CPE Catalog & Events
K2's Technology for CPAs - Don't Get Left Behind
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Online
8.00 Credits
Member Price: $295
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
Don Farmer Individual Income Tax Workshop - VIRTUAL
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Online
8.00 Credits
Member Price: $275
Finance and Innovation: Reinvent Your Department and Your Company
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Online
8.00 Credits
Member Price: $275
• How innovation happens • Innovation metrics and how to report on innovation efforts • How the use of technology and other simple techniques can foster and sustain innovation • The difference between disruptive and sustaining innovation • How to become more innovative on a personal level • How to communicate and encourage innovation within your company
Latest Developments in Government and Nonprofit Accounting and Auditing - VIRTUAL
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Online
8.00 Credits
Member Price: $275
Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits
K2's Excel PivotTables for Accountants
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Online
8.00 Credits
Member Price: $295
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables
Don Farmer Federal Tax Update - VIRTUAL
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Online
8.00 Credits
Member Price: $275
A review of the latest new law provisions affecting 2024 returns including developments relating to SECURE 2.0 and the Inflation Reduction Act; A review of any tax legislation enacted in 2024; FinCEN’s beneficial ownership information reporting rules; Regulations modifying the required minimum distribution (RMD) rules for 2024; An analysis of 2024 developments relating to energy credits, including energy efficient improvements to residences and developments concerning electric vehicles; Employee Retention Credit Developments; 1099-K reporting rules for 2024; Digital asset developments; New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses. The presentation will emphasize tax planning opportunities resulting from these recent developments.
The Complete Guide to Payroll Taxes and 1099 Issues - VIRTUAL
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Online
8.00 Credits
Member Price: $275
Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to 530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and 401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy
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