CPE Catalog & Events
K2'S Supercharging Your Spreadsheet Collaboration
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Online
1.00 Credits
Member Price: $39
Collaboration methods using Microsoft Office and Microsoft 365 Ways to track changes to sheets and compare different versions of a file Tools for sharing and responding to comments among a team from within a file
Income, Estate, and Gift Tax Planning for Real Estate in these Ever Changing Times
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Online
2.00 Credits
Member Price: $79
Real estate as a part of a client's divinified portfolio of investments Understanding the differences revolving around personal real estate vs. investment real estate Understanding valuation issues Understanding titling issues Individual deduction issues, including the interest limitation Business deduction issues At-risk limitations Passive activity rules update How the IRC Section 199A deduction applies to real estate investments Depreciation issues Estate and Gift planning techniques for real estate Proper use of trusts in real estate holdings
Secure Act 2.0 - Everything that you Need to Know
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Online
2.00 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
K2'S Implementing Data Loss Prevention For Better Security And Privacy
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Online
1.00 Credits
Member Price: $39
Understanding the concept of Data Loss Prevention Examples of how DLP rules are beneficial Creating and enforcing DLP rules
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
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Online
2.00 Credits
Member Price: $118
Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies
Benford's Law and Other Digital Analysis Techniques
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Online
1.50 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
2024 PCAOB and SEC Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Excel - Advanced Spreadsheet Troubleshooting Techniques
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learning the art of nesting formulasTechniques to troubleshoot complex formulas Review of the 9 built-in error checking optionsTechniques to resolve rounding errors
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
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Online
4.00 Credits
Member Price: $159
Key requirements of SAS 136 Changes affecting 401(k) plans Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections
Adobe Acrobat - Increase Your Productivity With PDF Files
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
Annual Federal Tax Update
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Online
8.00 Credits
Member Price: $332
Income taxation of estates and trusts IRS administrative issues, compliance, and updated forms Court cases settled in the last year that provide tax return guidance IRS summons and notification requirements IRS rulings, procedures and notices published in 2023 Fringe benefits Hobby vs. business Corporate AMT regulations
Power BI - Advanced Data Analytics with Power Pivot
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Introduction to Excel Power BI ToolsLoading data into Power Pivot using data modelingCreating "measures" using DAX functions and formulasUsing a date table to create time-intelligent measuresThe DAX calculation processTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Like-kind Exchanges in Real Estate Transactions
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
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Online
1.00 Credits
Member Price: $39
Relationships
Ethics Update: A Guide to Circular 230
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Online
2.00 Credits
Member Price: $79
Understanding the Taxpayers Bill of Rights Oversight of the Tax Profession Various Circular 230 issues Practice before the IRS Definition of a preparer Rules of written advice Unenrolled return preparers Unlicensed activity Record requests Confidentiality Use of a third-party service provider Knowledge of client’s omissions Best practices Due diligence Competence Written advice False Opinions
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Online
2.00 Credits
Member Price: $99
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Skills to Enhance Personal and Professional Networks
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Online
2.00 Credits
Member Price: $99
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Surgent's What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Member Price: $99
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
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models