CPE Catalog & Events
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What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Member Price: $105
• Eligibility for Medicare • How to apply for Medicare • Introduction to Parts A, B, C, and D of Medicare • Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries • Late enrollment penalties • Medicare Advantage in lieu of original Medicare • The Affordable Care Act's impact on Medicare • Legislative and regulatory developments
Don Farmer's Section 199A Deduction: Complex Ownership & Aggregation Rules
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Online
2.00 Credits
Member Price: $89
Overview of IRC §199A Framework; Application of the qualified business income (QBI) deduction to pass-through entities Application of §199A rules to partnerships, S corporations, and tiered ownership arrangements Treatment of QBI, REIT dividends, and publicly traded partnership income in complex structures Requirements, elections, and limitations related to §199A aggregation Impact of aggregation decisions on deduction optimization and compliance Identification of SSTBs and application of income thresholds and phaseout rules W-2 Wage and Qualified Property Limitations Required disclosures, documentation standards, and reporting considerations to support §199A positions
K2's CPA Firm Update
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Online
2.00 Credits
Member Price: $105
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics , AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries , Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations , Optimal technology stacks to enhance firm productivity, efficiency, and profitability , Cybersecurity advancements. Proactive approaches to safeguarding client and firm data
Generative AI and Cybersecurity: Opportunities and Threats
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Online
2.00 Credits
Member Price: $105
• Generative AI applications in cybersecurity (e.g., threat detection, automation) • AI-enabled cyber threats, including phishing, deepfakes, and malware • Real-world incidents involving AI-related cybersecurity challenges • Proactive strategies for leveraging generative AI in cybersecurity • Regulatory and ethical implications of generative AI in financial cybersecurity
Social Security: Dispelling Common Myths with Essential Truths
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Online
2.00 Credits
Member Price: $105
• Will Social Security be there for me? • How is my benefit calculated? • Can I claim my benefit and work too? • When do I stop paying Social Security taxes? • Why does my government pension cause my benefits to be reduced? • Can I claim spousal benefits now and my own later? • What is my breakeven? • Can I claim benefits from my ex-spouse? • What do you mean I may pay taxes on my income benefits? • ... and more!
Required Minimum Distributions: Compliance and Planning (RMD4)
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Online
4.00 Credits
Member Price: $180
Minimum distribution requirement changes by the SECURE Act 2.0 Latest IRS guidance, including final regulations The calculation of required minimum distributions using the Uniform Life Table Required minimum distributions from multiple accounts §401(k) rules of SECURE Act 2.0 Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act Required minimum distributions in the year of death Roth conversions for estate planning and avoiding required minimum distributions Timing of distributions for maximum tax-free compounding Section 529 rollovers to Roth accounts under SECURE Act 2.0 Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs Taxation of distributions Penalties for missed required minimum distributions and reasonable cause for abatement of penalties.
Turbo Charging Productivity with Artificial Intelligence and Automation
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Online
4.00 Credits
Member Price: $180
Exploring AI applications in accounting and finance, Understanding AI features in everyday tools, Embracing the future: AI's impact on finance and accounting
Cloud Computing for Accountants
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Online
2.00 Credits
Member Price: $105
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Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Online
4.00 Credits
Member Price: $330
• Audit requirements for ERISA §103(a)(3)(C) audits • An annual update of the changes affecting 401(k) plans • Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics • Best practices for engagement planning, internal controls, risk assessment, and detailed testing • Avoiding common mistakes while performing audit procedures • Plan mergers and acquisitions • Common audit reporting and disclosure issues
Excel Formula's Accountants & Financial Professionals Need to Know
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Online
4.00 Credits
Member Price: $180
The Greatest Hits: Essential Formulas for Every Professional, Dynamic Array Mastery: FILTER, UNIQUE, and SORT, Power Query Integration: Feeding Your Formulas Clean Data, Modern Lookups: Moving Beyond VLOOKUP to XLOOKUP
Understanding the "Most Common" Form 990 Schedules: A, B & O
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Online
2.50 Credits
Member Price: $135
Benefits of public charity classification. Public support tests and common pitfalls. Preparation of Schedule B and related worksheets, including donor disclosure. Governance and public relations considerations. Board review and compliance expectations. Management company disclosure requirements.
