CPE Catalog & Events
K2’s Advanced QuickBooks Tips And Techniques
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Webinar
4.00 Credits
Member Price: $180
• Tips for improving efficiency with QuickBooks and QuickBooks Online• Better reporting when working in QuickBooks environments• Tips for cleaning up QuickBooks and QuickBooks Online instances• Managing inventory more effectively when working with QuickBooks and QuickBooks Online
K2’s Case Studies In Fraud And Technology Controls
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Webinar
4.00 Credits
Member Price: $180
• Key fraud risks impacting businesses today• Examples of fraud and the monetary impact on victims• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
K2's Next Generation Excel Reporting
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Webinar
8.00 Credits
Member Price: $270
Identifying weaknesses in traditional reporting processes, Using leading-edge features in Excel to improve reporting practices, How to work with Power Query to solve common reporting challenges, Adding Slicers and Timelines to your Excel-based reports
Estate Planning Strategies: Advanced Techniques and Tools
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Webinar
8.00 Credits
Member Price: $325
Examining the dynamics of estate planning in the contemporary context. Analyzing the implications of the evolving Internal Revenue Code on estate planning strategies. Meeting the requirements for charitable deductions and their tax implications. Utilizing gifts of closely held stock to generate charitable contribution deductions. Identifying scenarios suitable for the application of charitable split-interest trusts. Complying with the requirements and benefits of these trusts. Understanding generation-skipping transfers and their associated tax implications. Learning the computation of generation-skipping transfer tax. Recognizing when life insurance can serve as a valuable estate planning tool. Exploring the advantages and planning techniques of using life insurance trusts. Examining various life insurance options and their distinctive features. Assessing the tax implications surrounding private annuities. Uncovering how life insurance can complement private annuities in estate planning. Understanding the strategic importance of split-interest purchases in effective planning. Delving into the implementation of GRIT, GRAT, GRUT, and QPRT strategies
A Practical Guide to Trusts: Maximizing Financial, Estate, and Asset Protection Strategies
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Webinar
8.00 Credits
Member Price: $270
Understanding the trustee's role and effective problem avoidance strategies. Utilizing trusts to bypass probate and streamline the wealth transfer process. Analyzing the impact of income, gift, and estate taxes on revocable living trusts. Leveraging marital deductions and marital and bypass trusts for optimal estate planning. Harnessing the potential of irrevocable trusts as the cornerstone of an estate plan. Exploring the advantages of irrevocable life insurance trusts. Creating and managing dynasty trusts for long-term wealth preservation. Evaluating the benefits of GRITs, GRATs, GRUTs, and QPRTs as powerful estate planning tools. Trust options to ensure financial security for elderly clients. Understanding the tax consequences, limitations, and advantages of charitable contributions and private foundations. Navigating charitable remainder and charitable lead trust considerations. Utilizing trusts as asset protection devices. Addressing trust-related issues within business structures
Retirement Planning Update Everything that you Need to Know
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Webinar
2.00 Credits
Member Price: $105
Thorough examination of SECURE Act 2.0 and its implications. Exploring enhanced retirement plan alternatives and revised contribution limits. Analysis of altered rules for Required Minimum Distributions (RMDs). Harnessing the power of novel retirement planning tools and incentives. Navigating beneficiary modifications and their impact on estate planning. Real-world case studies showcasing practical applications of SECURE Act 2.0 principles
K2's Excel PivotTables For Accountants
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Webinar
8.00 Credits
Member Price: $270
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
Postmortem Estate Planning: Navigating Decedent's Estate Issues
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Webinar
8.00 Credits
Member Price: $270
Understanding the intricacies of alternative valuation date and its implications. Gaining insights into the considerations surrounding portability. Identifying opportunities and requirements for installment payments of estate taxes. Exploring the strategic use of QTIP elections under IRC Schedule 2056(b)(7). Recognizing the benefits and implementation of qualified disclaimers. Understanding the complexities of basis issues in postmortem planning. Addressing issues related to the payment of estimated taxes. Navigating the requirements and considerations for the decedent's final income tax return. Managing medical expenses in the context of postmortem estate planning. Exploring strategies to optimize savings bond interest acceleration. Understanding the implications and process of estate fiscal year and accounting method elections. Maximizing benefits to beneficiaries by distributing administrative expenses efficiently. Exploring the utility and requirements of the sixty-five-day rule election. Understanding income and deductions in respect of the decedent (IRD) and its implications. Navigating planning considerations pertaining to qualified plans and IRAs
K2’s Business Continuity – Best Practices For Managing The Risks
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Webinar
8.00 Credits
Member Price: $250
• Identifying risks to Business Continuity• Differentiating between Business Continuity and Disaster Recovery• Implementing effective backup strategies• Creating an effective Business Continuity/Disaster Recovery planq
K2’s Microsoft Access – Tables, Queries, And Beyond
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Webinar
8.00 Credits
Member Price: $250
• Understanding database principles, including differentiating between databases and spreadsheets• How to create tables and relate tables in the same database• Creating and using queries• Building forms and reports in Access
K2’s QuickBooks For Accountants
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Webinar
8.00 Credits
Member Price: $250
• New features in QuickBooks Desktop and Online• Enhancing internal controls in QuickBooks-based environments• Improving financial and operational reporting when using QuickBooks and QuickBooks Online• Best practices for setting up companies
Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques
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Webinar
8.00 Credits
Member Price: $270
Comprehensive understanding of new legislation and its impact on estate planning. Analysis of estate tax issues and effective planning techniques. Examination of gift tax issues and corresponding planning techniques. Strategies for addressing generation-skipping transfer tax issues. Exploration of both tax and non-tax considerations and planning techniques. Estate planning considerations for tax-deferred retirement funds. Understanding the interplay between education issues and estate planning. Navigating step-up in basis issues for effective estate planning.
