CPE Catalog & Events
This will generate a PDF of the current filtered catalog
K2's After QuickBooks, What's Next
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Online
2.00 Credits
Member Price: $105
Transitioning from QuickBooks Pro and Premier - challenges and opportunities , Overview and comparison of leading accounting software solutions , Implementation strategies and best practices for modern accounting platforms
K2's Best Word, Outlook, and PowerPoint Features
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Online
4.00 Credits
Member Price: $180
Creating Word and PowerPoint documents with greater ease and efficiency , Enabling critical Outlook options for improved productivity , Best practices for working with Word, Outlook, and PowerPoint
Key Partnership and S Corporation Tax Planning Strategies
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Online
4.00 Credits
Member Price: $180
• Timely coverage of breaking tax legislation • Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares • At-risk and passive activity loss considerations • Basis planning • Related party transactions: making them work • Income splitting and shifting with family can create considerable benefits • Sale of ownership interest and NIIT considerations
Fraud Case Studies: Schemes and Controls
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Online
4.00 Credits
Member Price: $180
• Recent fraud cases • Common fraud schemes perpetrated by those within and outside victim organizations • Consider the lessons learned • Best practices to further our fraud prevention
K2's Data Analytics For Accountants And Auditors
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Online
4.00 Credits
Member Price: $180
Understanding the importance of data analytics in modern business environments , Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform , Using regression analysis to create and validate forecasts and projections
Fraud In Single Audits
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Online
4.00 Credits
Member Price: $180
• Real-life misappropriations involving federal awards and how they were carried out • The backgrounds, motivations, and methodologies of the fraudsters • The problems that allowed the frauds to occur without prevention or detection
Construction Industry - Financial Reporting, Audit/Review Procedures Internal Control Best Practices and Taxation - Virtual
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Online
4.00 Credits
Member Price: $210
Construction industry financial trends and developments Surety and other users reliance on financial statements Financial reporting issues Contractor financial disclosures Sample financial statement CFO and internal controls – best practices Contract audit and review analytical procedures and risk assessment Required contractor engagement documentation (and internal analytics/controls) New tax law applicable to construction contractors Contractor tax methods and strategies Code section 460 exemptions Review of differences in GAAP POC and IRS 460 POC Lookback calculation and strategies
Don Farmer's Stock vs. Asset Sales: Tax Impact for Buyers & Sellers
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Online
2.00 Credits
Member Price: $89
Overview of Stock and Asset Transaction Structures Buyer and Seller Tax Consequences Purchase Price Allocation and Basis Adjustments Elections Under IRC §§338 and 336(e) Negotiation and Planning Considerations Post-Transaction Compliance and Reporting
K2's Understanding Your Ransomware Risk
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Online
2.00 Credits
Member Price: $105
Understanding how ransomware can cripple a business , Trends in ransomware attacks , Best practices for minimizing ransomware risk
Buying and Selling a Business: Tax and Structuring Overview
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Online
4.00 Credits
Member Price: $180
• An overview of the beginning of the process and documents for preliminary tax planning • Recognizing the need for due diligence in acquisitions, including checklists of important points • Deemed asset sales - §338 and §338(h)(10) • The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business • Allocating purchase price for tax advantage • Planning to avoid double taxation under the repeal of the General Utilities doctrine • Special problems and opportunities when an S corporation is the buyer or seller • Installment sale and interest issues • Avoiding tax pitfalls and recognizing tax planning opportunities • Unique issues in buying and selling LLC/partnership interests • Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity • Individually owned goodwill
Fraud Case Studies: Schemes and Controls (FRD4)
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Online
4.00 Credits
Member Price: $180
Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention
Winning Hearts and Minds: Building Future-Ready Businesses
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Online
2.00 Credits
Member Price: $105
Technology Infrastructure Assessment Through Organizational Case Studies, Practical Implementation Strategies for Hardware and Software Solutions, Change Management Techniques for Remote and In-Office Teams
Excel Functionality That Every Accountant Should Know
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Online
2.00 Credits
Member Price: $105
Review of Tables and how they improve virtually every operation in Excel. , Discuss essential Excel functions and features that every financial professional should know how to use. , Review how to collaborate with colleagues in real-time with OneDrive or SharePoint. , Review PivotTables and their significant features. , Take a detailed look at Power Query and how this tool can revolutionize your workflow.
Interpreting the New Revenue Recognition Standard
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Online
4.00 Credits
Member Price: $180
• Revenue recognition overview • Identifying the contract with a customer and performance obligations • Transaction price
K2's Ripped From The Headlines: Lessons From Interesting Tech Crimes
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Online
2.00 Credits
Member Price: $105
Common security weaknesses that occur with hardware and software at home and in the office , Malware, ransomware, data breach, and incident response tips , Internal control failures which result in the theft of assets or unauthorized manipulation of data
K2's Harnessing ChatGPT
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Online
2.00 Credits
Member Price: $105
Leveraging prompt engineering in ChatGPT for various accounting tasks , Exploring the applications and limitations of ChatGPT in accounting , Empowering efficiency for everyday accounting tasks
The Bottom Line on the Lease Accounting Requirements
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Online
4.00 Credits
Member Price: $180
• Lease classification • Amortization of the leased asset • Derecognition of the underlying asset • Recognition of lease receivables • Lease modifocations • Sale and leaseback transactions
Don Farmer's Hot Assets & IRC 751: Avoiding Surprises on Partnership Sales
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Online
2.00 Credits
Member Price: $89
Overview of Partnership Interest Sales General rule under IRC §741 Capital asset treatment of partnership interests Interaction with Subchapter K principles Definition and Scope of Hot Assets (IRC §751) Unrealized receivables Depreciation recapture (§1245 and §1250) Accounts receivable for cash-basis partnerships Ordinary income recapture items Inventory items Substantially appreciated inventory Determining fair market value Mechanics of §751 Recharacterization Allocation of gain between capital and ordinary income Determining a partner’s share of §751 property Impact of inside vs. outside basis Effect of liabilities under IRC §752 Distributions and §751(b) Disproportionate distributions Exchanges of hot assets for other property Ordinary income recognition in rebalancing transactions Reporting and Compliance Considerations Form 4797 and Schedule D implications Partnership reporting responsibilities Disclosure considerations Documentation and valuation challenges Planning Considerations and Risk Management Transaction structuring strategies Timing considerations Due diligence in partnership interest acquisitions Common practitioner errors and audit risk areas
K2's Excel PivotTables for Accountants
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Online
4.00 Credits
Member Price: $180
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables , Formatting PivotTables , Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query , Analytical techniques available in PivotTables
K2's Securing Your Data – Practical Tools for Protecting Information
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Online
4.00 Credits
Member Price: $180
Understanding today's cybersecurity risks , Identifying significant cybersecurity risks , Implementing specific steps to reduce risk