Easy Excel Automation with Tables & Power Query
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Online
4.00 Credits
Member Price: $180
Excel Tables: The Basics and Beyond, Power Query: Data Cleanup Made Simple, Connecting Tables and Power Query Together
Review and Analysis of Crucial OBBBA Changes
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Online
2.00 Credits
Member Price: $105
• Changes to the standard deduction • Senior deduction • Deduction for auto loan interest • Estate tax changes and the portability option • Tax consequences associated with investing in revised opportunity zones • Full expensing of domestic R&E • Individual and corporate charitable contributions • Wagering losses • Student loan discharges • Taking advantage of scholarship granting organizations (SGOs) • Dependent care assistance program • Other crucial OBBBA provisions
K2's Six Essential Teams Features
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Online
2.00 Credits
Member Price: $105
Learn how to set up Teams for successful collaboration , Create a filing system that does not include endless sub-folders , Manage staff delegation and follow-ups with ease , Define what Lists need to be available to your Team , Discover how to create automatic Flows that can notify others of update , Utilize survey Forms or questionnaires from within Teams
K2's Tech Update
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Online
2.00 Credits
Member Price: $105
AI and machine learning trends , Quantum computing in finance , Understanding the growing impact of blockchain and digital currencies in accounting , Software and hardware innovations
The K2 Team's Top Tech Productivity Tips And Tricks
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Online
2.00 Credits
Member Price: $105
Microsoft 365 Optimization: Proven shortcuts and high-efficiency hacks for core applications including Excel, Outlook, and Teams., Virtual Collaboration and Meeting Excellence: Strategies for navigating the "new normal" of remote work, including constructing Teams sites and mastering virtual meeting tools., Automated Data Collection and Workflows: Utilizing templates and forms to streamline routine tasks and eliminate manual data entry., Technology Trap Mitigation and Efficiency: Strategies for identifying and avoiding common digital bottlenecks while implementing time-saving hacks to maximize output across various business applications.
K2's AI - Security And Privacy Issues
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Online
2.00 Credits
Member Price: $105
Major provisions of security and privacy policies , Key risks associated with using commercial AI tools , Steps to take to mitigate AI security and privacy risks
K2's Ten PDF Tips You Need To Know
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Online
2.00 Credits
Member Price: $105
Converting documents to the PDF format , Editing PDF documents , Securing PDF documents , Extracting data from PDFs
K2's Office Scripts – The New Macros
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Online
2.00 Credits
Member Price: $105
Introduction to Office Scripts , Recording your first script , Integration with Power Automate
CFO Series: AI in the Digital World (Live Replay)
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Online
8.00 Credits
Member Price: $330
Module 1: Living in the World of AI - How AI Has Changed Ethics • Is it ethical to use AI, or not? • What is ethical AI? Why it matters for finance and business professionals? • Understanding and managing AI hallucinations and misinformation. • Addressing bias in AI tools—even when you didn't build them. • Internal friction: navigating fear, resistance, and cultural challenges. • Guidelines for responsible AI use in your organization. • Accountability and transparency: who is responsible for AI outcomes? • Real-world use cases and what we can learn from them? • Creating sustainable, people-focused AI practices that build trust. Module 2: Accounting in the Age of AI: What Every Leader Must Know About Using AI • What are autonomous general ledgers: what are they and how much can you depend upon them? • Financial statement analysis using AI. • AI use in Budgeting and Forecasting. • Using AI for research and planning (tax and GAAP), e.g. o AI-driven fraud detection tools: capabilities and limits. o What to automate and what to leave alone? • Evaluating vendor claims and setting reasonable expectations. • What to automate, and what to leave alone. • AI ramification on staffing and hiring. • The impact of self-serve AI research on your relationship with your CPA firm Module 3: AI Is Not the Enemy: Practical Tools to Harness Technology • Common AI use cases in accounting and finance • Fraud, deepfakes, data abuse and related risks • Governance frameworks and oversight responsibilities • The EU AI Act and regulatory developments in the U.S. • AI bias, discrimination, and transparency concerns • Internal control and documentation challenges • Questions finance leaders should ask before adopting AI • Aligning AI oversight with your audit and compliance functions Module 4: Beyond Likes and Shares: Can Social Media Really Work at Work? • The huge scale of social media. o What are the many issues? • The impact on trust, reputation, our workforce, and confidentiality • The legal and ethical impact of social media o Examples of firings, dismissals, and silly blunders. • How to develop a marvelous Policy for social media at work o Reduce risk o Advance preparation for crisis management