Preparing Not-for-Profit Financial Statements
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Webinar
8.00 Credits
Member Price: $280
The key requirements, options, and disclosures related to each of the basic financial statements, How the reporting of functional and natural expense information has changed, The new requirements related to providing liquidity and availability of financial assets information, The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general, How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits, Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
K2's Advanced Excel
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Webinar
8.00 Credits
Member Price: $270
Collaboration and security techniques, Tables, data models, and PivotTables, Advanced formulas, Data queries, Creating effective visualizations
IRAs: What You Need to Know about Contributions, Conversions and Distributions
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Webinar
2.00 Credits
Member Price: $105
Determine clients who are well suited for conversion from traditional to Roth IRA's. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive a waiver for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).
Conflicts of Interest - A New Approach
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Webinar
2.00 Credits
Member Price: $105
Documentary Client Consent Evidence, Subordination of Judgement, Whistleblowing, Conflict Disclosure Checklist.
Combating Internal Fraud
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Webinar
2.00 Credits
Member Price: $105
This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants some of the negative effects of the rampant fraud taking place in the business world today. The topics discussed in this session include: Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.
Preparation and Compilation Engagements Under the SSARS
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Webinar
4.00 Credits
Member Price: $175
Relevant sections of SSARS No. 21, Clarification and Recodification, Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24, Proposed changes to the SSARS guidance, Comprehensive sample engagement work programs for preparation and compilation engagements, Prescribed form, specified line item, pro forma, and other engagement variations, Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback
Advanced Topics in a Single Audit
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Webinar
8.00 Credits
Member Price: $270
Auditor and auditee responsibilities, Planning the compliance audit and other risk assessment considerations, Required elements of the SEFA, Major program determination process, including clusters and loans/loan guarantees, Considerations when assessing and evaluating internal controls over compliance, Considerations of pass-through entities and subrecipients, Audit sampling in a compliance audit, Advanced audit reporting issues
CFO - Advanced Profit Enhancements
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Webinar
8.00 Credits
Member Price: $280
Tactics to Improve Bottom Line: 1st Improve ROI, What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this the first of three sessions, see 1) above, we will explore successful strategies to improve pricing, increase volume, and reduce risk. We will discuss proven techniques to help your organization thrive. Topics Discussed Introduction to the three levers - Income, Asset Utilization, and Risk. Cost control, Waste elimination, Lean, Total Quality Management, and Six Sigma, Simplification - A case study in how complexity is an insidious profit killer, Activity based costing, Understanding what drives cost and how to control cost, Accounting practices that are antithetical to good cost control, Getting the message across and generating action, Where are the good ideas buried?, Increasing volume, How effective is your advertising and promotion?, What is your unique selling proposition?, Are you stifling innovation?, Pricing, Pricing for value not cost recovery, Understanding competition, Looking for the `blue ocean' opportunity Tactics to Reduce Investment: 2nd Strategy ROI. What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this second of three sessions, see 2) above, we will explore strategies to improve asset utilization and reduce investment. We will discuss proven techniques to help your organization thrive. Cost of capital. What do investors want? What does my capital really cost? How can we approximate the cost? Utilizing the Du Pont Formula in a discounted cash flow world, Increasing asset utilization, What should we do, and what should we allow others to do?, Buying the right equipment at the right price, Increasing throughput, Complexity - the capacity thief, Process choices, Should we automate?, Lease or purchase, Impact of automation on risk and return Tactics to Reduce Risk: 3rd Strategy to Help ROI. What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared! Why is risk relevant?, What do investors want?, How do statisticians look at risk?, How do economists look at risk?, Prospect theory, Your risk profile, Risk appetite, Risk tolerance, How do you monitor risk?, Heat maps, Risk is everyone's job. Managing risk, Avoid, Transfer, Mitigate, or Accept. Bridging the Gap with Marketing Management: The Four Ps. What should we know about marketing and what are the four `P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how. What is the function of Marketing?, Creating demand, building reputation, Inform and educate customers and potential customers. Marketing plans, What must be in a top-quality plan, Coordination with strategy and financial ability, 1 - Products and services, Why do customers buy, or not buy, your offerings?, Core products, actual products, augmented products, 2 - Price, Pricing is market driven, not cost driven!, Cost leaders vs differentiators, When to increase price when to reduce price, 3 - Place or channels, Effective and efficient channels, Alternative channels, 4 - Promotion, Promotion alternatives and cost effectiveness, Coordinating the 4Ps to gain maximum results.