $225
The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues