CPE Catalog & Events
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
K2's Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
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Online
2.00 Credits
Member Price: $79
Understand the need for protecting client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
Up Your Influence: How To Get What You want
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Online
2.50 Credits
Member Price: $89
Persuasion Influence
Tax, Estate and Financial Aspects of Cryptocurrency
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Online
4.00 Credits
Member Price: $129
Introduction to cryptocurrency Understanding the term “blockchain” Various types of cryptocurrencies Why cryptocurrency is popular Investment attributes of cryptocurrency Tax aspects of cryptocurrency Position of the Internal Revenue Service Understanding Notice 2014-21 (IRS Virtual Currency Guidance) Understanding Notice 2014-21 FAQs Compliance issues Charitable issues Internal Revenue Service enforcement
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment
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Online
8.00 Credits
Member Price: $225
The effect COVID-19 on a client’s total financial, estate, and asset protection plan Understanding the issues revolving around the death of a client Understanding medical issues Understanding the tax and non-tax issues in divorce Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents Understanding the support issues for spouses and former spouses Understanding support issues for children of divorced or separated parents and the tax treatment of back child support Understanding the business issues involved when the parties to a business breaks apart Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies
Strategic Career Management: Only You Have Sleepless Nights Over Your Career
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Online
2.50 Credits
Member Price: $89
Career Ownership Career Planning Personal Marketing Plan Strategic Career Considerations Opportunity Insights Networking Character
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.