CPE Catalog & Events
K2's Excel Best Practices
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Online
8.00 Credits
Member Price: $295
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
How to Settle a Client's Estate - VIRTUAL
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Online
8.00 Credits
Member Price: $275
Issues involved when settling an estate - marshaling of assets, payment of creditors, & distribution and accounting to beneficiaries Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills Why a will is probated, and on what grounds it may be challenged Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more Identification and report of estate assets What to do and what not to do as a fiduciary, executor, or trustee - duty of care, investment, informing, payment of debts and taxes, & defending a will contest How executors and trustees interact with beneficiaries Elective shares, and when a spouse might make that choice What a trustee needs to know about incompetents and minors Rights of creditors, third parties, and beneficiaries Key issues in transferring property to a trust and from a trust or estate to a beneficiary Identifying income, estate, and inheritance taxes Fiduciary accounting - principal and income concepts An introduction to drafting an account, and why it is relevant Administration of revocable trusts Estate basis reporting
K2's Better Productivity Through Artificial Intelligence And Automation Tools
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Online
4.00 Credits
Member Price: $155
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
K2's Ethics And Technology
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Online
4.00 Credits
Member Price: $155
Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses
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Online
4.00 Credits
Member Price: $145
• Financial statement disclosures for small and medium-sized businesses • Balance sheet, income statement, and statement of cash flows presentation and disclosure issues • Disclosure examples from all sized entities which you can use to base your disclosures on • Developing disclosure issues, including disclosures related to the adoption of Topic 606
Securing a Comfortable Retirement
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Online
4.00 Credits
Member Price: $145
• Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client • Using the residence and other real estate as retirement assets through equity and rent • Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party • An overview of portfolio management for retirees, including: sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security • Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits • Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings • Planning with the new retirement provisions of SECURE Act 2.0
K2's Excel Charting And Visualizations
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Online
4.00 Credits
Member Price: $155
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
Federal Tax Update - Individual - VIRTUAL
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Online
8.00 Credits
Member Price: $330
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
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Online
4.00 Credits
Member Price: $145
• Building change into the planning process • Sales/income plan • Intermediate planning • Technology plan • Capital equipment planning • One-year operating plan • Monthly planning • Cash plan • Risk plan
Surgent's S Corporation, Partnership, and LLC Tax Update
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Online
4.00 Credits
Member Price: $145
Timely coverage of breaking tax legislation A review of like-kind exchange transactions under section 1031 Guidance on the impact of recent legislation on S corporations and partnership entities Form 1099-K reporting requirements Thinking beyond section 163(j) - Interest Allocation Rules, Original Issue Discount, Applicable High Yield DiscountObligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Bonus depreciation in 2024 Section 174 Research and Experimental Expenditures FinCEN reporting requirements in 2024 A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liabilitycompanies, and limited liability partnerships
K2's Mastering Advanced Excel Functions
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Online
4.00 Credits
Member Price: $155
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
Current Issues in Accounting and Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $145
• Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda • Leases - Topic 842 • Review of SAS No. 142 - Audit Evidence • Recently issued SASs and other AICPA activity • Detailed review of SAS No. 145 • Other important A&A practice matters
Reviewing Individual Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $145
Common errors made involving the following tax topics: • Section 199A qualified business income deduction • Home office • Hobby losses • Self-employment health insurance • Business start-up costs • Depreciation • Unreported income • Schedule C issues • Like-kind exchanges • Self-employment tax • Sections 1202 and 1244 stock • Charitable contributions of property
K2's Microsoft 365/Office 365 - All the things You Need to Know
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Online
8.00 Credits
Member Price: $295
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
Federal Tax Update - Business - VIRTUAL
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Online
8.00 Credits
Member Price: $330
Ethical Considerations for CPAs
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Online
4.00 Credits
Member Price: $145
• The CPA's role in today's economy • The similarities and differences between individual and business ethics • The link between ethics, integrity and scruples • The basic attributes of ethics and professional conduct • The history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct • The AICPA's Code of Professional Conduct and a CPA's responsibility to the public, clients, and colleagues • The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careerson